# Release Notes
# 13 July 2020
# LiveChat
Here’s what you can find in this ExtraaEdge **Live Chat** release:
### **Option to Enable/Disable Chat on User**
{% hint style="success" %}
Now chat for a user can be directly enabled and disabled from the settings panel.
{% endhint %}
**Why it matters:**
As all counsellors do not chat with the leads so now with this feature Admin's can :
* Enable or Disable chat for particular counsellors via **Settings**
**How it works:**
* On the settings panel, there will be an option to disable and enable the chat.
* Please refer below Screenshot :
{% hint style="warning" %}
Chat can be enabled and disabled in bulk too. Also, there is a max limit to enabling chat for users.
{% endhint %}
# Switch IVR to App Calls
Here’s what you can find in this ExtraaEdge **Call feature** release:
### **Ability to switch IVR to App Calls**
{% hint style="success" %}
With this new feature, we are giving the user the ability to switch to IVR or Mobile App for calling purposes.
{% endhint %}
**Why it matters:**
* Currently, As many of our users use both IVR and Mobile App for calling Leads and either one of them could be enabled at the same time with '**Click to call**' option.
* This feature will help them to connect via both IVR and Mobile App for calling so they can just switch to whatever option they want.
**How it works:**
* On the lead list when you click on the Click to call icon a pop up will open \
Please refer the below screenshot-
* When you select IVR and click on the call button the call will connect through IVR and when you select App and click on the call button the call will connect through the Mobile App.
{% hint style="warning" %}
Make as default - When you select an option and check the **make as default** checkbox from then onwards for every Click to call action that option will be by default selected.
{% endhint %}
# Application List
Here’s what you can find in this ExtraaEdge application list release:
### **Download the documents uploaded in application list :**
{% hint style="success" %}
This feature is to give the ability to counsellors to view and download all documents or single documents for a particular lead.
{% endhint %}
**Why it matters:**
* Earlier a student could upload multiple documents from the application form, the attachment links were only available in the PDF to download or available in the student's form side to download.
* With the help of this feature**,** counsellors can download documents attached by a particular lead which will be easily accessible to the counsellor anytime.
**How it works:**
* A new option Download Documents is added on the Application List lead card 3 dot menu. Please refer below screenshot -
* When you click on the action the actions will be View, Download for each document, View will open the document in the new tab and Download will download the document on the system. Please refer below Screenshot-
# Web Analytics
Here’s what you can find in this ExtraaEdge **Web Analytics** release:
{% hint style="success" %}
Web analytics gives indicators to take relevant actions on communication & marketing.Website Tracking will help to focus on those leads tracked on the basis of some events like clicks, video watch, links click, time spent, visits/revisits, downloads, etc.
{% endhint %}
**Why it matters -**
* Web analytics provides users an effective method to target qualified leads and nurture via the right communication channel. This helps the marketing managers and counsellors to take necessary actions for leads whenever required
* Qualified leads can be identified based on events like clicks, videos played, time spent, visits, downloads, etc. on the website. For an Instance, you can filter out from your data, those students who has spent more time on your website as this is a clear indicator of leads converting into prospects
**How it works -**
* On your Website Page there will be some tracking events implemented like :\
Clicks, button click, video play, etc. as soon as a lead comes from the website page in CRM there will be a new funnel called **'Last Online'** those leads will get stored in that funnel.
* Based on the Tracking event a website activity will create for such leads and tracking parameters like click, time spent, page views of website will be captured for new as well for repeat users. Session Activity will help us to know the details information of lead like there location/IP browser pages visited by that particular lead.
**Please find the attached image which shows web analytics activity :**
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# 30th June 2020
# Multiple Lead List
**Why we need this feature :**
In the current structure of the lead list, it is impossible to manage multiple flows in a panel. This feature is already in use with some of our clients. This allows creating the multiple lead list depending on the different lead categories.
**How it works :**
**Multiple lead list :** \
We have created three lead lists named as Student, Teacher, and Employee. \
Suppose, Lead A is the student and Lead B is Teacher then Lead A will be in Student lead list and Lead B will be in Teacher lead list. So it's easier to manage the flow of the lead from different categories.
Please refer the screenshot :
# Prediction Score
**Why we need this feature :**
Prediction Score is one of the most useful features for every client to make sure whether they are working in the right direction with the Right Prospect and Recommends suitable activities for possible conversion.
**How it works:** \
\
The humongous volume of leads accumulating in the CRM is segregated using cutting edge Machine Learning algorithms leveraging customer’s historical data.
> This feature predicts the possibility of a lead to get converted and helps the counsellor to prioritize the action on each lead.
* Prediction Score on the lead card shows in this way :
# 5 June 2020
# Segmentation
### **Multiple Update Action in Segmentation**
{% hint style="success" %}
Currently in the **THEN** tab we only can select one lead attribute to update. Good news is now **User can select multiple attributes to update from then part.**
{% endhint %}
#### How it works:
* There is a plus icon from where you can add multiple attributes.\
Please find the screenshot below :
### **Segmentation Filter Using Created By \[For admin Users only]**
{% hint style="success" %}
Currently**,** segmentation does not provide any filter . Now with this feature admin can filter segments using created by counsellor names.
{% endhint %}
**How it works:**
* There is a filter button at the extreme right side from where counsellor wise filter can be applied.
* Admin can access segments from all other counsellors and Activate, Deactivate,Delete, and Edit segment.
# Fees Module Payment Integration
### **Fees Module Payment Integration-Comment Fields**
{% hint style="success" %}
While working on various leads at a time, it may be difficult for a counsellor to remember the conversation they had.With the help of this feature comments can be added and have a track on it later as well.
{% endhint %}
**Why it matters:**
* In the Fees module now a **comment field** is added if the user wants to add any comment.
* This will help them to maintain notes for the respective lead.
* Once comments are updated you can track them later from the counsellor follow up button(Black Bubble)
**How it works:**
{% hint style="warning" %}
Click on Send Link for sending the payment link.
{% endhint %}
# Whatsapp Bot
### **Whats-app Bot Capture responses \[For Enterprise Whatsapp customers]**
**Why it matters:**
With this feature now customers can provide, counsellor level support 24\*7 with predesigned workflows to interact & address their queries. It also allows them to share images, videos, & documents to nurture prospects towards admission on Whatsapp.
**How it works:**
# Bug Fixes
**Delete lead bug fixes**
* The counsellor was facing an issue in deleting a junk lead from the CRM.We have rectified and solved the problem.
# 27th May 2020
# Video call feature
{% hint style="success" %}
With this feature now we have added one more click to action ‘Video call’**.** In current pandemic scenario counselors are working from home and physical.
{% endhint %}
**Why it matters:**
* In this Covid situation, we are providing the ability to use video conferencing as a communication tool will replace the inherent need to physically travel & make sure the emotional connection & personalization are still maintained virtually.
* Counsellar's can send a send a video link via email or SMS and have a safe counselling.
**How it works:**
# Restrict Duplicate Emails
{% hint style="success" %}
With this new feature, we can avoid email duplication. This means now the same email to the same lead will not be sent for ‘X’ amount of time.
{% endhint %}
**Why it matters:**
This Feature addresses the issue of sending the same emails multiple times to the same email Id. This will reduce the number of unwanted duplicate emails to the same email ID.
**How it works:**
* **Definition of Email duplication:** If by mistaken same email is sent to the same Prospect from the same Counsellor / User within a particular time
* This is time configurable. For example, if we restricting sending the same email for 30 mins then user can send the same email after 30 mins to the same lead.
* To configure restricting time, User needs to reach their respective POC.
# 6th May 2020
# Segmentation
### **Counselor/Admin level Segmentation for all customers**
{% hint style="success" %}
With this new feature now we can run a segment for counsellors and administrators depending on the next action date and lead activity. Without logging into the platform counsellor will get the idea of what needs to be done.
{% endhint %}
**Why it matters:**
* This Feature addresses the common issue of not getting any action related updates without logging into the platform. The counsellor and admin will get Reminder SMS/Email communication for their next activity & milestone.
* They will also get Escalation SMS/Email communication if the missed any activity. Notification will be given to user by SMS/Email depending on lead status.
**How it works:**
Communication Type can Only Email, Only SMS, or both Email or SMS.
### **Dependent Segmentation added for all users**
{% hint style="success" %}
With this new feature, now we can run a dependent segment for leads. Previously there was no communication fired to the lead after the first segment’s response. Now with this feature counsellor can run a segment depending on the previous segmentation responses up to level 3. I.e. Three dependent segments can be added depending on the responses received by Email/SMS communication.
{% endhint %}
**Why it matters:**
This Feature enhances our existing segmentation feature for better automatic lead management using updates and communication triggers run by the dependent segment.
**How it works:**
* Like existing segmentation, the dependent segment also gives two ways **:**
1\. Immediate communication
2\. Number of Occurrences
* Add, Edit, Remove these operations can be performed on dependent action. Currently, Email/ SMS communication is Considered for this feature.
* Refer to the screenshots for more details.
**Add dependent segment -Action 1**
**You can add Action up to level 3**
**Edit Dependent Action :**\
Refer above S.S
**Remove dependent Action :**\
Refer above S.S.
Click on Remove Action. As it is dependent Removal flow Action 3->Action 2-> Action 1.
# Fee Collection Module
{% hint style="success" %}
With this new feature now counsellor can directly send the payment link to the Lead using Email/SMS communication and payment status will automatically get updated for the leads
{% endhint %}
**Why it matters:**\
\
In this COVID situation, counsellors are working from home and it’s very important to communicate with prospects in one go.Now they can ask lead to pay fees through the platform by just sending payment link by Email/SMS.
#### **How it works:**
> **Fee Payment Panel :**
>
> Counsellor can select the mode of communication, courses, amount & the expiry date of the link before clicking on **SEND LINK** Option.
# Counsellor Alert Notification
{% hint style="success" %}
With this new feature now we can now provide a notification bar on the CRM platform. If any notification needs to be given to the counsellor and Admin we can use this feature.
{% endhint %}
**Why it matters:**\
\
This will reduce the manual efforts of reminding or notifying important things to our customers. This can be customized at the domain level and counsellor level.
**How it works:**
CS team needs to set this notification from English.json and Config.json
# 9th Sep 2020
# All templates visibility based on Counsellors
## **All templates visibility based on Counsellors :**
{% hint style="success" %}
With this new feature we can restrict visibility of Email/SMS templates on individual Counsellor levels.
{% endhint %}
### **Why it matters:**
**I**n current implementation, all the SMS/Email/WhatsApp templates are directly visible to all the counselors, With this feature we can restrict visibility of templates on individual counselor levels.
### **How it works:**
1. Whenever a new template is added a new dropdown to be shown to select visible to.
2. The dropdown will have a list of counsellors and an option of All Counsellors, similar to the save list option.
3. If the user selects All Counsellors the template will be visible globally.
4. This option needs to be added for all the templates: Email, SMS, WhatsApp
5. If a template is marked as not visible for a counsellor, the counsellor should not be able to see the template while:
* Sending single/bulk SMS/Email/Whatsapp from all the places.
* Creating campaign
* Creating campaign
# Campaign Enhancements
{% hint style="success" %}
With this new feature you can Download , Bulk Refer or Save the list easily. This is a key feature if you want to refer the Open/Delivered response leads to counsellors campaign-wise.
{% endhint %}
Currently we have limited bulk action options for executed campaigns . Now three most important actions are included :
### **Why it matters:**
In current flow , once a campaign gets executed one can send Email / SMS/ Whatsapp to all leads in the campaign . Now we have given Downloading , Referring and creating a save list of this campaign leads which is very useful and important.
### **How it works :**
# ChatBot Feature Updates
{% hint style="success" %}
Chatbot has enriched with new enhancements and features for our customers .
{% endhint %}
### **Change Lead Status from Chat List :**
### **How it works :**
The option is similar as the current change status option opened by clicking on the status. On the tabs ‘Online Users’, ‘Past Users’ when the lead card is expanded to view lead details, status is visible.The status is clickable, on clicking the right-side panel will be open to change status.
### **Change Live chat status from Offline/Online from CRM :**
* Showing this button will be configurable on a domain level based on the flag. By Clicking on the button will make the user online and start receiving chats.
* If the user is online and the user tries to click on the chat button, a confirmation popup displays asking whether to make it offline, if clicking on yes user will be offline.
* This button is visible only if the allowChat is set as true for the user. If any chats are ongoing and the user clicks on the button, a confirmation popup asking that making offline will end all chats to be shown, if the user clicks on Yes. All ongoing chats to be ended and users to be made offline.
### **Chat Assignment based on ownership for existing leads :**
### **How it works :**
Chat assignment approach for existing leads is changed now. If an existing lead comes online it will get assigned to the lead owner even if the lead owner is offline or manually makes himself offline through a new button . If the chat is not answered then lead transfers to an active counsel**l**or .
# Help Document of ExtraaEdge
### **Our Objective for this Feature :**
* **Coming to the objective, below is a brief outline on what we are going to focus on:**\
\
1\. Provide end to end insights on Product features\
2\. Make sure you have right content available with you handy at all times\
3\. Reduce TAT in resolving your queries related to product functionality
### **In this, you'll have access to below items:**
1\. Help : Material related to product functionalities like managing leads and follow ups
2\. Videos showing practical demonstration of various features. New releases and developments - with description4. API Docs.....and many more !
{% hint style="success" %}
Please watch below video to understand about our Help Doc\
\
{% endhint %}
# 20th Nov 2020
# Country Code Dropdown in App Form Widget
{% hint style="success" %}
This change will help to recognise Country along with its code.
{% endhint %}
### **Why it matters:**
Previously, in Application form Widget the country code is accepted in the text field which was not a convenient option, Now we have given dropdown for the country code, where the student can easily choose country code.
### How it works :
# Other option text field
{% hint style="success" %}
This change will help us add "Other" as a dropdown and student can specify it in a text field once OTHER is selected.
{% endhint %}
## **Why it matters:**
In the application form, in any of the dropdown field if the student chooses **Other** as an option, a new text box will be shown below or on the side of the dropdown field. This is very important to give provision to specify what is the value when ‘Other’ Value is chosen by the student .
# Existing Lead Re-Enquiry on Application Form
### **Why it matters :**
In current application form implementation if an existing lead tries to register again, the student is able to register and proceed further. Now we have an option where the user will be shown a dialog saying you are **already existing in the system** and asking them to login using credentials sent on email. A new email with Login link and link to reset the password to be sent after showing the popup on the registration page
### **How it works :**
# Validation of Fields in App Form Registration Form
### **Why it matters:**
Previously, in App form widget implementation there were no validations for name or other text fields, now we have validations to all the fields in the widget. Example: Name will always contain only alphabets and a ‘dot’ symbol, it will allow single character names allowing to enter initials.
### How it Works :
# Updated Dashboard Button Position
### **Why it matters:**
App form dashboard screen has an action button which is Previously aligned to the left side, for better experience updated the same to the right side.
### **How it Works:**
# TitleCase & UpperCase for all Text Fields in App Form
## **Why it matters:**
In the application form Previously for all the text fields by default when user enters the information it appears in all small case, now we have the case configurable as following ways :
* Normal case - It will work as it works Previously
* Title Case - Whenever user types a word first letter will be in upper case, after every space for new word it will be in uppercase.
* Upper Case - All the letters Student types in the field will get changed to Uppercase in App Form.
{% hint style="success" %}
This is configurable globally for all the fields in the form excluding fields as required.
{% endhint %}
> **For example: TextArea or Email address will behave as it is.**
### How it works:
# 7th Dec 2020
# Lead Details & Activities Show/Hide
### **Why it matters:**
In current implementation, the counselors can view the other counselor lead details and respective activities via global search, With this feature we can restrict visibility of lead details and activities which are referred to or created by another counselor.
### **How it works:**
We can hide the details if anyone searches the lead i.e Masking of lead and disabling the edit option.
# 11th Dec 2020
# Multiple Lead Journey For Application Form
**What is Multi Lead Journey ?**
Multi-Lead Journey is where same lead can enter multiple times in system with one unique field on which Multi-Lead Journey is applied. For an Example : If a lead can apply for more than one courses than we can see 2 different leads in system with separate courses or we can a lead card where course bubbles are created to identify that same lead is created with separate courses.
In below Image , you can see on one lead card, there are 2 tabs of courses
{% hint style="success" %}
This feature is now Application Form Compatible where if a lead has filled application form with one course and then again with different course then it will be seen as shown below :
{% endhint %}
# Counselor Notification- Chat Disabled for Counselor
### **Why It Matters:**
Currently ,When any of the Live chat users gets disabled for chat then on the front end there is no any facility to notify them, as they that user gets disabled for live chat. Now it will notify logged in live chat counsellor with a pop up model.
### **How it Works:**
When any of the Live chat users gets disabled on **Settings Panel** there will show a Pop Up Model to notify particular counselors.
# 30th Dec 2020
# Sequence of all dropdowns in CRM
### **Why It Matters:**
Before that there was no sequential manner to show the dropdown values for each field like source, sub source, Courses etc. Now dropdown values will show in alphabetical order.
### **How it Works:**
Now, If any new values gets added into the particular fields then it will show in sequential manner i.e in alphabetical order.
# Removing Spaces in Text Values
### **Why It Matters:**
There were no limits to enter space in the text box, so that leads will be able to enter as much as space in the text box. So we have done enhancement for removing extra space.
### **How it Works:**
When lead tries to enter space in the input box then only one space will be allowed to add between the two words.
# Category Based Leads on Referred From Me Tab
### **Why It Matters:**
Earlier there was a **Referred From Me** funnel present only for the Lead List Panel, Because of these, counselors can not bifurcate referred leads in list wise manner. Now we have implemented **Referred From me** funnel on the basis of lead category, from these implementations it will help to sort out the Referred Leads in list wise manner.
### **How it Works:**
If we want to configure Referred From Me Funnel for Application List Or Multiple Lead List then we need to set the Referred From Me Funnel for those Lists, so that On CRM it will show that Funnel in Respective List.
# Application Form PDF to All Emails
### **Why It Matters:**
Currently we send application form PDF email to only Primary Email Id of Lead, So we have made enhancement to the next level that, Now we are able to send the PDF to Alternate, Father, Mother Email Id.
### **How it Works:**
We are able to send Application Form PDF email to either of Primary, Alternate, Father, Mother Email Id’s.PDF Email will be sent to respective email id according to your requirement. So, Accordingly PDF email will be received to those email id's & as well as counselor activity will be create for same.
# Additional Search Fields in Filter
### **Why It Matters:**
Now we have added extra fields in the filter panel i.e. First Name, Middle Name, Last Name, Email Id & Mobile Number ,because of those fields counselors are able to search out the respective leads according to data given in to the filter.
### **How it Works:**
If the counselor wants to search the particular leads for particular source wise or any other collective data then we can use those search filter fields. According to the values given the respective lead will get searched.
# 20th Jan 2021
# Offer Letter Generation in Application Form
{% hint style="success" %}
This will help to automatically send the provisional admission letter or Offer Letter to the student without any manual intervention
{% endhint %}
## **Why it matters:**
In application form, there was a provision to send Application PDF after admission fees is paid by the student. But we have introduced Offer Letter Generation, Admit Card Generation, Induction Letter, etc. via Application Form itself. We can send this at any step in the application form.
## **How it works:**
A new email template introduced for the offer letter, the generated offer letter to be sent as an attachment to the student in the email.
On the counselor side, offer letters can be downloaded from counselor activity. On the Student side, an Offer letter will be sent on the Email Id of the Lead.
# Multi-Domain integration
## **Why it matters:**
There are customers who can have multiple domains at a time. Consider **XYZ** university, They have one main domain as X and one subdomain YZ. Their Leads are coming from a Single website to X and the requirement is, leads should get added into YZ directly depending on the course opted by the lead. **i.e The requirement is to push leads to multiple domains coming on a single domain through third-party API.**
## **How it works:**
This works for clients who have multiple domains. The mapping can be set on **Course, Level , Program or Source or in combination**
{% hint style="success" %}
**To know more about : Please contact respective dedicated CS for your account and get it implemented :)**
{% endhint %}
# 13th Feb 2021
# Session Time Tracker - For Users
You can now track your counsellor's login and logout time and **Lead admin can see the counselor working productivity on the next day through the report.**
## Why it Matters ?
Session Time Tracker is useful for keeping track of counselor's login and logout time. and also the time for which the counselor is active on the platform. Lead admin can see the counselor working productivity on the next day through the report.
## How it Works ?
The Time tracker timer will be started from zero whenever a counselor opens the platform and logins for the first time on the day.
**The timer will pause in following scenarios:**
1\. If the counselor switches to a different tab from the EE tab.
2\. If the counselor closes the EE tab.
3\. If the counselor minimizes the browser or shifts to some other window. 4. If the counselor logs out from the EE.
**The timer will resume for the same day in following scenarios:**
1\. If counselors resume back on the EE tab.
2\. If the counselor reopens the closed EE tab.
3\. If the counselor re-logins to EE on the same day.
{% hint style="success" %}
The Time Tracker will be reflecting on Top as shown below :
{% endhint %}
# Lead Verification
{% hint style="success" %}
You can now verify the lead that is coming from any third party in the system
{% endhint %}
## **Why It Matters:**
The requirement is to send verification link via Email & SMS and if the lead clicks on the link then the lead’s email & mobile to be marked as verified in the system.
**Add Verification Link in your Email's :**
{% hint style="success" %}
Student will receive confirmation as shown below :
{% endhint %}
# No Email and No Mobile Lead Filter
{% hint style="success" %}
You can now filter out leads which are without Email or without mobile numbers easily.
{% endhint %}
## Why It Matters ?
This matters because if you want to send out email communication then you can exclude the leads where email id's are not present and same in case of mobile numbers for SMS.
Get this activated from your account manager! :)
# By Default All Counsellor Filter
{% hint style="success" %}
Now the admins can see all the leads( data ) without applying any filter :) This will save a lot of time of Admin
{% endhint %}
## How it works?
We have a feature where even if you don't apply any counsellor filter still in your login by default all the lead data will reflect. This will give clear visibility to admins. This will save a lot of time, isn't it?
# Counselor Access to Application Form
{% hint style="success" %}
Counsellors can now fill / edit some details of the student in application for and we log all the activities performed by Student / Counsellor
{% endhint %}
## **Why It Matters:**
Counsellors sometime fill the student app form or edit marks when their results are declared.
The logic behind this feature is to give access to counselors to do field level changes in Leads Application Form. We maintain the history which was edited by Counselor or by Student.
# Mapped Fields in Filter
{% hint style="success" %}
This is important because when there are certain fields that are mapped among each other e.g Program and Course then in that case When you select particular Program then their mapped courses will only reflect in the filter.
{% endhint %}
## How it will work?
This will work as shown below :
Lets say there are 3 fields Institute , Program and Course. When you select Institute then respective Program will reflect and when you select program then respective courses.
# Segmentation - Null Action Date
{% hint style="success" %}
This feature / setting will help counsellor's analyse which are those leads where follow up is not added and there is Null (No Next Action Date ) defined and accordingly actions can be taken.
{% endhint %}
## **Why It Matters:**
If any of the counsellor’s want to add segmentation rule on Lead where ‘Next Action Date’ is Null / Not Set, So that they can able to take action of that particular leads
## **How it Works:**
When Configuration set & Segmentation is added on the condition whose Next Action Date is Null then for those leads communications will receive.
# 15th March 2021
# Brand new Lead Card
{% hint style="success" %}
LEAD CARD VIEW :\
\
{% endhint %}
* We are bringing you an "Eagle Eye's View" with new lead card. Everyone want's to have a single view of all the activities done right in front of them for self evaluation.
* ExtraaEdge's new Lead Card allows team to view all the activities done in a single view with a better user experience. This is simple but extensive 360 degree view.
# Advanced "Save Filter" Feature
{% hint style="warning" %}
Tired of applying the same filter again and again?
{% endhint %}
With "Save Filter" feature, you can save the filter used regularly along with the option of simply applying the filter or saving the filtered list. You can also update the filter that you have saved. This will save your time and efforts
> **Click here to see more about this feature :**
>
>
## Why It Matters ?
1\) Filtering every time you want to access a particular lead can be daunting. \
2\) It consumes time & decreases productivity at times of your team members.\
3\) To tackle this minor yet important problem we introduced a new **"Save filter list"** that helps you save important leads of the day, week, or month.\
4\) Your team members can easily access this list with just a click without the need to manually selecting multiple parameters at which you want to filter.
# Drag & Drop Email Builder
### Benefits :
{% hint style="success" %}
Now you don't need to get in touch with your tech teams to build HTML formats for your emails campaigns, With the new Drag and drop email builder you can make email templates within minutes and make your emails visually beautiful with inbuilt stock images which can be used without any extra cost.
{% endhint %}
* You can now design beautiful web and mobile responsive email templates without any HTML skills.
* **Use drag & drop** to create emails in minutes. No coding or design skills needed.
### Watch a short video on how this feature works ?
{% hint style="success" %}
{% endhint %}
# Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
{% hint style="success" %}
You will now be able to capture highly important activity dates of Application Form like along with filter which will help you sort the data in a streamlined manner.
{% endhint %}
### Added Activity Dates :
* Application **registration** date-time: Understand the peak time when you registrations
* Application **first login** date-time: Calculate the average time a lead takes to login
* Application **last active** date-time: Identify when were the last changes made to take proper follow-up for Form completion
* Application **last updated by(**Student/Counselor): Identify who has made the last changes in the application form for better transparency.
# Login Feature in App form Widget
* Lead can directly login on the registration page by using email address and password if they have already registered along with the option of recovering password by clicking on "Forgot Password"
# 17th March 2021
# Lead to Application Journey
{% hint style="success" %}
We have updated our CRM with the new feature to make the Lead to Application Journey more hassle-free.
{% endhint %}
### How it works?
* On the three-dot actions a new option is introduced, “Lead to Application Journey”.
* Once you click on it, a pop-up appears. By clicking on Send Email/SMS to fill the application form, the counselors can immediately send the link for the Form.
* If the lead has already been registered then the prospect applicant can directly continue to fill in the form without registering again.
* This will help you to scale down the conversion time for an existing lead.
# FB Remarketing Audiences
### Why It Matters?
For our customers remarketing is very important to nurture the leads. This feature will help customers to nurture their outbound list by connecting them to social ad networks . Currently , in this phase we have integrated Facebook ad audiences . We will enhance this for AdWords and LinkedIn in the upcoming phase.
### How It Works?
To enable this first you need to connect with FB ad account in the integration\
This feature uses saved lists while creating audiences . These lead contacts will be pushed to fb audiences .
# Auto Save App Form
### Why It Matters?
The requirement is to Auto Save the currently filled fields on the application form, this needs to be done to avoid losing information for students
### How It Works?
* **Auto save is time based saving of the data in the background.**
* **Auto save occurs in case the student is idle on the application form for x minutes.**
# Post Application Process in app form
{% hint style="success" %}
This feature can be used for **all our customers with different use cases for PDF creation like Admit card, allotment letter , offer letter ,induction letter, etc.**
{% endhint %}
### Why It Matters?
Currently in application form once payment is made by student status changes automatically in CRM and the application form process ends . Now we have implemented post application form processing where we can generated PDF for our customers with different use cases for PDF creation like Admit card, allotment letter , offer letter ,induction letter, etc.
### How It Works?
# Quick Add PopUp Change
### Why It Matters?
In quick add popup after adding lead popup remains open to add if the user wants to add more. We have enhanced quick add functionality by giving one more button to add and close the popup. This we enhance the user experience.
# 3rd April 2021
# Internet Speed On UI
This feature is to notify the users within the CRM that their internet speed is slow which will save a lot of troubleshooting time for our CS team as well as users.
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# Chatbot in Application Form
Currently in the application form, when a student fills the application form and the counselor and leads need to communicate with each other there is no such provision.
This seems very important to reduce the overhead time and having a convenient communication option while filling the application form.
# App Form Slot Booking
We are focusing on the journey of the lead after filling the application form, here we have given provision to book slots. This can be used in different use cases.Here we have made as : the lead should be able to book interview slots to apply for GD/PI once the Payment is Done
# No Limit on campaign
In the current implementation, users can create a campaign with a limit of max 5000 leads. It does not allow users to filter more leads while creating a campaign.
{% hint style="success" %}
Now we have removed this limitation. also, the In-progress percentage is visible on the Campaign card.
{% endhint %}
# 4th May 2021
# Change Course Amount to pay for Lead
### Why It Matters?
Here the requirement is that users want access to change the course amount (Course Fees payment i.e. Payment 2) for lead. For ex. if the lead course fee is Rs.40000 then the user can set it to Rs.35467,then lead have to pay Rs.35467 instead of 40000.
### How It Works?
In CRM, there is an option to update the amount. This amount can be updated by the counsellor or by admin.
{% hint style="success" %}
This will change the course fees in application form and then the student can pay the updated amount.
{% endhint %}
# Duplicate and Draft Email Templates
### Why It Matters?
**Duplicate Email Templates -**
* Now the user can duplicate any existing template and after making changes the template can be reused.
* As we have released the new email template editor i.e. Advance Editor, If you have created any template and want it duplicated then it is now possible !!!
* This will save the users from creating the whole template again and just reusing the duplicate one.
**Draft Email Templates -**
* Users can also save a template as draft and can later publish it. Draft templates will not be visible on the template list while sending Email.
* This feature will help the user in saving the template earlier itself as draft and later on editing and then publishing the template for their purpose in future.
* They can also save templates as as draft which are not currently in use and are to be used for future purposes.
### How it Works:
There is an option on the template editor to save a template as Draft. \
Clicking on the save as draft option, validation will check for current validations, if valid it will save the template as draft.
Status of the template will get displayed as draft on the Email template list.\
Draft template can be published later. \
Draft templates would not be visible on the template list until they are not published.
The Copy/duplicate option will be available on email templates listing on a single template.\
Clicking on the option will open the same editor as of the template and show the content of the template, it will carry forward only the subject and the body of the main template. If there are attachments to existing templates they also should be carried forward.\
Based on the template user can create a new template by modifying the existing template content and also adding a name, once saved the new template will be created.\
If the user cancels the operation after moving to the new template screen the template will not be created.
# Timestamp in lead chatbot history
### Why It Matters :
Previously in chat history we have not provided any time stamp for chat messages . So because of this counselors were not able to track the exact conversation time. This will be helpful to track the messages through chat history
### How It Works :
# Pop Up in CRM if connection is broken during LiveChat
### Why it matters :
For chatbot customers, on the counselor side internet issues have always been difficult to tackle during the chats. To overcome this we have given a new popup which forcefully leads users to refresh the page. On refresh if the chat connection is interrupted due to internet connectivity or any other user behaviour such as screen lock , sleep mode then chat connection will get established again. So for seamless chat experience this is an important feature
### How it works :
This has been implemented at CRM side for the following cases
1\. loss of internet \
2\. Change of internet \
3\. Screen lock \
4\. Sleep mode
# Redirecting to lead list from drilldown table in the reports
{% hint style="success" %}
**Redirecting to lead list from drilldown table in the reports.**
{% endhint %}
After Clicking on Student Name you will be auto redirected to students lead card
# 8th May 2021
# Payment Receipt Generation
### Why It Matters:
Payment receipt feature will help the counselors to track the payments done by the students. Also, It will give students acknowledgement that STUDENT'S fees have been successfully paid.
### **How it Works:**
* After payment is done the download button will get displayed besides each course on the payment step.
* Every receipt generated will have a receipt number associated with it
* Payment receipt will be received to the Students Primary, Mother, Father and Alternate Email ID
* On the CRM side the Payment receipt will be visible in the Download documents option.
# 6th August 2021