Platform updates

You can now create promotional Viber messages with text, an image, and a button directly in the Viber element settings. This makes it easier to build flexible omnichannel flows and improve conversions. Contacts with a phone number will receive your message once it’s approved by moderation.

You can now build and edit your automation flows easily and quickly on tablets and smartphones. Add blocks, move them around, connect elements, and configure all necessary settings right from your touch screen.

Powered by OpenAI’s ChatGPT model, our AI assistant can create an automated flow layout based on your prompt, add email templates from the library, and guide you through any existing element settings. This will help you build automated flows faster, cut down on manual steps while keeping full control over the final setup.

Now you can launch your message flows with the new “Deal created” trigger, selecting your deal pipeline and stage in the CRM system. Use the “Order placed” and “No placed orders” filters to segment contacts based on whether they have deals in a specific pipeline and within a chosen timeframe. This will help you tailor your communication to customers who haven’t ordered in months or encourage action from those who need a little nudge to complete their payment.

When you start creating a new flow in Automation, you’ll be redirected to the refreshed template gallery with a clearer, more intuitive interface. Choose a ready-made template in any language or start from scratch — either way, building your flow is now faster and smoother than ever.

Our new {{stepName_deal}} variable allows you to retrieve current deal stage names and use them in your automated flows. This can help you create smarter triggers, build dynamic flow logic, and tailor customer communication at every step. You can also use it when you export or send data to third-party analytics systems through a webhook.

You can now use formulas in the “Change variable” action to calculate and save values to date-type or number-type variables. Your formula can look like this: {{purchase_date}} + {{frequency}} days = {{next_purchase_date}}. This will help you create more flexible flows, set custom discounts, schedule timely interactions with customers, and more.

You can now export data from the two tabs in your “Pause” element as separate files or mailing lists. Select the “Waiting” tab to export contacts still on hold and the “Executed” tab for those who have passed through. You can also apply filters by date, email address, and phone number in each tab.

In the “Engagement” tab, you can now see detailed click statistics for every pop-up element. For multi-step surveys, you can also track how users progress through steps and spot where they tend to drop off. These insights will help you enhance your pop-ups based on real user behavior and drive conversions.

Now, you can make links in your automated emails valid forever by enabling the “Prevent link expirations” option in the “Email” element settings. This is especially helpful when you need to share content that should always remain accessible, without the default 6-month limit. Keep in mind that you can’t track click-through rates on these links.

You can now filter recipients’ email addresses by validation status, like “Valid,” “Invalid,” or “Unconfirmed.” Without validation, contacts can’t enter your segment. This helps your automated flows reach only valid email addresses, boost email deliverability, and protect your domain reputation.

Our new “Product purchase” trigger starts a flow when a CRM deal with a linked eCommerce product changes its status to any except “Unsuccessfully closed.” Then, variables with product information, like name, description, price, amount, and more, become accessible in your automated flow. You can use these variables in filters and messages to tailor customer interactions.

Now, for each element to run smoothly, you’ll need a paid pricing plan in relevant SendPulse tools. It’s not limited to just the email service anymore. For example, if you’re using the "Messaging app" element, you’ll need to purchase a pricing plan with our chatbot builder. If you exceed your plan’s limits, the element won’t be able to run.

You can use these payment methods in emails sent through our email service and automated flows. To get started, integrate them in your account settings. Then, open an email template, select these payment methods in the “Checkout” element, and save your template and flow changes.

When creating a dynamic segment, you can now set a date range for filters like “Campaign opened,” “Campaign received,” “No received campaigns,” and “No opened campaigns.” These filters allow you to track how contacts interact with emails sent through automated flows and regular campaigns.

The “Filter” element now clearly differentiates between event and mailing list variables that share the same name, as the system accounts for the source you choose. To check values from both sources, use dedicated filter conditions for each.

CRM-triggered automated flows now include the “Change team member” action. This allows you to automatically reassign deals, tasks, or contacts to other team members. If you don’t select a team member, or the selected one is deleted or inactive, the reassignment will not go through, but your flow will continue to run.

In automated flows triggered by CRM events, we renamed the “Change variable for contact” field to “Change variable” to avoid confusion. The dropdown list now includes variables for both contacts and deals (deal variables have the _deal suffix), making it easier to build your automation scenarios.

Set your conditions once, and let the system do the rest. Segments are updated in real time based on contact activity and preset conditions like variable updates, tag assignments, or interactions with your automated flows. This will allow you to implement complex hyper-personalized scenarios and enhance customer engagement.

In the “Action” element, you can now set a language for invitation or enrollment emails. Select any language available in the online course builder to make student interactions more relevant.

Now, you can use a new "Course" filter condition in your course-related flows. It includes six student statuses under "Course study" and "Course completion" categories. This enables you to segment students more precisely and deliver highly personalized messages throughout their learning journey.

You can now create filters based on array variables. For instance, you can check if an order includes a product with a specific discount. Your condition will be met if at least one array object matches your selected criteria.

In the “Filter” element, you can sort contacts by tags using conditions like "contains," "equal," "starts with," and others. If a contact has multiple tags, at least one must match your condition.

Standard reports now include data on unsubscribes and spam complaints, along with their percentages relative to total delivered emails.

The maximum filtering period for dynamic expressions with the "Date" type has been extended to three years (1,095 days), allowing you to work with a broader range of data.

You can now customize how often flows are triggered by custom events in Automation 360. For example, you can set a thank-you email to be sent every time the "Purchase" event takes place and schedule a cross-sell email to go out once a month.

We have added three new conditions to the "Filter" element so that you can filter contacts by time, date, or day of the week. As always, you can add up to five filter conditions and link them using operators.

Use special date flow triggers to send automated campaigns on memorable occasions, like users’ birthdays or first purchases. Your automated flow will run on the days specified in CRM contact variables.

Use the “Tag assignment” trigger to launch automated flows (you can assign up to five tags simultaneously). You can also automate contact tag assignment with the “Assign tag to email” action — your tags will be added to contacts across all mailing lists.

Now you can export your general automated flow, email, and SMS campaign statistics for a selected time interval. The report will be sent in CSV, XLS, or XLSX format to your SendPulse account email address.