New Media Attachment Feature in Custom Value Picker

Breaking News: Media Attachment now available in Custom Value Picker

We are excited to announce an upgrade to our Custom Value Picker functionality. This enhancement further expands its capabilities, providing you with more options for customization and flexibility.

Traditionally, we only exposed the Message Subject and Message Body through our workflows. However, this seemingly limited the users who deal with media attachments extensively. In a bid to make SMBcrm a more user-friendly interface, we have now made it possible to use Message Attachments from the Custom Value Picker.

How does this work?

To embed media attachments in your workflows, simple steps are to be followed:

  1. Choose ‘Message’ from the options available in the ‘Custom Value Picker’.
  2. Select ‘Message Attachment’.

And voila, your media attached file should be available.

Here’s a screenshot to help understand the steps visually:


Wrapping Up

This new feature opens a wealth of opportunities for marketers and service providers, especially those who heavily use media in their campaigns. It will not only help streamline workflows but also save you a significant amount of time. Dive in and explore this new feature today!

In case you missed it: Be sure to check out our last product update, Revamped Social Planner Interface, for insights on how to effectively manage your social media engagements.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.