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.