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Are You Using AI the Way It's Intended? How to Responsibly Use AI Without Letting It Hurt Your Marketing Efforts
10 Surprising Things You Didn't know about Client Services & Search Marketing Manager, Lisa Frampton
Disqualifying Leads Without Alienating Them as Future Customers - Part 2: Cultivating Non-Leads with Automated Marketing
4 Ways to Get Your Email Marketing in Front of the Right Audience Through Personalization & Segmentation
Total Cost of Ownership: What does it mean and how can you avoid costly, unsuccessful implementations.
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November 2021 System Updates
We have so much to be thankful for this year. We added many new exciting clients to our GreenRope family, helped our client’s businesses grow, and celebrated our 11th anniversary. None of this would have been possible without the trust and loyalty of our clients. We are extremely honored and grateful to work with these amazing companies who inspire us every day. To show our appreciation we are happy to announce our November system updates: ContactsContacts > Tools > Edit Tags/Positions - You can now assign workflows to be automatically activated whenever a tag is assigned to a contact.
Contacts > View > Opportunities > List - Export CSV now breaks the download files into chunks of 10k at a time to handle very large accounts
Contacts > Companies > Click on the company name to access the Company Details > Contacts > Get Lead Scores - below all the contacts, there is a sum total of the demographic and activity lead scores.
Contact details > CRM Panel - showing PENDING event registrations (4 Nov 2021) CompaniesCompanies - We know support Address2 field in the company profile.
CompaniesSettings > Calendar > Booking calendar - added a new setting for Advanced Notice, which will prevent booking appointment requests from within a window of time before the booking time slot
Calendar Settings > Booking Calendar - booking calendars can now be imported into other calendars through the "Combine Calendars" function
JourneysJourneys - when editing a Workflow box, there's a new Edit Workflow button that allows for editing directly from there, also added activity types in the hover description of the activities icon
Journeys - new Delay type to delay until contact local business day
Email EasyBuilderCommunicate > EasyBuilder - email EasyBuilder now has a Broadcast button to allow for sending a broadcast directly from that screen, also the Open/Templates screen shows broadcasts sent from the EasyBuilder.
We added support for Preheader in Email EasyBuilder .
Settings > Account > Integrations - new integration with Shopify through Zapier to automate abandoned carts and paid orders
Settings > Account - account owners and shared access users can set the default filters to be shown in the CRM panel when viewing a contact's details
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