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
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Quick Replies for Facebook & Instagram Messages
This tool will promote customer interactions and efficiency, leaving you with guided conversations that give you control throughout your chats and simplify tracking its direction when handing conversa... ...more
Important Updates ,New Feature Release Workflows &Automations
November 19, 2024•1 min read
New Feature: Review Received Trigger
Enjoy the simplified Review Responses and automated management with the inclusion of the Review Received Trigger. This awesome tool will help you leverage the power of your workflows to build a solid ... ...more
Important Updates ,New Feature Release Review Management Workflows &Automations
November 18, 2024•1 min read
New Feature: Pause Workflows on Certain Dates
Gain the most positive engagement from your workflows by pausing it on certain dates and helping you reach contacts only when you want to! ...more
Important Updates ,New Feature Release Workflows &Automations
November 13, 2024•1 min read
New Feature: Smart Lists & Advanced Filters in Automation
Automation helps you standardize your processes and be efficient in your business management. It can do a lot of heavy lifting, making it common to have many workflows. In the spirit of efficiency, we... ...more
Important Updates ,New Feature Release Workflows &Automations
November 13, 2024•1 min read
New Feature: Highlight Contact Path in Workflows
Easily find and fix issues, monitor contact experiences, and optimize your workflows with Highlight Contact Path in Workflows, this awesome feature will help you approach automation more comprehensive... ...more
Important Updates ,New Feature Release Workflows &Automations
November 07, 2024•1 min read
New Feature: Workflow AI Assistant
We’re excited to introduce you to our new AI Assistant inside Workflows. This helpful guide will help you create optimize, and manage workflows. ...more
Important Updates ,New Feature Release Workflows &Automations
October 31, 2024•1 min read
Improved Feature: Execution Logs & Enrollment History Revamp
The statuses displayed in the Enrollment History have changed a bit, they will now provide deeper insights on why a contact exited or completed a workflow. ...more
Important Updates ,New Feature Release Workflows &Automations
October 31, 2024•1 min read
New Feature: Workflow Notes
Making sure everyone on your team has all the information and knowledge they need is an important task. One place where this was lacking is the Workflows, but now we’re happy to introduce Workflow Not... ...more
Important Updates ,New Feature Release Workflows &Automations
October 31, 2024•1 min read
New Feature: Update Custom Values in Math Operation Action
This action can be used for real-time updates to your custom values based on customer interaction. Since this will work with any numeric or date values the possibilities for what you can do are endles... ...more
Important Updates ,New Feature Release Workflows &Automations
October 21, 2024•1 min read
New Feature: From Number in Workflow Builder Settings
With the inclusion of From Number in Workflow Builder Settings, you can ensure communications are consistent senders to reassure customers that they are in known trusted hands. As well as help the sy... ...more
Important Updates ,New Feature Release Workflows &Automations
October 18, 2024•1 min read
New Feature: Estimates in Workflows
Sending and managing Estimates with your workflows removes the pressure on you to follow up with customers and ensure they get the treatment they deserve, instead allowing you to focus on specific cas... ...more
Important Updates ,New Feature Release Payments Workflows &Automations
October 17, 2024•1 min read
New Feature: Private Channel Trigger & Actions for Communities
With the Private Channel Trigger & Actions, you can make the most out of your Communities by using the workflow’s automation power and keeping groups fresh, managed, and interactive with minimum effor... ...more
Important Updates ,New Feature Release Membership &Automations
October 16, 2024•1 min read
Improved Feature: If/Else Action
This action got a major revamp for your convenience, from prebuilt templates to a new image, let’s check how this will affect you. ...more
Important Updates ,New Feature Release Workflows &Automations
October 11, 2024•1 min read
New Feature: Custom Value Picker for Add/Remove Tag Action
Including Custom Values in your tags helps you simplify the customer communication process by keeping your team aware of specific details including Dropdown, Numeric, and Date Fields. ...more
Important Updates ,New Feature Release Workflows &Automations
October 09, 2024•1 min read
New Feature: Allow Multiple Opportunities for a Contact in Workflows
The new feature Allow Multiple Opportunities for a Contact in Workflows enables you to manage opportunities within workflows by giving contact-opportunity pairs its own workflow execution as individua... ...more
Important Updates ,New Feature Release CRM | Customer Managment Automations &Opportunities
October 01, 2024•1 min read
