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Your Free Guide to Customer Journey Mapping

  • Understand the basics of building effective customer journey maps
  • A customizable workbook to help build out your journeys
  • Free worksheet to help develop your buyer personas
  • Discover best practices for implementing customer journeys into your business

Customer Journey Mapping eBook

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Placeholders & Merge Data for Personalization and Automation
February 2021 Monthly Updates
The Key Differences Between a Customer Journey and a Workflow
10 Surprising things you didn’t know about Client Service & EMEA Sales Manager, Diana Kohan
Nothing Changes If Nothing Changes
Digital Transformation: The Tool To Adapt To The Post-Covid Business World
January 2021 Monthly Updates
What is the Difference Between Digital Transformation, Digitalization, and Digitization?
10 Surprising things you didn’t know about Software Developer, Brandon Gaerlan
Creating a CRM Strategy For The New Year
December 2020 Monthly Updates
A Visit From GreenRope
6 Insider Tips for Your Marketing Automation Strategy in 2021
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November 2020 Monthly Updates
If the Pilgrims had CRM...
Aunt Betty’s Secret CRM Recipe
7 Ways to Leverage Marketing Automation Solutions for Business
10 Surprising things you didn’t know about Software Developer, Anderson Manly
Importance of Using Text Messages for Sales and Marketing
6 Sales and Marketing Pain Points That Automation Can Relieve
October 2020 Monthly Updates
The Scary Space - The Abyss
Top Tips for Ecommerce Marketing Automation
5 ways that CRM can improve your SEO
10 Surprising things you didn’t know about Marketing Assistant, Alexis Scott
5 Factors to Consider When Choosing a CRM Solution
How To Get Your Emails Delivered Into Spam Folders
15 Mistakes to Avoid While Working Remotely
Understanding the Media & Public Access Libraries
September 2020 System Updates
2020 Top Troubleshooting Tips
Best Practices for Building Better Email Templates
Marketing Automation Support & Customer Service
Quotes and Invoice Management
CRM for The MLB
August 2020 System Updates
Tips for Creating Lead Generating Signup Forms
8 Marketing Automation Workflows to Boost Conversions
CRM for Financial Services
8 Ways to Get the Most Out of Your Marketing Automation Software
Cookies & Cache - Why They Are Important & How Are They Different?
CRM for Nonprofit Organizations
CRM AND THE CUSTOMER EXPERIENCE: 5 WAYS THE TWO ARE CONNECTED
10 Surprising things you didn’t know about Client Service Manager, Virginia Garcia
Five Reasons Digital Marketers Love Automation
July 2020 System Updates
User-Defined Fields & Automation
COVID Concerns Create New Customer Experiences
What Problems Do Marketing Automation Platforms Solve?
3 Ways a CRM Helps Close More Deals and Make More Money
10 Surprising Things You Didn’t Know About Human Resource Manager, Little Buddy
June 2020 System Updates
Managing a Remote Customer Service Team with Ticket Management
CRM for Higher Education
Greenrope Makes The Latka Most Promising SaaS in California
6 Benefits of Marketing Automation
6 of the Hottest Trends in Marketing Automation You Need to Know
How to Manage a Remote Marketing Team
How Social Media Content Can Impact Customer Buying Intention
3 Smart Ways to Empower Your Emails with CRM Data
How to Market Your Business on a Zero (or Small) Marketing Budget
May 2020 System Updates
10 Surprising things you didn’t know about Staff Accountant, Chris Ramirez
The Mystery of Time Zone Sending Explained
CRM for Agencies
CRM for Government Agencies
Generate Buzz on a Shoestring with These 8 DIY Marketing Tips
Coronavirus: Is it time to update your marketing messages?
10 Surprising Things You Didn't Know About Marketing & Implementation Specialist, Madison Potter
#CoolerChat - KPIs
Data Cleaning Tips
#CoolerChat Customer Retention
10 Easy Email Automations You Need to Implement Today
Sales Automation in 2020 - A Simple Guide For Small Businesses
Why Marketing Automation Works Across All Products, Services and Industries
How to Acquire Customers on a $0 Marketing Budget
#CoolerChat - WFH
Surviving COVID 19: A Letter From GreenRope's CEO, Lars Helgeson
How to Stay Productive Amid the Coronavirus Chaos
Email Tracking & Engagement
#CoolerChat - Informational Silos
5 Ways to Optimize Email Marketing Open Rates
How Visual Content Can Help Boost the Growth of Your Business
10 Surprising Things You Didn't Know About Client Advocacy Manager, Nour Sankary
Email EasyBuilder vs. Emailer, Feature Differences
#CoolerChat - Twitter Chats
Boost your branding by private labeling your account!
5 Ways CRM Helps Sales Professionals
Ask the Experts on #CoolerChat - Email Marketing
Contact Filtering
#CoolerChat - Customer Journey Mapping
Red Hot SaaS - A CRM Valentine's Day Love Letter
Breaking Up With A Toxic Sales Software
10 Surprising Things You Didn't Know About CTO, Lyle Hopkins
3 Ways To Make Small Teams Look BIG!
SMS, MMS, & Voice - Set up & Management
10 Surprising Things You Didn't Know About COO, Bjorn de Boer
25 Cyber Security Tips
Don't make these business mistakes in 2020
CX 2020: Jeremy Watkin Weighs in on the Changing Landscape of MarTech
A Business Carol
Using GreenRope to Create Your Annual Report
CX 2020: Stephanie Thum's Take on Changing Conceptions of the Customer Experience
Surveys & Automation
10 Surprising Things You Didn't Know About Melissa Filich
17 GreenRope Updates & Upgrades We Are Thankful For
How Customer Behavior Prediction Can Help to Generate More Leads
5 Reasons to Record CRM Notes from Customer Service Calls
10 Surprising Things You Didn't know about Client Services & Search Marketing Manager, Lisa Frampton
The Scary Space - An Intern’s Hell: Attack of the Fascist Olives
The Scary Space - Shutter Office
The Scary Space - The Phantom Task-Master and the Forgotten Recipient
Happy, Healthy Email Lists
4 Questions You Need to Ask to Keep Your Business Thriving in 2020
5 Killer Benefits of Micro-Influencers for Your Small Business
Marketing Automation for Better Top-of-Funnel Conversions
10 Surprising Things You Didn't know about Client Services Manager, Hunter Ricci
Top of Funnel Best Practices: Marketing Automation
Recession-Proof Your Business with Complete CRM
How to Test & Optimize Your Campaigns
Disqualifying Leads Without Alienating Them as Future Customers - Part 2: Cultivating Non-Leads with Automated Marketing
Using a CRM to Manage your Money
10 Surprising Things You Didn't Know About ISP Relations Manager Jill Dimel!
Disqualifying Leads Without Alienating Them as Future Customers Part 1: The True Value of Non-Leads
How to Generate LinkedIn Leads with GreenRope
Marketing Automation: Lead Generation and Nurturing Tactics that will Work for your SMB
How GreenRope Helps Your Nonprofit Grow
PieSync: A complete sync solution for your GreenRope customer data
Generate 40% More Leads With Website Chat
10 Surprising Things You Didn’t Know About Client Service Manager Vickie Reilly
Using Surveys to Collect Customer Feedback
What small businesses gain from automated marketing
20 Email Marketing Mistakes to Avoid
How to Integrate Influencers Into Email Marketing
10 Surprising Things You Didn't Know About Ian Cuatico
How to Use Marketing Automtation for Customer Retention
Using Opportunities to Streamline Sales
Synching Email Conversations through IMAP
How to Create an Automated Email Sequence that Saves Time and Boosts Sales
How To Setup An SMS Campaign
10 Surprising Things You Didn't Know About CEO, Lars Helgeson
GreenRope Security You Can Trust
Building Your Booking Calendar
Fyre Fraud, AI Revolution, Hometown Brands and more…
Benefits of Getting GreenRope Certified
Planning Your 2019 Automated Marketing Calendar with CRM Insights
How To Analyze The Profitability Of A New Sales Strategy
Four Ways to Use CRM Data to Create Targeted Social Ads
3 Ways To Use Sales and Marketing Data to Customize Your Marketing Messages
Essential Marketing KPIs You Should Never Forget to Measure
How to Perform Effective Outreach
4 Ways to Get Your Email Marketing in Front of the Right Audience Through Personalization & Segmentation
GreenRope’s Newest Features & Upgrades: March Edition
SEO & Digital PR: What It Is And Why It Matters In 2019
What is Complete CRM?
How to buy and sell SaaS to your clients
3 Ways a CRM Helps Close More Deals and Make More Money
Marketing Automation: A Look Back at 2018 and a Look Ahead to 2019
Customer Experience & Customer Service Stats from 2018 and Predictions for 2019
CRM Software Trends from 2018 and What’s in Store for 2019.
GreenRope Helps You Connect to More Apps with PieSync
Combining CRM with Marketing Automation Increases Capabilities and Visibility
Three Ways CRM Reporting Helps Marketers Grow
What Will Email Marketing Look Like In 2019?
The Learning Management System and Best Practices
How to Be An Agile Digital Marketer [Infographic]
3 Reasons Why CRM Powered Marketing Automation is Ideal for Small Marketing Teams
5 Ways to Improve Sales Pipeline Management
2018 Holiday Marketing Strategy: Start by Integrating CRM and Marketing Automation
A Few Actionable Ways on How to Grow Traffic for SEO Rookies
Welcome Emails: Making an Indelible First Impression to Subscribers
6 Clever Ways to Gather CRM Info for Marketing
5 Creative Ways to Use Marketing Automation this Holiday Season
Using Custom Objects to Create an Interactive Client Portal
5 of the most important KPIs for Customer Retention
How CRM Helps Deliver Better Customer Care and Higher Customer Satisfaction Rates
5 Creative Ways To Use Marketing Automation
Why Cloud-based CRM Software Is Taking Over On-premise CRM Software
4 of the Best SEO Best Practices that Will Help You Improve Your Rankings
Marketing Automation Terms
Measuring the ROI of Your CRM Purchase
What is Data Integrity?
Improve Your Marketing by Integrating Your Client and Prospect Details into One CRM
CRM and Sales Enablement
Optimize Employee Output With CRM
Total Cost of Ownership: What does it mean and how can you avoid costly, unsuccessful implementations.
10 Ways SMBs Can Offer a Better Customer Experience with CRM Software
How to Master the Art of Influencer Management
Why You Need a CRM: Managing Business Growth
When You Need to Reach Customers, Use an Email Verification Platform
8 Ways to Optimize for The Mobile World
One Click Search to Find a Hotel Nearby your GreenRope Contacts? Absolutely
4 Ways to Clean Your CRM Data
Direct Mail Automation Webinar Recap
4 Ways to Use Your CRM to Enhance Marketing Automation
10 Ways CRM Software Will Help You Drive Sales and Grow Your Small Business
Getting Started with GreenRope: Contacts vs. Companies
Getting Started with GreenRope: Managing your Contacts
A Look Back at 2017 and A Look Ahead to 2018 - A Year in GreenRope
FinancesOnline.com Bestows EmailGreen 2 Major Email Marketing Software Recognitions
Custom Objects, Custom User Fields, and Why They Matter
Your Business Safety Net, Fashioned out of GreenRope
Getting Started with GreenRope Series: Setting Up Your Account for Success
Don't be trapped by the Per User subscription structure - here's why.
CRM user adoption: Why it's important to get your employees on board
FEATURE UPDATE: Journeys
Collaboratively Manage Tasks, Time, and Billing with Project Manager
Create a Converting Landing Page using GreenRope
4 Content Marketing Strategies for B2B Sales Enablement
How to Increase Conversions with Pop-up Signup Forms
Conversion Driver Charts: Part II
Setting Up SPF, DKIM and DMARC
Customize, Collect, and Connect with Document Signing
The GreenRope Team Speaks Out: Our Favorite GreenRope Features
New Feature: Conversion Driver Charts
Why you should always integrate your CRM and marketing automation
Chasing the mirage of “intuitive” - A journey into UX with a simple lesson
Bring Your Content Marketing Strategy To Life: A GreenRope/BlogMutt Webinar Recap
Using Campaign Tracking in Your Email Signatures
CRM & Marketing Automation: Better Together
Funnels That Convert: How to Drive Marketing Automation Success Through Content
Strategies for CRM Opportunities
Evolution in Project Management
When CRM Works for You
How ''Taking Command'' Helps You Win
Importing and Exporting Journeys
Canadian Anti-Spam Law (CASL) - Are you ready for July 1
GreenRope 101: The Learning Management System
From Email Marketing to Marketing Automation
Journey, Drip Campaigns, & Workflows: Cheat Sheet
SD Inbound - Recap of HUG17!
An Interview with the Customer Service Expert, Shep Hyken
Is your #Martech stack getting too high?
Why Complete Marketing Automation is a 'Suite' Deal
Great Support Team, Great Support.
The Customer Journey Starts Here
Customer Journey Mapping Best Practices
Best Practices for Setting Up Customer Journeys (Part I)
GreenRope Named a Category Leader in Marketing Automation by GetApp!
Benefits of Customer Journey Mapping
3 Things Every Successful Digital Marketing Campaign has in Common
5 Best Ways to Qualify Leads and Push them Down your Funnel
Survey Webinar Recap
5 Sales Workflows to Start Using Immediately
Map your Customer Journey and Create Winning Customer Experiences
How Lead Scoring Helps Drive Conversions
Putting the R back in CRM
4 Ways to Get Started with Personalization
The Gmail Schema: What it means for you
How CRM Transforms your Business
How CRM Helps Sales
Telephony and SMS Marketing with GreenRope
Influencer Marketing: The Future of Marketing?
GreenRope's Booking Calendar
GreenRope's EasyBuilder
Why we love our jobs. Do you love your job?
The Importance of Lead Validation
Surveys: Why, What, and How.
How to Use CRM for Marketing
Website Tracking with GreenRope (You NEED this)
The Culture Question: How to build & promote a lasting company culture
Social Automation: Your Social Strategy on FIRE
The Evolution of Social Media
10 Ways to be Successful with GreenRope
CRM for Legal Professionals
CRM for Financial Services
Close More Deals with Predictive Analytics
5 Sales Tools to Start Using Today
How to Identify Your CRM Champion
Don't Be a Spammer...Here's How.
Who's in your Tribe?
How to Make Money with CRM
Data Cleansing for CRM: Our Best Advice
Create High Converting Landing Pages
Understand Customer Needs and Wants
How Technology Helps Break Down Silos
5 Tips for Better Email Marketing
Why your company could be wasting money, and you’d never know
Tips and Tricks for Increasing Productivity at Work
CRM and Marketing Automation for Doulas
4 Signs You're Ready for a CRM
5 Outside the Box Uses for CRM
CRM and Customer Service
5 Things You Can Do Today to Align Your Sales and Marketing Teams
Three Tactics for a Healthy Contact List
Lead Scoring: The Basics
The 10 Commandments of CRM
What to think about before you invest in CRM
GreenRope's Top Troubleshooting Tips
The only thing we have to fear...
How-to Develop a Killer Lead Nurturing Campaign
Drip Campaigns for Lead Nurturing
5 Tips for Employee Advocacy
Marketing on a Budget
In-House vs. Outsourcing: Your Guide to Building your Content Team
5 ways PR pros can use CRM
Fragmented Technology Results in a Fragmented Business
Interview with Wade Foster of Zapier
How Sales can use marketing to help them sell more
Signup Form Best Practices: A GreenRope Guide
Your Customers Love You, and This is Why
How Tech has Transformed Holiday Commerce
GreenRope is the Best CRM Software!
2016 Marketing Trends
New Year, New You, and Reasonable Goals!
Is Inbound Marketing for You?
Networking Like a Boss on LinkedIn
The Importance of Technology in Virtual Teams
Marketing Analytics You Should be Tracking
Using Data to Personalize your Marketing
Why Marketing is a Big Trend in 2016
Important Changes for our API Users!
Energy for Your Workday
GreenRope Makes SelectHub's Leaderboard
If it isn't in the CRM, it didn't happen
How Customer Experience Drives Culture
How Marketing Automation Can Boost Your Revenue for the Holidays
New Marketing: Marketing and Technology
Tips for Crafting the Perfect Sales Pitch
Workflow 101: Triggers and Use Cases
Back to Business Organization
Managing Opportunities: The Basics
Social Media Check Up: What is Working and What's Now
Paddleboarding and Business :: A Tale of Perseverance
Five Resourceful Marketing Techniques That Work
How to be an advocate for your customers
Top Marketing Automation Buyer Trends by Software Advice
3 Benefits of Affiliate Marketing
Print Is Not Dead...and Why You Should Use It
CEO Across Europe - A Business Adventure
Strategies to Improve the Customer Experience
Features & Updates for May & June
The Art of Delegating - Your Winning Strategy
Social Media Strategies for Small Business Budgets
Useful Tools for Improved Marketing
Highlights from Interactive Day 2015: Digital Marketing Conference
Customer Issues are Hard to Track: Ticketing & CRM are the Solutions.
Weekly Roundup May 29, 2015
Investment Killed the Internet Star
Why do we win some deals and lose others?
Weekly Roundup May 22, 2015
Beginners Guide: Marketing Automation
Pain Point #1: I need an information trail!
Better Email Marketing: How to segment and target your leads and customers
Weekly Roundup May 1, 2015
Why Customer Retention Should be Higher Priority than Customer Acquisition
Standing on the Shoulders of Giants
Beginner Basics: Lead Scoring
Is CRM Enough?
Digital Marketing Tactics [infographic]
The New Big Role: Marketing Technologist
The Importance of Marketing and Sales Alignment [infographic]
Software Integration is Key to Uniting Sales, Marketing, and Operations Departments
Of Pride and Prejudice
Getting Your Team Onboard with New Technology
How to Sell Your Boss on a CRM Purchase
Boost Your Thought Leadership with Marketing Automation [SlideShare]
How to Plan for a Successful CRM Implementation
How To: A/B Testing
Simplify Your Business With Integration
Organizational Agility
Finding your Blind Spot
Small Business: Hot Marketing Trends in 2015
New Year & New Features
GreenRope's Newest Features and Upgrades
A Life of Failure and Gratitude
VoiceBase key to CRM
Increase CRM Usage with these helpful tools
5 Ways to Get Back After Thanksgiving
Top Reasons You Need a CRM
5 Thankstastic Marketing Ideas for Thanksgiving!
Email Marketing Tips for Small Businesses
Your Guide to Adding Users & Giving Shared Access
The Founder's Blog - Being the Change
Evergreen Content: What it is and why you need it
Everything You Need to Know about PPC: Interview with Spectrum Search Marketing Founder, Bryan Larkin
The Founder's Blog - Using Your Tools
What you need to know from the Inc 5000
The Founder's Blog - Who am I, anyway?
The Art of the Follow Up
Use Your CRM Data for Holiday Marketing
5 GreenRope Sales Tools to Start Using Today
The Founder's Blog - What's in a Name?
What the First Day of Fall Means for Your Marketing Strategy
Don't Get Deleted: Optimize Your Subject Lines
Impressive Small Business Women Entrepreneurs
GreenRope's New Features and Upgrades: August
Comin' in hot with CRM
Before the Import: How to Organize Your Data
Silo Smashing: Digital Darwinism
Redefining CRM: Traditional vs. Complete
GreenRope Makes Inc.'s 500 Fastest Growing Companies
What is Marketing Automation? (Part I)
Four Reasons Why Marketing and Sales are Two Sides of the Same Coin
Go Beyond Data - Consumer Insights are Key to Understanding Your Customers
What Leaders Have to Say About Goals
From Like to Love: The Customer Journey
Interview with GreenRope Creative Director, Jason Kessel
CRM...What's in it for me?
Analyze This...Not That. The Customer Data you Need to Collect
Recap of Social Media Day San Diego: Our thoughts and Reactions
Customer Centricity Should be at the Core of Customer Service
Develop a Stellar Content Strategy
GreenRope's New CRM & Marketing Automation Features
Sales Force Automation Software Buyer's Review 2014
The Importance of a CRM Implementation Strategy
Inspiring Change Within Your Organization
How-to: Workflows
3 Tips for Hiring People Who Care
GreenRope Sponsors Women's International Hackathon!
Managing the Customer Experience with Issue Tracking
Long Tail Marketing - The Future of Marketing
Yahoo! changes may affect your email delivery
Building the Foundation for a Successful Business
GreenRope Account Settings Best Practices
GreenRope's Latest & Greatest: New upgrades, features, and news!
Social Media 101: Mistakes to Avoid
Customer Satisfaction Begins with Company Culture
Transform Your Company Culture with CRM
Qualify Leads to Close More Deals
Accounting for Startups: Tips from GreenRope's CFO
Keith Richmond: Most Admired CFO!
From Basement to Boardroom: Business Startup Growing Pains
GreenRope Goes to SXSW
Content for Context
Social Media: Our Best Advice
Your Guide to GreenRope's Predictive Analytics
LOVE Your Job
Make Your Customers LOVE You
In and Out of the Chocolate Box: Valentine's Day Marketing Ideas
How Social Media is Changing the Super Bowl
Top 5 Tips for Creating SEO Friendly Content
How to Create a Successful Company Like Apple
CRM Software BuyerView 2013
CES Coverage: The Macho Side of CES
The 'Girly' Side of CES 2014
Sales Lessons from the Wolf of Wall Street (and some)
Crafting the Perfect Sales Pitch: Ditch the Pitch
2014 Predictions from the Pros!
Post-Purchase Follow Up
Sell More with an eCommerce Store
Characteristics of a Great Leader
Lars Helgeson Named Finalist in San Diego Business Journals Most Admired CEO Award
Using Customer Feedback for Business Growth!
Lars Helgeson Put the 'C' in CRM
Dominate the Holidays with CRM
Organize and Track with CRM
Marketing Automation Part III: Lead Management
The Power of C in CRM
Marketing Automation: The Basics (Part II)
GreenRope Integrates with Intuit Quickbooks
The Customer Experience: Ticketing
Use CRM to Boost Your Sales
The Customer Experience Explained
CRM Insight: Paul Ward
Blogging for the Big Bucks
Branding: Strumming the Heart Strings
Become a LinkedIn Master
Take Back Control: Changes to your Gmail
A Deeper Look into Inbound Marketing
Mobile Marketing: Our Best Advice
The Art of Lead Scoring
Cheat Sheet: Lead Nurturing
Simple Secrets of Successful Email Marketing for Car Dealerships
Single Opt-in vs. Double Opt-in: Which is more secure?
Inbound Vs. Outbound Marketing
Marketing Automation: Drip Campaigns
The Social Dinner Party: Why You May Not Be Invited
Predict Future Sales: No Crystal Ball Needed (Originally posted on Business2Community)
Successful Sales Strategies
Mo.com: Interview with GreenRope's CEO, Lars Helgeson
The Growing Relationship between Sales and Marketing
Coffee Talk with GreenRope's CEO, Lars Helgeson
Social Media for Interior Designers - ASID Presentation
SaaS: Software as a Service and Cloud Applications
Newsletter 101: Subject Lines Matter
Social CRM and Its Place in the Sales Process - Think About CRM
Successful CRM Implementation
Components to Consider when Designing Your Website
Project Management: The Discipline You Can't Live Without
Using Surveys for Market Research
Best Practices in Email Marketing
Marketing Automation and Why You Need It
Data Cleaning Tips
3 Great Ways Marketing Automation Helps Lead Nurturing
Tips For Executing A Personalized Marketing Campaign
Easy Workflows You Can Start Using Today
Sales Force Automation - The Backbone Of Your Sales Team
How to Create a Consistent Data Structure
How to Successfully Use Content in Your Marketing Automation
Changes by Google's Gmail May Affect Your Email Delivery
Email Marketing [Slideshare]
Yahoo Changes May Affect Your Email Delivery
Let's Talk About Spam
Social CRM: What it is and Why You Need it!

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July 2020 System Updates

Every month we add new features and updates to the GreenRope system based on your feedback. 

Here are all the updates and new features we added in July: 


User Field Updates:

Ability to Email Other Data Fields

If a contact’s user field looks like an email address, an envelope icon with a mailto link will appear in that contact’s record, and will allow you to message them using that field’s address. 

Assets Updates:

More Images to Choose From

There are now 12 new stock images to choose from in the ‘Stock Icons and Images Folder’. 

 

Project Updates:

Assigning Copied Tasks

When creating a new project, if you copy tasks from an existing project, GreenRope will assign any tasks from the previous project manager to the new project manager.

Apps > Projects > + Create New Project > Project Manager:, Copy Tasks

 

Emailer Updates:

Test Send Subject Line

The ‘Send Test’ area now features a new checkbox to prepend the subject with ‘TEST:’.

Communicate > Emailer > 2. Test

 

 

EasyBuilder Updates:

Design Updates

We’ve added a bunch of new design options to the Email EasyBuilder! The EasyBuilder now features margin colors, a new section type for three image galleries, the ability to manipulate border color/thickness for each section, and support for background images. 


Section Customization

We now offer additional customization options for each individual section in the EasyBuilder. In the EasyBuilder editor, click the pencil icon to add padding, update margin and background colors, and add a border to any section!

 

Custom Objects Updates:

New ‘Edit HTML’ Button

When editing a contact or company's custom objects, for a textarea attribute, there's a new ‘Edit HTML’ button.

Learning Management Updates:

Export

Students’ in progress and completed dialogs include an export functionality, if permission has been granted.


Show Questions Missed

If a student doesn't pass an LMS module, the student will be shown the questions they missed.


 

Account Settings Updates:

Enable Autosave

In Account Settings you can now enable autosave to hide the ‘Save Changes’ button on tabs where it doesn't apply; e.g., Shared Access, Integrations.

 

Journeys Updates:

More Options for Integers

Decisions now support "greater than" for integer user fields, and "after current date" for date user fields.

 

Workflow Updates:

Set Phase Path

Workflows, if activated within an opportunity, can also set phase path.

 

Wiki Updates:

Option To Alphabetically Order Topics

The Wiki app now features a new button to order wiki topics by drag-drop or alphabetical order.

 

Ranked Hierarchy

Public Wiki search results are now displayed in a ranked hierarchy on the right side of the page.













 

 








 

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