[2.14.0] Major Increase in deliverability, and new features!

Good morning everyone.

I know it's OE - so, this changelog will be a little different. A summary of all changes is included below. If you'd like more information about the changes, you can skip below the summary for a full detailed writeup.

Update Summary:

Bulk refund for 10DLC users:

  • For any users that submitted a 10DLC brand accurately (Your brand was verified, regardless of if your Campaign was verified or not) - we're processing a refund for your account, for any messages failed due to spam filtering. The first half of the refund will be processed immediately today, and the second half, when your campaign is fully 10DLC verified. More details on this below the summary.

    Deliverability Fix

  • We have a new provider for messaging services. By switching your account to use new numbers, we can increase deliverability up to 90-95% for unregistered accounts, and 95-98% for registered accounts.
  • Any accounts which have a 10DLC brand registered (even if it has not yet been approved), can switch their sending to the new provider. If you have not registered your account, you can do that today, and switch to the new service, even while the registration is pending.
  • There is one caveat with the new provider, at least for the time being. Inbound/outbound calling is not yet available for any numbers through the new service. If you have a lead which needs a call, we'd recommend sending something like : "Perfect, let me give you a call from my direct line", and then calling from any other business line, or from one of your older numbers on OnlySales, which are enabled for calling.

    Other features:

  • You can now pause or resume workflows, from the workflow page (without needing to click into the workflow and change it there).
  • Users can now delete numbers from their account, or replace a number.
  • If you replace a number using the new feature - the original number will be removed from all workflows that were using it, and automatically be replaced with the new number you selected.
  • When bulk selecting leads, and adding them to a workflow, you can now exclude lead by tag (ie: Send a workflow to my last upload, except for any leads tagged as "Sold")
  • The 10DLC registration process is now a lot easier to navigate, and doesn't require any help from support (you can register a brand, and a campaign as well from your end)

That's it for the summary! If you want a more detailed breakdown, please read on:

Deliverability and 10DLC changes:

Update on applications/approvals:

As the industry moved towards 10DLC registrations, the process to get campaigns approved was not too clear, and while some users have gotten verified, others have not yet.

This is not something we take lightly - so when it became clear that we cannot push the situation with the current partners we have, we secured a deal with a new messaging provider - and got OnlySales verified directly with the Campaign Registry as a carrier, so we can handle registrations directly, instead of sending them to our messaging partner, to then submit to the Campaign Registry.

While approvals were not up to us to process (or we would auto approve users when their brand is first submitted) - we do understand that a decrease in delivery rate means an increase in cost for any users of ours.

So, at our personal expense (since we ourselves were charged for every outbound message, even those which were spam filtered) - we're processing a courtesy refund for any users which followed our recommendations for deliverability, even if that did not happen as we expected it.

If you submitted a 10DLC brand, and the brand was verified - meaning the information about the company was correct, as shown on the screenshot below:

Brand Verified.png-124

Then, you'll be receiving the first half of the courtesy refund as of today - and the second half, once your campaign is verified. We've resubmitted all campaigns directly to the Registry, using a new expedited method, and expect all campaigns to be approved in under 7 days.

If your campaign is already approved now, then you'll receive both halves immediately. You'll be able to see these in your billing page, as "REFUND".

This process is automatic, and the calculation was:

Since we communicated that campaigns should be approved within 2 weeks of registration (as we were told ourselves), then - from 2 weeks from the time your brand was verified, up to now, the automated refund you'll receive is for any failed messages due to spam filtering, up to 90% deliverability.

For example:
You submitted your 10DLC brand on October 1st, and we expected it to have it approved by October 15. From October 15 to date, you sent 1,000 messages. 700 delivered, and 300 failed from spam filtering.

You'd receive a refund for 200 messages (which would have put your delivery at 90% retroactively) - the first half of which just went out, and the second half is automated to go out when the campaign is fully verified.

We hope this helps anyone that had an issue - and moving forwards now that we have a new provider, and a way to expedite these - that it will not happen again.

Deliverability Fixes:

For the last month - all I've been working on is finding a way to increase deliverability again to the numbers we used to see before 10DLC started to get regulated.

I'm happy to announce, we've found a solution!

We just signed an agreement with a new messaging provider, and worked on a workaround to get delivery back to what it used to be, while avoiding spam filtering as much as possible.

So far, in testing, the results have been stellar - For example - the campaign below went from a 65% average, to a near 98% average - and also, doubling the amount of replies received!

Before.png-3392

After.png-4624

There is currently a few drawbacks to the new carrier, that we're already working on improving.

The first one is - to make use of their messaging services, we need the user to have a pending campaign with 10DLC. If it has been approved, great, but if it's still pending, that's not an issue either. The only thing we cannot do, is enable the new messaging provider for any account which does not have any 10DLC information submitted at all. It is a requirement on their end, and the reason why the deliverability is a lot higher.

The second drawback, is calling services. As of today's update - neither outbound calling, nor inbound calling is available using numbers from the new provider. In the next 2-3 days, we should have inbound calling enabled (you'll be able to choose between receiving calls inside the OnlySales app, or forwarding all calls to an outside line of your choice).

As for outbound calling, it'll be a while longer until we figure out a way to implement it. Since most of our users use OnlySales exclusively for messaging - letting their leads know to expect a call from a private line once there is an appointment made, and calling from their own cell or another service, this shouldn't have a big impact.

However, if you count on the ability to be able to call a lead, using the same number you've been messaging from - you can choose to continue using our current provider. We'll notify everyone as soon as inbound calling is enabled in 2-3 days, and when we do, also provide a timeline estimate for when outbound calling will be available.

New features:

- Easy migration to new messaging provider:

Keep in mind - to be able to switch to the new provider, you need a 10DLC brand submitted and verified. If you do not have one yet, you can submit one today. Verifying a brand takes 2-3 minutes - and the second part of 10DLC approval, registering a campaign, takes around 1 week now. You can use the new provider as soon as a brand is verified - even if the campaign is not.
Also - as mentioned above, the new provider numbers are not yet able to do outbound or inbound calling. Before migrating, please make sure that will not be an issue with how you use your account.

If you'd like to move your account to start sending messages through our new provider, there's an easy way to do so now.

First, go to the Phone Numbers tab, then, use the new button located near the top to begin:

migrate - step 1.png-8051

You'll then be directed to this pop up, where you can select one number at a time, to replace a previous one:

migrate - step 2.png-3293

Once you're done replacing all numbers - the system will automatically update all your workflows to use the new numbers instead of the previous ones.

Any leads that were already in a workflow, will continue to receive their follow up messages from the original number they were assigned to - and if you need to add a lead to a follow up workflow, you can always use "Use Current Number" to send from the original number as well.

The original numbers will not be disconnected, and can be used for manual inbound/outbound messages and calling - but they will not be able to be assigned to workflows anymore.

New leads uploaded to your account, will receive their first text, and all follow up texts, from the new numbers.

10DLC Registration Update:

The 10DLC approval process is as follows:

  1. Submit brand information, which gets approved near instantly, as long as the EIN matches the name of the company that is submitted. (0-3 minutes)
  2. (UPDATED) Once your brand is verified, go to the 10DLC page, and click on "Create New Campaign", as shown here:

Create Campaign - Step 1.png-6538

When clicked, we'll run a search for available domains for purchase, matching your brand name. Select from the dropdown, whichever option you prefer, and click "Use".

If the automated system is not able to find a match, you'll have the option to type in a website name that could work (as close to your company name as possible), and purchase that instead.

OnlySales will cover the cost of purchasing the domain, and setting up the website.

Create Campaign - Step 2.png-8781

Once you've selected a domain, the next step will allow you to choose an email address. We recommend using your first name as the email handle.

When you select the email handle, and click next, we'll create an email profile, and any emails sent to that will auto forward to the one in your account.

We do this to expedite the approval of your 10DLC application - as the Campaign Registry can sometimes flag a campaign for further review, if the brand has a free email destination as the point of contact (like one ending in @gmail.com)

Create Campaign - Step 3.png-396

Finally, we'll need you to confirm that 2 fields are correct - the name of the company, and the first name of the point of contact. If the name of your company as it is on your EIN registration is just your name, try to make it sound a bit more like an insurance company, like modifying it from "Andre Arancibia, LLC" to "Arancibia Health".

Once you've confirmed this, click Submit.

Create Campaign - Step 4.png-3530

That's it!

Once you submit it - a campaign is instantly created, and forwarded to The Campaign Registry, matching all requirements for compliance, privacy policy, terms of service - that includes the brand information.

This website, along with an explanation of how insurance agents get and respond to leads, is immediately submitted on your behalf - with all requirements perfectly matched to ensure a speedy approval.

Website Sample.png-5988

- Pausing from the workflow page:

If you want to pause, or start a workflow, you can now do so from the workflow summary page, without clicking into the workflow itself, using the new pause/resume button as shown here:

pause resume.png-3486

- Deleting Phone Numbers:

If you'd like to delete numbers from your account, you can now do that from the numbers page, without needing to contact support. The button to delete numbers is located here:

delete number - step 1.png-1360

Once you do so, you'll need to confirm your selection on the pop up, by holding the delete button for 3 seconds. We added a confirmation, just to make sure no one deletes a number by accident. If you delete a number, it's permanently unlinked from your account - not able to be used to send messages, or receive them anymore.

delete number - step 2.png-193

- Replacing Phone Numbers:

If you notice that a specific number does not have the deliverability you expect, and would like to replace it with a new number easily - you now have an option to do so using this button here:

replace number - step 1.png-8913

When clicked, you'll be directed to this pop up, where you can search for, and purchase a new number:

replace number - step 2.png-1055

Once you look up an area code, and purchase a number, by pressing buy on whichever number you select, like this:

replace number - step 3.png-6371

Then, on all workflows that used the number you selected to replace, they'll instantly be updated, to use the new number you replaced it with - so you don't need to update each workflow one at a time.

Any leads that were already in a workflow, will continue to receive their follow up messages from the original number they were assigned to - and if you need to add a lead to a follow up workflow, you can always use "Use Current Number" to send from the original number as well.

The original number will not be disconnected, and can be used for manual inbound/outbound messages and calling - but it will not be able to be assigned to workflows anymore.

New leads uploaded to your account, will receive their first text, and all follow up texts, from the new number(s).

- Browser Notifications:

We have a new notification system for messages! To turn this on, go to Settings > Push Notifications, and enable them there:

Notifications.png-7884

Once it's enabled, if you receive an inbound message, you'll get a browser notification like this:

Notification Sample.png-7284

If you click it open, it'll take you directly to that conversation, so you can reply right away.

Any messages that are opt outs will not trigger a notification (STOP, UNSUBSCRIBE, etc), so your browser isn't flooded with them.

You also have the option to enable notifications both when the app is closed, and open. If you enable both options, you'll get a browser notification, even if you have an OnlySales tab open.

- Cancellations:

If for any reason, you need to cancel your account, there is now a button in settings to do so, which will ask you to confirm, before taking effect. If used, any subscription cost will be immediately stopped, but the account will also not be able to be logged into/used anymore.

We've always handled cancellations manually through support, but now as we grow we figured adding it as a feature should make it easier for anyone that might need it.

That's it for now!

As always - if anyone has any ideas, please contact us through the help chat, or submit them to the suggestion board.

We're very excited about the new carrier, and the changes to fix deliverability for all users - and the following update will expand those features.

As always - thank you for using OnlySales - and have a fantastic OE!

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What do you think about this update?