Comments and Mentions
You will be able to leave comments on all Pages, Workspace Lists, Marketing Lists, Tasks, and Key Activities. You can also mention others from the team in your comments to notify them via email or in-app notification. This will allow you to keep others informed on updates and provide opportunities to record key details as you collaborate on projects.
Learn more about how commenting and mentions work here.
Nexl Mobile App Updates
The latest updates to our Mobile App are now live! Below is a summary of the exciting additions and improvements:
Business card scanner on the mobile app which you can use to create contacts from business cards—including both single card scan and bulk scan
New layout for Contacts, which now shows Who Knows, Meetings, Activities, Opportunities, and Notes
New layout for Companies, with a News tab that shows recent news about the company
Generate AI summaries for Contacts and Companies for a quick and easy way to get key details
Revamped UI for Meetings, which now shows Participants, Company, Activity, and News to easily view key information like participants and company details
Additions to the Dashboard, allowing you to view Key Activities logged for the day and Tasks due on that day
New UI on Workspace and App lists, with a cleaner layout to view list rows
View Activity Lists in the mobile app, and see Activities directly in your calendar
For more details on these changes and to know more about our AI privacy policy, please refer to our mobile update release notes.
EMS Campaigns Updates
The 'All Campaigns' page within Nexl's Email Marketing System has received an exciting makeover! You can now easily:
Archive templates
Filter campaigns by Workspace, author, and create date
Identify 'continuous send' campaigns from the campaign overview page
Use the 'Send Now' feature to immediately send campaigns scheduled for later from the 'Scheduled' tab
Monitor progress as campaigns are sending from the 'Sending' tab
In addition to this, we have also made some updates on the Campaign Analytics page. You can now view emails that we have Skipped sending emails to due to contacts being unsubscribed, bounced or high risk from the campaign analytics page. To find out more about campaign analytics, click here
Custom Fields on Workspace Opportunity Lists
You can now add custom fields on Opportunity Lists within Workspaces. The custom fields will only be accessible to users who are part of the Workspace, and are only visible when viewed from the Workspace itself. This helps serve a few use cases, such as:
Adding private information to Opportunities for a select group of users, without exposing the data to others who can view the Opportunity
Recording special fields for Panel and Joint Venture Opportunities (such as Panel Type, Duration, Fees To Date, etc.) to track efficiency and ROI of these unique Opportunities
Track any other fields that are unique to a subset of Opportunities, without adding excess custom fields to All Opportunities
All Workspaces: Table and Grid Views
You can now view All Workspaces in Table and Grid views (in addition to the existing Folder view). Grid views display Workspaces in an alternate format to improve discoverability, while Table views show key details such as creator and create date. The new views also help improve the overall speed and performance of the All Workspaces page.
You'll also see a new icon next to firm wide-workspaces, so you can easily see the share status from the All Workspaces page.
Improved List Sharing
We are revamping the way team members request contacts from others with our improved Shared View. Users with whom you share a List can now:
Filter by My Contacts, to easily see which of their contacts are already on the list
Remove contacts from the list by selecting the contacts and clicking the 'Remove' button
View the 'Removed History' to see which contacts were removed from the list and by whom
Easily add contacts back to the list from the Removed History view
Send emails directly from Nexl when sharing a list, without copying and pasting the list link to Outlook or Teams
You will see a 'Share' button in the top right of Marketing Lists (in place of current 'Request Contact' button). The old 'Request Contact' button and workflow is still available under the 'Actions' dropdown.
NOTE: Removed By will only start populating from Sep 30, 2024 onwards and Removed Date will be populated for contacts removed after May 15, 2024
Form Cover Photos
You will now be able to add Cover Photos to your Forms on Nexl, allowing you to convey a stronger brand image and create a more impactful impression on your audience.
Accepted Formats: JPEG or PNG
Maximum size: 50MB
Aspect Ratio: 5:1 (ex. 3000 x 600 px)
Learn more about branding your forms in this helpful guide
More Updates and Bug Fixes
You can now filter by Internal Industries on Prospecting feature
Archived Marketing Lists will now not appear under List Memberships on a contact profile
Other miscellaneous bug fixes