What’s New?

🦃 Happy Thanksgiving! 🦃 We’re excited to introduce new features that enhance the journey creation process and improve the homeowner experience. These updates aim to make building and sharing journeys faster and more effective.

New Features:

• Step Template Previews: Journey creators can now preview step templates before selecting them. Instead of relying on names to guess the content, builders can see a visual representation of the blocks on each template. This improvement helps builders work more efficiently and ensures they choose the right templates for their needs.
• Share Journey Function: This new feature generates a hosted journey link that pre-fills homeowner or prospect information we already have. This eliminates redundant data entry, speeding up the homeowner’s journey experience. It also allows portal admins to view the exact journey a homeowner completed, making it easier to review and verify data, such as estimated costs on report pages. Find it by selecting the prospect you want to view or share and then clicking the share tab at the top.