✅Product Updates
Updates on Oct 28, 2024
Custom Roles - You can now create robust custom roles in Settings and give users access to specific modules & permissions within the product.
Minimum Booking Window - You can configure a minimum booking window for your meeting appointments in the Calendar.
Option to Require Answers for Calendar Booking - You now have the option to mark certain questions as "Required" for users to fill out when making an appointment.
Messaging Logs Report - You can now see a detailed messaging logs report in Reports. This gives all the messages sent and received in your workroom.
Auto-Save for Page Builder - We implemented an auto-save so your updates in the page builder will get automatically saved.
Color Coding Appointment Types in Calendar - You can now have different appointment types be color coded so they are easily identifiable when looking at the Calendar.
Updates on Sep 30, 2024
Multiple Metrics on a single Scorecard Trend page - You now can add multiple metrics within a single Scorecard Trend page.
Voicemail - You now have Voicemail auto-enabled on all VOIP numbers. Your contacts can leave a recorded message that will be logged in their profile and within the VOIP window.
Pipeline Summary Report - Updated to show data based on historical movement and not just current positions.
Ability to Export Reviews from Reputation - You can now export your reviews into a CSV file from the Reputation > Reviews module.
Calendar booking with Multiple Users - You can now allow calendar appointments with multiple team members at once.
Updates on Mar 15, 2024
Adding date / time of an appointment to text or email campaigns:
You now have the ability to add appointment information such as date / time to text or email campaigns.
Segments - 'No Visit Ever' filter:
Easily construct a segment of people with 0 visits by using the 'No Visit Ever' filter.
Segments - search bar for 'Has Purchased an Item' filter:
Easily search for purchase items when using Purchase > Has Purchased an Item filter.
Configure AI - Working Hours:
Configure your business work hours for each day of the week.
Reports - Printing issue:
An issue regarding printing reports has been resolved.
Flows - assigning Type of task:
You now have the ability to assign Type of task in flows.
Tasks - 'Recurring' option:
You now have the ability to create recurring tasks.
Scorecard:
Access your Scorecard using the link in top right corner.
Workroom settings - Tik Tok social link:
Added an option for TikTok link in workroom settings to be used in email editors.
Reports - VOIP Call Outcome Report:
Keep track of your VOIP call outcomes with the 'Call Outcomes' report.
Updates on Feb 16, 2024
Inbox - Filter by User Responsible:
When filtering conversations in the inbox, there is now an option to filter contacts based on the user responsible.
Flows / Campaigns - default email option:
When setting up a flow or campaign, you'll have the ability to select 'default email' which corresponds to Workroom Default set under Configure Email.
Configure AI - time window:
Set a time window for when you want AI will respond to messages.
Removed Deleted Workrooms from Copy list:
Any deleted workrooms that appeared when copying items such as templates have been removed from the Copy list.
Scorecards - open rate:
Open Rate has been added as an option in Scorecards.
Create New Template - Foundation template options:
When starting a new template, you'll have the option to pick from a Foundation template or to start from scratch.
Split Testing:
You can split an audience into multiple parts to do split testing.
Segment Issue regarding 'Is Equal To:'
An issue where editing a segment using 'Is Equal To' getting switched to 'Is One Of' has been resolved.
Flows - 'Complete' option:
You can manually mark flows as 'Complete.'
'Manage Sharing' option:
This option has been added for Templates, Campaigns and Segments.
'Manage Source' option:
This option can be found in Account Settings.
Contact searching within segments:
You can now search for first name, last name, and email within segment lists.
Updates on Jan 31, 2024
Unsubscribe Counts - Email reporting:
Updates have been made regarding unsubscribe counts to reflect more accuracy in email reporting.
Campaign Conversions - Email (or SMS):
Updates have been made regarding adding and deleting conversions.
Search Suppression:
Suppression lists now have a search bar to make it easy to check for a suppressed email address.
Appointments Filtering - In the Last:
When creating a segment using Appointment filters, there is now an option to use 'in the last X days' regarding the due date.
Save Blocks in Email & Page Editor:
When constructing email templates or landing pages, you now have the ability to save a row block to use again in new email templates or landing pages. Simply click on the row you're working on in the editor and then click on the Save 💾 icon that appears. You can find your saved rows under the Row options in the editor.
Flyout shows Optin/Output Statuses:
You no longer have to navigate to the customer's full profile to see their email and SMS optin/optout status - in the customer profile flyout view, the status displays up at the top.
Segment Report shows Form names instead of IDs:
When viewing the segment report, the Form name will be used rather that the ID number.
Configure > Workroom Settings > Manage Locations
Navigating to this area will allow you to manage your locations - you can add new locations and add their details.
Reputation > Reviews - Search for specific Keywords:
The Reviews page now has a search bar, allowing you to search for reviews that include specific keywords.
AI Tool - for Subject / Email Campaigns:
After you've selected your email template while creating an email campaign, you can click the AI button to generate a subject line based on the copy of your email template.
Copying a Flow to another Workroom - Default Email:
When copying a flow from one workroom to another, the copied flow will use the default email address of the workroom it's been copied to.
Segments - Appointment Name - More filter options:
More filter options have been added regarding Appointments.
SMS Campaign - 1Mb - Validation:
If attaching an image to an SMS campaign, an error message will now appear if the file size exceeds 1MB.
SMS Campaign - Link auto converts in text field:
If including a link in an SMS campaign, the link will convert to a Gleantap link once you type it into the message box for the purpose of tracking clicks - make sure it starts with https://
Duplicate options for Forms & Pages:
Easily make a copy of a Form or Page by using the 'Duplicate' option.
Inbox - Hide Optin Keywords:
In the Inbox, there is a new filter option 'Hide Opt-In / Opt-Out Keywords' - this allows you to hide conversations of people who opted out with the keyword STOP, for example.
Tasks - Filter by Task Type:
When viewing Tasks, you'll have the option to sort by or filter by task type.
Flows - Task - Task Type:
When adding a Task action item into a flow, you can indicate the task type.
Merge Contacts:
When merging contacts, the system won't overwrite email / phone.
Permissions of a copied Flow:
When copying a flow, the copied flow will have the same Managed Shared permissions same as original Flow.
Editing Customer Profile:
You can now edit a customer profile and switch them from a prospect to a member. Simply click on 'Member' or 'Prospect' found under the Account Info section to switch to the other.
Scorecard:
The column header now allows the ability to edit Custom Metric.
Segment - Form Filled out on X-Y Date:
When creating a segment using Form filters, there is now an option to use 'Form Filled out on X-Y Date' regarding when a lead filled out the form.
Workroom Admin permissions:
Workroom Admin sub-users should now be able to edit templates.
Segmentation - Phone is / is not valid
When creating a segment using the Phone filter, there is now an option to use 'is valid' to segment real phone numbers or 'is not valid' to segment fake numbers.
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