Schedule Genie: There are two new fields in the customer notification email. The fields allow custom messaging for the first two sentences in the customer notification email.
Company Filters: The companies list are sorted by active companies first and then inactive companies
Accessibility: Schedule Genie headings have the proper H tag setting for better HTML structure and machine readability.
Conversion Cloud v4.0.82
March 13, 2020
Schedule Genie: A user can now release/delete an appointment time in the calendar. In the Lead Detail page, change the “Status” drop-down to “Cancelled Appointment,” and the time is released and available in the calendar.
Conversion Cloud Support: In the Conversion Cloud global navigation there is a link to support. Users click the link, and it takes he/she directly to our new support page. Users can submit issues, ask questions and read the knowledge base for product help.
Schedule Genie: In the wallet theme only, the widget title text is expanded to use more characters.
MatchBack: Updated the PDF export to exclude the MatchBack table. This provides a better PDF file and increased readability.
Best Price Now: Updated Conversion Cloud application to use the JD Power Production API.
Conversion Cloud: Upgraded to Bit.ly 4.0
CSS Normalization: Updates to TCC CSS to improve widget display.
Notification Emails: For Conversion Cloud companies using an API integration, email notification is decoupled from the API integration. If the API integration attempts multiple calls only one email notification is sent. Previously each call sent another email notification.
Conversion Cloud v4.0.77
February 21, 2020
Dashboard: Optimize Query: Optimized the initial query that displays leads. This eliminates load time and allows the user instant access to the dashboard.
CLarity Update: A user can now select a specific company in the CLarity company filters to receive more informed results.
Customer Email Notification Header: Located in Company > Settings, a user can activate “Use company name in customer notification header.
This overrides the header default “The Conversion Cloud” with the company name listed in settings.
Check the box and all customer email notifications change and display the company name.
Lease Journey Visualizer: Improved the table display of information to be efficient and display using the optimal amount of space.
CSV Import Button: Created a loader or spinner to indicate the function is working or in process.
CSS Style Normalization: Conversion Cloud hides all widget display if the only active application is In-Sight.
Conversion Cloud v4.0.75
February 14, 2020
Lease Journey Visualizer: UTM data and URL Referral links are completely revamped in the Lead Details page. The Lease Journey Visualizer displays data points as understandable tags. Each prospect touch or session is an entry with its own tags to explicitly describe the interaction.
Tags include but are not limited to:
Notification messages including SMS
In-Site: There is now a list of page urls where a page form is scraped.
For each page url there is a check box stating “Enabled.” The enabled checkbox is active by default.
If the user deselects this check box, the page no longer has the form scraped.
Company Settings: Before saving, all input field strings are trimmed on the company settings page. This removes hidden spaces or characters which can cause errors in the Conversion Cloud.
Company Filters: The CLarity company filters are refactored for use on the leads list and leads calendar pages.
Conversion Cloud v4.0.71
February 7, 2020
Concession Manager: The customer email section for “Contact Information” and the line “Ready to take action?” are now optional. A user can use a toggle to turn these elements on or off.
Leads List: The leads list “Export to CSV” now includes the below data in separate columns.
Digital Marketing Area
Property Management Company
For the required income question, the field now requires a minimum of 5 digits with a maximum of 9.
An error message displays if the incorrect amount of income digits are entered.
Added a new filter that displays the full list of companies a user can access
Company Filter(s) session storage is cleared when a user is logged out.
Company Filters are refactored on the Clarity page to allow use on the leads list and leads calendar pages.
Conversion Cloud v4.0.65
January 31, 2020
Widgets: Draggable widgets “snap-to” page edges. When a widget is within 20 pixels of any page edge, it snaps to the edge. This prevents the widget from being dragged off the page. Also while dragging, the hard or square corners change to rounded corners. When the widget snaps back to an edge, the square corners return.
Release Notes: The Conversion Cloud website and platform now have release notes explaining the latest updates. For the Conversion Cloud platform, the release note link is located at the bottom of the black global navigation panel.
In Lead Details, CLarity data and links are updated with tag style icons. These icons provide clear and explicit CLarity data.
Added new pie charts to show first-touch attribution, last-touch attribution and multi-touch attribution.
Concession Manager: The “href” attribute was added to allow the Concession Manager widget to be keyboard accessible.
Conversion Cloud v4.0.60
January 27, 2020
Widgets: Widgets are now “draggable” – our word. Enable the “draggable” function and move widgets anywhere on the screen. No more blocking important page elements.
CLarity: CLarity reports have filtering functionality. You can filter by categories including region or digital marketing area to get explicit and specific results.
Changed the Digital Market Area drop-down to type ahead reducing typing and searching.
Added the total leads at the top of each Clarity page
Schedule Genie: Prospects can update appointments in Schedule Genie. If he/she attempts to schedule a new appointment, and a future appointment exists, Schedule Genie directs them to update or change the existing appointment. This stops double or even triple booking by prospects.
Question labels are updated to provide visual support to explain how the question is used.
The property management notification email now includes the prospect income.