Documents & Contracts: Custom URL Redirection

By GoEXELA Zap

February 20, 2025

**New Feature**: Customers redirect to a custom URL after signing/documents are completed. Set globally or per template; choose tab behavior.

**Usage**:

– **Global Settings**: Enable URL redirection in Document Settings; enter URL and choose tab option.
– **Per-Template**: In document settings, enable redirection, enter URL, and save.

**Purpose**: Enhance client experience by directing them to next steps post-signature/payment.

Sub Account Custom Reports : Improved Date Property Selection

Significant improvement in report email date selection: users can now use widget-level date settings instead of a global

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Resend Campaigns Just Got Smarter!

Resend management improved: – **New Features**: Pre-configure resends, better visibility as “Waiting,” adjustable duration, and cancellation options. –

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Read-only/Announcement Channel and Notification Enhancements for communities

**TLDR:** New Announcement Channel feature for community admins allows posting critical updates securely. Admins control visibility; regular members

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Ad Manager: Meta Engagement or Click to Direct Ads

– New objective: Engagement added alongside Lead Generation, Website Traffic. – Enhances communication via Facebook Messenger, Instagram Direct,

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Export Issued Certificates data as CSV

**New Feature**: Export issued certificates data as CSV with date range filter. – < 500 certificates: instant download.

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Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

New Communication feature allows sending audit reports via Email/SMS from Prospecting Tool. Users can select/create contacts, choose templates,

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

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