Product Release Notes - May 2023

May 1, 2023 - Country Field Improvement

There is now a drop down to allow for standardized inputs of an account’s country to improve customer data quality.


May 1, 2023 - Enhanced Segmentation in Campaigns Triggers

Enhanced segmentation has been rolled out to the following triggers:

  • Opens/reads email
  • Clicks a link in an email
  • Forwards an email
  • Replies to an email
  • Shares an email

May 2, 2023 - Round Robin Enhancement

We’ve made a modification to the round robin feature to now properly distribute leads evenly even when users are added or removed from the round robin group.


May 4, 2023 - Account Dimension/Measures in Custom Reports

We released the first iteration of Accounts supported in Custom Reporting. This enables users to build standalone reports and dashboards using Account data.


May 4, 2023 - GDPR Compliant Forms

We have removed the call to Google servers to render Google Fonts and have implemented a service that does not track users and collects no personal data or store logs.


May 4, 2023 - MFA Recovery Code Enhancement

We are now requiring the user to download a TXT file of the recovery codes before finishing setup/reset of MFA, and updating the guidance to provide better understanding on the importance of retaining the recovery codes.


May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1

New Pages customers will now use the Platform Content Manager (PCM) to manage their assets.


May 9, 2023 - Segmentation Multi-Selects: Tags

We have consolidated tags into one condition, while also allowing access to unlimited tags.


May 10, 2023 - Email Campaign in Automation Update

We are now requiring a contact to be active on a list in order to successfully receive an email campaign through automations.


May 11, 2023 - AI generated content in Email Designer

We just added AI content generation capability within email designer to help customers generate content based on tone, structure, goal, brand voice and/or open ended prompts. Check out our press release!


May 15, 2023 - Connected Emails: Expanded Syncing Capabilities

With this release, users are able to:

  • Sync emails related to ALL contacts on a deal
  • Sync emails related to contacts that do not have any deal associated
  • Sync emails related to contacts who are associated with a closed (Won/Lost) deal


May 15, 2023 - Sort Connected Apps in Alphabetical Order

The apps in a user’s “Connected Apps” section will now populate in alphabetical order.


May 15, 2023 - Update CX App "Log Details" Modal

We fixed the payload container spill out within the “log details” modal.


May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block

Users are now able to use the “Task is Completed” trigger with a 1:1 Email Block by using the “Task is Completed” trigger setup with the condition “Task relates to” = “Deal.”


May 18, 2023 - Login Verification SMS Option

We added an option for SMS verification with a number on file to facilitate a better login experience when a user encounters a login verification challenge.


May 18, 2023 - Automated 1:1 Email Threading

With this release, we are building a capability in the 1:1 email action modal that provides the option to configure an email so that it appears in the recipients' inbox as a subsequent message in an email chain.


May 18, 2023 - Files on Contacts and Accounts

Users are now able to store files throughout the CRM.


May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting

We have introduced a variety of Last Event Date dimensions to Custom Reporting for Contacts. This enables users to efficiently reference key data points like their Last Open or Click Date in Custom Reporting without having to query against a much larger dataset like every Campaign.


May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals

After a Contact and Account is created, a user will see a toast at the top of their screen so they can easily go to that newly created Contact or Account and fill in additional fields, add a note, or complete a task.


May 23, 2023 - Reassign List Owner When User is Deleted

We have updated the list owner behavior to reassign the list to the primary admin by default when a user is deleted.

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