Dear Strivers,
September has been a month of celebration with Malaysia Day and mid-autumn festival. In the spirit of these festivities, we’re excited to present the September Update. Read on to discover the updates that we’ve made.
Enhancements
1. 🏠 Dashboard Transformed into “Home” 📝
Exciting news! We’ve given our Dashboard a makeover and renamed it “Home.” In this new space, you’ll find your daily tasks front and center. Plus, you can easily access upcoming and completed tasks with just a click. Stay organized and efficient with our Home module. Below is an exclusive sneak peak of our Home module. 👀
2. ⚡ Speed Boost for Converse Ticket Loading 🏎️
Is your ticket list getting longer and slower to load? Not anymore! We’ve fine-tuned the system to significantly reduce loading times. Enjoy a smoother and faster experience when managing your Converse tickets. 🎫
3. 🛍️ Pipeline Link Deal Trigger Now Defaults to “On Deal Won” 🔗
When you’re linking a product in your pipeline deal, we’ve made it even more convenient. Now, the default setting for the trigger purchase is “On Deal Won.” 🤝
4. 🎫 Find Converse Tickets by Contact’s Additional Details 🪪
Our Converse search feature has been upgraded to simplify your ticket searches. Now, you can quickly find the tickets you need by using your contact’s additional information. 🔍
5. 📅 Filter Contacts by Date of Birth 🎂
Want to filter your contacts by their date of birth? Now you can do it effortlessly. Whether you enter dates as “dd-mm-yyyy”, “yyyy-mm-dd”, “dd-mm”, or “mm-dd”, our system’s got you covered. 🥳
6. 📅 Personalize your Appointment Names ✍️
When naming appointments, you can now include dynamic fields which are the merge fields based on your appointment questions. This adds a personal touch to your booking process. The appointment name will be reflected in the confirmation, scheduled appointment in Strive and Google Calendar. ✒️
7. ⏰ Set Appointment Slot Counts and Reminders 💡
Configure the number of slots available for each time slot throughout the appointment event. If you’ve linked your Google account, you can set a reminder to keep everyone on schedule. ⏳
8. ✅ Choose Mandatory or Optional Appointment Questions ❎
When creating or editing appointments, you can mark specific questions as required by ticking a box. This ensures you get the information you need for each appointment. 🗒️
9. 📧 Send Appointment Confirmations via Email, WA API, or WA Personal 📲
We’ve added a new third step specifically for confirmations and reminders. You can choose to send confirmations via Email, WA API, or WA Personal to your contact when they book appointments. 💻
Please note that the email confirmation uses a default template that can’t be edited, but you have the freedom to customize your WA API and WA Personal templates in their respective modules.
10. 🗓️ View Appointment Details in Google Calendar 📝
For those using Google Calendar, we’ve enhanced event descriptions. Now, when a booking is made, your appointment details, including questions and answers from your contact, will be shown in the event description. 📣
That’s a wrap for our September 2023 update! Stay tuned for more exciting updates and surprises in the months ahead.