Product Release Notes – July 2012
- Overview
- Mobile Consumer Client
- Agent Client v4.4
- Mobile Text Connect
- Improved CRM Lead Source Identification
- LTS Lead Integration
- Auto Assign Customer Profile
- CallSource Tracked Call Alert
- New Web Service – Mobile Text Connect
- New Web Service – Direct Merchant Reporting Service
- New Report – Dealer Group Presence
- New Report – Manufacturer-Dealer Group Performance
- New Report Location – Text To Chat Detail Report – Agent Login
Overview
ContactAtOnce! has developed a number of enhancements, many of them requested by you, our valued users and customers. Highlights of the new or enhanced features include:
- New Mobile Consumer Client
- Agent Client v4.4
- Mobile Text Connect
- Improved CRM Lead Source Identification
- Lead Tracking Solutions Lead Integration
- Auto Assign Customer Profile
- CallSource Tracked Call Alert
- New Web Service – Mobile Text Connect
- New Report – Dealer Group Presence
- New Report – Manufacturer-Dealer Group Performance
- Text To Chat Detail Report Added to Agent Login
Mobile Consumer Client
ContactAtOnce! has released a consumer chat client optimized for consumers shopping from mobile devices. No site integration changes are required; ContactAtOnce! automatically serves the mobile consumer client to those shoppers browsing with mobile devices that support HTML5. The mobile consumer client works with Apple iPad, iPhone and iPod Touch and some Android devices.
- Auto-detects supported devices.
- Presence icons are suppressed if device is not supported.
Agent Client v4.4
ContactAtOnce! has developed a number of enhancements to the Agent Client, now available, as v4.4.
These enhancements include:
- Spell check
- Start a Mobile Text Connect Conversation
- Lead Status Update
- Improved Agent Assumption Usability
- Mobile Consumer Indicator
- Active Conversation On Top
- Edit Industry Shortcuts
- Check for Updates
Learn more about Agent Client v4.4
Mobile Text Connect
ContactAtOnce! Mobile Text Connect enables your sales agents to engage potential buyers via SMS or text messaging. Learn more about Mobile Text Connect
Mobile Text Connect sessions can be initiated by consumers or agents. Some of the ways to initiate a Mobile Text Connect Conversation
- Web form on mobile Web Site
- Web form on “regular” web site
- “Click to text” link on Mobile web site
- QR Code
- Agent Client (v4.4 required)
- Texting to the published phone number
Key Benefits
- Increases engagement between advertisers and consumers
- Convenience for consumers
- Trackable, Monitorable, Measurable
- “Corporate control” for the advertiser
Improved CRM Lead Source Identification (ADF)
ContactAtOnce! enhanced ADF CRM integration by allowing you to add a description to the Source tag.
This description (e.g., “Chat”) permits CRM systems to separate chat leads from other lead types.
This setting is managed from the Advanced Settings page of the portal.
Leads are distributed in XML format and contain a node called Provider with child nodes called Name and Service. The Service will always be ContactAtOnce! with an indicator of the lead source. For example, chat, call, text. The Name node is the Provider name but you can append or prepend a term that better indicates the lead source for your CRM system. Select the position and enter the description you would like to add. It will show up in the ADF as shown below.
Back to TOP
Lead Tracking Solution (LTS) Integration
ContactAtOnce! now integrates with the LTS CRM system widely used in the Apartment industry.
This setting is managed from the Contact Settings page of the portal.
Auto Assign Customer Profile
ContactAtOnce! has released a new feature to improve collection of lead information and data compatibility with CRM systems. With this feature enabled, the application will automatically update the customer profile for conversations in which an email address or phone number are provided. Numeric identifiers are automatically entered for first and last name so the record can be properly consumed by the CRM system.
This setting is managed from the Advanced Settings page of the portal.
Call Source Tracked Call Alert
ContactAtOnce! now supports Tracked Call Alerts for CallSource Tracked Numbers. Learn more about Tracked Call Alerts
New Web Service – Mobile Text Connect
ContactAtOnce! has released a new web service e to enhance integration capabilities.
The Mobile Text Connect Service provides operations for managing a Mobile Text Connect Conversation
New Web Service – Direct Merchant Reporting Service
ContactAtOnce! has released a new web service to enhance integration capabilities.
The Reporting Service provides operations for retrieving performance statistics and lead content from ContactAtOnce!
New Report – Dealer Group Presence
ContactAtOnce! has released a new report that shows presence at the Dealer Group level.
New Report – Manufacturer-Dealer Group Performance
ContactAtOnce! has released a new report that allows Providers to see chat performance by Manufacturer/Dealer Group combination. The report also indicates dealers that are not associated with the Provider.
Text To Chat Detail Report Added to Agent Login
The Text To Chat Detail Report is now available on the portal with the Agent login.
Back to TOP