*Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons that you have purchased as well as the account type that you have (admin/agent user). For any questions related to your Chime package or feature availability, please contact Chime Support (firstname.lastname@example.org).
Monday, September 27, 2021.
- CRM 3.35
- Advanced People Filter Optimization
- Smart Plan Optimizations
- Transaction Management Improvements
- AI Assistant: New Site Trigger
- Menu Location Change: Smart Plans, AI Assistant, Auto Alerts
- Site 5.23
Advanced People Filter Optimization
Three new criteria have been added to the filters on the People page. These are found under Advanced Filter > Lead Details:
- Min Bathrooms
- Min Bedrooms
- Property Type
These filters pull their data directly from the Search Criteria on a lead profile and will allow for finding leads looking for properties that fall within these criteria.
Learn More: Lead Organization with Filters
Smart Plan Optimizations
Auto Apply Buttons
The auto-apply buttons have been made more accessible. There is now a Clear button that can be clicked to clear all the criteria instead of having to manually go in and remove it. The Auto Apply switch has also been moved further left to be more visible.
Auto Pause When - The Lead's Pipeline Changes
The criteria to auto-pause when a lead's pipeline stage changes can now be used at the same time as the Change Pipeline action.
"Within" Time Range Options
Previously only available on the first step of a Smart Plan, each step of a Smart Plan can now have a "within" timeframe defined. This allows for automated steps of a Smart Plan to be triggered during daytime hours, etc. The way this works is if that step of the Smart Plan was scheduled to trigger but it happens outside of the defined "within" range, it will wait until the next day before triggering.
Please note that this still does not apply to system actions like Change Pipeline / Change Group / etc. which can only be triggered immediately.
Auto Email: CC Family Members
You can now CC all family members of a lead when using the Auto Email action in a Smart Plan:
Learn More: Smart Plans
Transaction Management Improvements
You can now add custom roles by navigating to Settings > Transaction Roles:
Additional roles (up to 50, in addition to the built-in defaults) can be added by clicking on the + Add a Role button at the top:
To add someone to a role on a transaction detail page, you can do so by clicking on the Add a Contact button. Only one person can be added to each role on a transaction detail page.
Assign To Options
Prior to this release, all checklist tasks were only assigned to the "Transaction Owner." With this update, you can assign to the other roles associated with transactions.
Additional Checklist Task Reminder Options
Prior to this release, you could only choose one option (by SMS or by call) at a time, but now you could pick all three. The "push" notification option was also added in this release as well. The options after this release are the following:
- by SMS
- by Call
The "Push" option can only be triggered to user-type accounts (agents, lenders).
The order of transaction checklist tasks can now be adjusted when building out the checklist templates. This was not previously available. When a transaction moves to the corresponding stage, all tasks will still trigger, but they will be in the order created within the checklist template.
All transaction tasks are now displayed under a transaction stage. This makes keeping old and new tasks in the right order will be much easier to accomplish.
Individual Transaction Task Organization & Reminders
When adding an individual task from a transaction detail page (see screenshot below), you can also establish reminders just as outlined in the functionality above for checklist tasks. Individual tasks can now also be assigned to anyone listed on the Contacts page of that specific transaction:
Show Completed Tasks
Prior to this release, all completed tasks would display. With this update, there is a toggle to decide whether to display completed tasks or not.
Learn More: Transaction Management Checklists
AI Assistant: New Site Trigger
Two new conditions have been added to the AI Assistant based on listing activity–specifically for the LIVE CHAT qualification processes. The AI Assistant will start the same type of conversation as it currently does when listings are saved on the website. This logic applies to leads that are already registered and those that are just visiting the website without having registered yet.
(1) A listing is shared
When listings are shared using the Share option on listing detail pages, the AI Assistant will proceed with interacting with the lead again.
(2) A specific property is viewed more than three times within a seven-day period
If the same property has been viewed more than three times within a seven-day period, the AI Assistant will trigger a conversation to engage with the site visitor/lead to attempt to qualify them and get them to schedule a showing, etc.
Learn More: AI Assistant / Chatbot Qualification Process, AI Assistant / Chatbot Qualification Process
Menu Location Change: Smart Plans, AI Assistant, Auto Alerts
The following three pages in the Chime platform are now accessible on the Campaigns page. Until the next release, they will be made accessible in both locations which means that clients can still find them under Settings for now. They will be removed from Settings in the next update (October 2021.)
- Smart Plans
- AI Assistant
- Auto Property Alerts
Also, "Listing Ads" (as it is known before this update) has been renamed to "Listing Promotions" and will be nested under Listing Suite.
A new feature is available on the CMS to block leads from using the website. The setting is accessed by navigating to CMS > Settings > Lead Capture > Block Emails:
Block an email address by typing in the email address and clicking on the Block button:
Landing Page Improvements
Registration settings for landing pages now have a section to configure where registration is triggered. Essentially, what was added in this release is the ability to define whether registration is triggered based on page views or browsing time on either the Listing Detail Pages or the Current Page.
Learn More: Landing Pages
Quick Search Lists
Currently, the Quick Search block has defined listings/links that are universal wherever the Quick Search block is placed on the website. After this update, that will no longer be the case. Users can now build quick search lists that they can reuse or keep independent from one another. This has been requested for some time now.
Users can choose from quick search configurations that have already been built:
Or users can click on the option to add another block, give it a name, and then define the links that will be saved and synced anywhere else that this specific configuration is selected:
Search Bar Suggestions
If you go to one of our websites and simply click on the Search Bar, you will notice that it will automatically populate suggestions. Prior to this update, these suggestions were generated based on Quick Searches that had been configured elsewhere on the website.
With this update, you can now control which suggestions will populate by navigating to CMS > Settings > Listings > Location Search Bar > Location Suggestion. Any criteria added here will be auto-populated when a site visitor first clicks on the search bar. After they start typing, criteria matching their search will begin to populate of course.
Learn More: Location Search Bar Settings
We now have QR codes automatically generated for every page on a Chime-built website. This QR code can be downloaded with a right-click and then shared on social media, business cards, etc. To find the QR code for each individual page on a Chime-built website, first navigate to that page and then click on the Share icon in the menu at the top-right, then select QR Code:
You can then right-click to download the QR code and use it to send people to that specific page on your website when scanned:
Note: QR codes are not currently available for landing pages though this is planned for future implementation.
Learn More: QR Codes
A new site report will be sent out to clients on a monthly basis. This site report provides some basic Call To Action for the clients so that they can actively work to improve traffic and conversion on their Chime-built websites.
Here is what that report looks like:
Learn More: Site Report
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Chime CRM.
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