Updates and Tools for AllClients White Label Partners

Set an Email Sending Domain, Board Widget and More…

Improve Email Deliverability – Setup an Email Sending Domain
This is something that is only available with our Managed Services email accounts. You can now work with each of your users to set up their own sending domain within their account. If you haven’t read our earlier message about new email sending rules for 2024, you will want to read that email.

Here are the setup steps: https://help.allclients.com/article/409-setting-up-an-email-sending-domain.

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Board Widget for the Dashboard
There is a new widget for the Dashboard. This will show the chosen board and reflect the columns and the colors will reflect the number contacts in each board column.

Workflow Export and Import a Template
This tool can be used to move the structure of a Workflow from one account to another. It copies the steps, but not the individual library items. Learn the exact steps here: https://help.allclients.com/article/410-export-a-workflow-to-import-in-another-account.

Landing Page – Assign to a Team User
In Landing Pages, you can now choose to assign a new contact from a submission to a user’s database. If the user is a Power User or Independent User, you will have the option of choosing to move the new contact directly to that user.

User Inputs on Custom Action Set Actions
This is an advanced tool for developers. We’ve added the option of a second set of user inputs. Here is more about how to use this: https://developers.allclients.com/2018/10/asking-for-user-input-on-custom-action-set-actions/.