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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Say it Back! Introducing Video Reply

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Since we’re all about video here at OneMob, it only makes sense that it be part of our entire experience. That’s why we’re excited to announce our newest feature- video reply.

In this latest update, after you send a OneMob to your recipient(s), they can now reply with a video message back! This makes the entire experience personal and engaging. It’s simple, the recipient will see a new button Add Video Reply, and after clicking this they can record using their web or mobile camera depending on their device. The video message will be included with the response when the recipient clicks Send. If they’re camera shy, no problem; plain text replies can still be sent on their own.

Why video reply? By giving recipients the option, its opens up video communication to both parties. And since recipients will be so impressed with your videos, you can expect increased and better quality responses.

Check out our support page or watch the video below to learn how to start replying with video.

 

Kyle

 

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