Snapshot Update: Optin Form, Owner Name, Email Template Fix

We’ve just released a new snapshot update with three additions and improvements:
1. New Homepage Opt-In Form
You can now embed an opt-in form directly into a section of your directory homepage—giving visitors an easy way to join your email list.
The snapshot now includes:
One new opt-in form
One new workflow triggered when the form is submitted
One new tag for identifying and tracking opt-ins
This gives you a ready-made system for building a list of interested visitors and sending follow-up outreach.
2. New Business-Owner Custom Fields
We’ve added two optional custom fields:
Owner First Name
Owner Last Name
SmartDirectoryAI listings are stored as contacts in HighLevel, so the standard First Name field must contain the business name. Previously, storing the owner’s name meant creating a separate contact for that person.
If you have owner information for existing or newly imported leads, you can now store it directly within the business contact—making it easier to personalize your outreach without creating duplicate contacts.
3. Link Removed From the First Outreach Email
We discovered that the first email in the outreach sequence inadvertently contained a link.
Because including a link in an initial cold outreach email can hurt deliverability and inbox placement, we’ve updated the template and removed it. This should give your first email a better chance of reaching the primary inbox.
These changes are included in the latest SmartDirectoryAI snapshot update.