Improved delay and scheduling control for campaign emails
You now have greater control and clarity over when your campaign emails and follow-ups are sent. Both the campaign sequence step form and draft email form now let you review and adjust the delay before each email is sent, thanks to a clear new interface and improved feedback when scheduling. These updates ensure your outreach timing is always just right, and that every follow-up hits your prospect’s inbox at the optimal moment.Improvements
- The campaign analytics dashboard now offers a percentage toggle and clearer layout, helping you understand performance trends instantly.
- Data tables now support new filter options (“Yes” and “No”) for fields that can have null values, making searches more precise across your lists.
- Contact activity logs now show clear messages when contacts or companies unsubscribe, giving you better visibility into opt-outs.
- Improved logic for grouping and displaying stale deal activities, including a count of repeated staleness, so you can spot neglected deals at a glance.
- The deals pipeline features renamed and reworded stage labels and descriptions for better clarity, helping you and your team track deal progress more easily.
- Updated the action bar and draft email form with clearer button labels, like “Approve draft” and “Approve and send draft now,” so actions are always obvious.
- Pagination controls and result headers are now more readable, displaying “99+” for large page counts and improving navigation in big datasets.
- The contact qualification panel now displays icons more accurately, making it easier to spot qualified and unqualified leads.
- Enhanced import forms now default to safer settings, reducing the risk of connecting to existing records or triggering unwanted qualifications on import.
- In actions tables and forms, the “Later” label now replaces “Snoozed” for postponed actions, making status easier to interpret.
- Improved form field handling and button arrangements throughout the user interface—such as more consistent filter dropdowns and more visible logos—for a more polished look and smoother interactions.
- The loadOptions and IdSelect components now support ordering and sorting, so data displays in your preferred sequence across forms and selectors.
Fixes
- Improved draft email thread handling, ensuring replies and follow-ups are accurately referenced and organized in ongoing conversations.
- Updated date formatting in various prompts and UI components to a more comprehensive “full” style, making communications and reminders clearer.
- Fixed issues with qualifying questions—ensuring answers are now always captured as “Likely True,” “Likely False,” or “Unknown” for consistent reporting.
- Corrected filtering options and label inconsistencies in the company and deal management screens, improving the clarity of choices.
- Enhanced company merging logic when processing external integrations, reducing duplicate company records and streamlining your CRM data.
- Deleting or disabling connections and qualifications during imports is now safer, with default settings reducing unwanted connections.
- Improved error handling and feedback throughout the importing process, form drafts, and calendar event management.
- Activity logs, contact views, and deal updates are now more reliable, with fixes to activity grouping, deal staleness detection, and contact draft management.
- Adjusted marketing assets—like Open Graph images and logo opacity—to ensure visibility and consistency across all platforms and devices.
- User interface refinements: preserved whitespace formatting in task forms, clarified button functions, and improved navigation for large datasets.
- The status and naming conventions for actions, calendar events, and qualification icons have been unified for a more seamless experience.
Behind the scenes
- Added a new database field and backend schema support for precise control over email follow-up delays in campaigns and drafts.
- Improved backend company upsert logic to merge records based on external integration IDs, reducing data duplication and increasing CRM integrity.
- Enhanced filter transformation logic and query key handling for [not null] values, supporting more complex and accurate list filtering in APIs.
- Updated backend campaign analytics: new fields and calculations for created deal and won deal conversion rates are now included in analytics routes and schemas.
- Streamlined imports: imports now capture author IDs for audit trails and support improved connection to contact records.
- Refactored Nylas (email/calendar integration) logic, adding grant synchronization and deletion events for better connection lifecycle management.
- Upgraded calendar event and activity handling to exclude deleted emails, process only current contacts, and provide richer reasoning for upsert actions.
- Improved pagination and deal management schemas for consistent monetary formatting and more flexible sorting.
- Updated qualification context logic and icons to reflect unqualified reasons.
- Refactored scroll handling logic in contact activity components to improve maintainability and user log insight.
- Enhanced token management with improved error handling, debug logging, and session validation, providing a smoother authentication experience.
- Updated core backend and UI dependencies: ensured infrastructure and third-party package upgrades for better reliability, performance, and maintainability.
- Deleted legacy and deprecated code, improving the long-term cleanliness and scalability of the platform.