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More Custom Fields
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
15 New Email Templates
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
New Landing Page Templates
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
Several New Email Templates
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 Workflow Option, Send Texts from Team User, Multiple Attachments on Emails and More…
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 Interface, New Workflow Global Rule and More…
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
Add Blast Recipients to ClientTouch Button
There is a new option in the reporting of Email Blast Analytics. Add Blast Recipients to ClientTouch ButtonYou can now click this button in the
Workflow Internal Comments
We have noticed Workflows are getting much more complex. There are so many options and steps in many workflows, we’ve added a new feature to
Verify Your Sending Email Address
In order to send email out of your system, your users will need to verify they have access to the email they are sending emails
Special Events Tab, Send an Email on Mobile and More…
Special Events Tab UpdateWe’ve slightly updated the look of the Special Events Tab. The Name for the Address Label is also no longer a required
Opt-in for Texting in a Workflow
You can choose to opt-in a contact for texting using Workflows. This will opt-in the phone number that is in the Phone 1 field and
Email or Text from the Contact List and Many New Workflow Options
Email or Text from the Contact ListYou can now send a text or an email right from the contact list. Click the Green Text Icon