More Folders (updated)

We recently asked which feature would be most helpful if we added it to the system. The most requested item was folders.

We are happy to announce more folders!

We’ve updated the way folders work in the Landing Page area. We’ve also added folders to Letter Templates.

Over the next few weeks we will be rolling out folders to more of the libraries.

UPDATE 8/23/2016
Folders now also available in the To-Do Plan, Autoresponder and Action Set libraries.

New Professional Landing Page Templates

We’ve created some Template Based Landing Pages that you can use for your customers. Here are the instructions on how to use the page: Create Template Based Landing Pages.

The code is linked in the Sample Templates as listed here: Landing Pages. Professional Templates #3 – #8 are new pages.

Here are some previews of the new pages.

Free Professional Template #3
A simple page with room for some content and an on page form.

Free Professional Template #4
A simple page with room for an image, content and a pop up form.

Free Professional Template #5
A very basic page with a pop up form.

Free Professional Template #6
This page is long scrolling page with room for lots of content – the preview is just a small portion of the page.

Free Professional Template #7
This is a video page with room for plenty of content.

Free Professional Template #8
This page contains a countdown and a pop up form.

Individual User Permissions

If you are using our Team system, we’ve got a great update for you.

Permissions may be granted or denied for each user. Here is what an Administrator’s permissions will look like:



Here’s a quick video about how it works:



Here is another document that further demonstrates the Team Permissions.

New Rolodex, Action Set Opt-In Status and More

We’ve adjusted the rolodex and added the contact picture.


Action Set Opt-In Status
In Action Sets, we’ve added the option to set the Opt-In Status. You can now opt a contact in or out within the Action Set.


Landing Page Last Names
On a Landing Page, if you use the option to only collect one name on the form, we will no longer overwrite the last name on existing contacts if it is not included on the form submission.

Rename the Samples Drop Down
We’ve added the option for you to rename your Samples drop down. If you would like to customize the name for that drop down, let us know and we will adjust it in your system for you.

Bounce Reason
We are now including the Bounce reason on individual sent emails in the analytics area. Some of these reasons get very technical but more information can be helpful.



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.



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:


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

New functionality allowing you to PUSH content to users

We are adding some additional functionality to the White Label default accounts that will make it easier for you to deploy content to your subscribers.

Specifically, now when you have Action Sets, Autoresponders, and To-Do Plans set up in the default accounts, those will copy to the user accounts when you first create them. Additionally, if you add content later, that content will now appear in the Samples area of the user’s system.

This can be a tricky situation depending on how you have things set up with your users. You want to clearly understand this new functionality so you don’t accidentally mess up the work flows that your customers are currently using!

We have created a document that details how each of these new functions work, review the document here. Please note: Due to the differences in Action Sets, Autoresponders, and To-do Plans this new functionality behaves slightly differently.

This new functionality is OFF by default. If you want it activated for your White Label product, please let me know and I will turn it on for you.

Recent, Autoresponder Alerts and Much More

Recent Added to Email, Letter, Landing Pages, Autoresponders and Action Sets

We’ve added a Recent to the Email Templates, Letter Templates, Landing Pages, Autoresponders and Action Sets. It lets you easily access the most recently modified template or plan.


Created Date on Email Templates

We’ve added the Created date to the list of Email Templates as you see in the sample above.

Missing Template Alert in Autoresponders

We’ve added an alert to show you at a glance that an Autoresponder may be missing a template in the steps. You will see this alert if an email template has been deleted that was once in a Autoresponder Step. Here is how it will appear in the List of Autoresponders:


And here is the detailed view of the Autoresponder with an Alert for missing templates:


Add Messages for Your Users on the Home Screen

You can now add reminders and alert messages to your Home Screen. You will go to your Admin and click on the Content Tab. Select the Content Zones. The new Content Zone is the Home Page – Top of Page.


Contacts with 10 or More Flags get Reformatted

We’ve noticed some users have many flags on their contacts. We’ve made some adjustments so that if a contact has more than 10 flags the flags are smaller so there is less scrolling to see the notes. This will happen automatically when a contact is assigned more than 10 flags.


Confirmation of Save in Landing Pages

When you are making changes to a tab in Landing Pages, there is now a confirmation that your changes have been saved. This will work when you click Apply Changes on every tab, except the Edit Content Tab (this tab works different and doesn’t save the same).

Line Spacing in the Editor

Our editor now uses Enter for line spacing instead of paragraph spacing. What this means is that if you use the Enter key in the Editor, it will only go down one line instead of adding a paragraph break and going down 2 lines.

Advanced Search for Add Date is On

We’ve added an option in Advanced Search. You can now search for an Add Date that has been added on a certain day.

Copy Action Sets from Default Accounts for New Accounts

We now have the ability to copy Action Sets from a default account for new accounts. This is an option that you will need to have turned on. If you are interested in this, please let us know and we will get this added to your account.

Home Tab in Admin, Removal of Notifications with Bounced Addresses and New Font Size Options

Home Tab in your Admin Account

When you sign into your admin account you will now have a tab called Home. This will link you to our latest blogs, support and also provide a few important reminders. You will be able to click the Accounts tab to get to your account list.


Email Reputation Enhancement Removes Bounces

We’ve taken steps to help keep your Email Reputation clean. In the past if an email address that was in the notifications or Agenda Assistant bounced, we would keep that address and continue to email it. From now on, if a notification email bounces, the email will be removed so that you do not continue to email a bad address. We will document that this was done in reports, under the Account Log, Activity Log.

New Font Size Options

We’ve added new font size options to the editor:
9pt * new
11pt * new
16pt * new
30pt * new