What's New in Version 3.0

Over the last year Statflo completed our biggest update yet! This upgrade allows all of our users to experience a simple, easy to use platform with rich campaign management, reporting and expandability. Let's dive in to what has changed and what is coming up.

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What's New:

Conversation Improvements

We kept what you love about our Conversations view and made it better! We simplified how you find your conversations into two distinct groups, Inbox with your ongoing conversations, and your Campaigns. In the Campaign tab all users have access to a wide range of filters to help you tailor your list of accounts. These filters are all accessible by our enhanced permission system, so only some users can have access to specific filters, while managers have access to a wide range of abilities.

Dashboards

Dashboards are now available to all customers. You can see your campaign progress, your personal stats when it comes to messaging, add meetings and reminders through tasks, and see any unread messages. This is your one stop shop for any alerts or news updates.

Campaign views with advanced filtering

The account view allows you to see all your campaigns in one location and what you need to action on. You can also see distinct groups between your campaigns, accounts and new leads. Need to add a new account that isn't on your campaign? No problem! Go to leads and add in your new account and pick if its a lead or account and add it to a topic.

Bulk Account Assignment

Instead of individually assigning accounts, assign groups of accounts at a time to a staff member and a location through our reassignment settings panel. Filtering allows you to tailor your account list to the specific accounts you are looking for.

Account History & Multiple Contacts

Your account screen has all the actionable information needed. You can find or modify account information, add a task to remind you about an action item, book a meeting or record activity, and add notes to the account. You can now add multiple contacts to a single account!

Manage Users

You can now manage your active staff members inside our settings portal including names, emails, titles and staff IDs.

Advanced Roles, Teams and Permissions

Several pre-made roles are set up across your organization, from a Super Administrator that can see all activity, to a Team Member who can just see their own direct accounts.

You can also add custom teams and assign unique permissions to each team, add team members and assign a team leader.

Advanced Reporting

View all your campaign and staff activity in our new reporting. Filter and drill down to specific staff members, dates and campaigns.

Coming Soon

We have a number of new features coming up. This includes:

• We encourage everyone to do three actions per account, such as a text, a follow up call, and a follow up text. You can filter off those different attempts to know where you are in the process.
• We are going to make it even easier to see more campaign details from inside the Conversations view
• We're developing new ways to share content with your customers!

Stay tuned for further updates!

How do I get upgraded?

Your Customer Success manager will walk you through the process and help you and your team with training on the new experience. Depending on your current software configuration we may need to speak with someone technical on a call to discuss any white-listing of URLs, data file upgrades and your Single Sign On set up. See your Customer Success manager for details.