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Tag: web lead capture

April 2023 Release
Today, SalesNexus announced the release of the latest updates to its CRM and Marketing Automation Suite.

This is scheduled to be available on Wednesday, April 12, 2023, at 2 am Central.

HERE’S WHAT’S NEW

New Features

Schedule Campaigns over a Series of Start Dates

Fed up trying to divide a list into subsets so you can schedule them to go out day by day?

Now it’s just one click!

Add Webhook to your campaigns

New to Campaigns! Along with emails, calls, and text messages, you can now add a Webhook to your campaigns.

Using the built in, ready to use PrintGenie Webhook allows users to add direct mail (postcards, letters, holiday cards and more) to their campaigns in SalesNexus.

Simply add this new option to your campaign, and fill in the details to create or edit your brand.

Create Group Lookups

New in groups: you can create groups with specific criteria and make these your group lookup.

To create group lookups, go to “Create Group Lookup” under “Groups”, add in your search criteria, and when you click the search button, the list of items that matches the criteria will show up.

You can then proceed to “Make This My Lookup” and select specific fields for that Group Lookup.

Learn How to Create Group Lookups

Enhancements:

An improved new customer experience

We have been working hard to improve your customer experience, prompting us to resolve issues in the onboarding experience for our new users. We put everything you need to navigate SalesNexus in a welcome page that has a brand new look.

Quicker Searches

Looking for something?

We have made it easier for you to navigate through SalesNexus.

“Our search tools have been amped up to ensure you would be able to quickly get what you need.

Save Columns with Lookups

Save time doing the same searches over and over again by saving columns with lookups.

Now you can go to contacts, create a lookup, and create and change the criteria for your fields.

Once you have made this your lookup and saved your search, you are given the option to either make it your default search, or save the current selected contact columns.

This way, when you search your lookups under your selected description, you will only see the columns that you have selected that are relevant to that list.

Learn How to Save Columns with Lookups with These Steps

Bug Fixes:
1. Access to My Settings
2. CRM – Quick Search
3. Email Capture Authorization
4. Email Templates
5. SMS – notifications
6. Create Contact
March 20, 2023
October 2022 Release
Today, SalesNexus announced the release of the latest updates to its CRM and Marketing Automation Suite.

This is scheduled to be available on Wednesday, October 20, 2022, at 8:30 pm ET / 11:30 pm Pacific.

Here’s what’s new

Enhancements:

DKIM Setup

Domain Keys Identified Mail (DKIM) allows senders to associate a domain name with an email message, thus vouching for its authenticity. It’s a security protocol through which you can give authorization/permission to another service or platform to send out emails using your email address, on your behalf.

Learn more about DKIM and why it is important

Here’s a step-by-step on How to setup your domain with SalesNexus Email campaigns (DKIM on snmail2.

Lead Capture Setup

Are you having trouble adding the SalesNexus Lead Capture script in your Elementor WordPress site?

Here’s how you can setup the SalesNexus Web Lead Capture to add contacts automatically to your database.

Learn how to Setup Web Lead Capture with Elementor in WordPress

Increase Security with Two Factor Authentication

Two-factor authentication adds an additional layer of security to the authentication process by making it harder for attackers to gain access.

Learn more about two – factor authentication and why it is used

Multi-Product Sales Opportunities

By default, SalesNexus Sales Opportunities allow you to track one product in each sale, with a unique Quantity and Price.

Some providers sell more than one product or service to each customer. For this, you may want to use Line Items feature that has been recently developed in the SalesNexus platform.

Here are the step-by-step instructions on how to set up your Line items in SalesNexus

Sales Stage to Probability Push

Automatically set the Probability of Sales Opps based on Sales Stage and use Forecasted Amount to forecast revenue easily, consistently and accurately.

Enable and customize your sales stages in an opportunity and match it with a corresponding percentage here.

Schedule Campaigns over a Series of Dates

Fed up trying to divide a list into subsets so you can schedule them to go out day by day?

Now it’s just one click!

Easily spread an email blast over several days!

Learn How to Schedule Campaigns over a Series of Dates

Opened Date and Click Date & Cleansing

Now you can manage your email list to maximize delivery easily!

Use Opened Date and Clicked Date to see which contacts are engaging with emails and which are not. Stop sending to unengaged and your delivery rates improve.

Watch our Email Marketing Mastery webinar to find out the difference list cleansing can have on your delivery rates.

https://youtu.be/Ia1fP4bqt_c?t=2032

By cleansing old or new lists to remove spam traps, bad emails, etc. you can increase your delivery rates.

Bug Fixes:
1. Email Delivery
2. Email Capture
3. Outlook Calendar Sync
4. Dashboards
5. Layout
October 4, 2022
How to Setup Web Lead Capture from Your Website to SalesNexus
Have a customized form on your website that you’d like to use to capture leads into SalesNexus CRM?

If you have a website and use a “Contact Us” form that collects information about a new lead, and you aren’t using SalesNexus Web Lead Capture to add these contacts automatically to your database, then you are wasting valuable time.

Web Lead Capture automatically creates a new contact when they fill out a web form on your website.

Take this a step further with the SalesNexus Automation Plans and add the new contact to a specific email campaign. It can also add those new contacts to your task list so you can reach out in seconds, instead of hours with an Automation Plan.

How to Setup Web Lead Capture

To setup Web Lead Capture, and have your contacts automatically added to SalesNexus, send an email to support@sn9.fifoma.com and ask for help setting up the Web Lead Capture service.

Contact support at support@sn9.fifoma.com to get a lead capture link that you can add to your site. First, you’ll need to provide the agent with the link to your website page where the form is submitted.

Shortly, you’ll receive a link from the SalesNexus team that will look like the example one below, which you’ll need to add to the header of your page.
```
<script type="text/javascript" src="https://logon.sn9.fifoma.com/LeadCaptureScripts/test.js"></script>
```
* Please note: This is an example script. Do not add the above to your header.

That’s it! You should be set up for leads from your website to automatically be funneled into your SalesNexus System.
January 17, 2020