Transcript
Hello Arlo Community, welcome to our March Product Update. We have some great new functionality to show you today, which I know you’re going to love.
Also, I’ll be introducing you to one of the latest additions to our Arlo team in just a moment, so stay tuned.
Task Sets
Some of you may be familiar with Arlo’s Tasks feature.
As know know, running a course involves many small but important tasks, like printing course material, booking venues and travel, organising catering… the list goes on.
Using Arlo’s tasks feature ensures your team keeps on top of all those things that can easily be forgotten.
Just create a task, assign it to the relevant person, set a due date, and tick it off when you’re done.
We’ve now added Task Sets.
A task set is a reusable group of tasks that can be applied to an event template.
Instead of manually creating the tasks each time you run it, just create a Task Set and apply it to the template. Those tasks will be automatically created for every future course scheduled on that template.
Tasks can be assigned to the event manager or a specific Arlo administrator. You can also manually add Task Sets to an event instance.
Easy!
Advanced lead report
Over the last three releases we have made a big push to enhance Arlo’s lead and CRM functionality to help you to sell more training.
In January we added automatic lead closure to help you keep on top of your sales pipeline.
In February we added the ability to for you to customize the lead forms from your platform.
And this March release includes the Advanced Lead Report.
This report gives you much more granularity when looking at the leads you’ve captured. Drill down with the filters, add some columns, save the report and schedule it to be sent to you.
Forecasting demand and monitoring leads follow-up has never been easier.
Calendars & Scheduler
Next up: we’ve updated Arlo’s much-loved calendars and schedulers.
There are now tick boxes above the calendar allowing you to filter in or out certain courses, such as those that are full, drafted or cancelled.
This change came through our new feature request forum, so make sure you utilize this forum as it helps us prioritize what we develop next!
New Head of Product
Jonny:
Now I would love to introduce you to our new Head of Product, Mark Bell.
Mark, how’s it going?
Mark:
Really good thanks Jonny. I’m excited to be on board with the Arlo team and am looking forward to getting to know you and your business.
Jonny:
Ok – give us a little taste of what’s being cooked up at Arlo HQ right now.
Mark:
Well Arlo community I’m excited to let you know about two big features we’re working on.
The first of these is Arlo’s Customer Portal, which we will be released in stages over the coming months. This portal will allow your customers to log in, manage their upcoming and past courses, download certificates and invoices, update their contact details, and more.
We are also working on allowing Partial Payments on courses. As some courses are expensive, allowing the option to pay a deposit (to secure your place), followed by the remainder has been a key feature request.
Jonny:
That sounds awesome.
Mark:
If either of these developments peak your interest, and you would like to be involved in an initial user testing group, where you can access alpha versions and provide us with feedback, then please contact me.
We’ve got a bunch of other cool developments in the pipeline too, so if you would like to be part of Arlo’s product lab, please get in touch with me.
Wrap up
Alright, that’s about us.
Some minor enhancements and bug fixes will be rolled out alongside the features you saw today.
As always, if you have any questions please do not hesitate to get in touch. Email sales@arlo.co and we’ll get back to you as soon as we can.
Thanks and have a great day.
