Add Import Group to ClientTouch

After you import a group of contacts, you will now see an option to send your imported contacts to ClientTouch. This will allow you to work directly with that group. You can opt them in for email, send emails, perform a group edit, etc.

AddImporttoClientTouch

 

Action Set Delays – Do you want them first?

We have a new upgrade to Action Sets. We’ve added delays. Delays let you pause an Action Set for minutes, hours, days, weeks, months, etc. This will let you further automate your tasks. Take a look at how it works:

ActionSetDelays

With Action Set delays, you will be able to manage pending Action Sets from the Action Set tab on the contact record. Pending Action Sets will show the same way pending Autoresponders do. An optional step has also been added to stop all pending Action Sets.

Would you like to be one of the first to have this feature? We have just finished testing and are rolling it out slow. If you would like it turned on in your system, email us jen@allclients.com.