We're thrilled to introduce three new elements to enhance your custom dashboards: Titles, Textboxes, and Images!
👀 What’s New?
Title: Easily add titles or headings to your dashboard to create organized sections and group widgets based on themes or categories.
Textboxes: Provide valuable information or to-do lists for your team members directly on the dashboard. Whether it's instructions on how to interpret widget data or reminders for important tasks, textboxes help streamline communication and boost efficiency.
Images: Enhance the visual appeal of your dashboard by uploading and embedding images. Whether it's logos, charts, or infographics, images provide additional context and make your dashboard more visually engaging.
👷 How It Works:
Enter Edit mode on your Dashboard.
Click on Add widget.
Switch to the Elements tab.
Choose from Titles, Textboxes, or Images.
Configure the element to suit your needs.
Save your changes.
⭐ Why it Matters:
Improved Organization: Titles allow you to create clear sections on your dashboard, making it easier for team members to navigate and understand the layout.
Enhanced Communication: Textboxes enable you to convey important information directly on the dashboard, reducing the need for separate communication channels and ensuring everyone stays informed.
Visual Appeal: Images add visual interest to your dashboard, making it more engaging and impactful. Whether it's branding elements or visual representations of data, images help convey information more effectively.
These new elements empower you to create more informative, visually appealing dashboards that enhance collaboration and productivity within your team.
We're excited to announce a significant enhancement to our platform: the introduction of the List View for Opportunities, now available.
What is List View?
The new tabular View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.
Here’s what you can do with it:
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format.
Sorting Across Fields: Easily sort your opportunities by multiple fields - Opportunity Name, Value or Date Created.
Customizable Fields: Choose which fields you want to display in your list view. You can also resize and reorder these fields.
Full Feature Parity with Board View: All the features like the Advanced filters and Search functionality in the board view are available in the list view too.
Benefits of the List View:
The List View offers several key advantages that can enhance your productivity and streamline your workflow:
Enhanced Visibility: Check out more opportunities displayed in the same view
Increased Customization: Tailor your columns to display or export the information that matters most to you.
We are excited to announce the release of SMTP credentials for dedicated sending domains, enhancing your email delivery capabilities and providing seamless integration with warm-up services. This feature empowers you to efficiently manage and optimize your email sending practices while ensuring maximum deliverability.
Key Features:
SMTP Credentials for Dedicated Sending Domain: Users can now generate unique SMTP credentials specifically for their dedicated sending domain. This ensures secure and authenticated access for sending emails via SMTP servers.
Streamlined Configuration: Setting up SMTP credentials for dedicated sending domains is straightforward and user-friendly. Our intuitive interface guides you through the process, making integration with warm-up services hassle-free.
Here's how to access this Feature:
Navigate to Settings - Email Service -> SMTP Service -> Dedicated Domain and IP -> SMTP Settings under the dedicated domain.
🎉 We are thrilled to announce the migration of custom hostnames for domains to CloudFlare. Get ready for a faster, safer, and more streamlined domain experience. 🎉
🤩 Key features & benefits
Enhanced Security: Enjoy robust protection against DDoS attacks and other online threats. 🛡️
Turbocharged Performance: Websites and funnels will load up to 15% faster 🚀
Optimized Caching: Intelligent caching means quicker load times for your visitors. ⚡️
Effortless SSL: Easy generation of SSL certificates and auto renewal from CloudFlare ✅
🤔 How to switch?
New domains: automatically added during the domain connect process.
Existing domains:
Navigate to settings -> Domains
Select the domain which is already connected to flash funnels/level0 and click "Remove"
Reconnect the same domain using the domain connect flow
Important note: Moving forward there won't be level0 or flash funnels to ensure a better experience.
🎉 We're thrilled to introduce Version History to Forms and Surveys! 🎉
This update gives you the tools to track changes to your forms and surveys, allowing more robust management of form and survey versions
👀 What's New?
💾 Automatic Version Creation: Every time you save changes in form or survey, a new version is automatically created
✅ Edit Tracking Simplified: Every edit is captured as a distinct version, allowing for detailed version tracking. Never worry about losing track of your edits!
⏳ Version Preview: Take a peek back in time! Preview any previous version of your form or survey directly within the builder. Click on the versions icon to see a list of all available versions, complete with timestamps and version numbers
↩️ Restore Previous Versions: Made a change you regret? Easily restore your form or survey to any previous version in a snap!
🕹️ Enhanced Version Management: Our improved interface makes navigating and comparing different versions a breeze, so you can choose the most appropriate version for your current needs.
Get ready for streamlined form and survey management! This feature gives you the power to confidently track your changes and always have the option to revert if needed.
You will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
This will enable you to configure different workflows for different templates
New filter: Recipient Type
You will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the Business User itself
New Status: Viewed
You will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient
How to Use?
Filter: Recipient Type, Template Type
Customize the filter based on Recipient Type and template type to have different workflows for different types.
New Status: Viewed
Customize the workflow based on whether the recipient contact has viewed the document or not by configuring the status to viewed.
Why This Feature?
Why This Feature?
This helps to make the workflows for documents and contracts more powerful and increases the usability.
We’re thrilled to announce significant improvements to our test email feature, aimed at optimizing your email testing process for efficiency and effectiveness. Save time and don’t waste writing emails to - from addresses in every test email.
Problem Statement:💥
a. Previously, users had to manually input the 'from' and 'to' addresses for each test email when evaluating new campaigns.
b. To assess email appearance across different clients or systems, it was necessary to send out several test emails.
What we did?🤩
We’ve introduced the ability to set default ‘from’ and ‘to’ addresses for your test emails, eliminating the need to enter these details for every test email you send. SAVE TIME, MORE EFFICIENCY.
Our update now facilitates sending test emails to multiple recipients simultaneously by simply separating email addresses with a comma. (For example - adding multiple emails can be added for testing)
How to Use:😎
Go to the 'Email Marketing Builder'.
Choose a template or campaign, click 'Test Email'.
Input 'from' and recipient addresses, tick the box to save as default.
Embrace a more streamlined and efficient way to test your email campaigns with our latest update!
You can now easily drag and drop a fillable date field element into uploaded PDFs or documents, streamlining the process of adding date-related information.
2. Custom Values in Fillable Text Field
The new drag and drop element allows you to incorporate custom values in fillable text fields, facilitating the dynamic customization of fields that need to be changed for each PDF sent. Eg: Custom name field on a Fixed PDF template which needs to have receiver’s name on it can now be filled automatically using Custom values.
3. UI Enhancements
Added support for moving draggable element via keyboard.
Added support for moving draggable element via keyboard.
Users can utilize Shift+Arrow keys to easily move (signature/text/date) elements, improving precision in document arrangement.
Use Shift+Arrow keys for precision
Use Ctrl+Shift+Arrow keys for moving the elements faster.
Added new tooltip over every assigned fillable elements (Date, Text)
Editors can now hover over fillable elements to view the assigned signer, making it easier to edit documents with multiple signers.
Signature Element is now resizable instead of scale.
How to Use?
1. Fillable Date Field Element
Drag the “Fillable Date Field” element from the toolbar and drop it onto the desired location in your document.
Click on the field to fill the date, customize the date format and other properties.
2. Custom Values in Fillable Text Field
Drag the “Fillable Text Field” element from the toolbar and drop it onto the document.
Single click on the field and select Custom Value icon to input dynamic values.
Why This Feature?
The addition of fillable date fields, customizable text elements, and improved UI aims to provide users with a more flexible and efficient document editing process.
Sometimes it happens you have the data in a certain format and you need to change it or extract some details from it. Sometimes getting the data in the right format needs a bit of help, which is where Text Formatter comes in. This is a free to use action that tweaks your data to get it working the way you need.
What are different types of Text Formatters and what are the use cases?
Upper Case: Converts all characters in the text to uppercase
Transforming user input to uppercase for standardized data.
Ensuring consistency in capitalization for output messages.
Lower Case: Converts text to lowercase.
Standardising text for case-insensitive comparisons.
Lowercasing user-provided content for uniformity.
Title Case: Converts text to title case (capitalizes the first letter of each word).
Enhancing the presentation of titles and headings.
Improving the readability of specific content.
Capitalize: Capitalizes the first letter of the text.
Ensuring proper capitalization for names and titles.
Enhancing the visual appeal of specific content.
Default Value: Return the default value if the text is empty, if text is present then return the text.
Providing fallback content for missing data.
Ensuring a consistent response even with incomplete information.
Trim: Shortens the text to a specified length.
Use the Trim action to enforce character limits on user-generated content, ensuring concise and well-structured input within specified constraints
Employ the Trim action to generate brief preview snippets of longer texts, such as article summaries or teaser content, maintaining a consistent format.
Trim Whitespaces: Remove whitespace from the beginning and end of text..
Enhancing the readability of text with proper spacing.
Improving the format of user-generated content.
Replace Text: Replaces occurrences of specified text with a new value.
Updating outdated information within the text.
Customizing template-based content with dynamic values.
Find: Locates the first occurrence of a specific text pattern within the text and returns its position.
Identifying specific keywords or phrases in user-generated content.
Extracting relevant information based on keywords found within text.
Length: Provides the character count of the text.
Enforcing character limits for user-generated content.
Analyzing the length of dynamically generated text.
Extract URL: Extracts the first URL from the text.
Collecting and validating URLs from user input.
Generating a list of embedded URLs within content.
Extract Email: Extracts the first email address from the text.
Validating and organizing email addresses from various sources.
Automatically extracting contact information from text.
Word Count: Provides the count of words in the text.
Monitoring and limiting the word count in user-generated content.
Analyzing the complexity of textual information based on word count.
Remove HTML Tags: Strips HTML tags from the text.
Cleaning up HTML content for plain text representation.
Ensuring proper rendering of text in non-HTML contexts.
Split: Splits the text into multiple segments based on a specified delimiter.
Breaking down comma-separated values into individual elements.
Extracting keywords or phrases from a delimited list.
How to use Text Formatter action?
Click on the "+" icon to add an action. You can find the Text Formatter in Internal Tools category or directly search for the action in the search bar.
Select the text formatter action and choose from the exhaustive list of Action Types.
Trim Action Type - Select the input text you want to trim. Then select the length to which you want to trim the text. These are the mandatory fields. You also have the option to skip characters from beginning, selecting this will remove the number of characters entered in the field from the beginning of the text. Also there is a toggle to add an Ellipsis to the end of the text.
Split Action Type - For split action, select the input data that you want to split. Enter the "Separator". The last step is to select which segment of the text you want returned, you can select from First, Second, Last and Second Last.
Buffers represent additional time that can be added before and/or after an appointment. Previously, calendars only had post buffers. We are now excited to introduce pre-buffers as well, allowing you more flexibility.
What's New?
You can now add both pre and post buffers for an appointment. Pre buffers added before an appointment whereas post buffers added after an appointment.
Adding this would allocate buffer time to be considered when scheduling any new appointments.
This feature can be beneficial if you need extra time to get ready before an appointment, or wind down after a presentation.
Important points to note:
Buffers only apply to events booked through the booking widget or directly from the app. However, events created outside the app (e.g., Google, Outlook, iCloud) are taken into consideration when finding a free slot while scheduling a meeting with a buffer from the widget / app. This means that buffers cannot overlap with any other existing calendar event.
If there's a 30-minute appointment with15-minute buffers before and after, someone else booking on the same day will see an available slot 30 minutes after the existing booking. This is due to two buffers being applied consecutively, as there will be a 15-minute post buffer for the existing appointment and a 15-minute pre-buffer for the new appointment.
How to Use?
Choose the calendar to which you want to add buffers for appointments.
Navigate to the "Availability" section.
Specify the duration you want for both the pre and post buffers and click on save.
