Click to download the 11.4 Release Notes.

11.4 Release Notes

Features include

• User Scripting
• Multiple Group Managers
• New Filters on View Leads Page
• New Lead Assignment interface on View Leads page

 

User Scripting

Overview

User Scripting is enabled at the client level. By default it will be turned on for all enterprise clients

User Scripting has no new Client Settings. There are changes to the both the Groups Settings page and the User Settings page (SettingsManager.aspx) for administrators only.

Users having different roles in Leads360 will have access to different user script features.

• Administrators can Add/Modify/Delete/View Scripts and add data to scripts
• Users can only view scripts and add data to scripts for leads which they own
• Power Users can only view scripts and add data to scripts for any lead
• Group Managers can only view scripts and add data to scripts for leads they own, or are owned by a member of the group they manage

From a user perspective, user scripts are functionally another way to add data to a lead record.

User Scripting - Administrator

Settings

There are no client settings for using the User Scripting feature. There is a setting that can be applied at the group or user level. The user and group setting are configured on user and group settings page respectively. Click the Settings link in the Options column on either the Manage Groups page or the Manage Users page.

 

 

• Lead Script Form is Accessible – Click yes to make the script view of the Add/Edit Lead page accessible to the group or user
• Lead Form is Default View – Click yes to make the Script view the default view of the Add/Edit lead page for the group or user

 

Creating a Script to be used for Adding New Leads (No Filters – For Adding Leads)

First, navigate to the Manage Scripts page by clicking Manage Scripts on the Administration submenu.

 

 

The Manage Scripts page will load with no scripts. The Manage Scripts page will be explained in greater detail in a later section of this document.

Click the Add New Script button to add a script.

The Add/Edit Script page will load.

 

Give the script a Title and click the Save button.

Reveal Script Elements One at a Time - Scripts are made up of a series of questions and/or statements. By default the full script will display to users. It will appear as a list of questions and statements. Clicking the Reveal Script Elements One at a Time checkbox will make it so questions and statements appear only one at a time. When this option is selected, a user clicks the next button to reveal the next script element.

After saving the script, the Compose Script tab and the Lead Filters: Which leads? tabs will become visible. This script will be the one that is used for adding new leads. As such, there will be no lead data to filter on, so no filters will be applied to this script.

 

Click the Compose Script tab to compose the script. The Compose Script tab will load with no script elements.

 

Adding Script Elements

 

In the left hand column, labeled Script Element, enter the text that you would like to appear on the script. Choose a corresponding field that should be populated after the script element is read. Note that Script Elements can be added to the script without associating a field.

Note that you can use Field Tags in Script Elements. The script being created in this example is for brand new, unsaved leads. This is the lead form as it would appear when clicking Add New Lead on the Lead Management submenu. In this case, the lead contains no data, so Field Tags should not be used here.

 

The first Script Element added to this script does not have a field associated with it. It is a statement that must be read to the lead indicating that the call may be recorded.

Once the Script Element has been typed in, click the Add Script Element button to add the Script Element to the script.

 

The Script Element appears in the bottom half of the form

Follow the same steps to adding a Script Element that has a field associated with it but also select a field from the Field dropdown. The example below asks for the lead for their first name. The First Name field is associated with the Script Element.

 

After clicking the Add Script Element button the script element appears in list below.

Follow these steps to add all of the Script Elements to your script.

The bottom half of the Compose Script tab has the following functionalities:

• Click the arrows in the Order column to reorder the Script Elements.
• All Script Elements are not required by default. Click the No value in the Required column to require that the field be populated in order for the User Script to be saved. It is not possible to require a Script Element that does not have an associated field. Note that the Required setting on the Add/Edit Lead page in script view is different from the required setting that appears on the Add/Edit Leadpage in normal view.
  • Making a field required on the Add/Edit Lead page in normal view is done on the Form Builder
  • Making a field required on the Add/Edit Lead page in script view is done here on the Compose Script tab of the Add/Edit Script page
  • Click the Edit link in the Options column to edit the Script Element
  • Click the Delete link in the Options column to delete the Script Element

Editing a Script Element

Script Elements can be edited. It is possible to edit the Script Element text or the change the associated field.

Click the Edit link in the Options column to edit a Script Element.

 

The Script Element will load in the top half of the form for editing.

 

Make any needed changes and click the Update Script Element button. Click the Cancel button to abandon changes.

When the Script is complete, click the Return to Scripts button.

 

Creating a Script with Filters

 

Click the Add New Script button to add a script.

The Add/Edit Script page will load.

 

Give the script a Title and click the Save button.

 

Reveal Script Elements One at a Time - Scripts are made up of a series of questions and/or statements. By default the full script will display to users. It will appear as a list of questions and statements. Clicking the Reveal Script Elements One at a Time checkbox will make it so questions and statements appear only one at a time. When this option is selected, a user clicks the next button to reveal the next script element. This setting is selected for this example.

After saving the script, the Compose Script tab and the Lead Filters: Which leads? tabs will become visible.

 

Click the Compose Script tab to compose the script. The Compose Script tab will load with no script elements.

 

If necessary, review the steps above in the Adding Script Elements section of this document.

 

When the Script Elements are added, they are listed on the bottom half of the form.

 

Note that two of the Script Elements in this script use field tags.

 

Adding Filters to a Script

Without filters, any script could potentially be served to any lead. Filters are applied to target certain leads with appropriate scripts.

Click the Lead Filters: Which leads? tab.

Create a filter by selecting a field from the Column dropdown, an Operator and a Value. Then click the Add Filter button.

 

When the filter has been added it will appear in the list of Current Filters on the bottom of the form.

 

With this filter added this script can only be served to leads where the State value equals CA.

When the script is composed and filters have been applied, click the Return to Scripts button to reload the Manage Scripts page.

Manage Scripts Page

The Manage Scripts page has a few different tools for managing scripts.

Script Sort Order

Click the arrows to reorder the scripts. The order of the scripts matters because a lead will only be served one script at a time. More than one script may be eligible to be served to a lead based on the script filters but only the lead with the highest priority.

Title

The title of the script appears here.

Enabled

When scripts are created, they are not enabled by default. Clicking the No in the Enabled column will toggle the value to Yes, enabling the script. Note that a script cannot be enabled if it do not contain at least one Script Element. If a script appears in this list but has an non-editable value of No in the Enabled column, it is because the script does not contain any Script Elements.

For New Leads

Here “New” does not refer to the status “New.” Instead, “New” refers to the lead form when it contains no data, and has not been saved. “New” refers to the lead form as it appears when a user clicks Add New Lead on the Lead Management submenu.

Only one script can be designated as the script that should be used when adding a new lead to the system. The script that is for use with “New” leads will appear at the top of list of scripts. It will not be able to be re-ordered. Selecting a script to be used for “New” leads is done by clicking the No value in the For New Leads column. This will only be possible if the script is enabled.

 

Clicking the No value in the For New Leads column will pop an alert asking you to confirm that you want to use that script for “New” leads.

 

The script now appears at the top of the list. Once it is designated as the script that is For New Leads it cannot be disabled, copied or deleted. If click the Edit link to edit the script, the Lead Filters: Which leads? tab will not be accessible.   

Options Column

The Options column contains three links:

• Edit – Click this link to edit the script. This opens the Add/Edit Script page
• Copy – Click this link to create a copy of the script and open it in the Add/Edit Script page. The copy will have the name “Copy of {script name}, but in every other way will be the same as the copied script
• Delete – Click this link to delete the script. You will be asked to confirm this action

 
 

User Scripting – User

Users will see the scripting feature on the Add/Edit Lead page. A script is usually a subset of lead form fields with addition additional verbiage. An administrator can set for groups and/or users that the script view is visible and if it is the default view.

Settings

There are no user settings for the User Scripting feature.

Add/Edit Lead Page View Tabs

When user scripting is enabled tabs display at the top of the Add/Edit Lead page enabling the user to toggle back and forth between the two views; Script View and Lead Form View.

 

The tabs that enable users to switch back and forth between the Lead Form view and the Script View are only visible if the administrator has enabled script view for the group and/or user. It is also possible for the administrator to stipulate that the Add/Edit Lead page loads in script view. If a script is not available for a given lead, the Add/Edit Lead page will load in Lead Form View and the Script View tab will be disabled.

 

Using Script View on the Add/Edit Lead Page

Scripts will appear in one of two ways:

• All Script Elements displayed at once
• Script Elements displayed one at a time

Script Elements Displayed All at Once

This is an image of a lead being added with a script that displays all Script Elements at once. The Actions/Logs section of the lead form does not appear here because the script has not been saved yet.

 

Working the lead from Script View consists of reading the questions and populating fields. It is recommended practice to answer the questions in order and not to save the script until all the questions have been answered. This is because the answer to one question can qualify the lead to be served a different script. In this example, the script being served is for adding new leads. Once the lead form is saved it will qualify for one of two different scripts based on whether the value in the State field is CA or something else.

Once the script is saved the Actions/Logs section of the form will load. The workflow for taking actions on leads is the same when working leads in script view.  Depending on the lead data a new script may appear. If no script is eligible to be served to the lead given the lead data, the Add/Edit Lead page will reload in the Lead Form View.

Script Elements Displayed One at a Time

This is an image of a lead being added with a script that reveals Script Elements one at a time. The Actions/Logs section of the lead form does appear here because the script has been saved.

 

Working the lead in this view when Script Elements are revealed one at a time consists of reading the Script Elements, populating fields, and clicking the Next button to reveal the next script element.  Continue through the questions until the last one is reached. When the last question is reached, the Next button will not appear.

 

When the script is completed the script should be saved and an action should be taken as needed.

 

 

 

Multiple Managers per Group

Prior to the 11.4 release, it has only been possible to have one manager in per group. As of the 11.4 release it is possible to give multiple users the role of Group Manager in a group.

Click Manage Groups on the Administration submenu

 

In the Options column click the Users link associated with the group you want to give multiple managers.

 

Assigning the Manager role done by the same method it always has been.

In this example, the Group Manager is Ryan, Paul.

 

Click to select the name of another Manager.

Click the Set as Manager button and both users will be Group Managers with full Group Manager privileges.  

 

To revoke the Manager role, click to select the name and then click the Set as User button.

Both names will appear in the Manager column on the Manage Groups page.

 

New filters on View Leads page    

Prior to the 11.4 release, applying filters was done by selecting values from dropdown menus. For the 11.4 release, the filters on the View Leads page have been updated. The new interface makes it easier to apply filters, especially where there are many values to filter on and when filtering on multiple items.

 

The filter bar displays what filters are currently applied to the leads. In the example above, the status filter has multiple items selected. As such, it displays: “Included Statuses” The Groups, Users, and Campaigns filters are all set to include All.

 

Setting Filters: Statuses, Groups, Users, Campaigns

Setting filters on Statuses, Groups, Users, and Campaigns is done by the same process which will be demonstrated in the next series of steps. Setting a Date Range filter is done on a different interface, so it will be demonstrated separately.

To apply a filter, click a link in the filters bar to open the popup.

When clicking the Status link on the filter bar the popup loads as seen here

 

1. The list of possible values to filter on appears here. Click a value to filter on it
2. Type into this search field to find values more quickly. Results are returned in real time
3. Selected values appear in this list
4. Click the Reset link to clear the selected filters

 

 

After clicking several statuses they appear here in the Selected list

 

Mousing over a selected value reveals an X. Click the value to remove it from the list of selected values.

 

Using the Search field

1. Find a value by typing in the search filed
2. Results are returned in real time based on the text appearing in the search field. Click the value to add it to the Selected column

1. The desired set of statuses have been added to the Selected list
2. Click the select button to add the filter

 

 

 

 

Setting Filters: Time Frame

Click the date range in the filter bar to set the date range filter

 

Clicking one of the preset date ranges will filter by that time frame.

 

Alternatively, it is possible to click in the Specific Dates fields to select a date range that way. Click in the From field to set the beginning of the date range.

 

 

Click in the To field to set the end of the date range.

 

When the Specific Dates time frame has been set, clicking the Select button will set the filter.

When the filters are set, they appear in the expanded filter bar.

 

Clicking the Search button on the Filter bar will reload the View Leads page will reload the page with leads filtered as specified.

 

 

Assign Lead Interface

The process for assigning a lead has been improved to make it quicker and easier. On the View Leads page, right-click on the lead you want to assign and click Assign Lead.

 

 

 

Lead Assignment Popup - Users

The Lead Assignment popup will load. Clicking the name of a user will assign the lead to that user.

 

1. The list of users appears here. Clicking a users name closes the popup and assigns the lead.
2. Type characters into the search field to search for a user. Results are returned in real time as the field is updated
3. Click the X to clear the search field
4. The Assign Lead popup is displaying the list of Users. Clicking the Groups button will display the list of Groups

Lead Assignment Popup – User Search

When characters are typed into the search field results are returned in real time. The text that is entered into the field is highlighted in each of the search results.

Lead Assignment Popup – Groups

When the Groups button is selected the Groups are listed.

 

  Clicking a group name will display the groups or subgroups users that are in that group.

 

Lead Assignment Popup – Group Search

When characters are typed into the search field results are returned in real time. The text that is entered into the field is highlighted in each of the search results.

 

 If a Group contains one or more Subgroups, they will be listed in the column to the right of the Groups column and the Users will be displayed in the column to the right of the Subgroup column.