List Improvements
You can now filter by Last Updated Date on All Opportunities, as well as Contact lists, Company lists, and Generic lists. This will enable you to easily view opportunities or list rows that have have been updated recently, or uncover ones that are lacking progress.
You can now view Company Types on Contact lists as well. This column has many use cases, including keeping track of which contacts are clients or tailor communications according to Company Type.
Form Updates
You can now add a URL parameter in Forms, which will enable you to pre-fill a specific text field. It works on both hidden and visible fields.
For example, users often share Forms through multiple channels, such as email, social media, etc. Knowing which marketing channel a Form is submitted through can help you understand marketing attribution. For example, when you send the form via email you can set Channel=Email, or when you post a form on LinkedIn you can set Channel=LinkedIn. On form submission, these fields will be automatically populated with the value specified in the URL.
NOTE:
Currently this url param pre-fill only works on Text fields
URL param pre-fill works with both hidden and visible fields
Ensure custom field names exactly match with the url param
If you are using form pre-fill then pre-fill fields will take precedence over extra param fields in campaign form links. i.e if information is pre-filled and there is a corresponding url param, the pre-fill will be filled.
Activity List Improvements
In July, we launched Activity Lists in Workspaces, in addition to the ability to view activities in an all new Timeline View. Several new updates will now improve the usability of these Activity Lists, including the ability to view both Title and Description on Timeline Views, and a pinned scroll bar to easily view the entire week date range of data.
Before:
After:
Export Improvements
Within the All Contacts, All Companies, and Company Contacts, you can now limit an export to selected contacts or records, instead of exporting all the data available. To use this feature, select the rows you would like to export, and click the 'Export Selected' button option.
You will also be able to see the progress of exports on the 'In Progress' indicators on our top navigation bar, helping to improve the user experience of exporting data.
Lastly, exports from All Companies will now allow you to export multiple Relationship Partners, instead of the export only displaying the first Relationship Partner.
EMS Updates
Send Now Option: We've added a "Send Now" option in email campaigns, enabling you to send campaigns immediately without scheduling. This simplifies the workflow for quick campaign dispatches.
Scheduled Campaigns Issue Resolved: We've resolved an issue that caused a one-hour delay in scheduled campaigns from specific timezones.
Skipped and Queued Deliverability Status: We've introduced a couple more deliverability statuses. Nexl Engage automatically prevents sending campaigns to contacts that have Bounced before and has the Bounced tag, we will now mark the status for those as Skipped. In addition, if an email has been queued for sending to a contact but has not been sent yet, it will be marked as Queued in Campaign Analytics tab.
Task Updates
You can now rename Task sections from a Workspace's 'Tasks' tab. Completed Tasks are now sorted by completed time. Lastly, if you create a Task from the top nav bar, it will trigger the newly updated Task Slider instead of the old one.
Other Updates and Fixes
All stay in touch notifications for a day will now be batched and email notification will be sent next day instead of individual emails.
Date Filter options on Advanced Opportunities will now be sorted Latest - Earliest for Years and Jan - Dec for Month
Resolved a bug which prevented contacts created via LinkedIn url from being added as contact custom field on lists
Resolved a bug which prevented the Request Contact page from being displayed if a user is accessing it by delegating access to another contact. With the fix, if you are now accessing another account using delegate access and access the Request Contact link, you will now be diverted to the Request Contact page of that user