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9 New Email Templates
We’ve added 9 new Email Templates for you to add to your system. Get the instructions on how to download the XML file to import
Tracking Password Changes, Using Action Sets to set Custom Field Values and more
Account Log Report – Password ChangesWe’ve added tracking for changes to a password for both the account owner and team user to the Account Log
Reset Bounces, Search for Contact To-Do’s, and See Spam Complaints
Clear Email Bounces We’ve added an admin tool for you to clear the Bounces on a client’s account. This will be used when there is
3 Features to Manage Opt-Ins
We’ve added 3 new features that will help you manage your opt-ins. Required Checkbox for Landing Pages This is an Extra Field you can add
Texting Updates, Dashboard Additions, New User Interface and More
Our 2nd annual White Label Partner Summit was just this week (AMAZING!). We showed you many of these updates at this event. We are excited
GDPR – Get Ready for Fresh Consent
You have worked hard to build a great email list, and you are sending regular marketing emails to that list. But now here comes GDPR.
Group Edit Custom Fields, Email Settings and Much More
We’ve made quite a few changes! Here is a summary of them: Group Edit Your Custom Fields We’ve added the ability to use ClientTouch, Group
Custom ClientTouch Actions, Custom Action Set Actions and More
We are planning for the upcoming Summit 2018! If you haven’t already, mark your calendar for May 6 & 7. Email jen@allclients.com if you have
Attachment Count, Customized Content Pages and API Updates
Attachment Count We now display on the Contact Record the number of file attachments on a contact record. You will not see a count if
Funnel Blueprints
Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out: You will be able to Edit from the
3 Updates to Reports
Duplicate Contact Report Add to ClientTouch You can now add a contact from the Duplicate Contact report to ClientTouch. You can use this to export
Visit Groups of Rolodex Contacts Faster, New Advanced Search and More
Previous and Next from the Rolodex When you are on a contact record and you click the Previous or Next Arrow it will take you