March 11, 2022: Revenue Dashboard Export, Group by Customer, Placeholder Validation
- Revenue Management Dashboard Export
- Group by Customer for Automation Emails
- Dynamic Placeholder Validations for Email Actions
Revenue Management Dashboard Export
The Revenue Dashboard data table can now be exported for further revenue analysis by clicking on the export arrow on the far right just below the tabs.
There are two options for exporting data:
- Export the selected revenue dashboard tab
- Export all revenue data for selected tab
The first option exports the clients and data that are visible in the dashboard tab view, and the second option exports additional columns of data that are not visible in the dashboard tab view.
Group by Customer for Automation Emails
Group by Customer is a new email automation feature that can be configured to send a single group email to a customer with multiple recipient contacts instead of sending individual emails to each contact.
This allows the ClientSuccess admin to streamline the number of email communications that go out to a specific customer and sends a single email to ALL configured contacts/recipients from that customer on the action.
Dynamic Placeholder Validation for Email Actions
We've added placeholder validation to the email action for which placeholders can be used based on the triggers selected and the # of recipients. If an incompatible placeholder is used, a validation error will be given that must be fixed before the rule can be saved.
For more details, please see our KB on Group by Customer & Placeholder Validation.