Now, Easily Add Canva Designs to Your GetOiling Account!

We are super excited to announce that we have made it simpler to bring Canva designs into GetOiling.  This allows you to easily create and add images or PDF designs from Canva right into GetOiling without having to open Canva separately.

It requires a separate Canva account which you can get by clicking here.

If you'd like to try it out yourself, there's a new Canva button in many places now in GetOiling. 

First, inside the editor, there's a new Add Design From Canva button. This means anywhere that you can add an image, you can now open Canva and have the image go right into the editor and your image or file gallery. Below, if you click on the Insert Image button in the toolbar, there will be an Add Design from Canva button there.

Second, in places where you can select images, like under Customize My Site where you can choose the website custom share image, there now is an "Add Design From Canva" button to add images there. Here is a short video showing one example of where this button is:


Canva supports a variety of design types, and image (PNG) and PDF download options. The image size can be specified as well, but if you use a custom size, there won't be any templates available to choose from.

We hope this is a valuable addition to our ongoing commitment to help you grow your business faster and easier than ever. Please reach out to support@GetOiling.com if you have any questions. Thank you!


Introducing Automations

Automations are a powerful tool that allow you to design a custom user experience for your contacts, all on autopilot. More specifically, automations allow you to take one or more actions when specific activities are initiated by a contact or the system.


Example Uses

Some examples of how automations can be used are as follows:

  • When someone registers on a landing page, an automation can remove a tag from a person, remove them from a campaign, add them to a different campaign, and add a follow-up plan to them.
  • When someone clicks a link in an email or text, an automation can start a campaign automatically, remove them from a different campaign, and add them to a vault.
  • When someone registers on a landing page, that can send them an email with an automation link in it. If they click it, the automation can tag them and add them to another campaign with the requested information. This allows you to set up a double confirmed opt-in if you'd like.
  • When someone clicks a link on a page in your member area, it can automatically start them on a campaign, add them to another vault, etc.
  • When someone finishes a lesson or class in your member area, that can run an automation to tag them or start a campaign, etc.
  • Automations can be run manually one-by-one or in bulk.
  • After a few days have passed, opting people out of email who have not clicked a link in an email that was sent by a campaign. This allows you to clean up your contact list.

Getting Started

To get started in using automations, go to the Contacts menu, click on Settings, then click on Automations.  This feature is available on the Basic or higher plan level.

Learning More

If you'd like to learn more about automations, click here to read our help article with more details.

As always, if you have any questions or feedback, please let us know at support@GetOiling.com  ðŸ™‚


Date and time selection enhancement

The date and time selection control in GetOiling has been upgraded. The control now is much more usable on mobile devices and allows typing in of dates and times. This has been a frequent request so we are excited to be able to provide this update!

The new date and time selection looks like this on a desktop device. On a tablet or smartphone, it will look like a date and time control that is built into your device, and will be easier to use than the old way of selecting dates and times.


By comparison, here is the old date and time selector:

As always, if you have any questions or comments, please let us know at support@GetOiling.com. Thank you!


Page editor improvements

Based on input from customers, the page editor has been updated with the following changes:

Know & Set When A Section Shows Only On A Specific Device

There now are four additional icons (the first four on the left, below) that allow you to quickly see and change what devices that the section is visible in. Devices range from mobile phones on the left, up to larger-screen computers shown on the 4th icon from the left. The icon will dim when the section is not visible on that device, like in the example below where that section will not be visible on mobile phones but it is visible on other devices. Additionally, hover over the device type to see whether it is visible on that device, and click it for easy access to toggle that setting.

There also is a new gear icon at the far right. Clicking this icon will hide the section toolbar in case it gets in the way of editing or if you'd simply like to de-clutter your view of your page.

Parallax Position

When editing the page section (clicking the "Edit Section Settings" button in the toolbar above, the fourth icon from the right), there now is a new Parallax Position slider.  If you've chosen a parallax background and your image didn't fully cover the section from the top to the bottom of the page, try adjusting this setting - there usually is a setting that will cover the page.


Mobile Usability Improvements

More and more people are editing their pages on a mobile device, so the page editor has received some usability improvements:

  • Previously, the bar with the Add, Settings, Save, and View buttons on it would stick partway to the top of the page. Now, it will fully scroll off the page to get out of the way.
  • The new section controls toolbar is initially hidden when editing on mobile devices to allow you to see more of your content and to get out of the way when you're tapping to edit it. To show the section tools, tap the gear icon (shown below) to open the section toolbar.
  • Popup windows on mobile devices have been expanded to be the full size of the page. This allows more room to work on smaller devices.
  • There are also a few other smaller look-and-feel and usability enhancements to improve the quality of the editing experience.

Please let us know if you have any questions or run into any issues at support@GetOiling.com. Thanks!


Type-to-find campaign and follow-up plan names

If you have a lot of campaigns, this change should help out!

Now, when you're adding a campaign to a contact, either on the individual contact's detail page or using the bulk "Add Campaign, Follow-Up Plan, Vault, or Tags" feature, the system will now allow you to quickly find and filter campaigns by name. Additionally, the bulk "Add Campaign, Follow-Up Plan, Vault, or Tags" feature will allow you to search for follow-up plans by typing in a name.

We hope this helps you save some time when you're working with campaigns and follow-up plans.

Here is the individual contact detail page:

And here is the bulk "Add Campaign, Follow-Up Plan, Vault, or Tags":

As always, if you have any questions, comments, or feedback, please reach out to support@GetOiling.com .


 
Read Older Updates Read Newer Updates