Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
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Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: New Goal Events
The Goal Event action helps you efficiently manage contacts who meet a specific condition. We’ve increased the events this action supports to include when a contact pays an invoice or clicks a review request link. Let's check the changes!
⭐️How Will These Changes Affect You?:
Invoice Paid: The goal is complete when the contact has an invoice marked Paid or Partially Paid, and can be filtered to the one tied to your selected Send Invoice step (if chosen).
Review Request Clicked: The goal completes when the contact clicks a review request link across any channel. You can filter this event to include only limited channels or review links.
⭐️How To Use The New Goal Events?
Setting these goal events follows the same pattern as existing ones. But, in case you aren’t familiar with the Goal Event action, follow along to learn more about it!
Head to the Workflows tab inside the Automation section and create or edit a workflow.
Add a Goal Event step in your workflow.
Choose Invoice Paid or Review Request Clicked, then set your filters.
Choose what happens if the contact reaches the Goal step before the event occurs, then save the action.
Once done customizing, simply save your workflow. These goals let you move contacts forward based on real outcomes, without extra branches or manual checks. We hope you enjoy it!
