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 Learn more View recording 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 Take a sneak peek 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’. Take a sneak peek 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.