Track Email Engagement in Workflows & New Search Options
Partner Blog ◂ Track Email Engagement in Workflows & New Search Options
Track Email Engagement in Workflows
You can now monitor the performance of individual emails within your Workflows, including key analytics and engagement metrics.
Data collection begins in April 2025 and will display metrics on a rolling 12-month basis.
New Options Added to Advanced Search
▸Search Overdue To-Dos.
*has Overdue To-Dos
Easily locate contacts with outstanding tasks using our new search option.
▸Search Boards.
*search Board
Find contacts linked to specific boards.
▸Search Board Columns.
*search Board: Column
Track the progress of your clients through each stage of their journey.
▸Search for the Primary Contact of your past deals.
*search is Primary, Yes
Search for contacts that are marked as the “Primary Contact” in the deal’s related contacts section.
Find contacts that you’ve done a deal with.
New DUPLICATE EMAIL BLAST warning.
A new warning system that will notify you if you try to send an email with a subject line that matches one sent within the previous 24 hours.
Designed to minimize accidental duplicate communications.
Retire old landing pages.
Please be aware that selecting a retired landing page style from the Samples library will now trigger an "Old Template" warning.
The Preview Tab will also clearly state that these pages "will have issues displaying on modern browsers and mobile devices."
For the best results and compatibility, we highly recommend utilizing templates created with the Advanced Editor or building new Landing Pages using the Advanced Editor.
Less captchas on your landing pages.
Enjoy a faster experience without Captcha when logged in and accessing landing pages in the same browser.
