Email Intelligence Info Box & New Filters

Email Intelligence Info Box
When you click on an email address from a contact record you will now see the new Email Intelligence Info Box. This box will let you send an email, change the opt-in status (opt-in with one click or opt-out). It will show you when the status was last updated. The most valuable part of this info box is that it shows you the last time this email address opened one of your emails, or clicked a link in an email.

Last Click and Last Open Filters
We’ve added Advanced Search options for Last Click and Last Open. You can now use these to enhance your filtering.

*Please Note* We started storing last click and last open data this way about a month ago, anything prior will not show up in the filters, reports or in the Email Intelligence Info box.

Manually Opt-In a Contact for Texting

You can now use the Text/SMS check box on the contact record to opt-in phone numbers for texting.

Uncheck the box to opt-out a phone number for texting.

You do need to have VoiceTouch active to see this option in your account.

Texting in AllClients is Growing Up!

We are working on adding texting features to the product and we are getting ready to roll out some initial updates this week.

In the next update, look for these new texting features:

1. Text Message Template Library – Build text templates for text messages you send out on a regular basis, and use those templates when you build your workflows.

2. Mail Merge Fields in Text Messages – Now you can personalize your texts using Mail Merged fields.

3. Up to 500 Character Messages – The character limit in texts has been increased from 160 to 500 characters.

These are just some initial updates. We are also working on these new features and hope to bring them to you soon:

4. Enhanced text phone number opt-in capabilities.

5. Text blasting from ClientTouch.

6. Incoming keyword recognition that automatically trigger workflows.

Please be reminded that you must have VoiceTouch activated for each of your clients who want to incorporate Text Messaging into their marketing efforts. VoiceTouch is $10 per phone number, plus you will need a Twilio account for phone and text credits.

Tab Notifications

Tabs will show notifications with a count of how much information is on that tab. We had this on the To-Do List and the Attachment tab but many of you wanted it on more of the tabs. Now it is there for you!

Some important notes about these notifications:

  • Custom Tabs will not have notifications
  • Email History will not have a notification
  • The Referrals tab counts being referred and your referrals for a total number
  • Appointments counts future appointments, not past appointments
  • Autoresponders and Workflows show active in process plans, not completed plans.

Also, when there is a past due To-Do on the To-Do List tab, the notification will be red.

Coming Soon: Workflow Triggers

Ooooh – I think you are REALLY going to like this one!

We just built a new feature called “Workflow Triggers”.

In the olden days (yesterday) if you wanted to add contacts to the database from an outside source and then start a workflow, there were several steps involved. Plus you needed a certain level of technical expertise to do it right. See figure 1:

You also had to share the keys to the kingdom (API Keys) with your developer. And as you know, sharing API keys with the outside world is not a great idea…unless you absolutely have to.

Enter WorkFlow Triggers: Now you can accomplish the same thing in one simple step and without technical help. It’s so easy, even I can do it!

When you go into a Workflow, you will see the new Workflow Triggers link here:

Enabling the Trigger for this Workflow will give you this screen:

A unique URL will be generated that you will use to tell your outside lead source how to handle that contact. 

Here are some of the Workflow Trigger benefits:

  • One API call for you or your programmer. (No need to research and learn our full API)
  • Built in documentation for your programmer. (Instructions included at same URL)
  • All business logic/rules are defined in the User Interface. Programmer is not needed to change the triggered Workflow.
  • Much faster development time.
  • Programmer does not need full API Keys.
  • Easy to have new Workflows defined for each new type of lead source.
  • Easy to update duplicate contact rules.
  • Easy to remove this trigger or update the URL.

We need a few partners to try this out and give us feedback, and then we will roll it out to everyone.

Please reach out to Support if you want to be an early adopter. And let us know if you think you will use this new functionality.

Copy Saved Searches from Default Accounts, Copy Contact Counter Widgets and more

Copy Saved Searches from Default Accounts
When you create a Saved Search in the Default Account, that search will now copy into the new accounts you create. You no longer have to recreate this search manually.

Copy Contact Counter Widget from Default Accounts
The Contact Counter Widget relies on Saved Searches to create the counts it displays. Now that you can copy Saved Searches from the Default Account, we have made it so you can copy the Contact Counter Widgets to the new account Dashboards too.

New Columns added to Category 2 and Source in Settings
When you are in Settings, and you click on Category 2 or Source, you will now see a count of the contacts in each of the library values. This will be good to know before you edit or delete a library value.

Hide ClientTouch and/or Reports
We’ve made it so that you can hide ClientTouch or Reports if your users will not be using these features.

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.