NetSendo v1.8.2: Advanced CRM Email Targeting is Here

Are you struggling to bridge the gap between your general subscriber lists and your high-value CRM contacts? Sending a campaign and wishing you could easily include a few key leads or exclude those in the middle of a sales call? We heard you, and we're excited to solve that problem today.

NetSendo v1.8.2 is a landmark release focused on deeply integrating your CRM data with your email marketing engine. This update introduces granular, contact-level targeting for your email broadcasts and powerful new actions to streamline your lead management workflow.

🚀 What's New in v1.8.2

This update is all about giving you surgical precision and efficiency in how you manage and communicate with your contacts. Let's break down the two headline features.

Direct CRM Contact Selection for Email

Previously, sending an email meant targeting a subscriber list. If you wanted to email a few specific leads from your CRM, you had to add them to a list first. Not anymore.

With v1.8.2, the broadcast creation page now includes a powerful CRM contact selector. Think of it like this: your subscriber list is a neighborhood, but the new selector lets you pick specific houses (CRM contacts) to deliver a special message to, or even skip houses that have a 'do not disturb' sign up (excluded contacts).

ℹ️ Note: You can now send a campaign exclusively to CRM contacts without selecting any subscriber list, giving you complete targeting freedom.

One-Click Subscriber-to-CRM Conversion

Your subscribers list is often the first point of contact. When a promising lead subscribes, you want to move them into your CRM for closer tracking. We've streamlined this process from minutes to seconds.

A new "Add to CRM" quick action button is now available next to each subscriber. If the subscriber isn't in your CRM, one click adds them. If they already exist, the system intelligently prevents duplicates and notifies you. It's a simple but massive workflow improvement.

💡 Benefits & Use Cases

These new features unlock powerful strategies for businesses of all types.

🛠️ Step-by-Step Guide: Using the New CRM Tools

Let's walk through how to use these new features in your NetSendo dashboard.

Sending a Broadcast to Specific CRM Contacts

1. Create a Broadcast

   Navigate to Messages → Broadcasts and click "Create Broadcast" as you normally would.

2. Find the CRM Selectors

   On the "Recipients" tab, below the list selectors, you'll find two new fields: "CRM Contacts to Include" and "CRM Contacts to Exclude".

   [Image description: Screenshot of the NetSendo broadcast creation page, with red boxes highlighting the new CRM contact inclusion and exclusion search boxes.]

3. Search and Select Contacts

   Start typing a name, email, or company in the search box. A list of matching CRM contacts will appear. Click to add them to the inclusion or exclusion list.

4. Send Your Campaign

   That's it! NetSendo will calculate the final recipient count, ensuring no duplicates and respecting your exclusions, before sending.

Converting a Subscriber to a CRM Lead

1. Navigate to Subscribers

   Go to the Subscribers section from the main menu.

2. Locate the Quick Action

   In the list view, find the subscriber you want to add. To the right, in the "Actions" column, you'll see a new "Add to CRM" icon.

   [Image description: Screenshot of the subscribers list in NetSendo, highlighting the new 'Add to CRM' icon in the actions column for a specific subscriber.]

3. Click to Convert

   Click the icon. You'll receive a toast notification confirming the subscriber has been added as a CRM lead. If they already exist, you'll see a warning message instead.

⚠️ Important: The bug fixes for Lead Scoring and Automations are applied automatically when you update. Your container's startup script now ensures default rules and automations are seeded correctly for all users.