Release Notes

Freshmarketer Release Notes — May 2022

Related products: Freshmarketer

New Features and Enhancements

 

Account-based segmentation

Create segments based on the related account properties of contacts in the CRM. This will enable you to filter out contacts based on account field values and add them to journeys or campaigns. Account-based segmentation is helpful when you would like to target contacts belonging to select organizations. You can also target accounts based on industry type, employee size, or annual revenues.

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More details here.
 

Record Types

Record Types allow you to classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways. This is possible by having different field permissions and data scoping per record type per role. Based on the record type, administrators can also set up different types of follow-up processes or automations like workflows, sequences, auto-assignment rules.

More details here.
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Note: This feature has now been rolled out only for new sign-ups.

 

Bugs:

 

  • Roles and Permissions:
    A few users reported that they were unable to add or revoke the roles permission for Leads, Contacts, Accounts, Deals, and Custom Modules. This has been fixed.
     

  • Lifecycle Stage
    A few users reported that deleted Lifecycle stage statuses were showing up in the contact details page. This has been fixed.
     

  • Left Nav Bar:
    Several users reported that the Left Nav Bar in Existing Growth plan accounts were not getting loaded. This has been fixed. 

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