Platform updates

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.

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.