New: Copy related records from another record type

When you relate records on the Relationships map, you now have the option to ‘Select Relations From:’. This enables you to do things like relate all of the features and benefits that address the pain points you have already related to a new...

New: CSV import for records

Now you can download .csv templates for records and bulk upload your messaging. Just go to the list of records you want to upload, hit the ‘Import Records’ button, follow the instructions on the modal.