Changelog
Follow up on the latest improvements and updates.
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new
End IVR call
About this enhancement:
End IVR call allows workflow owners to terminate the IVR call from their end. This will allow the contact to move further in the workflow for the non-IVR actions.
What problem is it solving?
Presently, workflow owners lack the option to terminate calls from their end. This means that after IVR actions are done, the contact waits with elevator music until the subsequent non-IVR actions finish(if any), and the call ends only at the workflow's conclusion. This leaves contact either listening to endless elevator music till the workflow reaches the end or hanging up themselves.
With this enhancement we are solving for
Better User Experience
- Preventing users from being indefinitely subjected to elevator music.
- Directly decrease IVR call durations for users once IVR actions are completed.
Click to know more
End IVR call options
Users can choose three different custom types :
End abruptly
- By default IVR would be terminated instantly without any warning or a message.
Text message
- Workflow owners can type a message along with the number of loops before the IVR call is terminated
Custom music
- Workflow owners can choose to upload a voice message or branded music or any other audio format to be played before the IVR call is terminated along with the loopsimage.png
Dashboards are now supported in Snapshots!! Now, agencies can effortlessly save time during onboarding and ensure consistent dashboard configurations across multiple locations.
👷 How It Works:
- Navigate to Account Snapshots in Agency View.
- Create a new snapshot and choose the source account.
- Save the snapshot and select the target location.
- Load the snapshot into the desired location
- Select all the Dashboards you want to load into the desired location
⭐ Why it Matters:
This feature streamlines the onboarding process for agencies, allowing them to easily replicate dashboard setups across different accounts. With pre-configured dashboards, agencies can ensure a consistent user experience and quickly provide valuable insights to their clients.
📌 Imp Note:
- Private Dashboards Exclusion:Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots.
- Include Linked Assets:Dashboards are loaded with all widgets, conditions, filters, and custom widgets. However, make sure to include other assets linked to dashboard widgets (e.g., custom values and pipelines). Failure to do so may result in an error message on specific dashboards, indicating missing properties. Edit each highlighted widget to correct the properties and save to remove the error.
- Default Dashboard:Default dashboard will not be changed automatically when a snapshot is loaded into a location
To check out our detailed guide on this, click here!
new
Automations
Pagination in Workflows
What’s New?
- Before you were only able to see 10 workflows at once.
- Now you can choose how many workflows you will see in the landing page.
- And that value will be set as default when you are logging in next.
How to Use?
- At the landing page select from the dropdown how many workflows you want to see on the landing page.
What’s New?
- On clicking the "Create Workflow" button now you will see 2 options in a dropdown.
- Users can select to choose from a Recipe
- Or directly start the workflow from scratch
How to Use?
- Click on "Create Workflow" button in Automations.
new
Documents & Contracts
Now Set Signing Order in your Document & Contracts
What’s New?
- Introducing the Signing Order feature for documents and contracts.
- Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
- Drag and drop functionality facilitates easy reordering of signers/recipients.
Key Features
- Enable/disable Signing Order: Clients/Users can choose whether to enforce a signing order for recipients or not.
- Drag and Drop Reordering: Easily reorder signers/recipients according to preference.
- Sequential Email Triggering: When Signing Order isenabled, emails are triggered based on the order of signers/recipients.
- Simultaneous Email Sending: When Signing Order is disabled, all recipients receive emails simultaneously.
Benefits
- Enhanced Control: Clients/Users can dictate the signing order, ensuring a streamlined process.
- Improved Efficiency: Drag and drop functionality simplifies the management of signers/recipients.
How to Use?
Enabling/Disabling Signing Order:
- Navigate to the document or contract sending interface.
- Toggle the Signing Order switch to enable or disable the feature as per your preference.
Reordering Signers/Recipients:
- Click and hold on the signer/recipient’s name.
- Drag it to the desired position in the list.
- Release to apply the new order.
Managing Email Triggering:
- When Signing Order is enabled, emails are sent sequentially based on the order of signers/recipients.
- When Signing Order is disabled, emails are sent to all recipients simultaneously.
Why This Feature?
- Signing Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios.
- This feature caters to clients/users who require precise control over the signing process, ensuring compliance and efficiency.
- By offering flexibility in email distribution and clear notifications, we aim to enhance user experience and streamline document workflows for our valued clients.
new
Automations
Custom Code
What is Custom Code?
- Custom Code is a powerful tool that will allow users to create custom logic they want to achieve that are not available in HighLevel currently. This provides flexibility and control beyond the pre-built actions, enabling users to automate complex tasks and integrate with various services not natively supported.
- This is a Premium Action.
How it works
1. Add Action
In the workflows select the "+" icon to add an action and search for "Custom Code".
2. Programming Language
The code can be written in JavaScript. This will be the default language selected.
3. Property to be included in code
- Now what if there are values in the triggers or actions above the custom code and you want to use them in the code. That's where this field comes to use.
- These fields allow us to reference values from previous steps in our code by adding them to a dictionary called InputData.
- You can enter the Key in the "Key" input field and assign a value to it by selecting the value through the custom value picker.
- You can add multiple properties by clicking on "Add Property"
- For example, if a trigger gives us information about a customer, which we then need to manipulate, we can add their name to the Input Data fields and reference it with iinputData.keyName or inputData['keyName']
4. Code Editor
- You can write the code in the Code Editor
- A sample code is pre populated for your reference.
- Output should also be written in the code formatter itself.
- Output should be a JavaScript Object or Array of Objects.
5. Test your Code
- Testing the code is a mandatory step, if the test is not done then user will not be able to use the output of the code in the subsequent steps.
- To test the code click on the "Run Test" button.
- Post clicking on Run test button, if there are no errors in the code them it will show "Test Result Success" and if there is an error in code then the result will be "Test Result Failed" and you would have to recheck the code to remove the error.
Points to Remember
- Custom value will not be passed when you are testing your code.Only the contact information will be passed when testing a code. Other properties used in the code will not pass while testing.
- Testing the code is mandatory. No output will be available for untested code in subsequent action.
- Use the Property fields to assign key names and map values from previous steps. Use inputData.keyName or inputData['keyName'] to access the values within the code.
new
improved
Affiliate Manager
Sub Account Affiliate Manager: Setup Fee in Commissions
We're excited to announce that setup fees can now be included in commission calculations for Affiliate Manager campaigns!
👷 How It Works:
- Create a new campaign or edit an existing Affiliate Campaign.
- On the last step, expand Additional Settings.
- Choose whether to include Setup Fees in Commission Calculation.
- Save the configuration. This setting can also be saved in the Global Settings of the Affiliate Manager for future campaigns.
⭐ Why it Matters:
This enhancement ensures that affiliates receive commissions for products that include setup fees, eliminating any missed opportunities.
To learn more about Affiliate Manager Campaigns, click here!
improved
Invoicing
Allowing negative priced item within invoices
For clients in various part of world, it becomes necessary to capture information of Advances/Returns/Buybacks within their invoices. This help them for legal purposes and to provider finer details inside invoice
What's New
- Inside invoice we allow customers to create product on the go. Here we allow the customers to have negative prices
- Products with negative prices won't be available to save for later use nor they can have taxes assigned to them as this might break existing apis in places using products
- The calculation done here will be same like it used to be so far, with just negative prices subtracted from final total
Why It Matters
- Increased flexibility - Allows user to be move creative while creative invoices.
- Stay compliant - Simple, intuitive yet effective way to stay compliant!
improved
Documents & Contracts
Configure from Name and from Email in Settings within Documents and Contracts
What’s New?
- Configure from name and from email inside document & contracts settings
- Users will now be able to configure from name and from email for every email/notification sent by document and contracts
- Earlier this was limited to default name and email of the active user.
How to Use?
- Navigate to Settings under Documents and Contracts
- Change the from name and from email within Customer Notifications for customer facing emails
- Change the from name and from email within Team Notifications for internal emails
Why This Feature?
Earlier users were not able to change from name and from email that was being sent to the users, thereby creating a hiccup in the flexibility.
new
Email Builder
Enhanced Reply Management for Email Campaigns
With the recent release, users can now enhance their reply management of email campaigns.
🚩
Problem Statement:
Previously, users were restricted to setting a global reply-to address or using the sender’s email for managing replies to their campaigns. This setup lacked flexibility for cases where different campaigns needed distinct reply addresses, managed by specific teams like marketing or support.
Also, in some cases during replying, if contacts were marking someone in CC, it was not visible from conversation tab
🌟
What’s New:
Users can now specify custom reply-to addresses for individual campaigns, enhancing reply management.
👷♂️
How to Use:
- Navigate to Email Marketing.
- Choose your campaign and click “Send” or “Schedule.”
- If the sender email or global reply-to address isn’t suitable, select “Set a custom reply-to address for this campaign.”
- Input the desired reply email address.
🚀
Which Reply-To Address Takes Priority?
Priority 1:
Custom reply-to address set in the campaign’s Send or Schedule screen.Priority 2:
Reply address specified in Location Settings -> Email service -> Reply & Forwarding settings.
Priority 3:
Current defaultsLoad More
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