StoneShot User Updates

June 2020

With all the things going on, it’s hard to keep track (didn’t expect 2020 to turn out like this) so we rounded up our updates for you.

Contacts and Lists Update

We’ve overhauled list management to make it easier to manage your contacts and lists. You can edit static lists in the app (no more imports!) and new dynamic lists allow powerful list creation and reporting.


New features:

Brand new dynamic lists created based on objective and behavioral data for better targeting, engagement and reporting
Top level statistics for each list to see how engaged this segment is
Scheduled reporting on lists emailed as a CSV or PDF


Redesigned interface:

Import only the fields you want from the CSV (save you a lot of time!)
Export only the fields you want to Excel
Bulk assign opt-in statuses, sales manager and segmentation in a few clicks
Enhanced Microsoft Dynamics Integration

Additional features to help you save time

Send one-to-one personalized emails and see opens and clicks and content a client is engaging with
Seamlessly sync data between StoneShot and Dynamics
Invite clients to events
Update client preferences
Add them to a lead nurturing automation workflow

We’ve also configured private APIs, website and reporting integrations for some of our clients so let us know if you have bespoke technical requirements like embedding preference centres and events into client websites, automating emails and sending operational emails such as NAV reporting and documents through the API.

Coming soon in Q3…

Form builder redesign and new features

Create forms quickly within the StoneShot app

Select your form and create a custom URL

Drag and drop elements

Toggle required fields

Set the parameters in one area

Test, preview and launch

StoneShot for Sales

Enable your sales team to send on-brand emails without full access to the StoneShot app. Expect a new contacts tab, reports tab and send function resembling ‘Outlook’.

Contacts tab shows last activity and an overview of statistics

Import contacts and lists from Salesforce

Send an email with a branded template to your contacts

Reports tab shows you campaign statistics specific to the user

We’re always happy to answer any questions you may have.