What's New in ExtraaEdge !
  • Release Notes
  • Release 1.49
    • 13 July 2020
      • LiveChat
      • Switch IVR to App Calls
      • Application List
      • Web Analytics
  • Release 1.48
    • 30th June 2020
      • Multiple Lead List
      • Prediction Score
  • Release 1.47
    • 5 June 2020
      • Segmentation
      • Fees Module Payment Integration
      • Whatsapp Bot
      • Bug Fixes
  • Release 1.46
    • 27th May 2020
      • Video call feature
      • Restrict Duplicate Emails
  • Release 1.45
    • 6th May 2020
      • Segmentation
      • Fee Collection Module
      • Counsellor Alert Notification
  • Release 1.52
  • 9th Sep 2020
    • All templates visibility based on Counsellors
    • Campaign Enhancements
    • ChatBot Feature Updates
    • Help Document of ExtraaEdge
  • Release 1.55
    • 20th Nov 2020
      • Country Code Dropdown in App Form Widget
      • Other option text field
      • Existing Lead Re-Enquiry on Application Form
      • Validation of Fields in App Form Registration Form
      • Updated Dashboard Button Position
      • TitleCase & UpperCase for all Text Fields in App Form
  • Release 1.56
    • 7th Dec 2020
      • Lead Details & Activities Show/Hide
      • Additional Bulk Upload Fields
      • App Form Step Completion Custom Popup
      • Chat List - Unread Message Counter
  • Release 1.57
    • 11th Dec 2020
      • Multiple Lead Journey For Application Form
      • Counselor Notification- Chat Disabled for Counselor
  • Release 1.58
    • 30th Dec 2020
      • Sequence of all dropdowns in CRM
      • Removing Spaces in Text Values
      • Category Based Leads on Referred From Me Tab
      • Application Form PDF to All Emails
      • Additional Search Fields in Filter
  • RELEASE 1.59
    • 20th Jan 2021
      • Offer Letter Generation in Application Form
      • Multi-Domain integration
  • RELEASE 1.60
    • 13th Feb 2021
      • Session Time Tracker - For Users
      • Lead Verification
      • No Email and No Mobile Lead Filter
      • By Default All Counsellor Filter
      • Counselor Access to Application Form
      • Mapped Fields in Filter
      • Segmentation - Null Action Date
  • RELEASE 1.61
    • 15th March 2021
      • Brand new Lead Card
      • Advanced "Save Filter" Feature
      • Drag & Drop Email Builder
      • Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
      • Login Feature in App form Widget
  • RELEASE 1.62
    • 17th March 2021
      • Lead to Application Journey
      • FB Remarketing Audiences
      • Auto Save App Form
      • Post Application Process in app form
      • Quick Add PopUp Change
  • RELEASE 1.63
    • 3rd April 2021
      • Internet Speed On UI
      • Chatbot in Application Form
      • App Form Slot Booking
      • No Limit on campaign
  • RELEASE 1.64
    • 4th May 2021
      • Change Course Amount to pay for Lead
      • Duplicate and Draft Email Templates
      • Timestamp in lead chatbot history
      • Pop Up in CRM if connection is broken during LiveChat
      • Redirecting to lead list from drilldown table in the reports
  • RELEASE 1.65
    • 8th May 2021
      • Payment Receipt Generation
  • RELEASE 1.67
    • 6th August 2021
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On this page
  • Counselor/Admin level Segmentation for all customers
  • Dependent Segmentation added for all users

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  1. Release 1.45
  2. 6th May 2020

Segmentation

Counselor/Admin level Segmentation for all customers

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.

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

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.

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.

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Last updated 4 years ago

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Add dependent segment -Action 1
Add dependent segment -Action Level3