improved

new

fixed

Community CRM

Community CRM Redesign

We received amazing feedback from our users about features they'd like to see in the Community CRM and we're excited to announce these improvements and new features.
Enhancements to CRM filters
Filters now include several new properties and now have the ability for additional functions like "contains" and "equals".
image
For more information on filters, visit this help article.
Dynamic Lists
Save your filters as dynamic lists, providing a convenient way to access your data that is automatically updated as contacts match and un-match with the filter criteria. Use dynamic lists to have a current and accurate list and create community cohort, event attendees groups, see the most active users, and more.
image
For more information on dynamic and static lists, visit this help article.
Send contact lists via integration
Easily send static lists (formally called 'contact groups) directly to HubSpot or Mailchimp via your Talkbase integration. Distribution list management has never been easier.
image
Use lists as predefined filters for mass event invitations
From the events registration page, you can now send event invitations to static or dynamic lists. You also have the option to apply custom filters to further fine-tune event invitees.
image
For more information on inviting people to your events, visit this help article.
---
Additional changes
  • You can now download lists in XLSX format.
  • "Contact Groups" have been renamed to "Static Lists".
  • Lists can now be duplicated.
  • Importing contacts while on a static list page will now automatically include the contacts in the list.
  • You can now delete tags directly from the CRM.
  • Creating new tags is now easier with an improved user experience.
  • The custom logo size has been increased for community and event registration pages.
Bug fixes
  • Fixed an issue where a tag couldn't be removed immediately after it was assigned.
  • Event invitations now load correctly when a CRM contact has been merged with others.
  • Fixed an issue causing an infinitely-looped interface when canceling an event.
  • Links now correctly point to existing pages and no longer lead to non-existent pages.