We’re super excited to let you know about new features of the latest release! Here are a few highlights:
Search your data
Instead of scrolling down the page to find what you’re looking for in Keywords or Lead Intelligence, you can use the new search box in either of these apps to easily find what you’re looking for. Just start typing the search term! The list filters automatically as you type. To return to the original list, click X in the right side of the box.
Smarter Forms and Salesforce.com Integration
Many of our customers use Salesforce.com web-to-lead. We work seamlessly with those forms. Now Optify can now collect data from non-Salesforce.com forms and to make the data available to your Salesforce.com account.
New Rules for Lead Scoring and Alerts
To give you more control over your data, we’ve added several options to the rule builders in key places in Optify. This gives you a lot of power to control how you score your leads. We’ve added options including “Does not match,” “Does not start with,” and “Does not end with” to the list of criteria for creating lead scores. We’ve also added a Yes / No option for visitors so you can add to the score or “Is a Lead” and “Has filled in a form.” The rules can be used for both Alerts and Lead Scoring. And we’ve added “Starts With” and “Ends With” criteria to the rule builder for URL fields. With these new rules, you have tremendous power to customize rules to meet your needs.
Feedback
We love your feedback! If you have anything to suggest or want to talk to us, please contact us via email on support@optify.net.
