This month’s releases focused on usability improvements in Email Marketing and SMS, along with fixes to improve data accuracy and system reliability.
4/2/2026
4/2/2026
New
Email Marketing (Servicing)
Enhanced Email Editor for campaigns and templates
New Email Marketing campaigns and templates now use the Enhanced Email Editor. This update gives you more control over layout and makes it easier to create polished emails without manual formatting.
Existing campaigns and content (created before this update) will continue to use the Legacy Email Editor and will work as they do today.
Template Library for reusable email templates
A new Template Library tab is now available in Email Marketing. You can create, manage, and reuse email templates for your campaigns, or start from pre-built templates available in your account.
Individual Records
A new Overview tab is now available on Individual records. This tab provides a quick, action-focused view of each contact so you can quickly understand a contact and take the next step without switching between tabs.
From the Overview tab, you can:
- View contact details and coverage at a glance
- See tasks, notes, and recent activity in one place
- Take action quickly, including calling, messaging, or starting a quote
This tab is designed to help you stay organized, respond faster, and keep work moving.
Improved
Email Marketing (Servicing)
Updated navigation and organization
The Email Marketing page has been updated to improve clarity and organization:
- Email Campaigns - previously "Saved Campaigns"
- Template Library - new location for reusable templates
- Legacy Content - previously "Saved Content"; visible only if you have existing content
These updates make it easier to find and manage your campaigns and templates. Existing campaigns and content created before this update will continue to work as they do today.