✅Product Updates

Updates on Oct 28, 2024

1. Custom Roles - You can now create robust custom roles in Settings and give users access to specific modules & permissions within the product.

2. Minimum Booking Window - You can configure a minimum booking window for your meeting appointments in the Calendar.

3. 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.

4. 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.

5. Auto-Save for Page Builder - We implemented an auto-save so your updates in the page builder will get automatically saved.

6. 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

1. Multiple Metrics on a single Scorecard Trend page - You now can add multiple metrics within a single Scorecard Trend page.

2. 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.

3. Pipeline Summary Report - Updated to show data based on historical movement and not just current positions.

4. Ability to Export Reviews from Reputation - You can now export your reviews into a CSV file from the Reputation > Reviews module.

5. Calendar booking with Multiple Users - You can now allow calendar appointments with multiple team members at once.

Updates on Mar 15, 2024

1. 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.

2. Segments - 'No Visit Ever' filter:

   Easily construct a segment of people with 0 visits by using the 'No Visit Ever' filter.

3. Segments - search bar for 'Has Purchased an Item' filter:

   Easily search for purchase items when using Purchase > Has Purchased an Item filter.

4. Configure AI - Working Hours:

   Configure your business work hours for each day of the week.

5. Reports - Printing issue:

   An issue regarding printing reports has been resolved.

6. Flows - assigning Type of task:

   You now have the ability to assign Type of task in flows.

7. Tasks - 'Recurring' option:

   You now have the ability to create recurring tasks.

8. Scorecard:

   Access your Scorecard using the link in top right corner.

9. Workroom settings - Tik Tok social link:

   Added an option for TikTok link in workroom settings to be used in email editors.

10. Reports - VOIP Call Outcome Report:

    Keep track of your VOIP call outcomes with the 'Call Outcomes' report.

Updates on Feb 16, 2024

1. Inbox - Filter by User Responsible:

   When filtering conversations in the inbox, there is now an option to filter contacts based on the user responsible.

2. 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.

3. Configure AI - time window:

   Set a time window for when you want AI will respond to messages.

4. Removed Deleted Workrooms from Copy list:

   Any deleted workrooms that appeared when copying items such as templates have been removed from the Copy list.

5. Scorecards - open rate:

   Open Rate has been added as an option in Scorecards.

6. 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.

7. Split Testing:

   You can split an audience into multiple parts to do split testing.

8. 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.

9. Flows - 'Complete' option:

   You can manually mark flows as 'Complete.'

10. 'Manage Sharing' option:

    This option has been added for Templates, Campaigns and Segments.

11. 'Manage Source' option:

    This option can be found in Account Settings.

12. Contact searching within segments:

    You can now search for first name, last name, and email within segment lists.

Updates on Jan 31, 2024

1. Unsubscribe Counts - Email reporting:

   Updates have been made regarding unsubscribe counts to reflect more accuracy in email reporting.

2. Campaign Conversions - Email (or SMS):

   Updates have been made regarding adding and deleting conversions.

3. Search Suppression:

   Suppression lists now have a search bar to make it easy to check for a suppressed email address.

4. 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.

5. 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.

6. 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.

7. Segment Report shows Form names instead of IDs:

   When viewing the segment report, the Form name will be used rather that the ID number.

8. 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.

9. Reputation > Reviews - Search for specific Keywords:

   The Reviews page now has a search bar, allowing you to search for reviews that include specific keywords.

10. 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.

11. 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.

12. Segments - Appointment Name - More filter options:

    More filter options have been added regarding Appointments.

13. SMS Campaign - 1Mb - Validation:

    If attaching an image to an SMS campaign, an error message will now appear if the file size exceeds 1MB.

14. 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://

15. Duplicate options for Forms & Pages:

    Easily make a copy of a Form or Page by using the 'Duplicate' option.

16. 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.

17. Tasks - Filter by Task Type:

    When viewing Tasks, you'll have the option to sort by or filter by task type.

18. Flows - Task - Task Type:

    When adding a Task action item into a flow, you can indicate the task type.

19. Merge Contacts:

    When merging contacts, the system won't overwrite email / phone.

20. Permissions of a copied Flow:

    When copying a flow, the copied flow will have the same Managed Shared permissions same as original Flow.

21. 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.

22. Scorecard:

    The column header now allows the ability to edit Custom Metric.

23. 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.

24. Workroom Admin permissions:

    Workroom Admin sub-users should now be able to edit templates.

25. 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.