Mark Your Calendar – Partner Summit

We have confirmed dates for our Third White Label Partner Summit. Here are the details:

What: AllClients White Label Summit
Where: Peppermill Casino Resort – Reno, NV https://www.peppermillreno.com/
When:
Sunday May 3rd, 7pm AllClients Hosted Cocktail Reception 
Monday May 4th, All Day Meetings followed by an AllClients Hosted Dinner 

Who: You and anyone you would like to bring from your organization

More:
The Peppermill is about 3 miles from the Reno Airport.
The Peppermill, and all of Reno has nightlife 24/7. Come before the 3rd or stay after the 4th and enjoy the Biggest Little City in the World!
Lake Tahoe is 45 minutes away.
Virginia City is 30 minutes away.

We REALLY want you to be here. Please RSVP to Jen with how many from your organization we can expect, so we can properly plan for the meeting space, dinner, etc. There is no charge for you and for your guests to attend this event. 

Feel free to call Support if you have any questions or need any additional information. 

Premium Email is READY!

If you would like to move your email services from MailGun/SendGrid to our Premium Email Services at AllClients. 

Our Pricing is as follows:
$299/mo (includes 100,000 emails/mo and 5,000 validations/mo) 

Note: Neither emails nor validations roll over from month to month 

Email Overages:  $0.00065 per email 

Validation Overages: $0.0075 per validation

Please do not cancel your direct SendGrid or MailGun Accounts until we have you 100% on our email servers. We will let you know when that takes place. And then at that time we will begin billing you and you will be able to cancel your direct MailGun/SendGrid Account. 

Please let us know if you want to sign up for our Premium Email Services and we will gradually start moving you over.  

Opt-In for Texting in Workflow Triggers and Landing Pages and New Texting Reports

Landing Page Option to Opt-In for Texting
In Landing Pages, when you have a phone number field on your form, you can now add a check box with your own custom label. Choose the option to When Checked, Opt In Phone # for Texting and this will opt that phone number in for texts. Here’s a video that shows you more about this:  http://www.crm-tutorials.com/videos/7c9fd9b91b17e7c3f4/texting-opt-in.


Workflow Trigger – Ability to Opt-In any Phone Number for Texting
You can now opt-in any of your phone numbers for texting automatically as part of a Workflow Trigger. See the field options in the Field List.

Partner Report for User Texting
If you go to Reports, then Text Usage, you can see a report that will show which of your accounts are using texting and how many texts are being sent.


User Report – Text Usage
In Reports, there is now a Report to show how many texts a month a user is sending and receiving.

Advanced Search Field Selection and Deals with Teams

Advanced Search field selection
We’ve made it easier to find the fields you want to use for your Advanced Searches. Instead of a long list in a drop down, there is now an easy visual to help you find your field quickly. Try it out!


Deals – Account Owners and Administrators see deals for all users
We’ve added the ability for owners and administrators to see the deals for all users without having to login as the user. From the Deal Screen, they can now choose to view deals in other databases.

5 New Email Templates

We have 5 new Email Templates for you to use in your Email Template Library if you would like.

This group of templates includes a Webinar Invite, a sample Service Invoice, a Freelancer Portfolio for promotions, a sample Freelancer Blog promotion and a sample Quote.

New Columns in Workflow, Advanced Search additions, Workflow Error Alert and more…

New Columns in the Workflow List Screen
We’ve added 3 new columns to your list of Workflows. You can now see the Duration (we use an estimate if not exact), Current Contacts (those in the middle of a Workflow), Completed Contacts (the entire workflow has been applied). The contact columns are links to the list of contacts.



Workflow Error Alert
Know at a glance if there is an issue with one of your Workflow Steps. The List of Workflows now shows an alert if there is an issue with something in one of the steps.



ClientTouch – Validate Your Emails
This is available with our Premium Email Service or if you are using your own Validations and want to show or link in with ours, this is available to you. Contact Jen for more information.



Opt-In Contacts for Texting from ClientTouch
You can opt-in your contacts for texting form ClientTouch. The system will check all phone numbers looking for the words “cell” or “mobile” in any part of the phone label field.



Opt-In Contacts for Texting from ClientTouch
You can opt-in your contacts for texting form ClientTouch. The system will check all phone numbers looking for the words “cell” or “mobile” in any part of the phone label field.


Opt-In Contacts for Texting from ClientTouch
You can opt-in your contacts for texting form ClientTouch. The system will check all phone numbers looking for the words “cell” or “mobile” in any part of the phone label field.

Email Blast Alert, Opt-In as part of Blasts, Upgraded Font Awesome and more…

Email Blast Alert Icon
If you have contacts that are in your ClientTouch Workgroup and they have a valid email address but are not opted-in, you will see an alert icon next to your Email Blast. 



Email Blast Alert Icon
If you have contacts that are in your ClientTouch Workgroup and they have a valid email address but are not opted-in, you will see an alert icon next to your Email Blast. 



Change to About This WorkGroup Unknown Email Opt-In Status
In the past, the Contacts with an Unknown Email Opt-In Status included invalid email addresses, contacts with no email and also not opted-in email addresses. Unknown now means the contact has a valid email address and it does not have an opted-in status. The section Contacts with incomplete email addresses will still include the contacts with invalid or empty email fields.



Upgrade to Font Awesome
We’ve upgraded to Font Awesome 5 Pro. We use this for all of our icons throughout the system. We’ve added Duotone Icons and modified some of our icons. If you are using our old 4.7 Icons on Custom Tabs, Custom ClientTouch Actions, Custom Action Set Actions or throughout the system, you may notice the icon is missing. We could not upgrade them automatically, so in some cases you may need to choose a new icon from the Font Awesome Icon set:  https://fontawesome.com/icons?d=gallery.

Here is a sample of what the new icons will look like:



Optional Config: Opt-In Wizard with individual Contacts
Our new Email Intelligence Info box made opting in contacts a one click option. If you would like to go back to opening the opt-in wizard and having the option to choose you think your contacts want to hear from you, please let me know and I will turn this option on for you.



Optional Config: Opt-In Wizard with individual Contacts
Our new Email Intelligence Info box made opting in contacts a one click option. If you would like to go back to opening the opt-in wizard and having the option to choose you think your contacts want to hear from you, please let me know and I will turn this option on for you.

Email Intelligence Info Box & New Filters

Email Intelligence Info Box
When you click on an email address from a contact record you will now see the new Email Intelligence Info Box. This box will let you send an email, change the opt-in status (opt-in with one click or opt-out). It will show you when the status was last updated. The most valuable part of this info box is that it shows you the last time this email address opened one of your emails, or clicked a link in an email.

Last Click and Last Open Filters
We’ve added Advanced Search options for Last Click and Last Open. You can now use these to enhance your filtering.

*Please Note* We started storing last click and last open data this way about a month ago, anything prior will not show up in the filters, reports or in the Email Intelligence Info box.