Changelog
Follow up on the latest improvements and updates.
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Automations
[v17.3] New Automations
Today we are releasing new functionalities in Drag's automation rules.
🤜 New action: Mark as unread
From today, it is possible to create rules to automatically mark cards as unread when a specific trigger happens. Marking cards as unread automatically can be useful in a number of use cases especially when team members need to get back to specific conversations at a later stage.
To use this action, scroll down to the "Then..." section of automations, select the trigger "Gmail action" then the option "Mark as unread".
🤛 New condition: 'Contains all of' vs 'Contains any of'
Previously, Drag's conditions 'Subject, From and To' included only the option 'Contains', which could be ambiguous when users had multiple terms selected. In practical terms, it worked as a 'Contains all of' logic.
As of today, it is possible to chose between the logics 'Contains any of' OR 'Contains all of' which is particularly useful when members want automation rules to trigger for different terms.
🙌 New conditions 'subject', 'from' and 'to' for outbound emails
Previously, for the triggers involving outbound emails, 'New conversation (outbound) is created' and 'Outbound reply is sent', conditions were not available and the automations needed to trigger for any email.
From today, the same email conditions available to the other triggers (subject, from and to) are also available for outbound emails.
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Admin
WhatsApp channel
[v17.2] Drag Academy + WhatsApp attachments
Today we are making it easier for users to:
- Manage their own training of Drag, at their own pace.
- Submit a feature request, improvement of fix.
- Follow Drag's latest product updates.
From today, it is also possible to attach media to outbound WhatsApp messages from WhatsApp shared inboxes.
🎓 Drag Academy
We're excited to launch Drag Academy, a series of video courses that allows you to structure your own learning and training in Drag.
It covers topics such as Collaboration, Email Management, Automations, Reports and Integrations. All broken down into easy-to-understand and structured videos that you can go through at your own pace.
📷 WhatsApp media attachments
From today, it is also possible to add attachments (documents, videos or photos) to outbound WhatsApp messages from WhatsApp boards.
To add attachments, click on the paper clip icon next to the compose box on WhatsApp conversations.
🗞️ In-app product updates and feedback
Following Drag's product updates and providing feedback just got easier!
From inside the Drag dashboard, go to the Product Updates section to follow up on our latest updates or to submit a feature, improvement or fix request.
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Email management
Admin
[v17.1] Workspace density + forward privately 🔥
Today we're releasing 2 highly requested features in Drag.
🎛️ Workspace density
You asked, we listened! Sometimes, emails of certain types have identical subject lines except for certain identifying information only displayed in the end (eg. email address, name, etc).
The way card titles are trunkated on Drag's default kanban or preview views disables users to quickly find important information in these situations.
That's why today we are introducing a personal user preference (which won't affect how other team members view boards) to define the density of their Drag workspaces.
Whereas the default options look exactly how your workspaces have always looked, the new "comfortable" option allows email contents to take up to 3 rows on a card, disclosing more information at a time.
↪️ Private forwarding
By default, when an email is shared on a Drag board, it will remain shared with all board members for as long as it is on that board.
This means that all emails exchanged on that thread, including replies or forwarded messages, will be available on the same card to all board members, regardless of whether those messages were sent to board members or not.
But, sometimes, certain sensitive conversations needs to continue in private. This is now possible with our forward privately feature.
This feature enables users to start a private conversation while still working within a shared inbox.
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WhatsApp channel
[v17.0] Introducing Drag's WhatsApp channel 🔥
We've been counting the days for the launch of Drag's WhatsApp Shared Inbox, and now we're thrilled to announce that this day has arrived!
This means you can now support customers, close deals and get more done, across email and WhatsApp, collaboratively and without leaving your inbox.
Some of the things you are now able to do include:
⛓️ Add incoming WhatsApp conversations to Drag workspaces:
In addition to being able to connect an email channel (Google Group or Shared Inbox) to a Drag shared workspace, you will now be able to connect a WhatsApp Business account.
🤝 Know who is working on what
Assign conversations to team members for improved transparency and accountability. Leverage the internal team chat for internal messaging within the context of a specific WhatsApp conversation.
💨 Import your existing Pre-approved templates
Drag is integrated to your Meta Business account to fetch WhatsApp templates right into Gmail, allowing you to reply to WhatsApp conversations in just a few clicks.
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Mobile app
Email management
[v16.4] Automated follow ups on weekdays only and mobile collision detection
We're excited to announce important improvements to our email sequences and mobile app this week.
⛓️ Email sequence follow ups on weekdays only
Previously, it was only possible to schedule automated follow ups based on calendar days. From today, users have the option to only consider weekdays (Monday to Friday) when scheduling future follow up emails in a sequence.
📱 Collision detection on mobile app
Stop multiple users from replying to the same email at the same time, regardless of where they are. Our collision detection now works across our Chrome Extension and mobile app.
⚒️ Other minor fixes and improvements
We have also made some improvements requested by users, including:
- Fixed calendar headers not loading in the detail view of emails containing meeting invitations.
- Keep unread counts on personal inboxes (previously, those were hidden while Drag was installed).
- Freeze top bar while scrolling down in email threads, making it always accessible for users.
We're super excited to announce more capabilities to Drag's automations this week.
⛓️ Automation triggers based on replies:
Previously, it was only possible to create automation rules based on new conversations (cards) being created. Today, we're adding the following new triggers based on replies to existing conversations:
- Inbound reply is received:a external reply (ie. from an external agent, not from your team) is received into an existing conversation in the board.
- Outbound reply is sent:your team sends a new reply on an existing conversation in the board.
These triggers open a whole new world of possibilities for automation rules, especially when it comes to SLA management.
Examples of use case:
avoid breaching times to response SLAs by re-applying SLA tags every time a new reply from a customer is received and removing it when a response is sent by your team, or increase sales response rates by getting custom reminders when you don't receive a reply back from a lead within a period of time.🕙 Email time condition (any time or inside / outside business hours)
For the triggers New conversation (inbound) is created and Inbound reply is received, it is now possible to select the Email time condition, including emails received at any time, just within business hours or just outside business hours.
Example of use case:
set up automations to send different auto-responses to emails received, depending on whether they were received within or outside business hours.◀️ Trigger reversibility condition
You can now choose whether you want a time-based automation to run even if the original trigger defined for it is not in place anymore. You can do that by using the new trigger reversibility condition, displayed as the 3rd checkbox under the "After..." section in automations.
For example, let's say you want to automatically send a notification 2 business days after a card is moved to a specific column.
In your workflow, 2 different scenarios can happen:
- the card is moved to the defined column and remains there for 2 business days OR;
- the card is initially moved to the defined column but, before the 2 business days have passed, it is then moved to a different column.
In this case, if the trigger reversibility is enabled, the automation will only run in the scenario #1. If this option is disabled, the automation will run on both scenarios, even if the card was moved to a different column afterwards.
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[v16.2] Download all + automations improvements
Today, we're announcing more automations improvements, which are only part of a long list of automation enhancements lined up for the upcoming weeks.
Automations improvements
We're adding 2 more automation actions as of today, available to all Drag plans.
New action: unassign
Previously, it was only possible to assign cards to users. From today, users can now automatically remove assignments (unassign) from cards too.
Example of use case: Let's say you have different team members responsible for each stage of your workflow. You may want want to use this to automatically hand over a task from a team member to another once the a card gets moved to a new stage.
New action: remove tag
Similarly, we are adding the action to remove a tag from cards. Previously, it was only possible to apply tags to cards.
Example of use case: If you are using tags to manage SLAs within Drag (for example, "Upcoming", "Due soon" and "SLA breach"), you may want to use this to change a card SLA status upon completion of a task (eg. remove tag "Upcoming" and add tag "Due soon").
Download all attachments
Previously, users were only able to download attachments from emails one by one when using Drag. Now, you can download all attachments at the same time in a .zip format by clicking on the "download all" button located on the right side of the attachments.
Fixes
- Fixed automation removing previous assignees when assigning someone new
- Fixed automation auto-reply sending twice in some scenarios
- Fixed custom view open on preview mode
- Fixed 'edit subject' button not loading sometimes
- Fix wrong 'move' action in the 'Overdue & Due soon' and 'Assigned to Me' views
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Workspaces
[v16.1] Board custom views
Custom views let you save and quickly access cards that meet a certain set of predefined combination of filters.
For example, you may want to create a view to filter cards that are due soon or nearing an SLA breach.
Views can be accessed in 1 click, making it quick and easy to locate cards with relevant information and saving users lots of time. They can also be private or shared with the other board members.
A few days ago, we announced the ability to insert email templates when composing emails from our mobile app. From today, it is also possible to send automated email sequences from your phone.
Email sequences from mobile app:
From today, email sequences are also supported by our mobile app. This means that you can start sequences with automated follow ups, from your phone.
Sending email sequences is very similar to sending email templates: just click on "reply/ reply all" from any email to open the compose box, then use the template button (folder icon) located on the bottom right to select the sequence you want to send.
Improvements:
We are also working on a series of improvements in our mobile app. From those, the following improvements are live:
- Faster loading of the compose box
- Faster loading of card detail pages
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improved
[v16] Change subject + Speed improvements ⚡
Today we're releasing a handful feature and some speed improvements in Drag.
⌨️ Edit email subject line:
Just like in traditional Gmail, when replying to an email, you can now use the dropdown menu next to the email recipient field to change the subject line of that email.
Changing the email subject will generate a new email thread (and their respective card on Drag), just like in normal Gmail too.
🚄 Speed improvements:
We have been working on a series of speed improvements across Drag based on feedback from our users. These are just 2 of the many improvements we will announce over the coming weeks:
Faster "Send & Close" experience.
Faster loading of the compose box when replying to emails.
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