We’ve added a few things that you now have in your system. These are some of the requests that started at the Partner Summit. Check them out.
Update Account Passwords
You can now update passwords in the Admin.
Update an Email Template in the Autoresponder Edit Screen
When creating or editing an Autoresponder series, you may now preview and/or edit the email template from the Autoresponder edit screen.
We’ve added tracking to show how you got to an edit screen (and links to get to any part of the tracking). This is in with the Autoresponder, Edit Template and will be used in other places as we add the ability to edit from more places.
Email Template Header Options
The email Create Date is now the more requested Last Changed date. You can now also sort by the Column Headers in the Email Template section.
Here are a few reminders of items that we mentioned at the Summit.
Add variables to your header to customize your user experience. Find out more about that on our Partner Blog.
Communications Accounts automatically sync at midnight. You no longer need to manually sync them.
You can use your Communications Account to trigger Action Sets for new account. Find out more about that here.
Run an Action Set from a Landing Page
You can now trigger an Action Set with a Landing Page submission. Go to the Actions Tab of a Landing Page to select your Action Set to run.
Action Set – Copy Step to Clipboard
If a step in your Action Set contains a lot of detail and you will be duplicating the step in this Action Set or other Action Sets, you can now copy the step to a clipboard and insert the copied step later.
New Default Account Settings
You may now adjust the Account Settings in your Default Account to match how you would like new accounts to be set up for Date Format, Money Format and Phone Number Format. You may also choose to Allow Duplicates.
ClientTouch, Group Edit – Mark Contact Inactive
If you have a group of contacts you would like to mark Inactive, you may now use ClientTouch and the Group Edit option.
Advanced Search Date Filter Term
We’ve added a new search term for any Date filters in the Advanced Search. You may now look for Dates NOT in the Last # of Days.
We’ve added a few things to your system, wanted to give you a heads up.
We’ve added a new Action to copy an existing contact’s demographics to create a new contact.
We’ve added a new option to the duplicate report. You can check duplicates in the primary email or both emails. For loading speed, the first option is a better choice.
Landing Page Edit Content
The edit content tab is gone from template based Landing Pages. You will now use the Edit Content link right from the Preview Tab. The edit content link (you know, the …) is in the top left of the preview page. This makes for faster and easier editing. See arrows in image for example.
We’ve made all of our reports clickable. Click on the section of the pie chart to see the contacts that fit this filter group. The none section will not take you to a contact list as there are no contacts to show.
You have always had the option to either send an email or set up a To-Do reminder. You can now do both.
ClientTouch Group Edit
We’ve added a new option to Group Edit. You can now include the Company Name in your Mailing Addresses for all of your contacts (or remove the company name).
We’ve snuck in a few new things into the system while we’ve been working on adding folders to the libraries.
Here’s the other new stuff: Delete from the Duplicate Report
We’ve added a Delete Contact option right to the Duplicate Report to make cleaning up duplicates fast and easy (there is no undo for this). Email Attachments can trigger Intelligent Links
You can now add an Intelligent Link to an email attachment. Add the file to the email and then use the Add Intelligent Link option.
Email Blast – Opt-In first
If you did not have contacts opted-in for email, and you clicked the Email Blast option, nothing would happen. You will now get an alert that you will need to opt-in contacts to send a blast. Landing Page Actions Tab
We removed the box the checkbox at the top of the page. All contacts from a Landing Page submission will always be added to the system.
Flag – Contact Count in Flag Library
We added a column to show how many contacts have each of the flags. You can click this count and see the group in the Contact List.