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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Custom Value Picker for Add/Remove Tag Action

New Feature: Custom Value Picker for Add/Remove Tag Action

October 09, 20241 min read

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 to maximize their potential, simplify contact categorization, and create dynamic experiences that promote engagement.

⭐️Why Is This Feature Beneficial To Your Business?

  • Dynamic Offerings: This allows you to create changing offers that better reflect your needs or particular offer details such as the current date, or a specific user.

  • Personalized Communications: The custom values in tags allow you to maintain a personal touch in conversations and relay customer information to your team immediately.

  • Improved Categorization: This feature allows you to create smart lists based on specific information such as an offer date or listed user, resulting in a better organized Contact list.

⭐️How To Use Custom Value Picker for Dropdown, Numeric, and Date Fields:

  1. Navigate to the Workflow builder inside of the Automation section by clicking any workflow or creating a new one.

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  2. Click the plus sign icon and add the action Add Contact Tag or Remove Contact Tag.

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  3. Click the three-dot icon and select the Dynamic option.

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  4. Add the custom value from the tag icon menu.

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Using the Custom Value Picker for Dropdown, Numeric, and Date Fields in your tags creates an ever-changing experience that fits your specific needs. We’re still expanding this feature across other actions. The upcoming actions will be Assign Users and If/Else.

New FeatureNew UpdateAutomationCustom Value PickerTagsContacts
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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