OneMob Release Notes – 1/3/2017

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The following changes were made on January 3rd, 2017:

  • “Connected to Salesforce” indicator
    • Applies to Enterprise, Enterprise Plus, and Trial Users.
    • If your OneMob account is connected to Salesforce, it will be indicated by the following icon:
    • If your OneMob account is not connected to Salesforce, it will be indicated by the following icon:

      • Click on the icon to connect by logging in with your Salesforce credentials.
      • Furthermore, the following banner will be displayed at the very top of your browser (click to enlarge):

    • If your organization does not have the need to connect to Salesforce and wish for the icon and banner to be removed, please contact us at support@onemob.com.

 

  • Salesforce auto-sync
    • Applies to Enterprise, Enterprise Plus, and Trial Users.
    • You must be connected to Salesforce for this feature.
    • Auto-sync any newly created contacts on OneMob to SF.
    • “Match to Salesforce” checkbox will be replaced by the following message: “All Contacts will automatically be matched to Salesforce Leads or Contacts.”
    • The message only appears when the user is connected to Salesforce.
      • I.e., Blank when not connected to Salesforce.

 

  • Auto-populate empty fields using Salesforce when new contacts are created
    • Applies to Enterprise, Enterprise Plus, and Trial Users.
    • You must be connected to Salesforce for this feature.
    • When a new contact is created, empty fields (first name, last name, etc.) will be populated by your Salesforce Contact/Lead, if values exists.
    • This feature does not update or override any pre-existing fields.
      • E.g., when creating a single contact or multiple contacts via CSV, if you have specified a first name, we will use that name instead of searching in Salesforce.

 

  • Auto-populate empty fields for existing contacts using Salesforce when uploading CSV
    • Applies to Enterprise, Enterprise Plus, and Trial Users.
    • You must be connected to Salesforce for this feature.
    • When a CSV is uploaded with pre-existing contacts (i.e., contacts that already exists), empty fields (such as first name, last name, etc.) will be populated by your Salesforce Contact/Lead, if values exists.
    • When a CSV is uploaded with pre-existing contacts (i.e., contacts that already exists), fields (such as first name, last name, etc.) with existing values will not be affected.

 

  • Landing page name
    • Applies to all users.
    • Before: In the Landing Page Editor, the landing page name appeared above message box, and between the logo and contact information.
    • Now: The name of the landing page will be displayed on the top left corner of the landing page editor, next to the “< Back” button.
    • You may now change your landing page name via the Gear Icon > Change Name.

 

  • Re-order secondary assets on landing page
    • You can now manipulate the order of additional contents you add in the landing page editor. Click + hold the thumbnail, then Drag it over to a different location.


 

  • Landing Page/Email Template: “Sort by Edited”
    • We’ve added a new sorting option! You can now sort your landing pages and email templates by time they were edited.

Other features you may not be familiar with:

  • “View on Salesforce” hyperlink
    • When a contact is matched to Salesforce, you will find a hyperlink labeled “View on Salesforce” next to the Edit button, like so:

    • Clicking on “View on Salesforce” will open a new window to the matching Salesforce Lead/Contact.
    • This hyperlink is a foolproof way of confirming your OneMob activities will be tracked back to Salesforce.
    • If you do not see this hyperlink on one or more of your contacts and would like to map your contact(s) to Salesforce, upload the email address via CSV.
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