News & Updates

Innovating every single day to help you attract, engage, and serve your members

Bulk Import Custom Objects
March 17, 2026

We’ve always had the ability to import just about anything that you’d like into Contact Records, but now that ability extends to Companies and Custom Objects. You’ll now have access to duplicate detection, field mapping, verification, and detailed import tracking - all with a guided 4-step flow.


Note that your import does need to be in CSV format, just like you have to do for Contact imports.


March 17, 2026
ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding.  Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.
March 17, 2026
SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.
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