âšī¸January 31st, 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 đž 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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