| |
Feature |
|
Type |
|
Description |
|
| |
10 December 2018:
Updated Magic Trick
for Agencies
|
|
 |
|
Agencies only:
Agency administrators now have access to an updated Magic Trick. The Magic Trick now
includes new features, including:
- Visual Workflows
- Email templates
- Landing pages
- Dynamic content
Go to  User Settings > Settings > Magic
Trick, uninstall the old version, and install the
new version.
|
|
| |
13 November 2018:
Convert Legacy
Automation to
Visual Workflows
|
|
|
|
Users can now manually convert all of their Tasks and Action Groups built in the legacy editor to the Visual Workflow Builder:
- All active automation will continue to
function normally during and after the
conversion process.
- You will no longer have access to the
Tasks page during and after the
conversion process.
- You will receive an in-app notification
when the conversion process is complete.
That means that any legacy automation can
be turned into visual automation.
To do so, go to Automation > Visual
Workflows and click Convert to Visual.
|
|
| |
31 October 2018:
Exclude Lists from
Email Sends
|
|
 |
|
Users can now exclude lists from email sends in a new email sending screen.
When sending an email to a list, choose the
lists or list tags of members you do not want
included in the send under the Exclusions
section.
|
|
| |
17 October 2018:
Automation for
Opportunities
and Accounts
|
|
|
|
Users now have access to new triggers and filters for opportunities and accounts.
You can create automation for lead actions
based on changes to an opportunity or account
field.
|
|
| |
10 October 2018:
New Company Profile
Fields for Agencies
|
|
|
|
Agencies only:
To help potential clients find your agency
quicker and easier, make sure you fill out the
new fields on your Company Profile. SMBs can
search for you based on:
- Certification level
- Services offered
- Industry specialization
- Location
- B2B/B2C focus
Go to User Settings > Company Profile
and make sure everything is up-to-date under
Agency Information.
These details will be included on our Partner
Page to help drive more business to you.
|
|
| |
18 September 2018:
New Navigation Menu
|
|
 |
|
Users now have an updated navigation menu at
the top of their platform.
Administrators and Company Managers can
toggle between a Marketing menu and a Sales
menu, making it easier to switch between lead
generation tools and sales tools.
|
|
| |
29 August 2018:
File Manager in
Landing Pages
|
|
|
|
Users can now access the File Manager when adding an image to landing pages.
This File Manager is the same one used in
emails, allowing users to access any uploaded
image used in emails and place these uploaded
images within landing pages.
|
|
| |
20 August 2018:
Adding Signatures
to Smart Mails
|
|
|
|
Users can now add a signature in Smart Mails.
This signature can be created by adding HTML to the Custom Email Signature settings
under User Settings.
|
|
| |
16 August 2018:
SSL for Landing Pages
|
|
|
|
Users now have access to https:// links for theirlanding pages, adding increased security and
improved search engine optimization (SEO).
|
|
| |
09 August 2018:
Automatically
Refresh Leads in
the Sales Pipeline
|
|
|
|
Users can now set the sidebar on the left side of the Sales Pipeline to refresh at different intervals.
The sidebar can be refreshed manually, be set
to automatically refresh every 5 minutes, or
be set to automatically refresh every 15
minutes.
|
|
| |
31 July 2018:
Updates Due to
Facebook's
Policy Changes
|
|
|
|
Facebook recently made a policy change that
will affect SharpSpring Social: users can no
longer publish posts to personal Facebook
profiles via SharpSpring.
You can still post to public pages that you
manage, such as a business page. However, you
can no longer publish posts directly to your
personal profile.
This new Facebook policy impacts every social
media management tool, not just SharpSpring.
|
|
| |
18 July 2018:
Send Smart Mails
in Opportunities
|
|
|
|
You can now send a Smart Mail without leaving
an opportunity.
Go to your Pipeline, click into an opportunity,
and click the  Options button next to the
contact to Send Smart Mail.
|
|
| |
28 June 2018:
Smart Mail
Updates
|
|
|
|
Smart Mails are now sent through your synced mailbox when you have Mail Sync enabled.
|
|
| |
26 June 2018:
Life of the
Lead Updates
|
|
|
|
Users can now preview events on the Life of the Lead by clicking individual event icons.
|
|
| |
20 June 2018:
New Administrator
Settings for Publishing
and Permissions
|
|
|
|
Administrators now have a new setting:
Publishing and Permissions.
This allows admins to restrict the ability for users to directly publish social media posts and send bulk emails.
|
|
| |
14 June 2018:
Custom Email
Signatures
|
|
|
|
Custom Email Signatures are now available.
Go to User Settings > User Email Settings to enter and configure your signature.
Then, place this signature as a merge variable in your emails to automatically pull in the signature of that lead's particular lead owner.
|
|
| |
15 May 2018:
GDPR Settings for
Landing Pages
|
|
|
|
Users can now add a cookie banner to landing pages.
When enabled, visitors can select either Accept (to allow tracking) or Deny (to prevent
tracking).
SharpSpring users can customize the text, theme color, and links of these banners.
These banners are important, as they allow
visitors agency to determine whether they want to be tracked, and the banners also allow visitors to view your Privacy Policy.
|
|
| |
11 May 2018:
New Location for
Personas Form Field
|
|
|
|
The Personas form field is now located under the Special Fields drop-down menu in the form builder.
|
|
| |
10 May 2018:
New Remove from
Visual Workflow Trigger
|
|
|
|
Users can now add Remove from Visual
Workflow as an action in Visual Workflows. |
|
| |
03 May 2018:
Visual Workflow
Enhancements
|
|
|
|
Users can now create a time-based action group using the visual editor.
To get started, go to New > Action Group,
select use visual editor, select Create a
time-based action group with the custom
date/time field, and choose a date/time field.
In addition, users can now download an entire
Visual Workflow as a .PDF file.
|
|
| |
23 April 2018:
Facebook Social
Listening Updates
|
|
|
|
Facebook has made some recent policy changes
that will affect some of SharpSpring's social listening features.
Users can no longer search for Groups, and they
can now only search for Pages that they own.
|
|
| |
29 March 2018:
Visual Editor for
Action Groups |
|
|
|
Users can now create reusable visual action groups with a visual editor.
To get started, go to New > Action Group and
select Use visual editor (recommended).
|
|
| |
27 March 2018:
Fixed-Size
Images in Emails
|
|
|
|
Users can now add a Fixed-Size Image elementto emails and email templates.
The image element is responsive, while the
fixed-size image element does not change
size—regardless of being seen on desktop or
mobile.
|
|
| |
14 March 2018:
Updated Icons and
RSS Email Updates
|
|
|
|
Users now have the option to suppress
recipients at risk of unengagement when
scheduling an RSS-enabled email.
Additionally, icons throughout the application
have been updated to have a new look,
including Life of the Lead icons.
|
|
| |
27 February 2018:
Email Templates
and Smart Mail
|
|
|
|
Simple and Designer email templates are nowavailable, along with an updated email designer.
You can add buttons, pre-header text, social
footers and more.
These templates are more compatible with
Outlook and other email clients.
Additionally, Smart Mail is now quicker and easier to use after going through a major
update.
|
|
| |
22 February 2018:
Add Meta Descriptions
to Blogs
|
|
|
|
You can add a meta description to your blogs,
allowing you to customize the description that
shows up on social media posts and search
engine results.
|
|
| |
22 January 2018:
View Landing Page
Actions in the Audit Log
|
|
|
|
You can now view landing page actions in the audit log.
These actions allow you to see when a user has
created, published, unpublished, and archived
a landing page.
|
|
| |
11 January 2018:
View Landing Page
URLs in Page Settings
|
|
|
|
You can view the funnel URL for a landing page
directly in a landing page's left menu.
Before, this was only available when you visited
the live page.
Now, you can view it both in the Page
Settings menu and in the drop-down menu
next to Save and Publish.
|
|
| |
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
redirected to the new page.
The landing page builder now shows a
notification after successfully saving and
successfully publishing.
|
|
