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Workflow Interface, New Workflow Global Rule and More…
Workflow InterfaceWe’ve updated the look of a Workflow when you are editing and adding steps. Here is what it will look like when adding steps
Add Blast Recipients to ClientTouch Button
There is a new option in the reporting of Email Blast Analytics. Add Blast Recipients to ClientTouch ButtonYou can now click this button in the
Workflow Internal Comments
We have noticed Workflows are getting much more complex. There are so many options and steps in many workflows, we’ve added a new feature to
Verify Your Sending Email Address
In order to send email out of your system, your users will need to verify they have access to the email they are sending emails
Special Events Tab, Send an Email on Mobile and More…
Special Events Tab UpdateWe’ve slightly updated the look of the Special Events Tab. The Name for the Address Label is also no longer a required
Opt-in for Texting in a Workflow
You can choose to opt-in a contact for texting using Workflows. This will opt-in the phone number that is in the Phone 1 field and
Email or Text from the Contact List and Many New Workflow Options
Email or Text from the Contact ListYou can now send a text or an email right from the contact list. Click the Green Text Icon
Adjust Column Structure
Column Management allows you to: Use resizable columns Adjust the width of each individual column Add or remove a column from an existing row Align
Agenda Assistant Saved Search, Workflows – delete future steps, and more…
Agenda Assistant – Counts and Links to Saved SearchesYou can now add up to five Saved Searches to your Agenda Assistant. Each morning it will
Birthday Assistant options, Email Usage Report and Longer VoiceTouch Pauses
We’ve added 3 new things to the system. Birthday Assistant – New TimingWe have added new timing options to the Birthday Assistant. You may now
Countdown Timers and Icons Added in Emails
Countdown TimersCountdown timers are dynamic, attention-grabbing, and fun to use. Brands are integrating these timers to encourage subscribers to snag a last-minute deal, register for
Workflow Delay Options, Duplicate Handling in Landing Pages and more…
Workflow Delay Until DateUse this option in a Workflow to have your step pause until a specific date. This option will be good for things