Adjust Email Credits for Individual Accounts

We have given you the ability to add one time Email Credits (Purchased Email Credits) or to adjust the monthly amount of Free Email Credits for just one account at a time. From your Admin Panel, click the Account Name and you will see the option to edit the Email Credits.

Purchased Email Credits stay on the account until they are used and only get used once the monthly allotted credits are used. To change the monthly Free Email Credits, for everyone, email support and we can update your account configurations.

Check it out!

Access the Basic Editor Faster

When you click to Add Email Template, you see a page of the existing templates. If you wanted to use the old “Classic” Editor, you had to scroll past all of the templates and click the link at the bottom of the page. We’ve made this easier.

The new text at the top of the page will be:  Start by Selecting a Sample Below or Advanced Editor (Blank)  or Basic Editor (Blank).

We’ve renamed the Classic Editor to the Basic Editor (it is not going anywhere) and we’ve made it a button choice a the top of the page. The option still exists at the bottom of the page too for those that like to scroll.

Highlight Selected To-Do’s, Select Email Templates and Edit the Calendar of Another User

Highlight Selections on the To-Do List
When you use the checkboxes on the To-Do List, we’ve now added a blue highlight so you can easily see which To-Do’s you’ve selected. 


Select Email Templates
We’ve Added the option to select Email Templates to then perform a group action. The available group actions are Move to Folder, Delete or Export.

Click the check-boxes to select a template. As templates are selected, they will highlight blue.


Edit the Calendar of Another User
In the past you had the option of viewing calendars for other users. We’ve now added the option to allow users to edit the calendar of other users.

This option will be set to Deny in the Team Settings, User Permissions. It will only work for the Account Owner out of the gate, bur your users can turn it on for their teams.

Sort To-Do’s, Trigger Action Sets, Choose your View and More

Sort the To-Do List
Click the column headers to sort the main To-Do List by that column. Use this to group like To-Do’s, group To-Do’s by Contact, group To-Do’s by Priority or Due Date and more. Your users are going to find this super helpful!


Autoresponder Completion Assistant Can Trigger an Action Set
We’ve add the option of triggering an Action Set (Workflow) with the Completion Assistant. This lets you trigger even more options than before.


Choose How Many Contacts to View
In your Contact List, you can now choose if you want to view 20, 40, 60, 80 or 100 Contacts at a time. This is helpful for people that would rather scroll on one page than click to view page by page.


Birthday and Anniversary Report Includes the Phone Number
We’ve added the phone number to the Birthday and Anniversary Report. You can now use that Report to reach out and call your contacts for their special day.


Search Your Team Databases for Duplicates
The Duplicate Contact Report now offers a report of duplicate contacts within multiple databases. The Account Owner and/or Account Administrators will now be able to pull up this report to search within All Databases for duplicates.


Trigger an Action Set with Text-to-Join
Instead of just triggering an Autoresponder, your Text-to-Join now offers the option of triggering an Action Set (Workflow).

Add Contact Photos Automatically and Change Attachment Names

Auto-Download Contact Pictures
Users can now set their accounts to auto-download Social Connector photos. Turn on this option by clicking the Customize This Screen on the bottom of a Contact Card.

Once this option is on, when a Social Connector match is found, the photo is added to the contact photo. You can still use your own photos, or choose a different Social Connector photo.


Change the File Name on a Contact Attachment
Uploading an attachment with the same file name as an existing file will overwrite the existing file. We have added the option to change the file name of a saved Contact Attachment. Click the pencil to edit the name.

9 New Email Templates

We’ve added 9 new Email Templates for you to add to your system. Get the instructions on how to download the XML file to import to your accounts here: Email Templates.

We’ve included Holiday designs so you will want to do this soon!

If you are not yet using the new Content Designer, email support to get set up today.

Tracking Password Changes, Using Action Sets to set Custom Field Values and more

Account Log Report – Password Changes
We’ve added tracking for changes to a password for both the account owner and team user to the Account Log Report.

Action Set – Set Custom Field Value
You may now add or edit a value in the Custom Fields with your Action Set. This works with the check boxes, the drop downs and also the text fields.

Advanced Search – No Open To-Do’s
Search for contacts that do not have an open To-Do. This will help you keep track of any contacts that may have fallen through the cracks and need some follow up.

Custom Action Set Actions – Asking for User Input
As you know, you can create Custom Action Set Items for your users. There is now an option for a user input parameter. Check out how it works on our Developer Blog.