Leads/CRM updates making lead management even easier. Now you can create lead accounts based using lead information. With lead accounts you can keep better track of your accounts and organize information better. Each lead account can contain multiple contacts and opportunities both of which are new features. The opportunity system allows you to track progress on projected sales. Each opportunity can contain a sales amount, next step, probability that the sale will close, along with the closing date. Using opportunities allows you to see your projected sales that can come in the future.

Two new features for list management for email marketing. Added an option to add a column to an existing list. And also have added a find and replace all function. The find and replace all button will allow you to quickly update a column that matches you are searching for to replace. Both of these features can be found when you view a list and click the manage columns button.

Lead/CRM system updates. New features include a calendar and email templates to send to leads.   The calendar features allows storing of events/reminders in the calendar system.   The display of the calendar system looks like a calendar with each day shown in the month.  Clicking on day will show you all the events listed in that day.

The email template feature allows the creation of email templates with a subject and body of the message.  These templates can then be used to send a quick email when viewing a lead to the contact.   Also included email signature management to manage your signatures of your outgoing emails. You can also just use a blank template when sending an email to a contact or adjust change the template subject/message for each contact.

Screenshots of the lead/crm system containing parts of our latest updates

For more information about the lead/CRM system contact your account manager.

Many new improvements/updates to the system.  Amazing part was these ideas came to us this morning and already built them into the system.

List Stats feature added under view list gives an overview of the list. List stats shows all the totals for all the status codes, includes top domains in the list and their percentage of the list along with the active status codes. Also on the list stats is the last five campaigns that have been sent to the list this allows you to quickly see trends at a glance for the list.

New searching of date time ranges for the Click Time and View Time on view list.  For example you can now search list for Click Time greater 07/04/2012 and the system will return any new clicks past July 4, 2012.

New setting under system setting Show Country Flags on view list. This adds an image the country flag of the IP that clicked or viewed.

Added quick send email links on click/view logs. Comes in handy if you want to contact someone quickly who clicked or opened a campaign.

In the leads/CRM module there is now a manage labels area where you can edit/delete labels for leads.

We made some updates to the email marketing API.  Added eight new api’s that can be used. They include pausecampaign, resumecampaign, retryerrorcampaign, deletecampaign, deletetrigger, deleterecurringcampaign, deletewhois, deleteemailbyemailid More details on these API calls can be found in the API tab in your account.

Velocity Software announces our  new List Verify service!

In building the ultimate marketing platform we now have a list verification service built into the system found under the List Verify tab.

With this service you can clean your lists and help keep your reputation secure.  This is beneficial if you are data broker or have some older data or new data from a new source.

Easy to use system. Just upload your list and the system will begin some of the most extensive checks in the industry. We offer real list verification intelligence to protect your IP reputation and delivery rates.

Campaign Triggers a new email marketing feature has been added to our software. We have added the option to setup triggers for a campaign when creating a campaign or create A/B campaign under advanced settings. Trigger rules are created under the Campaign Triggers area in the email marketing tab. Triggers can be based on a view or click. For clicks can be a specific link or any link in the message. After choosing an action you have the option to setup a message to send based on a time period of days, weeks, months or instantly after the action is completed.

We are now recording the user agent used for each request when a link is clicked inside an email marketing campaign.

With this information you can determine if a click came from desktop, tablet, mobile device.  What browser the user is using and that data can is valuable for your campaign strategy. You can also use this information to help discover bots from your list and suppress those individuals.

We are also working on coming up with reports /graphs based upon this data as well.