Workflow Updates, Default Account Updates and Many More…

Workflow Updates (AKA Action Sets)

Workflow Emails – Choose who to send from
This is big for teams. You can now choose in a Workflow which team member the email comes from. Your Workflow can have some emails come from the assistant, some from the contact owner and other from other users. You can set it up how it works best for each situation.


Workflow Individual To-Do’s
Also for teams, we’ve modified the options to choose who to assign a To-Do in the Workflows. You can now assign to the Contact Owner as an option.


Workflow Source – New Logic
When having a Workflow set a Source, we have now added the option to make sure the original Source is not overwritten if it already exists in the contact.


Workflow Trigger Updates

Workflow Trigger – Technical Help Included
We added a section to the top of the Workflow Trigger Page that links to Technical Help.


Workflow Trigger – Automatic Email Opt-In
When using a Workflow Trigger, you no longer need to include the Email Opt-In step in your Workflow. The added email you send will be automatically opt-ed in.

Workflow Trigger – Automatic Email Validation
If you are using our Email Managed Services, when you send a contact to the system with a Workflow Trigger, the email will automatically be validated as they are added to the system.


Default Account Changes

Default Account – Copies Autoresponder Completion Assistant
The Autoresponders copied from a default account will include copying of the Completion Assistant. 

Default Account – Copies Intelligent Links
Email Templates copied from the default account will now include the Intelligent Links from the default templates.

Default Account – Copies Agenda Assistant
You can now have the Agenda Assistant copy from the default account. Use the Mail Merge Profile merge of %%mm.email%% for this to work and to send to your user once their Mail Merge Profile is complete.


Miscellaneous Updates

To-Do Plans – Assign To-Dos to Contact Owner
For teams, we’ve now made the option for the To-Do Plan to default the To-Do assignment to the Contact Owner.


15 New Flag Icons
We have made more choices in our Flag Library. Here are all of the available options now:


Team Texting
If you have VoiceTouch and allow for texting, team members may now use texting also. If your team members are set to Grant in the VoiceTouch permissions, they may text the contact (and opt them in or out for texting).


Phone Merge – You can use all Phone Numbers to merge
You used to be able to put %%phone%% and it would put the phone number from Phone1 in your template. You can now merge all phone numbers. Phone and Phone1 can be used interchangeably. You can also use Phone2, Phone 3 or Phone4.


Webhooks can use all phone numbers
You may now use all phone fields with your webhooks.


Edit Date
We’ve made out libraries more consistent. Instead of some libraries showing a Create Date and others showing an Edit Date, we’ve made them all display the Edit Date.


Email Templates – Remember Folder
When working in Email Templates, we now remember the folder you selected when you leave the screen and come back.

New Oops! Error Screen
We’ve added links to the Oops! screen. This will help users navigate off of the error and hopefully away from the page that was causing issues. We hope users don’t see this page, but if they do, we wanted to make it more user friendly.


Email Validation Updates

Validation Report
If you are using our email Managed Services, we’ve added a Report to help manage your Validations.


Validation Advanced Search
If you are using our email Managed Services, we’ve added Advanced Search options so you can filter for your validated and not yet validated contacts.


Optional Feature – Let me know if you want this option!

Custom Fields in Mail Merge Profile
If you choose to have this feature turned on, you can add fields to the Mail Merge Profile to be merged into Emails and Letter. You can have unlimited additional fields. These can be used for things like Text to Number, First Name only, license number, etc. Use %%profile.field name%% to merge. IF your default account has data in these fields, it will transfer to new accounts.


Texting Notifications Using a Custom Mail Merge Profile Field
If you are using our Custom Fields in the Mail Merge Profile, you can use one to capture your users text to phone number. You can then set up the text notifications in Workflows to go to this number. REMEMBER, this number will need to be in the system on a contact as an opted-in texting number to receive the texts.

A messaging idea

This is just an FYI…

I was on a webinar with some smart software people on Friday. 

They encouraged software companies like ours (and yours), NOT to stay silent on the COVID-19 problem and to tell customers that you are still open for business and fully operational. Because a lot of companies are not.   

This is just to communicate to your customers that you are still there for them. 

They recommended NOT doing a long email from the CEO, like we are all getting tons of! (unless your customers can benefit from such a message)

So just so you know what we are doing…

At AllClients we are using this messaging: 

“AllClients is fully operational and working without interruption”

Here is what we did on our marketing site for people who don’t know us yet:

And here’s what we did for our customers: 

Feel free to copy what we are doing, or to create your own messaging. 

AllClients is working without interruption

First, I hope you and your families are doing well, staying calm, staying home and not spending too much time glued to the TV and Social Media. We’ve made it through some crazy times before, and we will make it through again.

I wanted to reassure you that AllClients is here to serve your needs during this unusual time. We are fully staffed and continue to work on the product and support our partners and customers – just as we have done for the past 16 years.

For us, working in a fully virtual operational model is nothing new as we have been doing this for over 5 years.

If you have any questions or concerns, please do not hesitate to reach out.

Stay safe – and know that we are here for you.

2020 Partner Summit Postponed

From the CEO

I have postponed the 2020 Partner Summit.

The Peppermill has assured me that you will be able to get refunds for rooms booked, and I hope you can get refunds or at least credits for airfare booked. If you have issues or problems in this area, please let me know.

I’ll keep you posted when we have a new date to get you all out here.

This is an excellent time to sell more CRM licenses! People are working from home and have time to work on their businesses and get organized.

Have a great Spring and stay safe out there.

New Email Templates

We have added new options to the Email Templates.

These templates include a countdown option, a promotion with a bunny, and 3 product promoting templates. Check them out by clicking Add a New Email Template in your account.

Mark Your Calendar – Partner Summit *POSTPONED*

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.