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New in REC+: Prospect Manager Email Signatures & Tweaks

Available Tuesday 6th February 2018

You now have the ability to enter an email signature on admin user records (in this case you'd be using it for sales agents) and have this displayed within the emails you send via Prospect Manager by adding in the tag {{ email_signature }} to the "email quote" system page.

Membership number (often renamed to Account ID via site defines) now appears on the main user record and prospect activity record which saves having to look it up. 

The "value" field displayed in the email message will be suppressed if the value is zero (tip: remember to remove the preceding text which is normally just the word 'Value".


New in REC+: Weekly Tips, Email By User Tag, Manufacturer Meta Data, Google Tag Manager & More

We have introduced a number of enhancements including Weekly Tips to help admins with your conversion optimisation program, being able to email by user tags so you can precisely segment who receives your campaigns and you can now connect to Google Tag Manager to make it easier to insert 3rd party tracking code. In ecommerce, you can add meta data on Manufacturer records for improved SEO and Order Manager has improved sorting to complement the recent release of 30-day session cookies. There's a minor tweak in Download Manager to allow you to drag and drop the download file in without needing to click to upload it.  For Prospect Manager users, we have now made it easier to roll forward a reminder with some pre-set links to add an hour, a day etc, plus you can now create a prospect directly from a form created in Forms & Processes. There's also a small feature to disable a dropdown option temporarily on a form by adding a '-' in front of the drop down text. These enhancements are available on either 26th or 30th January. 


New in REC+: Visitor Page Activity Displayed In Page Manager

VIEW VISITOR ACTIVITY IN PAGE MANAGER 

You can now see a 30-day activity graphline in Page Manager against individual pages so you can see which pages are being viewed the most, with the exact visitor numbers appearing when you hover over the graphline. This data appears when you have connected your website to your Google Analytics account. This is useful to see at-a-glance where you have the most activity and any spikes in visitor traffic across your site.

REMINDER TO REC USERS

Remember to upgrade to REC+ to access all features, while the upgrade is currently free. You do this in admin by clicking the link to upgrade to REC+ in the top left hand side of the admin screen.

NB Separate charges may apply when using extra modules such as bulk email and Prospect Manager.

STILL TO MIGRATE TO HTTPS?

We strongly recommend that you migrate to HTTPS. See our previous post for full details.


Christmas Support

As usual, we only provide technical support over the Christmas period, namely server and uptime monitoring, starting 12pm on Friday 22nd December. Regular advice, support and project services wi… Continue Reading »


New in REC+: Invite System, Management Reports & 30-day Session Cookies

We have introduced a new Invite system, helpful management reports on pages and products and extended the session cookie.  

Read full details and setup instructions on freshdesk

Invite System

The Invite system can be used to send out emails to invite people to use your site. This allows them to accept the invite and set up their own password.

Top Pages Report

This displays the top 100 most viewed pages on your website.

Top Products Report

View your top 500 most popular selling products with the facility to select by specific categories or brands. 

Top Manufacturers (aka Brands) / Top Categories Report

View sales grouped by manufacturer / brand to see which brands are most popular, or by category for your most popular categories.

Revenue Sources & Form Responses

Available for marketing clients to view the different sources driving revenues or replies to your forms, directing you to the detailed information on the Marketing Console.

Session Cookie Change 

We have changed the session cookie so that users can now see their incomplete shopping cart baskets for up to 30 days after they have closed the browser. This will help to increase conversion rates for returning users who abandoned the shopping process and can still see the products in their baskets when opening a new session.

Read full details and setup instructions on freshdesk.

These new features are available in REC+, remember to click on the top right link in the header to upgrade for free currently. Charges will apply in the future!


New in REC+: Minor changes to product feed, form fades and more

CHANGES IN BRIEF

Available 1st November 2017

A number of small changes have been introduced in ecommerce with product re-ordering and the Google product feed, a "form fade" effect when forms are completed plus making it easier to enter an ID for a user to identify them in your accounts system.

Read all about the changes on Freshdesk

REMINDER TO REC USERS

Remember to upgrade to REC+ to access all features, while the upgrade is currently free. You do this in admin by clicking the link to upgrade to REC+ in the top left hand side of the admin screen.

NB Separate charges may apply when using extra modules such as bulk email and Prospect Manager.

STILL TO MIGRATE TO HTTPS?

We strongly recommend that you migrate to HTTPS. See our previous post for full details.


Prospect Manager

Prospect Manager is our own integrated CRM system for sales and marketing teams. 

We were asked by our main reseller on a number of occasions whether we could offer this type of solution, des… Continue Reading »


Time To Migrate To HTTPS !

Time To Migrate To HTTPS

What Is HTTPS?

HTTPS (Hypertext Transfer Protocol Secure) is an internet communication protocol that protects the integrity and confidentiality of your users' data as it i… Continue Reading »



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