New updates to contacts, groups, and dates

We just launched four new updates to Telerivet to make it even more user-friendly and efficient. Read on, try them out, and let us know what you think!


Dates in your local format

Does 10/9/2013 mean October 9 or September 10?

At Telerivet headquarters in San Francisco, we write dates in mm/dd/yyyy format, so Telerivet has always formatted dates that way too. But if you’re not from the US, Canada, Belize, Palau, or Micronesia, that’s probably not how you normally do it.

Now you can specify the order of the month, day, and year in dates within Telerivet. Just click on Settings and then choose your preferred date format.

When entering dates in Telerivet, feel free to use either slashes, dots, or dashes.

By default, your date format should be set to the most common format used in your country. If we picked the wrong date format for your country, let us know!


Editing contacts without leaving the page

When you’re using Telerivet to track contact information for hundreds or thousands of contacts, every few seconds spent editing each contact can easily turn into hours.

To save valuable seconds each time you need to edit a contact, we just changed our contact editor to open in a modal dialog — meaning you can edit contacts without ever leaving the page you’re on.

Each custom contact field has a "gear" icon if you want to edit the field name, type, or variable name. Previously you could edit those settings by clicking on the field name, but that wasn’t very obvious!

You’ll also notice that editing contact groups now uses a tag-based text field with autocomplete, instead of having a checkbox for every group. If you have dozens of groups, this really makes a difference!

But what if you’re on the Messages page, and you want to save details from messages into contact information? Previously you had to leave the Messages page in order to update contact information, so if you needed to do that 100 times in a row, it was not very fun.

So now, you can edit contact details without ever leaving the Messages page. Just “long-click” on the contact name next to any message — in other words, click and hold the mouse for at least half a second.

Less back and forth means more time for everything else you want to do.


Viewing group sizes at a glance

When you’re sending a message to a group, you’ll probably want to know how many people you’re sending to — it makes a big difference if you’re sending to 10 people or 1,000.

Now, the “Send SMS” dialog shows the number of contacts in each group you're sending to, so you can easily see how many messages you're about to send.

Also, you can now see all your group sizes at a glance on the Contacts page  – there’s no need to click on each group to see how many contacts at has.


“Set contact variable” rule

If you’re using Telerivet’s Rules Engine, one of the things you may often want to do is update contact information automatically from an incoming message.

This has always been possible by using the “Set variable” rule, but the “Set variable” rule is perhaps a little too powerful — if all you want to do is update contact information, it requires a few too many clicks.

In order to make this easier, we just added the “Set contact variable” rule to the Rules Engine (underlined below):

For example, to set the contact’s email address from the content of an SMS message, you could create a “Set contact variable” like this:


Try these improvements out, and let us know what you think!