Set up form fields first (RSVP, session choices, language) — these become the conditions your dynamic content blocks use.

Create a Follow-up Campaign (not a recipient list campaign) and link it to your published form. Once active, it fires on every new submission automatically.

Add a fallback content block with no condition for content that applies to all recipients.

Use the preview tool and select a condition (e.g. Session 1) to verify what each recipient will see before you schedule.

Save as template before adding conditions — dynamic content blocks cannot be saved as templates once conditions are applied.

The form must be published (not draft) before scheduling — republish after any edits.

Dynamic content only works on Follow-up Campaigns — not on standard recipient list campaigns. Set team expectations accordingly.

During rollout, manually added recipients via "Add to Campaign" are capped at 100 contacts — plan for this if your team handles RSVPs outside the form.

Once a follow-up campaign is active, neither the campaign nor the linked form can be edited — ensure content is final before scheduling.

Choose "Send a follow-up" at campaign creation — this unlocks form-linking and dynamic content options not available in standard campaigns.

Set your trigger condition carefully (e.g. RSVP = Yes) — this determines who the campaign fires for on form submission.

You can condition dynamic blocks on any list field, not just form fields — useful for pre-existing data like language preference.

Active follow-up campaigns currently appear under "Sending" rather than "Sent" — a fix is in progress. Advise your marketing team to check "Sending" for active follow-up campaigns.

Build a Dynamic List filtered by practice area and engagement score — use it as a BD campaign audience that stays current without manual upkeep.

Select a Dynamic List as your recipient list when creating a campaign — Nexl evaluates the rules at send time, not at the time you draft.

Pair with the Preference Manager: opted-in contacts flow into the right campaigns automatically.

Confirm your Dynamic Lists are correctly configured in Marketing Lists before campaign scheduling — rules are evaluated at send time.

The new importer supports Key Activities import — use this to bulk-load BD activity records from external sources or spreadsheets.

Use Add mode when importing updated preference or tag data — this appends without overwriting existing values your contacts already have.

Use Add/Replace/Remove on multi-select fields for precise data cleaning. Replace is destructive — use Add if you only want to append values.

Include a Country column whenever you're importing address fields — City/State without Country is flagged as invalid.

Test with a small file first when trying a new field type or mode before running a full import.

Use semicolons (not commas) to separate multiple values in multi-select cells — e.g. Tag1;Tag2;Tag3.

Remove duplicate rows manually before confirming — duplicates currently show as valid but cause issues. A fix is in progress.

Use "Unarchive on new interaction" when importing updated data for contacts you previously archived.

Use manual enrichment before a key client meeting to ensure you have the most current job title, company, and contact details.

Check the Updated Contacts page after enrichment runs to spot job movers and relationship opportunities.

Before a major campaign send, manually enrich key contact segments to reduce bounce rates from outdated email addresses.

The Updated Contacts page now gives clearer visibility into enrichment history — use it to audit data quality and identify contacts needing manual review.

When a partner flags outdated contact info, manually trigger enrichment rather than waiting for the next automated cycle.

Use the Updated Contacts page to track enrichment changes firm-wide — flag job moves to the relevant partner.

If a Key Activity was created from a meeting with the wrong contact, you can now update the contact directly without recreating the activity.

Log Key Activities faster from Outlook — reduced friction when capturing BD interactions immediately after a meeting.

Encourage BD users to log Key Activities via Outlook after meetings — the improved flow is faster and more reliable than switching to the web app.

Build a Dynamic List filtered by practice area + engagement score — your warmest BD targets, always current without manual upkeep.

When scheduling a campaign to a Dynamic List, Nexl checks the rules at send time — so you're always reaching the right people, not a stale snapshot.

Navigate to Marketing Lists → New List → Dynamic. Set filters (region, preferences, practice area) and the list self-maintains as contact data changes.

Don't manually add/remove contacts — update the contact's data or adjust the filter rules instead. The list follows the rules, not manual edits.

Check Preference Lists: every opted-in preference option now has an auto-linked list feeding directly into EMS campaigns.

Pair Dynamic Lists with the new Preference Manager for end-to-end, self-service subscription management.

Dynamic Lists are in beta — enable for your power users first and gather feedback before firm-wide rollout.

Each Marketing Preference option automatically creates a Preference List — check Marketing Lists after setup to confirm they've been created correctly.

Nothing has moved — your usual workflows are exactly where they were. The interface just looks cleaner.

Same Nexl, sharper design. No relearning needed — all your BD workflows are in exactly the same place.

Update screenshots or videos used in campaign announcements, onboarding decks, or training sessions to reflect the new look.

System email templates have also been refreshed — check any branded email previews you use in demos or client comms.

Update screenshots in any internal admin guides, user manuals, or onboarding materials you maintain.

Send a brief user comms note: same product, refreshed look — no action required from users.

If colleagues ask about the new look, reassure them: all features and navigation are in exactly the same place.

Work with your Admin to add new subscription topics (e.g. "ESG Insights", "M&A Alerts") — no support ticket, done in minutes.

Use colour-coding on preference options to make the subscription UI more scannable and firm relevant.

Archive preferences you're retiring — they disappear from the UI but data is preserved for historical reporting.

Go to Admin → Marketing Preferences to add, edit, reorder and archive preference fields entirely self-service.

Each select/multi-select option automatically creates a linked Preference List — confirm in Marketing Lists after adding options.

Archiving stops the linked list from auto-updating — communicate this to your marketing team before archiving anything.

Lock your legal/compliance footer at the template level — it arrives pre-locked in every campaign and can't be accidentally edited.

Give regional editors "edit modules" permission while locking rows — they can update content without breaking layout.

Use template locking to empower regional teams to create campaigns while maintaining brand guardrails.

Review the four permission tiers in Admin → Campaign Permissions before the next campaign cycle.

Limit locking rights to senior Marketing users to prevent accidental unlocking of compliance content.

Contact numbers are now labelled — look for "Mobile" or "Direct" to reach the right number first time before a client call.

If your firm has MS Teams enabled, click the call icon next to any number to dial directly without leaving Nexl.

Call prospects directly from a contact record — one less context switch when you're in outreach mode.

Check that key contacts have labelled mobile/direct numbers — unlabelled numbers can slow you down.

When adding or updating contacts, always assign a phone type label — it helps lawyers and BD quickly identify the right number.

Export All Contacts, filter for blank phone type columns, and bulk-update to clean up unlabelled numbers.

When importing contact lists, include a "Phone Type" column in your CSV — it maps automatically.

Existing enriched numbers will have blank types — plan a clean-up sprint with your support team to label them.

Switch to Board view on Opportunities for a visual pipeline overview with live counts per stage — great for weekly pipeline reviews.

Use Timeline view on Key Activities to plan and visualise your BD calendar across the team.

Use Calendar view on Key Activities to check upcoming client touchpoints before your morning stand-up.

Use Calendar view on Key Activities to align BD touchpoints with upcoming campaign sends — avoid double-hitting contacts.

Use the multiselect bulk action to tag large contact batches with campaign preferences: select → Edit Custom Field → Add.

Admin and Manager roles get the new bulk edit actions by default — review role permissions before wider rollout.

Use multiselect field update options (Add / Replace / Remove / Clear All) for clean-up operations on custom field data at scale.

Use Board view on Key Activities lists to quickly see what's outstanding vs. completed across the team without opening individual records.

The bulk "Edit Custom Field" action means you can update a field across hundreds of contacts in one step — no more record-by-record edits.

If Opportunity fields or statuses don't match your firm's pipeline, ask your Admin to update them — it's now self-service and takes minutes.

Look for reordered fields on the Opportunity form — your Admin may have moved the most important fields to the top to speed up data entry.

Go to Admin → Opportunities to create custom fields that reflect your firm's pipeline vocabulary — no support ticket needed.

Mark key fields as required on the form to improve data quality — applies to the form only, not API or AI-driven creation.

Add custom statuses that map to your firm's real pipeline stages — replace generic defaults with terminology your BD team uses.

If a task in a client workspace needs updating, you no longer need to find the original creator — just edit it directly.

You can now update task statuses, notes and details in any workspace you're a member of — no need to chase the original creator.

This is on by default for all workspace members — if your firm prefers tighter task ownership, set expectations with teams accordingly.

Create a Company-only Key Activity (e.g. "Account Review — Firm X") to log BD milestones spanning multiple contacts at that client.

Create internal planning activities (e.g. "BD Strategy Session") scoped to team members only — no external contact required.

When logging an internal meeting or preparation activity, you can now create a Key Activity without needing to attach an external contact.

Open the app and tap the News Feed before a client call — AI-summarised company news gives you instant conversation starters.

Access Contact Notes directly from your phone: open a contact record → Notes tab. No more switching to desktop for follow-up context.

Tap any company profile to see the redesigned layout — key data is surfaced higher so you find what you need faster.

French-speaking colleagues can switch app language in Settings → Language.

Use the AI-summarised News Feed before any prospect meeting — get quick company intel without leaving the app.

At events and conferences, use the Enhanced Business Card Scanner to capture new contacts instantly with fewer OCR errors.

Review the redesigned company profile on mobile for a quick relationship overview before a BD call.

Use the Business Card Scanner on behalf of partners at events — improved OCR means less post-event cleanup work.

Contact Notes are now accessible on mobile — add follow-up notes immediately after a meeting, on the go.

Before any data import, run the AI Transform step — it standardises company types and formats automatically.

Watch for red inline validation alerts during import — fix errors in the tool rather than discovering them after the fact.

Use bulk find-and-replace to standardise inconsistent values (e.g. "Law Firm" vs "law firm") across the entire import in one action.

When running routine contact imports, use the AI Transform step first — it catches formatting issues that would otherwise need manual correction.

The spreadsheet-like interface lets you sort, search and bulk-edit data within the import tool before it hits Nexl.

After each campaign, export the analytics CSV and connect to Power BI via the OData feed for richer reporting.

Check your reclassified high-risk contact list during your next clean — you may recover valuable contacts previously written off.

Spam unsubscribes are now handled automatically — no manual list scrubbing needed to maintain compliance.

Campaign analytics data is now exposed to the OData feed — work with IT to connect it to Power BI or your data lake.

Automatic spam unsubscribe handling reduces compliance risk — confirm with marketing that it aligns with your firm's consent processes.

Navigation is cleaner but nothing has moved — your usual access points are all in the same place.

The tidier nav means less visual clutter when working through your BD list — fewer distractions, same functionality.

Update screenshots in any training decks or guides that show the navigation — the layout looks visually different even though nothing has moved.

Walk new users through the refreshed nav in onboarding — reassure them that all items are in the same place, just visually tidied.

If colleagues are confused by the new look, reassure them: no features were moved, it's a visual tidy-up only.

When composing an email in Outlook, open the Nexl pane and check the AI Summary — get relationship context without leaving your inbox.

French-speaking lawyers can switch the add-in language in the settings panel.

Use the AI Summary in Outlook before sending outreach emails — check recent interactions and relationship strength without opening Nexl separately.

When drafting correspondence on behalf of a partner, open the Nexl Outlook pane to check the AI Summary for the recipient first.

Go to Admin → User Roles and add Opportunities and/or Engagement tabs to relevant custom roles — useful for BD managers and relationship partners.

Employee search is now live via the primary search bar — particularly valuable for larger firms doing quick internal lookups during client meetings.