2022 was a massive year for us in terms of taking customer experiences to the next level. We achieved amazing results last year, improving everyday productivity, CX, and new feature development.
We have solid plans for 2023, and this update is the first step.
This January, we improved two of our existing features â Sequences and Automation Journeys and introduced a new one.
Whatâs new in Salesmate Sequences?
Weâve made a logic change for editing Sequence steps. If you change the step of the Sequence…
– The logic remains the same for the Contacts that were personalized at the time of enrollment.
– But Contacts that were not personalized at the time of enrollment or were enrolled via Workflow or Automation Journey will follow the latest content from the sequence step at the time of execution. Â
So, from now onwards, you can change the step content, and it will be auto-updated for the contacts who havenât reached that step.
So, no more editing within hundreds of contacts when you want to change the content or you want to rectify a mistake.
Please note that this will only work for the contacts getting enrolled after 25th January 2023. Any contacts enrolled before that will still follow the old logic.
Use your logo or image within Meeting SchedulerÂ

We have come up with a new option for the Meeting Scheduler where you can choose to show the logo on the landing or detail screen of any scheduler.
You can upload these logos using the Brand Book feature, which is limited to the Meeting Scheduler right now, but we plan to use it over multiple places in the coming days.
Smart Segment with Company Fields
In Automation Journeys, Smart Segment is an important trigger to drive personalized campaigns.
Now, you can see âCompanyâ fields in Smart Segment as well. You can also access all the custom fields youâve created in Company Module in Smart Segment.
Thatâs all for January. We hope these will simplify your experience with Salesmate. If you have any questions, feel free to reach out to support@salesmate.io.
Cheers!
You may also enjoy these
Year in Review 2022: Leveling up UX & productivity, one update at a time!Â
Itâs 2023, and Salesmate team is so excited! But before that, we should pause, look back, and evaluate...
6 Min readđ Salesmate Experience Updates: 3 UI changes youâll love!
Customize Web Forms to match your branding guidelines Salesmate Web Forms can be embedded into your website...
1 Min readSalesmate Score:Â Spend your time on the most relevant prospectsÂ
Salesmate Score is a simple scoring system to identify the best leads, subscribers, prospects, customers,...
5 Min readIntroducing Formula Fields in Salesmate: Calculate complex calculations automatically
This May, Salesmate is bringing Formula Fields, thatâll help you create custom formulas and use them for various...
4 Min readIntroducing Text Pilot: Power up text messaging campaigns with intelligence & automationÂ
With more than 95% open rate, SMS is still one of the trusted channels to deliver crucial messages for...
2 Min read
Kashyap Trivedi
Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When heâs not working, youâll find him reading a good book or meditating.