Add multiple segments to line components
You can now add multiple segments to line components in custom reports, making it easier to compare trends over time across different data sets.
For example, visualize the average days in onboarding for all accounts, alongside specific enterprise and mid-market segments, on a single chart.
Use dynamic data in touchpoint templates
You can now personalize touchpoint templates using dynamic data in the subject and body. Dynamic data allows you to insert placeholders that automatically populate with real-time attribute values when the touchpoint is applied to an account. This makes it easy to:
- Customize messaging based on account-specific details
- Provide relevant context directly within the touchpoint
- Save time while maintaining personalization at scale
Filter the timeline by external participants
You can now use the Users filter on the account timeline to search by any email address, including external participants (if permitted by your touchpoint settings). This free-form search makes it easy to quickly find communication history with specific individuals over time.
Global toggle to set default "Customer Touch" behavior in campaigns
You can now control whether the "Customer Touch" setting is enabled by default when creating new campaigns. Campaign editors can still choose to change the setting on a per-campaign basis.
This global toggle sets the default behavior for all new campaigns across your organization:
- When "Customer Touch" is enabled, campaigns will count toward "Last Touch" filters.
- These campaigns will not appear on the account timeline and will not be included in the "Touchpoints" segment filter.
This setting affects only new campaigns. Existing campaigns will maintain their current "Customer Touch" settings.