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A few Email Templates
We have 5 new Email Templates for you to use in your Email Template Library. This group of templates includes a store opening announcement, an
Opt-In for Texting in Workflow Triggers and Landing Pages and New Texting Reports
Landing Page Option to Opt-In for TextingIn Landing Pages, when you have a phone number field on your form, you can now add a check
Advanced Search Field Selection and Deals with Teams
Advanced Search field selection We’ve made it easier to find the fields you want to use for your Advanced Searches. Instead of a long list
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
New Columns in Workflow, Advanced Search additions, Workflow Error Alert and more…
New Columns in the Workflow List ScreenWe’ve added 3 new columns to your list of Workflows. You can now see the Duration (we use an
Email Blast Alert, Opt-In as part of Blasts, Upgraded Font Awesome and more…
Email Blast Alert IconIf you have contacts that are in your ClientTouch Workgroup and they have a valid email address but are not opted-in, you
New Columns in the Contact List
We’ve added the email information for the Last Click and Last Open as columns you can add to your Contact List. You can sort your
Email Intelligence Info Box & New Filters
Email Intelligence Info BoxWhen you click on an email address from a contact record you will now see the new Email Intelligence Info Box. This
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
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
Workflow Emails to both contacts, Deal Views and more…
Workflow Send Email Can Include Other ContactThere is now an option when using Workflows to send an Email Template to include the Other Contact. Both
Email Blast Processing
We’ve updated the way we process Email Blasts. All of the processing is now done behind the scenes. Blasts are now much faster and more