Release Notes and Publications for 2017

Article Contents

• Release Notes and Changelog
• Published Help Center Articles

Users can now manually remove leads from attributed campaigns.

Two new custom field types can now be added
to opportunities or accounts:

• Date picker
• DateTime picker

The Sales Reports (Pipeline, Conversion, Performance/Projection, Follow-Up, and Activity)
and the Web Insights Report can now be saved.

To save a report, click    Options and select
Save Report.

Saved reports will be available in the left-hand
panel on the respective page where the report
was saved.

The following API methods have been improved
to allow for bulk changes to lead list membership:

• addListMembers
• addListMembersEmailAddress
• removeListMembers
• removeListMembersEmailAddress

Each call can handle up to 500 associations.

A new feature for agencies allowing for the
export of a summary of the charges their clients
have incurred.

A List-Unsubscribe Mailto Link has been added
to the header of all emails sent from SharpSpring.

This is a requirement for certain email clients
and was added as a measure to improve
deliverability to such clients.

When creating opportunities, the users under
the Attributions section now sort alphabetically
to make it easier to find the user you are
looking for.

New feature to remove social media details
from specific lead records.

Use this feature to remove the following from
a lead record:

• Lead's avatar
• Linked social media accounts

To use the feature, navigate to
Contacts > Contact Manager > Select lead
record.

When a lead record is attributed to an opportunity that moves to Closed Lost, the
opportunity will appear under the Memberships
tab on that lead record.

Closed Lost opportunities now display with a
red marker for a clear indication that this
opportunity was lost.

The Company Name field is now included on
the Add New Contact modal.

This allows representatives adding contacts
manually to set the company name field on the
modal, rather than having to set this field
within the contact record.

Administrators in Agency instances of
SharpSpring can now upgrade clients from
Mail+ to Marketing Automation by using the
Manage Clients feature.

Added two new currencies to the currency
selector in the Company Profile:

• Botswana Pula
• Romanian Leu

All occurrences of workflow have been replaced
with the term action group.

Contacts without a company name will now
have the account link populate with the account
name to which they are associated.

Expanded options for custom required opportunity fields.

The requirement options for these fields can be
chosen from the following:

• Not Required
• Upon Creation
• Upon Closed/Archived
• Upon Closed Won
• Upon Closed Lost

Additionally, export opportunities directly from
the Opps Won page.

Click the Export button and a .CSV file export
will process will the information, respective of
the filters selected on the page.

The Title and Industry fields on a lead record
will now autocomplete when a user begins
typing.

This helps prevent users from inputting similar
terms with the same meaning, such as
Technology Company or Technology Companies.

This makes searches and filtering based on
these values easier to manage.

Increased character limit on the description
field for accounts, contacts, and opportunities
when using the CRM Migration Tool.

The limit was previously 255 characters and
has been increased to 1000.

Notifications sent to Agencies now use the
agency name as the from name for the
notification.

SharpSpring and Shutterstock have integrated
to bring Shutterstock's entire library of 125+
million images into SharpSpring's Email
Designer and Landing Page Designer tools.

The lead owner field has been added as a
standard field within Advanced Search.

Find a lead owner by typing the name, or scroll
through the drop-down menu.

Lead owner is searched as an or conditional,
so you can include multiple owners within a
single advanced search.

New feature to edit images inline within the
Email Designer.

The following image editing options are now
available:

Easily replace your existing Media Center assets
with new files or updated links.

All previously created trackable links will remain
the same, and all tracking data will be
maintained.

If you have Salesforce sync enabled, the
Industry field can now sync between the two
platforms without creation of a custom field.

New merge variables in the Email Designer:

• {$currentDate} will insert the current
  date within an email
• {$dayOfWeek} will insert the day of
  the week within the email

• Connecting Social Media Accounts
• SharpSpring Social Overview
• For Developers: Customizing Email Templates
• Using Ninja Forms 3 with SharpSpring
• Using Ninja Forms 2 with SharpSpring
• Styling Forms with Stylesheets
• Activating New SharpSpring Accounts
• Understanding Organic Campaigns
• Creating Social Listening Feeds
• Understanding Google Analytics and SharpSpring
• SharpSpring Glossary
• Understanding Email Tracking Pixels
• Publishing Social Media Posts
• Enthusem Integration Overview
• Connecting Quform Forms to SharpSpring

• Understanding Graymail and Engagement
• Creating Automations with Social Media Interaction
• Role-Based Addresses and Suppression
• Understanding SharpSpring API: Schema
• Adding Merge Variables to Landing Pages
• Creating Landing Page Anchor Links
• Sales Pipeline Overview
• Import History Overview
• Content Calendar Overview
• Formidable Forms Integration Tool
• Email Reports Overview
• Adding Tracking Codes to Wordpress
• Setting Up DKIM with GoDaddy
• Setting Up DKIM with Namecheap
• Setting Up DKIM with Host Gator
• Company Profile Overview
• Gravity Forms Integration Tool
• Modifying Login URLs
• Creating Automation with Zapier
• Adding Click-to-Call Buttons to Landing Pages
• Understanding Email Opt-In Methods
• Gmail Deliverability Overview
• Submitting to Native Forms Using Webhooks by Zapier
• Adding Google Calendar Events to Landing Pages
• Adding Buttons to Emails
• Using Google Fonts on Landing Pages
• Browsers Supported by SharpSpring
• Connecting TypeForm Forms
• Understanding Cookies
• Exporting Opportunities
• Retrieving SharpSpring Tracking IDs
• Exporting Sales Accounts
• Creating Pop-Up Forms on Your Website
• Adding Facebook Tracking Pixels to Landing Pages
• Adding Preheader Text to Emails
• Action Groups Overview
• Creating Lead Hyperlink Widgets
• Adding Google Calendar Links to Emails
• Adding Preheader Text to Emails
• Why Emails Render Differently in Microsoft Outlook
• Merging Contacts
• Using Contact Tags
• Setting Up Social Media Referral Campaigns

• Example Code for SharpSpring's Open API
• Submitting Directly to Native Form Endpoints
• Integrating Shopping Cart with WooCommerce
• For Developers: Connecting Formidable Forms
• Integrating Shopping Cart with Shopify

• Logging Calls in SharpSpring
• Accounts Overview
• Exporting All Leads and Contacts
• Direct Support Package for Clients
• Mobile Application Overview
• Restoring Previously Saved Emails
• PieSync Integration Overview
• For Developers: Using Checkbox Fields and Subfields
  for Gravity Forms

• Creating Custom Notifications

• Adding Progressive Profiling Fields
• Saving and Scheduling Reports
• Understanding Spam Traps

• Using Email Engagement Tools

• Adding Images and Image Links in Emails
• Sending from Lead Owner When Using Automation
• Adding View in Browser Links to Emails
• Email Authentication: DKIM Overview
• Setting Up Custom Mail Sync
• Creating User Group Tags

• Granting User Access to Client Accounts
• Using SharpSpring ID for Imports and Data Migration
• Sending Preview Emails
• Excluding Fields from Native Form Submissions
• Creating Dynamic Lists for Shopping Cart Abandonments
• Merging Account Records
• Importing Double Opt-In Lists
• Adding Shutterstock Images to Landing Pages
• Reviewing Website Traffic Sources
• Managing Client Services and Allowances

• Deleting Multiple Emails
• Changing Group Tag Names in Campaigns
• Understanding Cohort Report Metrics
• Restoring Previously Saved Landing Pages
• Creating Visual Workflows
• Unsubscribing Contact Lists
• Understanding Visual Workflow Branching

• Utilization Score Overview
• Adding Shutterstock Images to Emails
• Adding Manual Submission Options to Native Forms
• Manually Opting In Leads
• Scheduling Emails to Leads with Unopened Emails
• How SharpSpring Prevents Site Tracking Mismatches
• Web Insights Overview

• For Developers: Integrating Gravity Forms
• Creating Advanced Searches in the Contact Manager