AllClients February Update

Hi There –

We just released a new update that added some real cool features and functions. Here is a quick summary…

Real Time Email Analytics

In the contact record under notes, all your emails are now tracked with the exact email content, as well as the open details. You will see a icon like this:  next to the email subject. Just click on the icon and a box will pop up showing opens, bounces, if your contact clicked on any links in your email, and if your contact marked your email as spam. This new email reporting applies to emails send individually, through the todo system, and through the autoresponder system.

Deal Reports (Gold Only)

2 new Deal Reports have been added. Now you can see your commissions on won deals, and you can see your deals in a funnel format. The deals reports can be found right from within the deals module.

ClientTouch View in Contacts

This is an advanced feature we have added as per your request. You can now see who is in ClientTouch right from the Contact List Screen. You can add a column that will show you who is already in your current ClientTouch workgroup (green checkmark), and who is not (grey checkmark).

Add this column using the “Customize this Screen” link at the bottom of your contact list. Then you can click on the icon to toggle that contact from being in the ClientTouch workgroup to not being in the workgroup. Keep in mind this is an indicator to show who is already in the workgroup – you don’t have to then say “Add to ClientTouch” because they are already there!

Web Form Thank-You Page (Gold Only)

You can now customize this page to look however you want it to look. You can even add audio!

The Autoresponder Completion Assistant (Gold Only)

Ok, brace yourselves…this one is BIG!

You now have the ability to tell the system what to do once the Autoresponder has completed it’s final step. So let’s say you want to get notified via email once a contact has completed the autoresponder they are on…or you want to automatically start them on a different autoresponder or todo plan, or you want to change their category once they have completed the steps… You can do all of this and more with the Autoresponder Completion Assistant.

And the great thing about it is you can add a completion step WHILE contacts are in the middle of their campaigns!

Go to Settings > Autoresponders and pull up one of your campaigns. Then click on the Completion Assistant link.

That’s it for now. We are off working on the next update. Thanks for the great ideas and keep them coming!

Keep up with the latest and greatest and all the happenings by following AllClients on Facebook.

Real-Time Email Analytics

Our latest AllClients update introduces our newest feature: Real-Time Email Analytics. You can now track the opens, clicks, bounces, and spam reports of EVERY email sent from within AllClients. In addition to Email Blasts, this data is now visible for Single Emails, Autoresponder Emails, and Automatic To-Do Emails.

You can also see the exact email that was sent to your client.

Check out the new Training Video…

This feature is now available, at no extra charge, to all customers.


Upgraded AllClients WYSIWYG Editor – Spell Check++

The AllClients WYSIWYG (What You See Is What You Get) Editor has been given a huge overhaul. Top new features include the Spell Check (hooray!) and better Image Upload/Management (including delete!)

The “AllClients Editor” is used when composing Emails, Web Forms, Email Templates, and Letter Templates.

In addition to new features, the AllClients Editor is now compatible with more browsers and browser versions, including compatibility with cutting edge browsers coming out in the coming months (Chrome 9, IE 9, Firefox 4) Short URLs and QR Codes now in your Web Forms

Each of your Web Forms now automatically generates a short URL, as well as a QR Code (which is like a barcode designed to be scanned by smart phone cameras).

The Short URL allows you to more easily cut & paste your Web Form link into applications like Facebook and Twitter.

The QR Code allows consumers with enabled mobile phones to scan your QR Code and be taken directly to your AllClients Web Form.

Go to Settings > Web Forms to see your new Web Form marketing tools!

Learn more about QR Codes here:

AllClients October Update – Deals and More

This is an exciting time over here at AllClients as we have just launched a major update that includes a new module.


“Deals” is finally here! You have been clamoring for it and we have heard you!

Deals will allow you to track your sales, transactions, big events, whatever! The screens are fully customizable so let your imagination and creativity run wild!

For those of you who are using the Real Estate, Loan or Insurance Modules to track your sales, you are one step ahead as you already understand the concept. Deals takes that concept to the next level, giving you more options and more flexibility.

You can build your own Deal screens, have notes, attachments, appointments and related contacts – all attached to that deal. Track the expected close dates, amount of sale, commissions, probability and more.

To learn more about Deals, watch these videos:

Deals Demo Video
Deals Training Video

Deals is a Premium Module and is part of our Gold Level service. For those of you who are Classic or Silver Members, if you want to upgrade to Gold, you can upgrade in the Settings > My Account screen.

Header Template

In this update we have also added the ability to have a fixed email HEADER: %%header%%, just like you have a fixed FOOTER: %%footer%%. This will allow you to keep a consistent email look and allow for easy global changes.

Capture Birthdays via Web Forms

We have also added the ability to capture the birthday of your contacts coming in from a web form. This is a great addition for those of you who do birthday sales and promotions!

Thank You For Being Our Customer!

We hope you like the new update… especially the Deals Module. We think Deals will help you make more sales as you incorporate it into your business – let us know what YOU think! Visit

Good Selling!

Your New Birthday Assistant Has Arrived!

We’re proud to introduce our newest feature: Birthday Assistant

Birthday Assistant can either send an email (based on one of your email templates) or it can automatically enter an item in your To Do List on a set number of days before your contacts birthdays. (So that you have time to send a card or gift, for example)

You can also choose to have this Birthday Assistant only perform these actions on contacts matching a specific flag.

Configure your Birthday Assistant in Settings > Birthday Assistant (It’s turned off by default)