[2.12.0] Refer a friend, earn $50 in credits, bulk add to Follow Up workflows, and more!

Good afternoon guys! It's Andre, owner of OnlySales. Over the last week or so, we've been working on some highly requested improvements- and they're now ready to go!

Since the update is coming in mid day - please refresh the current OnlySales tab to load in the latest version. You can use: Control+Shift+R, or Command+Shift+R to reload the page and force grab the latest update.

All of these features were requested by users like you, so if you have any ideas, send them on the help chat, or the changelog suggestion feature - we'd love to hear what you have in mind!

New Features:

- Referral program is now live!

This is a feature we've been working on for a very long time! If you have anyone that would benefit from using OnlySales, you can send them a referral link, and get credits when they sign up with us!

Here's how it works. First, if you go to Settings, you'll see the new tab, Referral.

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You can press on the copy button by the Referral link, and send that to any coworkers that need a great CRM solution. As soon as they register, you'll see their name under the list below, as well as when they registered, and whether or not they've purchased any credits.

As soon as your referral spends $50 in credits, your account will automatically be credited $50 as well!

The credit will appear on your billing page as Referral - and the name of the user that triggered it, like this:

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This feature is subject to terms, and might change over time. Terms are included at the bottom of this announcement!

- Bulk Add to Workflow - using current number!

This one is a highly requested feature, and will come in handy as we get closer to open enrollment! To begin - you'll notice that on each conversation, if you've messaged a lead from 2 numbers or more in the past, the latest number you used to message them, has a marker showing it as the active number:

Current Number.png-6102

You can click on the circle, in another active number, to change it, from the default (which is, the last number that sent a message to the lead is the active number), to whichever number you'd want to manually assign to. If manually assigned, the display will be green, like this. You can click it again, to disable your manual selection, in which case the system will auto select the latest number as the default. No matter what, there is always one number selected as default, provided you've messaged the lead at least once before.

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Now that we're saving a default number on every conversation (the reason why we weren't able to bulk add to a follow up workflow before), to add a group of leads to a workflow, you can select them from the left list in conversations, like this:

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And then, press on the Workflow button at the top of the list there, and select the workflow you'd like to apply, keeping "Use Current Number" toggled on.

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Each of the leads you selected, will receive the workflow you assigned them to, from the number they've been receiving messages from already, not one randomly assigned by that workflow's pool.

You can also bulk select leads, and bulk add to a workflow using the current number, inside of the Contacts tab, not just Conversations!

- Loading speed upgrade!

This feature is a bit harder to explain, but will certainly be noticeable. We updated the way we load contacts in the Contacts, and Conversations tabs. Tags are stored better now, and conversations now load from newest message to oldest.

Long story short - for leads you've been chatting with a while, loading time is now reduced from around 3-4 seconds to under a quarter of a second. For conversations with only a few messages, loading times are down from half a second to under a tenth of a second!

- 10DLC Information Panel:

We updated the 10DLC tab in settings, to add additional information about the current step of your registration, and what comes next from that step:

10DLC Info.png-1148

It should help better understand the process. And - if you currently have a pending registration, the review process still seems to have a long delay at the Campaign Registry. We've looked for a way to pay a fast track fee to get our users to the front of the review queue, but as of now, that is not offered by the Registry. We'll continue to look for ways to speed the process along, and improve deliverability in the meantime.

- Manager Feature - Agent Search:

For managers - if you go to Settings > Agents, there is now a search bar, not just an agent list. For small teams this helps a bit - but for those of you managing a team of 20+, it's a lot easier now to find an agent, and transfer funds to them - just type their name in!

- Minor changes:

Besides for the major features above, there is a couple minor changes as well, if you're curious, read on here:

  • Icons fixed on CSV upload modal.
  • Removed "Tags" field in step 2 of the CSV upload process (No one used the feature, except by mistake - assigning a column that had first names as tags, and bulk creating 10k+ tags for example. If you want to add a tag to your upload, you can add it on the third page!)
  • Fixed a display issue on conversations, where a name can overlap if the first name and last name fields are longer than usual.

That's it for now!

If anyone has more ideas on what to change, we'd be happy to work on integrating them, just let us know! From our end, we'll continue working on ideas we already have in the development pipeline, as well as anything we can do to address the 10DLC process delays from our end, and help increase deliverability inthe meantime.

As always - thank you for using OnlySales!

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Referral system, Terms and Conditions:

The referral system is for all of you bringing on new users! We track a few unique identifiers on sign up, and if a user is found creating duplicate accounts for referral payouts, the feature will be disabled for their account.

Also, now that referrals are automatically tracked, please make sure that when referring someone they use your code or link, instead of messaging support after they signed up to manually assign it. For the first week, we'll try to accomodate support requests in the case of a missed referral code - but as of 9/21, if a new user did not sign up with a referral code, there will not be any exception for manual referrals through support.

What do you think about this update?