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Workflow Stop If/Continue If Options, Pause Until Day of the Week, DNS send to Tech Team
Workflow Pause Until Day of the Week – Monday Through FridayBy popular demand, we have added the option to set a pause so that steps
Team, Disable Sign In, New Workflow Options and More…
Team – Disable Sign InDisable the Sign In for team members you do not want to access the system. You will find this option in
Add Tables to Templates
We’ve made an update to the editor for Emails, Landing Pages and Popup Forms. Table Content BlockUse the new Table Content Block to easily add
Set an Email Sending Domain, Board Widget and More…
Improve Email Deliverability – Setup an Email Sending DomainThis is something that is only available with our Managed Services email accounts. You can now work
Save Advanced Searches to the Dashboard
We made a few changes to the Saved Search. We added a Menu for the options. Click the 3 dot menu next to the Save
Boards and Popup Forms are live
BoardsBoards is a visual way to see your client journey all from a single screen. Also known as Kanban Boards, you can move contacts from
Date Custom Fields, Recent Icon, Rename a Saved Search and More…
Custom Field Type: DatesThere is now an option of adding Dates to your Custom Fields. In the Custom Field set up, choose the Field Type
Popup Forms
We have added a new feature to our product: Popup Forms. Popup Forms are like Landing Pages, with one important difference: Landing Page: When you are
Split Workgroups into Sub-Groups, Filter for Manual Notes, Search Libraries and More…
Split Workgroups into Sub-GroupsThere may be a time where the Workgroup needs to be split into smaller sub-groups. This might be used to split leads
Updated Landing Page Process and Several New Templates
We have updated the Landing Page Process. The Form may now be included in the templates you add to your default accounts. It will correctly
Workflow – Proceed Once In Time Range, Workflow – Pause Until Day of Month, Work with Inactive Contacts for Teams
Workflow – Proceed Once In Time RangeSelect from the drop the time range you want the action to take place. This will keep your texts,
IFrame Embed Code, JotForm Integration and More…
Get HTML ReplacementWe’ve removed the Get HTML option Landing Pages. We have replaced this with IFrame Embed Code and JotForm Integration options. IFrame Embed CodeIn