Uncategorized

When you mark contacts as Inactive, you can no longer include them in ClientTouch (also known as Group Actions). We’ve recently had many people request

Content SpacersIf you want more space in your email template, you can use a Content Spacer. Choose the Spacer and then you are able to

Delay Workflow StepsIf you have a contact that has pending steps and their Workflow and you want to delay those steps, you can do that

Choose a Background Color for Your Dashboard WidgetsWhen you are editing your Dashboard, the widgets will have a pencil to allow for editing. When you

You now have the ability to offer more Custom Fields in your system.  You have a few options here: 1. Leave it at 20.2. Increase the

We have 15 new Email Templates that you may add to your Email Template Library for your users. This group of templates includes a few

Our development team has created some new Landing Page Templates to use and customize for your clients. Check the Templates out here: New Landing Page

We have 20 new Email Templates that you may add to your Email Template Library for your users. This group of templates includes several series

Birthday Assistant – Run a WorkflowThe Birthday Assistant will now trigger a Workflow. This will allow you to do more with the Birthday Assistant, including

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