Latest Updates To Pinnacle Ai CRM

Email Builder Custom Value Support in Preview Live

Email Builder Custom Value Support in Preview Live

February 01, 20242 min read

Introducing a game-changing enhancement to our CRM's Email Builder! Now, with comprehensive support for custom values, experience a seamless and real-time preview of dynamic content, revolutionizing the efficiency and personalization of your email marketing efforts.

Email Builder Custom Value Support in Preview Live: Enhancement to our CRM's Email Builder, introducing comprehensive support for custom values in the latest release. This allows users to seamlessly integrate custom values into emails, providing a real-time preview of dynamic content like images and video thumbnails directly within the email creation process.

⭐️ Why Does It Matter To Your Business?

  • Streamlined Workflow: Users no longer need to rely on test emails or previews to check custom values for images or video thumbnails, enhancing the efficiency of the email creation process.

  • Real-time Preview: Custom value support renders dynamic content in real time, allowing users to visualize how personalized elements will appear in their emails instantly.

  • Enhanced Customization: The feature enables users to preview and integrate custom values such as contact information or proposal variables directly into the Email Builder, making email building more versatile and tailored.

⭐️ How To Use Email Builder Custom Value Support in Preview Live: To start using this feature, follow these straightforward steps:

Enhanced Experience for Custom Values for Images/ Video Thumbnails:

  1. From the left navigation menu access Marketing > Emails now choose to create a new Email campaign or edit and existing one.

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  1. Click on the “+” button and add the image element.

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  2. Now you can link a custom value to any image. You can now see how your custom value will look in real time.

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    Custom Value Support for Proposals: 
    1. Click an element and click on the custom values from the Upper navigation menu.

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    1. You can see the new custom values for " Proposal " click on it.

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    1. Here you can see all the custom values for the proposals. Click on Recipient to further explore custom values for the recipient.

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    2. Here you can see all the newly added custom values.

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Implement these steps to harness the power of our CRM's latest Email Builder enhancement, making your email marketing efforts more personalized and efficient.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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