3 Features to Manage Opt-Ins

We’ve added 3 new features that will help you manage your opt-ins.

Required Checkbox for Landing Pages
This is an Extra Field you can add to a Landing Page. It must be checked before your prospect can click the Submit. Each user can add their own text (unlimited).

Advanced Search – Search by Type of Opt-In
You can search your opt-ins by the type of consent.

Confirm Consent of an Opted-In Contact
When you want to confirm a contact wants to continue to receive information from you, use our Mail Merge Field Opt-In Confirmation Link.

Texting Updates, Dashboard Additions, New User Interface and More

Our 2nd annual White Label Partner Summit was just this week (AMAZING!). We showed you many of these updates at this event. We are excited to bring them to your system.

Please read all of this post as some of these updates are in Beta. You can request to have these added to your system. Let us know which of them you want turned on.

These are updates you will be receiving:

Deal – Related Contacts Add to ClientTouch
Add all of the contacts related to a Deal to ClientTouch with the click of a button. This makes sending email updates or assigning tasks to the group quick and easy.


Dashboard Tabs

Add tabs to your customizable Dashboard. This allows for you to add more widgets and further customize the system without as much clutter in one tab. Right click to rename, move or delete the tab.


Widget Recent Settings
This new widget makes it really easy to go back to what you were working on.


Widget Contact Card

Quickly link to a contact card from the Dashboard. If you just want to call, you will have the phone number available without leaving the Dashboard.


Contact Card Add to Dashboard Icon

Add a contact card to the Dashboard quickly, right from the contact card. Just click this new handy icon.


Lading Page Add to Dashboard Icon
Add a Landing Page to your Dashboard with the extra handy icon right on the Landing Page set up page. This lets you track your Landing Page on the Dashboard.


Action Set: Pause Until Time of Day

This pauses an Action Set until a set time of Day.


Action Set: Stop If

This will stop an Action Set if there are specific changes to Categories, Sources or Flags.


Action Set: Continue Only If

This Action Set Action will continue the Action Set only if a set value is set to Categories, Sources or Flags.


Action Set: Review Pending Steps

This new option will let you review the pending steps of an Action Set from the contact card.


New Flag Designs, Icons & Colors

When creating new Flags, you now have more icon choices and you can now pick the background color and the icon. So many options! And so fun!


Texting Opt-In/Opt-Out

Contacts may now opt-out for texting (text STOP) and re-opt-in by texting START. Icons on the contact card will identify opted in and opted opt phone numbers.


Text from the Contact Widget

The new Contact Widget will have the green opt-in icon next to phone numbers that are opted-in for texting. Click this green icon and it opens the texting window.


Advanced Search Option Opted-In for Texting
You can now search for all of your contacts that opted-in for texting (or not opted-in for texting).

 

Contact List Opted-In for Texting Icon
Add this texting opt-in status to your Contact List and sort or identify opted-in contacts for texting at a glance.


Advanced Search – Note that you are Viewing Saved Search

When you are in a saved search, the Advanced Search screen will show which saved search you are currently viewing at the top of the page.


Advanced Search – Update Existing Saved Search

You can now make changes to a saved search without renaming and re-saving as a new search. When saving the search, choose update existing saved search and choose which search you are updating.


Pretty Email Templates

When you are adding a new email template, you now have the option of using our pretty template builder or starting from a blank canvas.

 

Graph Interface
This new graph interface will change the way the currently graphs look and operate ever so slightly. In the future, this tool will allow us to do more with our graphs.

 

These are updates that in Beta. Let me know if you want them in your system:

Beta:  Custom Field Types
Custom Fields may now be Text, Check boxes or Drop Downs. 

Beta:  Custom Field Type Clean Up Tool
Work with your Custom Fields to make sure the data is exactly the way it should be.


Beta:  Modern UI

A whole new look and feel for your system. If you would like this added to your system, let’s talk about the color theme you would like…


Beta:  Action Set: Texting

There are now texting options in Action Sets. You do have to be opted-in for texting for any of these features to function.

Make sure you are up on all of the latest additions to the API. Check out the newest additions on the Developers Blog.

GDPR – Get Ready for Fresh Consent

You have worked hard to build a great email list, and you are sending regular marketing emails to that list.

But now here comes GDPR.

What the heck is GDPR?

The GDPR is a new regulation in the EU that addresses data protection and privacy for individuals within the European Union. It will take effect May 25, 2018.

If you process data that is capable of identifying an EU individual wholly or partly through automated means or manually as part of a filing system, then GDPR applies to you.

Fresh Consent

One major part of GDPR is the requirement that you get GDPR Compliant Consent before you are able to send out your marketing emails. GDPR Compliant Consent is much more involved than simply having people opt-in to your marketing lists, like in the olden days (pre May 25, 2018).

The problem here is that in most cases, you will have to go back to your lists and get new, fresh, documented, permission to continue sending them emails. And when people get an email asking if you can continue sending them more emails, they tend to ignore you, or take advantage of your offer to remove them from your list!

What you should do…NOW!

BEFORE you have to send that dreaded Fresh Consent email, asking again for permission to send emails, you should warm up your lists.
How to Warm up Your Lists
There are several ways to get your email recipients ready to say “Yes” to your Fresh Consent Email. Here are my 2 favorites:

1. Send them the good stuff!

Send them a few emails with good, valuable info about the subject matter your products and services solve. If you are a Real Estate agent, send emails with information about how to sell their house for the most money. Or how to find the best forcolsure deals before they hit the market.

Just good, valuable information – that’s it.

2. I have been remiss…

Send them an email telling them you have been remiss and have not kept in touch with them like you should. Tell them you want to do better and start sending them good emails with valuable content. Then send them a few emails using the strategy in #1 above.

Things to LEAVE OUT of your Warm Up Emails

Tell them great you are
Remind them that you have the best service
Tell them to call you for more information
Brag about your company
Mention that you have a sale going on

Remember the warm up emails are to get them to like you and to remember that you are a great source of valuable information. Leave the fluff out.
When to start this campaign
Now. Today. This minute.

More on GDPR

Stay tuned for more information on GDPR. AllClients will be fully compliant with GDPR by May 25, 2018. We will also be bringing our customers new features and functionality to help THEM also comply with this new and complex regulation.

Group Edit Custom Fields, Email Settings and Much More

We’ve made quite a few changes! Here is a summary of them:

Group Edit Your Custom Fields
We’ve added the ability to use ClientTouch, Group Edit to edit contacts’ Custom Fields. You can edit the text in the field for everyone in your workgroup at once.


Email Templates Settings Tab

As the default, we now remove formatting when copying and pasting from outside systems. Pasted text from other systems usually contains hidden HTML formatting that will not translate properly and is almost impossible to detect and/or fix. Users may choose to keep the formatting if they like hidden chaos (not recommended). To change back to the awful way, they can go to Email Templates > Settings Tab.


Appointment Tab Shows All Team Appointments

When you are on a contact, you can now view ALL appointments your contact has scheduled with your entire team. We used to show you the appointments you scheduled, we now show the appointments your team scheduled also. We have also added a new column to show who scheduled the appointment.

Social Connector Shows Multiple Photos
The Social Connector will now show you multiple profile pics. You may scroll through and even choose which one to use as your Contact Photo. You will see a number in the corner of the picture if there are multiples, 1/2 for example if you are looking at picture 1 of 2 pictures.
Bonus additions – you will see gender and more Google Plus matches.

Recent Folder Added to Template Picker Pop Up
When you are looking for a template in a drop down, you will now see a Recent folder option. This will make finding a template you just edited faster. For example, if you are looking to send a blast, you can click to the list of templates and select the Recent folder. It will show you the last few templates you edited.


Export in Batches

We’ve changed the export contact process. If users have more than 5,000 contacts in their system, they will need to export multiple files. This will fix the issues with large export file errors and it will allow for the files to be imported back into an account (the import limits the file to 5,000 contacts).

Custom ClientTouch Actions, Custom Action Set Actions and More

We are planning for the upcoming Summit 2018! If you haven’t already, mark your calendar for May 6 & 7. Email jen@allclients.com if you have questions and let me know you are coming!

As for the updates, these are kind of technical, but allow for a lot of customization of your system!

Custom ClientTouch Actions
With the help of your developer, you can create Custom ClientTouch Actions in your White Label Version of AllClients.  Custom Client Touch Actions call external services and allow your users to do almost anything.  (Send postcards to contacts, send to another database, send to a mailing house, etc… There’s really no limit!). Learn more on our Developer Blog post: Custom ClientTouch Actions.

Custom Action Set Actions
With the help of your developer, you can create Custom Action Set Actions in your White Label Version of AllClients. Learn more on our Developer Blog post: Custom Action Set Actions

Add Uneditable System Notes to Contacts
Using a new option in AddContactNote, you can specify that a note is a “System Note”.  These notes will not be bolded, will have a special icon, and not be editable by the user.     Check out the documentation on the notes field in the AddContactNote API Documentation.

We talked earlier about the ability to add Custom Contact Tabs. Here is some new documentation on how to make the them happen. Custom Contact Tabs Documentation.

Have you seen the December API Updates? If not check them out here:  December API Updates.

Attachment Count, Customized Content Pages and API Updates

Attachment Count
We now display on the Contact Record the number of file attachments on a contact record. You will not see a count if there are no attachments.

 

Customize Your Content Pages
Learn more about how to include Account ID’s and Team Member ID’s in your Content Pages in this article: Customize the Content Pages.


New API Functions and Updates
If you are using the API, you may want to review this article to learn more about new API options.

Funnel Blueprints

Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out:


You will be able to Edit from the Funnel Blueprint page and you will find breadcrumb links at the top of the page to help you get back to where you want in the clicking process.

You are welcome to use this video in your Video Tutorials. Use this link:  http://www.crm-tutorials.com/videos/d49adabf151cedce5c/funnels.

3 Updates to Reports

Duplicate Contact Report Add to ClientTouch
You can now add a contact from the Duplicate Contact report to ClientTouch. You can use this to export a copy of the duplicates before you delete them, or print a list, etc. Click the ClientTouch Icon to add the contact. When the icon is green, the contact is included in the ClientTouch workgroup.

 

Duplicate Contact Report Search by Phone Number
The Duplicate Contact Report now has an option to search for duplicates using the phone number. This does search against all 4 phone number fields and will find matches across the fields.

 

Birthday & Anniversary Report Add to ClientTouch
You can now add the people from your Birthday and Anniversary Report to ClientTouch. Use the ClientTouch icon as described above to add the contacts to ClientTouch.
Warning: The system will include Primary & Other Contact names from ClientTouch. They will not be specific to only the person with the Birthday.

Visit Groups of Rolodex Contacts Faster, New Advanced Search and More

Previous and Next from the Rolodex
When you are on a contact record and you click the Previous or Next Arrow it will take you to the previous or next contact in the contact list filter. We’ve now added this for the contacts you click from the Rolodex.

 

New Advanced Search Option
We have created a new search in the Advanced Search options. You may now search for contacts that have never been assigned a specific Autoresponder. Look for Never Assigned This Autoresponder in the search drop down.

 

Quickly Delete To-Do Plans
In the Settings, To-Do Plan page, we’ve added the option of deleting a plan from the main list with the trash can icon to make deleting plans easier.

 

Add Referrals & Related to ClientTouch, Modifications to Email Notes and More

Related Contacts – Add to ClientTouch
You wanted to be able to work with your Related Contacts as a group. You can now add the group to ClientTouch from any one of the Related Contact’s records.

 

Referrals – Add to ClientTouch
You wanted to be able to work with your Referrals as a group. You can now add a contact’s referrals all to ClientTouch from the Referrals Tab on the Contact’s record.

 

Notes about an Email include the Template Name
If you are using a template to send out an email, the template name and subject will now be included in the contact note about the email. If you do not use a template, you will continue to see just the subject.

 

API Functions Allow Contact Search by Other Email
You may now use the other email to search for a contact. Learn more on this developer blog post.

 

Import Custom Phone Labels
You may now choose to use our phone number labels or import your own. Learn how on this knowledge base article.