Product updates | July 7th, 2022

in this update, we are happy to announce the introduction of a brand new attribute type, several improvements in the playbooks that allow you to automate interactions with your customers, and other small improvements new attribute type | dropdown (single and multiple choice) clustering and segmenting customers is an essential step in any customer success strategy from now you can not only add tags to easily categorize companies and people, but also define dropdown attributes where the values can be selected from a predefined list there are 2 types of dropdown attributes single choice | only one value can be selected multiple choice | multiple values can be selected how to | define a dropdown attribute go to settings > event attribute editor > add new attribute > select attribute type is dropdown choose your preferred setup attribute for | companies or people \[cannot be changed after] name | mandatory description | optional multiple values can be selected | single choice or multiple choice \[cannot be changed after] accept new values via the api | if enabled, new dropdown options can be sent via api option values | define the list of options how to | edit a dropdown attribute go to settings > event attribute editor > search for the attribute > click on edit the following parameters can be edited name description accept new values via the api option values how to | populate a dropdown attribute option 1 | using the list view, add the attribute to the list and double click to select one or multiple values option 2 | using the customer 360° profile, add the attribute to the details list and select one or more values playbooks | email reply detection automate interactions with low touch customers (sometimes referred to as pooled csm) with custify’s latest playbook enhancements use email reply detection to drive one to many communications at scale how to | add playbook conditions “email was replied to” create different playbook flows depending on what happens to a message after it is sent to a customer for example, you can create a drip email campaign that includes conditions like email replied to continue the sequence of emails email not replied to sends one or more email reminders how to | add a waiting step “ wait until an email is replied” correlate playbook action steps with waiting steps to send the right message at the right time here is the list of options available wait until email x is replied to wait until email x is replied to, but don’t wait more than reply detection only works if the recipient of the reply has their gmail or outlook account connected to custify autoreply emails, including out of office ones, are ignored playbooks | advanced filtering for changing the status of a task tasks are a great way to focus on what’s important, but you can only do that if you have a reasonable number of tasks in addition to manually marking tasks as done or not relevant, you can also change their status in bulk, using a playbook action step that has the following filters created at | absolute or relative dates created by | a user, a lifecycle or a playbook assigned to | any user tags | any task tag playbooks | additional flow actions we’ve developed a set of actions to help you create playbooks with multiple branches go to playbooks > add playbook step > flow to discover them go to step | can be used to allow repetitive structures (with a max number of runs) start playbook |can be used to trigger another playbook (as long as the playbook is not a scheduled one) exit | can be used as an exit trigger on a specific branch playbooks | statistics when you define playbooks with branches, you can check how many companies have checked the condition and how many have not by clicking on the condition step (in view mode) api endpoints | new endpoint for tasks create, update and list tasks on companies using api requests more details https //docs custify com/#tag/tasks customer 360° profile | activity tab not sure how an attribute got a certain value? we have prepared for you an advanced audit enhancement that shows the source of an attribute change in the activity timeline api, manual, which integration, or which playbook customer 360° profile | clickable email and phone number you can make a call or send an email faster by clicking on a person’s email address or phone number both are linked to your favorite email/phone app this summer release brings many quality of life improvements (bug fixes, performance enhancements, ui/ux improvements) such as improved ui/ux on the add people/company screen bug fix | when clicking on a notification 🔔 you will be redirected to that specific task/note ability to add checklists directly from the task template ability to have health score group conditions (good, average, bad) in segments hubspot – tickets – statistics attributes based on the number of tickets recurly – currency attribute imported from subscriptions