LeadLenz Platform Upgrades

May 18, 2022 - Shopify Order Fulfilled Trigger

  • Shopify Order Fulfilled Trigger added to Automation Workflows

May 14, 2022 - Blogging!

Exciting news; After many have asked for it, we plan to release V1 of Blogging by July!

May 5, 2022 - DND Split

  • Added the ability to manage DND per individual channel
  • Automated DND for SMS + Email based on failure or replies
  • Increased deliverability for both emails and SMS
  • Added DND per channel in Automation Workflows

May 4, 2022 - Time Zone Field on Contact Creation Screen

  • Time zone field now on add contact pop up

May 2, 2022 - Membership One Click Upsell

  • Add an additional offer as an upsell after the original membership purchase
  • Customize the looks and feel of the upsell
  • Next release will include an order bump + product upsell

You can now add upsells to your membership product offers by clicking into an offer you've created, clicking Upsell at the top of the page, then adding another offer you've created as the upsell.

April 28, 2022 - Restore Tasks, Opportunities, & Notes Added to Audit Logs

  • Audit logs to restore tasks
  • Audit logs to restore notes
  • Audit logs to restore opportunities

Audit Logs let you see a rolling log of everything being done in your account, which is helpful for oversight, troubleshooting, and now, restoring mistakenly deleted things!


If you haven't yet, take a look in your account by going to Settings > Audit Logs.

April 14, 2022 - Instagram & Facebook Groups Live on Social Media Planner

  • You can now integrate with and schedule posts to Facebook Groups
  • You can now integrate with and schedule posts to Instagram
  • You now connect multiple accounts across all social networks in Social Media Planner
  • LinkedIn & Twitter are coming soon!

We launched the Social Media Planner in LeadLenz not long ago. Originally you could only schedule posts for Google My Business (Google Business Profile), then we added the ability to schedule posts for Facebook Pages. Now you can schedule posts for Instagram and Facebook Groups as well!

April 1, 2022 - AI Booking Bot Updated

Previously when the bot booked an appointment, it said "Great! You are confirmed for Sat, Mar 26th at 4pm. (EST)".

  • You can now choose whether to send out the final message once the bot books the appointment successfully
  • You can now also custom configure the success message

If you haven't used the AI Booking Bot yet, make sure to give it a go!


It's available in the Automation Workflow Builder.


The AI Booking Bot can handle a 2-way conversation with your contacts to get an appointment booked.

April 1, 2022 - Workflow Version History

  • You can now see previous versions of an Automation Workflow if you make changes
  • Logs now indicate if the action occurred in a prior version of a workflow

March 30, 2022 - New Membership Theme + Massive Speed Updates

  • Brand new theme launched - New York!
  • Huge speed improvements across the whole memberships section

We've improved load times!


Load times for the Membership Offers page was reduced from max 15-17 seconds at the worst down to 500-700 milliseconds.


Load times for the Membership Products page was reduced from 7 seconds at the worst down to 500 milliseconds.


We've also officially launched the New York theme which you can use for your Membership area. The theme is also completely customizable!

March 23, 2022 - Form/Survey Speed Enhancement

  • Super fast upgrade to forms/surveys

March 23, 2022 - Form/Survey Speed Enhancement

  • Super fast upgrade to forms/surveys

March 23, 2022 - APINation Integration

  • The awesome folks are APINation just launched their integrations with us!
  • In depth integrations with all kinds of apps, with a lot of unique ones in real estate niche

Similar to Zapier, APINation connects different platforms to each other, and even has integrations with many unique platforms, especially in the real estate niche.


Lead Connector integration on APINation

March 23, 2022 - Record Manual Payment on Invoices

  • Record manual payments on invoices
  • Choose the payment method, enter details, and notes
  • Ability to take a credit card payment
  • Use existing cards on file or use a new card
  • New cards entered will automatically be saved under the customer record to be used in the future as needed

March 23, 2022 - Move Workflow Actions

  • Easily move individual workflow actions
  • Easily move entire segments of actions

In the Automation Workflow Builder, you can now easily move one action, or multiple actions, to a different place in the workflow. Simply click the menu icon on the action and click move.

March 17, 2022 - Invoice Unsaved Changes Alert

Stop accidentally losing work on unsaved invoices

If you're working on an invoice and try to exit the invoice builder without saving your work, you will now get a notification window warning you of your unsaved changes.

March 10, 2022 - Invoicing Updates

When a new item is added, you can now opt to save it in your global products. Previously all the products were automatically saved to global products

  • Added a Copy Invoice Link option in the List view for each invoice
  • You can now mark an invoice as sent. Useful when you want to just create an invoice, copy the link and send it separately outside of the LeadLenz platform

March 9, 2022 - Email hard bounce protection

If you send an email to someone and it hard-bounces, we will mark the contacts email as invalid and we will not send further emails to them. This will prevent your domain getting a bad reputation with email service providers.

March 2, 2022 - Social Media Posting / Scheduling Tool

Post to both GMB & Facebook (IG coming at the end of March and LinkedIn at the end of April)

  • Schedule posts out into the future
  • Easily drag and drop posts on the calendar

Continuing on the path of bringing all your sales and marketing tools under one roof, we're excited to launch version 1 of our social media posting / scheduling tool!


You can find the tool in your LeadLenz account by going to Marketing > Social Planner.


As of now you can post or schedule posts to GMB and Facebook. Instagram and LinkedIn will be added shortly, followed by Twitter.

February 20, 2022 - Invoicing MVP

  • Create Invoices
  • Add your products
  • Configure your tax settings
  • Add discounts
  • Email notifications for successful and failed payments

Invoicing feature will let you create an invoice, send it over to anyone in your CRM and get paid.

The first release for invoicing supports one time payments.


Prerequisites

  • Stripe connect should be enabled


Major Features

Creating an invoice

Send it to a contact on CRM

Add a product from Global Products

Select a tax configured in the Tax Settings

Add discounts to the invoice

Add Terms and Conditions for each invoice

View the list of invoices in various states like - Draft, Sent, Paid, Overdue

Search by invoice creation date

Filter by various invoice states

Send the test invoice email

Try invoice in Test payment mode.

Email notifications for successful and failed payments


Taxes

Configure global taxes on tax settings


Transaction Tab Changes

Transactions tab will include the invoice transactions

Transactions are linked to actual invoice


Upcoming changes

Changes based on your feedback!

Invoice Receipts

Invoicing Automation

Invoicing for recurring payments

QuickBooks integration


Note: Invoices will be displayed on our fastpymnts.com domain.

February 10, 2022 - Sites Folders, Search, Import & Edit Options

  • Folders & Search for funnels & websites
  • Easy import from existing funnel or website
  • Edit on existing page or new tab

You can now create folders to better organize your websites and funnels. We've also added a search bar to search your funnels and websites.


When creating new funnel steps, you can now easily import a page or step from an existing funnel or website in your LeadLenz account.


When you click the button to edit a page, you'll now have the option to open the editor in a new tab or the same tab.

February 7, 2022 - Membership Themes

Member product themes are live

Product themes can be customized to look and feel as per the brand to give users a unique experience every time they access the product.


You have the option to customize product pages by section and to choose between different theme templates.


To try out this beta feature, go to Settings > Labs, and turn on "Membership Product Theme".

February 7, 2022 - Google Analytics V4 Integration

You can now select Google Analytics 4 properties in google integration

Google Analytics has recently introduced GA4 which is more advanced in reporting than the older version of universal analytics. There will be only property in GA4, it will not have view options.


In Integrations page, user can connect the Google Account where they will be able to see the dropdown with GA4 and Universal Properties.

February 7, 2022 - New Calendar Modal

  • One modal, one experience while booking an appointment across different parts of the app
  • Improved interface to search and pick contacts when booking appointments
  • Ability to know beforehand the local time of the person with whom you'd book the appointment (if it is different than your timezone)
  • Ability to override default calendar time slots with custom time
  • Ability to convert free slots to different timezones when booking appointments
  • Improved experience when blocking off slots
  • Ability to add names and descriptions to blocked off slots
  • Option to override calendar's meeting location with Zoom or Google meet at the time of booking appointment
  • Book Unconfirmed Appointments on any calendar from within the app

This is all for your internal use when using the LeadLenz calendar tool. This is not customer facing.

February 1, 2022 - Google Login

  • You can now log in to LeadLenz with Google

January 21, 2022 - Smart List UI Update + New LeadLenz Labs Feature

  • Brand New UI for Smart Lists
  • LeadLenz Labs Feature Launched

When setting filters in the CRM, you'll notice a new look and feel, making it much easier to set filters and create smart lists.


We've also launched the LeadLenz Labs, a place for you to see features that are in Beta and choose to opt in or out of any features in Beta. You'll also be able to submit feedback on any Beta features.

January 20, 2022 - Universal Search

Search for contacts, opportunities, and payments

You can now easily search for contacts, opportunities, and payments across your account and click into any entry found.


If no entry is found, you can easily and quickly create it.

January 7, 2022 - Website & Funnel Versions

Quickly revert back any change to your websites or funnels

There is now a Versions button near the Save button in the website and funnel builder.


If you make any mistakes, simply click the Versions button and revert back to a previous version of the page.

January 5, 2022 - New Order & Transaction Detail Tabs

Unifying all order and transaction info in one spot

Orders are related to products purchased from funnels + websites.


Transactions are related to payments specifically, how much, etc.


This change sets the stage for proposals, invoicing, e-commerce orders, etc.

December 21, 2021 - Social media scheduling tool is coming!

We're currently alpha-testing V1 of our social media scheduling tool

LeadLenz is already providing so much of your sales and marketing stack, and soon we'll be adding social media scheduling ability to it as well!

December 15, 2021 - Dynamic RSS Email Subject Lines

Dynamically set the subject line of your RSS emails

You can now dynamically set the subject line of your RSS emails to match the title of the blog article


Code for this is:

December 8, 2021 - Funnel Order Confirmation Element

Give customers a summary of their purchase on the thank you page

If you add a page to a funnel and the previous funnel step contained an order form, you can use the order confirmation element to display a summary of their purchase.

October 29, 2021 - Chat widget toggle

  • Chat widget toggle in funnel/website settings

You can now enable/disable that chat widget on a per website/funnel basis within the site settings.

October 20, 2021 - RSS Feeds For Email Builder

  • New RSS blocks in email builder

Pull RSS Feeds directly from blogs, podcasts, and other sites to create scheduled email blasts, then schedule the emails to go out automatically!

October 20, 2021 - Shopify Integration V1

  • 2 Workflow triggers
  • 40 Custom Variables

Shopify integration V1 launches with two Workflow triggers enabling you to automate actions when a new order is placed and when a cart is abandoned.


The integration also launches with over 40 different Shopify Custom Variables that can be used in email & SMS messages that dynamically pull information in from Shopify.


Email builder also has a new Shopping Cart block that can be used for order Summaries as well as new email templates for Cart abandonment, Order Confirmation, and more.


The Shopify integration will continue to expand with more features in 2022.

October 17, 2021 - Copy Calendar + Disable Service

  • Quickly duplicate any team calendar
  • Disable/enable any team calendar

You can now easily duplicate and/or disable/enable any team calendar by clicking the three dot menu next to that calendar in your list of calendars.

October 8, 2021 - Send MMS via Toll-Free

  • You can now send MMS messages via toll-free numbers in your account

October 7, 2021 - Click to re-validate emails

  • You can now re-validate email addresses

If you have email validation turned on in your account, you can now re-validate any contacts email that was previously marked invalid by clicking the validation either in their contact in the CRM, or in the sidebar in the conversations tab.


To turn on email validation for your account, go to Settings > Business Info, scroll down to the General section, and tick the box next to Mark Emails as Invalid due to Hard Bounce.


Validating makes sure your emails don't get bounced by servers for sending to invalid emails.


* Keep in mind that email validations incur a small cost per validation.

September 27, 2021 - Import existing products from Stripe

  • Import existing products from your Stripe account
  • Automatically add them to PayPal as well

If you have an existing product in your Stripe account, you can now import it into LeadLenz instead of creating a new product in LeadLenz.


* Keep in mind that all products created in LeadLenz, as well as any changes made to products in LeadLenz will automatically propagate to your Stripe account.

September 23, 2021 - Auto-map email from sms & Facebook to contact

  • Automagically map the email address to the contact inside an SMS conversation
  • Facebook messenger does for phone numbers and emails

You can have a contact send you their email address in an sms conversation and LeadLenz will update their contact with that email address (assuming they don't already have one).


Facebook Messenger conversations will do the same, but will also do this for phone numbers.

September 22, 2021 - YEXT partnership

  • Improve your company SEO
  • Get a higher rank on Google and other search engines almost overnight

YEXT allows you to push your company info to ~200 services globally so high-intent customers find and choose you when they search on platforms like Google Maps, Apple Maps, Amazon Alexa, Bing Places, Waze, and more.


You can access this feature by clicking on the new 'Online Listings' tab on the menu in LeadLenz.

September 16, 2021 - Course content lock down

  • Keep your course members from being able to jump ahead until they have finished prior course content lessons

Click the lock icon on top of any course category section to lock it until a specified lesson is complete.

September 6, 2021 - Go To action in Workflows

  • Easily move leads to different steps in Workflows

You can now add a Go To action, then choose what action in the Workflow you want someone to be sent to when they hit this Go To action.


Once you've added the Go To action and clicked the Save button at the bottom, you'll now see a glowing dot on that action in the Workflow. There are 2 ways to attach it to where you want to take them:

  • Either click it, then click the dot on any other action step to connect the 2, or
  • Click and hold, then drag and drop it on the action step you'd like to connect it to.

September 1, 2021 - Course completion Workflow trigger

  • Trigger off of course completion events inside your memberships

For those of you using the Membership features, you can now create Workflows based on any specific completion that takes place in the Memberships area.

August 26, 2021 - Google Meet & custom default locations

  • You can now add Google Meet to your calendar appointments
  • You can now set custom locations as your default for calendar appointments

To set up either of these, go to your User settings, and you'll find these under the User Availability section.

August 25, 2021 - Workflows default email & updates

  • You can now add a default name / email for sending workflow emails
  • Statistics panels added to each Workflow step

Take a look at the Settings tab inside any Workflow to set the defaults sender info.


If you click into any step in a Workflow, you'll notice a Statistics tab now so that you can easily see stats on anyone that passed through that step in the Workflow.

August 23, 2021 - Workflows in Smart Lists

  • You can now filter your contacts by Workflows
  • You can also save this filter-set in Smart Lists

Smart Lists allow you to save a custom filter-set for viewing your contacts.


You can now also filter by people who've previously been in a workflow, or are actively in one.


You can also now share your Smart Lists with other users in your LeadLenz account. To do so, within the Contacts tab, click the settings button on the top right, then click the share icon next to a smart list.

August 19, 2021 - Massive Payments features coming

  • Native product creation
  • PayPal integration
  • Native Invoicing

One of the most requested features we've had since day one has been native product creation / invoicing.


Now this is a pretty big update, and we won't be rushing to release it before thoroughly testing it, but here's what we've got in testing right now:

  • We're bringing PayPal integration to the table as our first alternative to Stripe.
  • You will be able to create native products within LeadLenz.
  • That last one will be the foundation for many other features. Some that we've been thinking of include:
  • Native Text 2 Pay
  • Invoicing
  • Estimating
  • Better e-commerce features in funnels and websites
  • Coupon / discount codes
  • Inventory management
  • Referral codes


We hope to push this live in about a month. Keep an eye out!

August 18, 2021 - Instagram DM's in Workflows

  • You can now set up workflows to send Instagram DM's!

With Instagram DM's now full integrated with LeadLenz, we just had to allow you to automate them!


Similar caveat to Facebook to keep in mind:

  • In order to send someone an Instagram DM, they need to have messaged your Instagram page no more than 24 hours before the message is sent.

August 15, 2021 - Text 2 Pay

  • You can now quickly and easily create payment links in the conversations tab.

As we expand our payments feature-set, we're excited to have this live across all the different conversation channels that you've integrated with your account.


Simply start a message, then click the little dollar sign under the message box to set up your payment request details. This will create an invoice through your attached Stripe account, with a link that can be shared however you'd like.


You can access this in the mobile app as well. Just enter a conversation with a contact, hit the circle button on the right of the message box, then tap the dollar icon and set up the payment request details!

August 12, 2021 - Outlook calendar integration Live!

  • Sync your booking widget / calendar with Outlook / Exchange 365!

This has been requested many many times, and has been in beta testing for a few weeks now, however we're excited to announce that Outlook calendar integration is live in all accounts!


Simply go to your user settings to set it up.


Note: As with the Zoom integration, this only works on calendars added to a team.

You can create a team of 1 under the Teams tab in your settings if needed.

August 5, 2021 - Missed Call Text Back

  • Easily enable the Missed Call Text Back feature in your company settings.

You've had the ability to do this by building a workflow, but we wanted to make it super simple for anyone to flip a switch and make sure not to miss out on potential business because of a missed call.


Under company settings, you can simply check the box to enable this, and type out the text you want the system to send anyone if you miss their call.


Beware, this will apply across all phone numbers in your account.

LeadLenz - Missed call text back feature

Under company settings, you can simply check the box to enable this, and type out the text you want the system to send anyone if you miss their call.


Beware, this will apply across all phone numbers in your account.

August 4, 2021 - Membership drip emails now live!

  • Automatically send updates to your members when you add new content available to them in the Membership area.

This is turned on by default now in the membership settings.

August 4, 2021 - Updates/Fixes

  • Added custom values picker in multiple places for ease-of-use
  • Minor workflow bugs fixed

August 3, 2021 - Membership product sorting

  • You can now sort products/modules in your membership site into whatever order you'd like.
  • You can now also search and sort on the back-end for easier management.

When you go to your products list on the Membership site, you can click Library Sorting up top, which will allow you to drag & drop layout what order your modules will appear in to your customers.


You also have a search bar and sorting to easily find things on the back-end.



July 22, 2021 - Instagram DM's now live!

Instagram inbound/outbound direct messaging is now live in all accounts!

There are some caveats, but you can now connect your Instagram account to LeadLenz and manage your DM's within LeadLenz. You'll soon have the ability to add Instagram DM's to automatons as well.


A few points to note:

  • Make sure your Instagram account is connected to your Facebook page.

https://help.instagram.com/176235449218188

  • Right now you need be between 1k - 100k followers. Facebook is expanding this by the end of Q3 to include all other accounts as well. Details here:

https://developers.facebook.com/docs/messenger-platform/instagram/

July 20, 2021 - Training video library

Training videos on all the LeadLenz features is now live in your account!

We've been building our Knowledge Base for you since day one, to answer any questions you might have, and to help you get the best results out of using the LeadLenz platform, and that's still, and forever, growing.


We've now also added a Training Videos section, with videos that give you an overview on how to utilize each of the many many features within LeadLenz.

July 14, 2021 - Send review request, workflow action live

Automate sending review requests via email or sms!

  • Key off of events like appointments, opportunities, etc.
  • Drive more 5-star reviews automatically.

If workflows were not already amazing, we are introducing a new workflow action!


You can now have your workflows send a review request via email or SMS. You no longer have to do it manually.


If you're not yet familiar with review requests, head over to the reputation tab in your settings. There you can set up the SMS and email that gets sent when you request a review from your customers. They get the request and can easily click to leave a review on your Google My Business page.


In the same tab in your settings, you also have access to your reviews widget, which allows you to easily display your Google and Facebook reviews on your website, or anywhere else you'd like.

July 7, 2021 - Outlook calendar integration BETA

  • Sync your booking widget / calendar with Outlook / Exchange 365!

This has been requested many many times, and we're excited to announce that we're now testing our Outlook calendar integration!


If you'd like to BETA test this feature, please submit a support request. Otherwise, we hope to officially launch this feature across all accounts by end of Q3!

July 6, 2021 - WordPress hosting

  • Managed WordPress hosting coming at the end of Q3.
  • Hosted on a brand new Google technology that will make this super scalable and fast!

Yes, we're getting WordPress hosting!


LeadLenz was built by Those Marketers, so we know that many companies prefer to keep their websites on WordPress (for the SEO benefits, and so much more). Until recently, however, we did not have access to the back-end tech to bring WordPress hosting into LeadLenz.


With the new Google tech, it's not only now possible, but the speeds we'll be able to give you with this hosting will be phenomenal!


We're still in the early stages of testing this out, but we hope to Beta launch by the end of Q3.

July 5, 2021 - Workflows are now Live

Workflows are officially out of BETA, and working awesome!

You may have noticed the little BETA badge recently disappeared from the Workflows tab in your menu ;)


Huge thank you to the entire team who worked tirelessly to make this an exceptional feature.


Triggers + Campaigns are not going anywhere, but all new effort will go to the workflow builder so we recommend slowly moving over to it.

July 1, 2021 - Funnel split testing BETA

  • Quickly create split tests for your funnel pages.
  • Measure results quickly and decide on a winning page.
  • Currently in Beta phase

A/B testing aka split testing is something that is constantly done with marketing campaigns to figure out the best route forward.


We know how important this is, and we're currently testing this feature before pushing it live.

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