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Recent Features

Quick reference to newer capabilities: channel preferences and schedules, Smart Templates, Quick Add Campaign, rich text, @mentions, and notification preferences.

#features #timeline #rich-text #comments #notifications #user-settings #channels #templates

Recent Features

This page highlights several features that help you work faster and collaborate better in the Communicate App. Full details are in the linked docs.

1. Channel Preferences and Channel Schedules

Configure optional scheduling rules per channel from the Channels side panel:

  • Channel Preferences — Turn preferences on, set a Preferred day, and tap Excluded weekdays to avoid specific days. Use Save or Reset. Owners and admins can edit; other roles may see an on-screen note when editing is restricted.
  • Channel Schedules — When available on your organization’s plan, turn Schedule on, name the schedule, set repeat patterns (weekly or monthly styles), optional min/max communications per slot, and Save. Use Clear or turn the schedule off with confirmation when you need to remove or pause. Lock to schedule can require communications to stay inside defined slots, with optional Lock + Auto-Assign.

See Channel Preferences and Schedules and Channels.

2. Smart Templates (and Legacy Templates)

  • Smart Templates — Build templates on a timeline anchored to campaign Start or End, with placement choices that respect schedules and preferences where applicable. The Templates list groups Smart Templates and Legacy Templates; Smart cards show duration and comm counts; use Template Preview when applying to a campaign.
  • Legacy Templates — The original week-and-day grid templates still work but are labeled Legacy and will be deprecated. Legacy cards show a Convert action to run Convert to Smart Template; applying a Legacy template on a campaign may show Legacy Template Notice with Convert in Wizard or Apply Legacy Template.

See Templates or Quick Start: Smart Templates for a short path.

3. Quick Add Campaign (Timeline)

Create a new campaign and set its date range directly from the Timeline by selecting a range of dates—no need to open the Campaigns list first.

  • Where: Timeline view, in the date row (the row of day letters under the week labels; light blue background). Hint: "Quick Add Campaign (click & drag)."
  • How: Click and hold on the first date, drag to the last date, then release. The Add Campaign modal opens with Start date and End date already set. Fill in title, category, color, and save; you stay on the Timeline.
  • Details: The date row spans 56 days (8 weeks). Dragging in either direction works; closing the modal without saving creates nothing.

See Timeline and Campaigns for more.

4. Rich text editors (campaigns and communications)

Editable copy and notes support formatted text (bold, italic, underline, lists, links) instead of plain text only. Content is stored as HTML and shown with formatting in the app.

  • Where:
    • Campaign: Notes (Notes button), and the fields Target audience, Description, Copy (long/medium/short).
    • Communication: Copy field in the entry modal when editing; read-only rich text display when viewing.
  • Toolbar: Bold, Italic, Underline, Bullet list, Numbered list, Add/edit link, Remove link. Empty fields show a gray placeholder.
  • Presets: Short/Medium/Long preset buttons in the communication modal copy from the campaign and preserve formatting.

See Campaigns and Communications for more.

5. @Mentions in comments

Tag teammates in comments using @mentions. Mentioned users can get in-app and/or email notifications (depending on their User Settings → Notifications).

  • Where: Anywhere you can add or edit a comment (campaign comments, communication comments, assignments).
  • How: In the "Add a comment" box, type @. A dropdown shows team members; type to narrow by name or email, then click or press Enter to insert. Mentions appear as chips (avatar/initials + name). Remove a mention by selecting the chip and pressing Backspace or Delete.
  • Notifications: Enable "Mentions in comments" in User Settings → Notifications to receive alerts when someone @mentions you.

See Comments for the full guide.

6. Email notification preferences (User Settings)

Choose which events trigger in-app notifications and which trigger email notifications. Preferences are per user in User Settings → Notifications (Beta).

  • Where: User Settings (e.g. from the app menu or profile) → Notifications tab.
  • Layout: Sections for Communications, Campaigns, and Mentions. Each notification type has In-app and Email toggles; changes save immediately.
  • Defaults: Email is on by default for assignments, new comments (campaign/communication), and mentions in comments; off for other types. You can change any of them.
  • Emails: Include a title, short body, "View details" link, and "Manage notification preferences" link.

See User Settings and Notifications for the full list of types and behavior.

Additional resources

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