Enhanced filtering option with city and zip code filteral in list creation
The latest update brings forth an innovative feature that expands filtering capabilities, allowing users to seamlessly apply City and Zip filters during the process of
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Engagement
Email marketing, Drip campaigns, Automation, Bulk Text and Inbox
Enhanced list sorting functionality for accounts and contacts
The latest update introduces an enhanced feature in the list management within the Accounts and Contacts list sources, allowing users to organize their respective filters
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Download the report on the text campaign\’s missed deliveries.
Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download
Single Contact Drip tab in Accounts.
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
Subcategory filter in workflow automation – HawkSoft
Description- Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options,
Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
CSR handling for Nowcerts in an Email campaign
Description- CSR email has been added as a sender in the drop-down of “From Section” in Nowcerts agency while creating email campaigns. An email will
Add SCD to the list created
Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time. Use case-
Logs in Workflow Automation
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
Detailed Campaign Analytics
Update – View and Download email campaign analytics information for any stage in the campaign into excel Use case – Efficient method to view and
