Velocify LeadManager 24.2 Release Notes

Velocify LeadManager 24.2 Major Release

These are the release notes for the Velocify LeadManager 24.2 Release. They include a high-level overview of feature enhancements and fixed issues followed by more detailed information and instructions where appropriate.

Refer to the online help and the Guides & Documents page for additional information and related documents.

What's in This Release

  • Lead Distribution: Admins can now add agent-level distribution filters based on state licensing information

  • Surefire: New integration supporting the following:

    • Bidirectional data integration between Surefire and Velocify

    • Ability to utilize Surefire data into Velocify standard functions - administration, lead forms, invite-remind, LOS export, reporting and communications

    • Enhanced versions of Velocify workflow, prioritization/views and distribution features utilizing Surefire data

    • Hotlist feature (pre-packaged lists, campaigns, and campaign events) available in Normal View and Priority View

    • Surefire-specific duplicate management

    • Surefire-specific reports and logs

  • SMS: 

    • SMS History Report - Opt-Out And Error Rates Filters: Feature fully developed with this release. Monitor these metrics closely and ensure the Opt-Out rate is at or under 2% and the Error rate is at or under 10%

    • Quota Reset: Quotas for SMS and/or Email are now reset every month to fix an earlier sporadic issue with this feature

    • Forbidden Keyword Blocking: Messages containing forbidden keywords are flagged to disallow sending the message until the forbidden keywords are removed.

    • Lead Import and Creation from Encompass: Since are required to get consent from each lead to send SMS, a lead may opt out from SMS. This release supports importing/adding a lead to Velocify and immediately opting them in or out from SMS.

    • Opt Out Audit Log Improvements: Prior to this release, Opt-Out Audit log overwrote the previous record with the latest and as a result visibility into the past actions associated with a phone number was lost. To address this issue, a new record is created for every opt-out request, with this release.

    • A2P 10DLC and LV Standard Registration: For existing SMS users, or whenever a new SMS client is onboarded, A2P (Application to Person) 10DLC (10 digit long code)/Low-Volume Standard registration will soon be available in the Telephony Compliance workflow in the UI for enhanced delivery and performance.

  • Dial-IQ: New Telephony Compliance setting added to Roles and Permissions

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System Requirements for Velocify

Have you reviewed the latest System Requirements?

Before downloading or applying this new release, it is important to verify the latest system requirements for Velocify client machines. Review the System Requirements for Velocify to ensure your environment meets the requirements needed to operate Velocify products successfully.

Next Section: Feature Enhancements