SharpSpring regularly makes changes to the platform. These changes are meant to be for the benefit of all SharpSpring users. SharpSpring also publishes help documentation to assist users with the many features of the platform. This article will detail published documentation and the changes, fixes, and updates made to SharpSpring over the course of 2018.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Release Notes and Changelog
The following table contains all releases and updates to SharpSpring over the course of 2018, beginning with the most recent:
Feature | Type | Description | ||||
10 December 2018: |
Agencies only:
Go to |
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13 November 2018: |
Users can now manually convert all of their Tasks and Action Groups built in the legacy editor to the Visual Workflow Builder:
That means that any legacy automation can To do so, go to Automation > Visual |
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31 October 2018: |
Users can now exclude lists from email sends in a new email sending screen. |
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17 October 2018: |
Users now have access to new triggers and filters for opportunities and accounts. |
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10 October 2018: |
Agencies only:
Go to |
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18 September 2018: |
Users now have an updated navigation menu at |
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29 August 2018: |
Users can now access the File Manager when adding an image to landing pages. |
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20 August 2018: |
Users can now add a signature in Smart Mails. |
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16 August 2018: |
Users now have access to https:// links for theirlanding pages, adding increased security and |
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09 August 2018: |
Users can now set the sidebar on the left side of the Sales Pipeline to refresh at different intervals. |
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31 July 2018: |
Facebook recently made a policy change that |
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18 July 2018: |
You can now send a Smart Mail without leaving |
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28 June 2018: |
Smart Mails are now sent through your synced mailbox when you have Mail Sync enabled. |
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26 June 2018: |
Users can now preview events on the Life of the Lead by clicking individual event icons. |
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20 June 2018: |
Administrators now have a new setting: |
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14 June 2018: |
Custom Email Signatures are now available. |
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15 May 2018: |
Users can now add a cookie banner to landing pages. |
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11 May 2018: |
The Personas form field is now located under the Special Fields drop-down menu in the form builder. |
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10 May 2018: |
Users can now add Remove from Visual Workflow as an action in Visual Workflows. |
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03 May 2018: |
Users can now create a time-based action group using the visual editor. |
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23 April 2018: Facebook Social Listening Updates |
Facebook has made some recent policy changes |
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29 March 2018: Visual Editor for Action Groups |
Users can now create reusable visual action groups with a visual editor. |
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27 March 2018: |
Users can now add a Fixed-Size Image elementto emails and email templates. |
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14 March 2018: Updated Icons and RSS Email Updates |
Users now have the option to suppress |
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27 February 2018: Email Templates and Smart Mail |
Simple and Designer email templates are nowavailable, along with an updated email designer. |
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22 February 2018: Add Meta Descriptions to Blogs |
You can add a meta description to your blogs, |
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22 January 2018: |
You can now view landing page actions in the audit log. |
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11 January 2018: View Landing Page URLs in Page Settings |
You can view the funnel URL for a landing page |
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05 January 2018: Landing Pages Redirect to New Funnel Slugs |
If you change the funnel slug for a landing page, visitors to the previous URL will now be |
Published Help Center Articles
In 2018, all articles within the SharpSpring Help Center were updated to reflect new documentation and publication standards.
The following is a list of articles that were published in SharpSpring over the course of 2018, beginning with the most recent month: