erxes Inc updates
erxes Inc updates

Scheduled Gmail IMAP downtime - Sep 14-19, 2021





We are excited to let you know that the native Gmail integration is very near! To do so, the current Gmail integrations through IMAP will be down between 9/14/2021 04:00 UTC - 9/19/2021 04:00 UTC. Google requires this to enable direct Gmail integration with erxes.

We apologize for any inconveniences it might cause you and will update you on the process when it is complete.

Global Profile: Credit Balance 💳





erxes customers can now see their credit balance from their Global Profile. Global Profile is the unified payment system for all of your erxes accounts, including SaaS and open source installations. Your credit will be positive if you have any refunded payments or additional credits you've earned by writing a review for erxes as part of our rewards program:

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  • To check your balance, please go to Settings/Global Profile from your or simply log in to
  • When making payments, the deducted credit is visible as a separate row in the checkout section.
  • If you ever reviewed us on any major marketplace websites, such as Capterra, G2, etc., please email us at and we'd be happy to issue your $20 credit.

Print or save a Form submission as a pdf 🖨





We added the ability to save or print any individual Form as a pdf file. One way to print a form is to click on the print icon at the bottom right of the Form conversation in the Team Inbox. Another way is to print a form displayed in the activity log of a Contact Profile:

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  • If you wish to save the form submission as a pdf file, make sure you click on the Destination field when the print window appears.
  • If no printer is connected to your computer, the default is to only save as a pdf.
  • If you wish to make edits to the file before printing, save it as a pdf first and edit the file with your preferred software, such as Adobe Acrobat.
  • At the moment, you can only print a single form submission.

Upgraded onboarding bot 🤖





The newly revamped bot guides new users by the stages of the onboarding process, compared to the old guide when it onboarded users by features. The main onboarding stages are now:

  1. Setup steps are the most important and should be set first,
  2. Operational steps should be completed after finishing the setup steps and include necessary actions to configure individual core features of erxes.
  3. Ongoing steps are actions you may need to complete and update multiple times depending on your use case.

Even though the new guide is more thorough, it has been categorized into manageable steps.

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erxes is now available in 18 new languages 🗺





  • erxes is now available in 18 more languages: Arabic, Albanian, Bulgarian, Czech, Dutch, Javanese, Kazakh, Marathi, Persian, Polish, Portuguese, Punjabi, Romanian, Tamil, Telugu, Ukrainian, Urdu, and Yiddish. Previously existing languages are English, French, German, Mongolian, Italian, Korean, Portuguese, Spanish, Japanese, Russian, Chinese, Hindi, Vietnamese, Indonesian, Bengali, Serbian, Turkish.
  • The updated list of available languages is sorted alphabetically in the Settings/System Config/General section.
  • This improvement also includes the translations of the erxes widgets, such as Forms, Messenger, and Knowlegdebase. For example, with the recent pagination option for Forms, the back, next buttons are now translated. Any missing translations for the Messenger widget have been added as well.

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  • If you're a language contributor for erxes, we tagged words (strings) on our Transifex project according to the context of where they appear in the UI. This will help translators and reviewers assign the most appropriate translation of the text. The tags are either by feature or page name. For example, words appearing in the Form edit/create slides are tagged feat-form, and words appearing on the Settings page are tagged with page-settings

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New Menu: Sidebar and Settings Page





New navigation, who dis? 👀

As part of our UX improvement project, we overhauled the sidebar menu and the Settings page navigations.

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  • Updated the icons on the top right and resized buttons with different sizes to make them consistent.
  • Updated the user profile dropdown navigation.


  • Updated the sidebar menu to be expandable, where you can see the feature's name without hovering over the icon.
  • Grouped core features into different categories depending on the use case: Team Inbox, Contacts, Marketing, Sales, Support, Management. This new design will also help keep things less cluttered when rolling out new features in each category.
  • Added the associated settings in each category. For example, if you click on Tags under Contacts, you will go directly to the Contact Tags settings page.

Settings Main Page

  • Added new icons.
  • Made the header description area expandable.
  • Classified settings types into different groups depending on the use case.
    • General: the most basic and must-have settings
    • Team Members: all things related to Team Members.
    • Multipurpose: any settings that are used in two or more features
    • Feature: individual feature settings specific to that feature only
    • Monitoring: the lesser-used activity and status monitoring settings
  • Made the left sidebar UI the same across all settings detail pages.

erxes settings

Bug fixes and UX improvements










  • Added new words and phrases of recently developed features into Transifex. Transifex is the publicly accessible platform for contributing translations and localizing erxes for your country or region.
  • Only Latin letters are allowed in the team member's username field. With this change, team members will be able to have consistent usernames across different languages and quickly find each other when mentioning in notes.
  • Fixed: customers couldn't add experiment cards in the Growth Hacking feature.
  • Fixed: date picker for filtering Cards was not working on Safari.


  • You can see which contacts were skipped after sending a Campaign email from the Log section. These contacts are skipped and unsubscribed if they didn't open a certain number of previously sent emails. This number can be set by going to Settings/System Config/Campaign Config/General Settings and changing the number under ALLOWED EMAIL SKIP LIMIT. If you accidentally set this number too low and your contact is not receiving emails, please change the EMAIL SKIP LIMIT in the Settings and Subscribed status in the individual Contact Profile. Unfortunately, bulk updating contacts' subscriptions is not possible because of compliance issues.
  • Fixed: Manual Campaign emails were not sending.
  • Fixed: Personalization attributes were not working in Campaign email contents.

Mobile App Improvements








  • Fixed the issue when Team Members photos were not showing
  • Some sections are now hidden according to the user's permissions
  • Notifications are available within the apps at the top right corner.
  • In-app live chat is now available in the 'More' section.

Team Inbox

  • Increased the speed of swipe left action when selecting multiple conversations
  • When you click on links within an email conversation, now it opens in your default mobile browser
  • Replaced the wrong alert after bulk resolving conversations


  • Activity logs in the Contact Profile were mismatched
  • Error when adding new Lead contact

Bug fixes and UX improvements








  • Added possibility to pass Contact/Company Custom Property data through the erxes Messenger script
  • Moved the Common Mail Config settings from General Settings to Organization Settings. This setting is for customizing end-user-facing communication emails templates and addresses. Also, this config is only enabled and displayed when a Company Branding add-on is purchased. Now customers can set all company branding-related settings from a single page.
  • Fixed the issue regarding subscriptions and usage on the Global Profile
  • Fixed the issue when an organization was closed due to account inactivity even though they had an active subscription. Refunded the customers and restored their organization.
  • Archived Team Members were still visible throughout the interface, i.e., on the Card preview as Assignees, Messenger operators, Permission Group previews, etc.
  • When exporting all submissions for a certain form, only the first 20 forms were displayed in the Settings/Import section.
  • Updated the wrong alert when deleting a tag in Settings/Tags. When you delete a tag, it only removes the tag from the associated items and does not delete the tagged items.


  • Some user modified text, i.e., form description and submit button, wasn't reflected in the live version of the form.
  • When viewing a form submission from the Contact Profile, the submission timestamp was missing.
  • Fixed the UI of a form submission when displayed in the Team Inbox. The attachment file title text was not wrapped in the container.


  • Added Card Properties as Attributes to the Email editor. For example, if you're creating Campaign messages for Board and Pipelines, you can add the card title, deal amount, stage changed date, etc., in the content to personalize it for the end-user.

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  • Removed the hh:mm:ss part of a personalization attribute when a date property is used.


  • Added over 20 new icons for parent and subcategories

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  • Fixed the bug when a user couldn't add a new article
  • When a parent category is created, the knowledgebase widget will be displayed as pages.

Incoming Webhook Improvements





Incoming Webhook

  • Added possibility to send Tracked Data:
  "data": {
      "key": "value",
      "another key": "another value"
  • Added possibility to create Parent Company:
  "parentCompany": {
      "companyPrimaryEmail": "",
      "companyPrimaryPhone": "+123456789",
      "companyPrimaryName": "example llc",
      "companyCode": "123456",
      "companyWebsite": "",
      "companyIndustry": "Automobiles",
      "companyBusinessType": "Investor",
      "companyData": {
          "custom field key": "value"
  • Now you can create or update multiple contacts/companies via a single webhook request.