v2.3 (10/25/2023)

Modified on Thu, 26 Oct 2023 at 11:14 AM

Release Notes:

Additional updates to Contact Editing

  • Users can now add/edit Contacts as long as they have a Phone Number OR Email Address, no longer requiring both. 
  • Added support for Puerto Rico area codes for Contacts

Funnel types are now in alphabetical order

  • Workshop Type, Presenter, and Partner dropdown options are now listed in alphabetical order.

MAJOR FEATURE! Text Campaign Release

  • Our biggest feature of the year is here: Users can now create and customize their own Text Campaigns and select the segment of Contacts they'd like to send to!
  • With this update, you can also set up a Reactivation Text Campaign for No Phase Contacts over a duration of 9, 30, or 90 days.
  • Watch our Sr. Product Manager, Kyle King, give a demo here: 10/24/23 Software Call
  • Note: This is being rolled out to all accounts over the next 6 weeks and may not be immediately available in your account. Beta Participants will be stress-testing the feature until early November, and we anticipate all accounts to have access by late November. The delayed release of this tool will allow us to make sure that any issues or hiccups along the way are resolved so that you can take full advantage of this exciting feature when it's available.
    Interested in being a part of future beta groups? Just let your CSM know!

NEW! Embed your workshop or appointment landing pages on your website 

  • Another highly-requested feature: we are now providing the code snippet that allows you to embed a form directly on your practice website.
  • On the Preview Links page, you will see an embed code for each Landing Page so that you can easily add a registration form to your website. This will be especially helpful for practices that include workshop schedules on their practice website.
  • This is a huge step forward in supporting lead generation directly from your website and will allow you to generate additional leads outside of advertising. 
  • What is an embed code? An embed code is a short line of text that you can copy and paste from one website to another in HTML coding language. Embedding allows you to place content on your page/site rather than only linking to it. This way, visitors don't have to leave your site to register or request an appointment.

'Click to Copy' is now supported for landing pages

  • A copy icon has been added next to each Preview Link as a faster and more accurate option for linking to Landing Pages
  • Just click the icon to automatically copy the link, then paste it wherever you need it.

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