Product Release Notes 8.7.18
- Build custom reports of clients based on specific parameters. Reports can be sent to your email once, configured as a recurring report, or exported to an email service provider.
Manage Communication Preferences from Client Profile
- Allow clients to totally unsubscribe from campaigns, and allow admin to track what campaigns were unsubscribed from. Also allow admins to change preferences when clients ask them.
Duplicate Email Templates
- Duplicate an existing email template from either the template page or the Email Templates Menu.
- Duplicate an existing campaign from Campaign Manager or the Edit Campaign screen
Campaign Filter Updates
- All campaigns now contain an Age filter and a Gender filter.
Preclass Report Update
- Additional information in the preclass report, including previous reviews, package information, and profile photos
Contract Retention Graph
- New graph in the Retention tab displaying the percentage of clients retaining active contracts.