Services updates

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.

When creating a contact or deal using the “Action” element in Automation 360, you can select an assignee from the list or add them from the flow start. The team member specified in the CRM settings will be assigned by default.

You can now automatically create CRM tasks using the “Action” element, regardless of the flow launch trigger you’re using. To successfully link your task to a specific contact, make sure you've created a contact or deal beforehand.

Use the “Action” element to create a task or a deal and set its due date reminder from 15 minutes to 7 days. You can receive reminders five minutes earlier or later — our system takes this time to detect and process expiring tasks and deals.

When you use the “Action” element to create a task, you can assign a team member to your contact or deal at the start. If there is no assignee, the task will be delegated to the account owner.

With the "Overdue deal date" trigger, an automated flow will run every 5 minutes for deals that have expired within the last 5 minutes.

From now on, in the "Action" element, you can automatically assign a contact tag for triggers related to your CRM contacts, like "New contact," "Tag assignment," and “Change contact variable.”

Now you can specify a currency value manually when sending a message after a successful WayForPay payment. This value will also be displayed in your deal. In case of an error, your custom event currency will be set.

Your automated flows will be triggered when a deal variable value changes to any or a specific value. All user and three system variables (a deal name, cost, and currency) are now available for tracking.

Use the "Change contact variable" option in the "Action" element to replace a contact variable value in the CRM system. This option is disabled by default. You can use it to update variable values in flows that create new contacts, assign tags, or manage your CRM contacts otherwise.

Enhance your automated campaigns by adding a Viber chatbot message or flow to them. To receive your messages, a user must be subscribed to your chatbot and have their email address or phone number added to this chatbot’s "Audience" list.

Send WhatsApp templates with a button and attachments. You can add a file no larger than 20 MB, an image no larger than 5 MB, or a video no larger than 16 MB and send your template through the “Messenger” element. Supported attachment formats are MP4, PNG, and JPG.

From now on, with the “Change variable for contact” option in the “Action“ element, you can set dynamic values of date variables based on the current date.

With the "Change variable for contact" trigger, your Automation 360 flows will start when you change or specify your contact variable value. All your contact variables are available for tracking, except for id, userId, createdAt, and contact_id.

You can now automatically remove access to your course for a specific event using the “Change access time limits” option in the “Action” element.

Now, you can preview your flow structure and its element number and read and filter your email and SMS campaign statistics.

You can now filter your flows by their statuses and add important flows to your “Favorites” for quick access. The number of flows you can select depends on your pricing plan.

You can now use new filters to segment your subscribers based on their service usage time, activity levels, last purchase date, or other interactions. The “Added to mailing list” filter is only available for mailing list flows, and the “Added to flow start” filter is available for any flow type.

Users who unsubscribed from your email campaigns will now progress through all your flow elements except for the “Email” element. You can still send them SMS or chatbot messages and add the “Action” or “Filter” element. If you launch an automation for a mailing list, the flow will not start for contacts who have unsubscribed from all campaigns. However, users who have only unsubscribed from a specific campaign category or flow will continue to progress through your flow, bypassing all "Email" elements.

In your automation settings, you can now set up UTM tags to track conversions. By default, the value of utm_campaign duplicates your flow name, while utm_medium is set to “email” and utm_source is set to “sendpulse”.

You can now use our new “Complete lesson” automation launch trigger to immediately notify your instructors about students who have completed certain lessons and continue engaging with your active audience.

Your custom webhooks can now include GET parameters — you can use variables from your start trigger as parameters.

You can now disable inactive contacts in the email service by switching their status from “Active” to “Disabled.” This status will only apply to contacts in the mailing list you have selected and will not extend to phone numbers.

You can now use the “Change access time limits” option in your “Action” element to extend students' course access by a specific number of days.

To ensure all of our services seamlessly integrate with our CRM system, we’ve added the option to manually synchronize variables when transferring contacts to your CRM. To manually synchronize your variables, click “Additional options” and specify the variable names you want to synchronize.

You can now edit the “Viber” element syntax by adding punctuation marks and line breaks to service messages.

You can now create automated flows triggered whenever a new task is added or its status is updated. On top of that, the "Action" element now allows you to automatically create new tasks or delete your existing ones based on pre-defined conditions.

Implement four different pause types to control how contacts progress through your flow and set a start time and condition for your next element.

In Automation 360, you can now launch flows that get triggered when students sign up for your course, complete payments, finish your course, or meet all conditions to receive your course certificate.

You can now automatically change the deal status for a contact progressing through your flow, allowing you to update their CRM statuses based on specific conditions. For instance, when your prospect abandoned their cart but ended up completing their purchase after receiving your reminder.

You can now filter flows by hours and minutes and specify dynamic variable values.

You can now select several events that will stop your flow. For instance, you can stop your sales pipeline when your customer makes a purchase or adds a product to their cart.

Now the system automatically checks the subject and body of the email, highlights possible errors in variables and regular expressions, and offers correction options.

With the “Action” element, you can now add a variable to your mailing list by specifying another variable value. It can be applied to string values within the same mailing list.

You can now choose the flow launch frequency for your contacts. It’s especially useful when adding subscribers to your mailing lists and creating deals in your CRM system.

Automatically send templated messages to your WhatsApp chatbot subscribers when certain conditions are met with Automation 360.

We have implemented new service features for automating the sales funnel: up to 5 variables in the "Filter" block, triggers for starting section-based flows, an updated builder interface, an option to send flows to the user's primary email address, and other new features.

We have added new triggers to start the funnel and the Action block functionality. These options are focused on working with courses and students. Experts can automate the main steps of the sales funnel and communication.

Now you can launch, pause, or stop your flows right from the app. Work with the flow analytics and filter the needed results. Update the app to test the new functionality.

Copy elements with all their settings and connections and edit them while viewing statistics.

You can now copy one or more blocks in a flow with settings and links, easily move selected items in the work area, and edit the blocks you want while viewing statistics.