Product updates

Stay in the know with new features, regulation updates, and more.

New

See exactly where your contacts are in workflows

Jitta
• October 02, 2024

We’re excited to announce a new update that gives you more visibility into your contacts' automation journeys! You can now see exactly where a contact is within your workflow and how they entered it. This makes it easier to understand their path, giving you insights into the steps they've completed. It’s a great way to address any questions or issues with your automation.

Here’s how to view your contact's path in workflows:

1. Navigate to the Contacts list by clicking "Contacts" in the top menu.

2. Use the search box to quickly find the contact you're looking for.

3. Click the contact's name to open their profile.

4. Scroll down to the Workflows widget and expand it to see all active workflows. Click the workflow you want to check.

Image #1

5. You’ll be taken to the workflow builder, where you can see each step the contact has completed and their current position in the workflow.

Image #2

💡 Pro Tip: Use this feature to quickly resolve automation issues or gain deeper insights into how your workflows perform with individual contacts. 🎯

Check it out today and streamline your workflows! ✨

New

Limit how far in advance your Meetings can be booked 📅

Jitta
• September 30, 2024

We’re introducing a new update to give you more control over your availability! 🎯 Now, you can limit how far in the future your meetings can be booked so you can manage your calendar with greater certainty.

If there’s a period in the future that feels uncertain or you want to focus on more immediate events, this update is for you. With this feature, you can select the number of calendar days that will be displayed on your meeting links as available for booking.

For example, if you want to limit your availability to just two weeks ahead, simply go to your Meeting Links settings and set the booking window to 14 days. Now, invitees can only book meetings up to two weeks from today, giving you more control over your schedule! 🗓️

Stay on top of your calendar and avoid any unexpected bookings with this easy-to-use feature! ✨

New

Style your Knowledge Base collections 🎨

Jitta
• September 26, 2024

We’re excited to introduce a new way to personalize your Knowledge Base! You can now upload custom icons to individual collections and set your own color scheme for each collection icon to make them more in tune with your brand’s identity. We currently support SVG or PNG. Image #1

In addition to these styling options, we’re launching a brand-new theme! Introducing the Modern Theme 🌐—a sleek, multilingual-ready theme with built-in support for multi-level collections. It’s designed to give your Knowledge Base a fresh, up-to-date look while still offering flexibility. As always, you can duplicate and customize it further to suit your needs.

With three themes to choose from - Classic, Minimal, and now Modern - your Knowledge Base has never been more customizable! 🎉

Give it a try and bring your collections to life! 🚀

New

View contact history for each block in Workflows

Jitta
• August 27, 2024

You can now view detailed contact information for all blocks within your workflows, making it easier than ever to monitor and optimize customer journeys.

Image #1

🔍 Simply click on any delay, tag, or message block within a workflow to see a detailed view of each contact's journey through that block.

Here's what you'll see:

  • Where each contact is in their journey.
  • When they reached the block.
  • How long they’ll be in the block.
  • When they left the block.

This update allows you to analyze and optimize your workflows like never before. Take control of your marketing automation and ensure every contact moves through the right journey at the right time.

New

Target contacts in Workflows based on prior engagement 🚀

Jitta
• August 26, 2024

We’re excited to announce a major upgrade to our workflows, offering you more power and flexibility in targeting contacts based on how they interact with your outbound messages. This update includes 39 new triggers and 10+ new decision groups, giving you the tools to create more personalized and effective customer journeys than ever before.

Engagement-Based Triggers

Image #1

You can now build workflows based on a wide range of contact activities, such as:

  • Viewed, started, or submitted a form 📝
  • Opened an email ✉️
  • Clicked a link in an email 🔗
  • Completed a product tour 🛠️
  • And much more...

With these new triggers, you can better target your audience, improve engagement, and guide contacts through personalized journeys. Whether you're re-engaging leads, nurturing customers, or driving conversions, these powerful new tools will elevate your workflow automation.

To explore the full list of triggers and decision groups, check out our help article.