Changelog
Follow up on the latest improvements and updates.
RSS
What’s New?
- We’ve introduced a new “Assign to Sender” option in Documents & Contracts templates.
- When creating a template, you can now choose "Sender" instead of being forced to select your name, i.e., the creator of the template.
- At the time of using the template, whichever crew member is sending the document automatically takes over those signature fields.
How to Use?
- In your template, select any field (e.g. Signature) you want a crew member sending the document, to sign.
- Under Properties, choose Sender as the signer.
- Click Save.
- When any authorised crew member clicks Use Template, they’ll be the Sender, so the signature fields get assigned to them.
Note:
In Workflows, even if you assign a field to “Sender”, it will be tied to the business user who created the document. This is because workflows are usually triggered by contacts, and may not map to a specific sender.Why We Built It?
- Earlier, each crew member had to manually reassign your (the business owner’s) signature fields whenever they used a shared template.
- This new feature saves time and avoids confusion by automatically assigning relevant fields to whichever user (sender) is sending the document.
new
Funnels and Websites
Multi CSS Unit support in Funnels and Websites Builder
✨ What has changed?
- Dropdown-Based Unit Selection– Users can now effortlessly choose CSS units from px, %, em, rem, vh, and vw for styling properties.
- Real-Time Updates– Selected units are instantly applied to UI elements, improving workflow efficiency.
- Enhanced User Experience– No more manual input; the intuitive interface streamlines styling with a seamless selection process.
🔧 How to Use
- Open Your Funnel or Website– Navigate to the project you are working on.
- Select the Element to Style– Click on the section in your funnel or website that you want to modify.
- Find the Styling Property– Locate the settings panel on the right side of the screen.
- Click on the Input Field– Select the styling property you want to change.
- Choose a CSS Unit– Use the dropdown next to the input field to select.
- See Real-Time Changes– The selected unit will be instantly applied to the element.
- Adjust as Needed– Switch units anytime to experiment with different styles effortlessly.
🚀 That’s it! Easily apply and modify CSS units for precise styling.
new
improved
Calendar
Enhanced User Permissions in Calendars
We are excited to introduce enhanced
user permissions
for the Calendar
module, allowing for greater control
over access and management of calendars, appointments, and groups. This update ensures that users only see and modify the data relevant to their roles.Key Updates
- Granular Permissions:Users can now be assigned distinct View and Manage permissions for Calendars, Appointments, and Groups.
- Assigned Data Access:Users can be restricted to viewing only the appointments and calendars they are specifically assigned to.
- Independent Manage Permissions:Users can be granted specific manage permissions for Appointments, Groups, or Calendars, allowing precise control over what they can create, edit, and delete.
Key Benefits
- Improved securityby restricting user access based on user permissions and assigned data.
- Greater flexibilityin managing user permissions to fit business needs.
- Ensures a streamlinedand efficient scheduling experience.
These enhancements provide more control over calendar access and management, helping teams work more efficiently and securely.
👀 What’s New?
We are excited to introduce creation of customer list custom audiences using the
smart list feature of contacts
along with the recently launched option to create custom audiences by uploading the customer list .csv file, for precise targeting of existing customers using ad campaigns.👷 How It Works:
Customer list custom audience can be created from Ad Manager Settings > Audiences tab and during the campaign creation process too. Steps to do so remains the same for both except the initiation screen and are enlisted as follows:
- From the Ad Manager Settings > Audiences tab
- Click on 'Create new audience' button and select Custom Audience
- Select the Customer listoption as the source for custom audience
- Select the Smart List option and choose one or many existing smart lists from the dropdown.
- Enter the Audience name for easy identification and hit 'Create audience'.
- From the campaign creation flow
- Under the 'Intended Audience' section of creating a campaign, select Retargeting
- User gets an option to create a custom audience, click on it
- Select the Customer listoption as the source for custom audience
- Select the Smart List option and choose one or many existing smart lists from the dropdown.
- Enter the Audience name for easy identification and hit 'Create audience'.
📝Notes:
- Only the smart lists which are pre-created from the contacts section of the sub-account will be available to create a custom audience. Refer the help doc to understand how to create a contacts smart list.
- Only the contacts included in the selected smart lists at the time of audience creationwill be considered part of the audience.
- Before an audience gets created, user needs to accept the customer listcustom audience TOSfrom Meta. A toast message specifying the same will be shown to those users who haven't accepted the terms on click of 'Create Audience'.
📖Help Article:
new
improved
Calendar
Simplified Google Calendar Connection with Google Descope
We’ve made it
easier
to connect
your Google Calendar
without requiring full Google account integration. Previously, users had to connect their entire Google account through the Integrations tab. Now, with Google Descope
, you can connect only your Google Calendar directly from the Calendar Connections
tab—just like Outlook and iCloud.What's New?
- Seamless Google Calendar Connection– No need to integrate your entire Google account, just connect your calendar.
- Minimal Permissions– We now request access only for Google Calendar and Google Meet, ensuring better security.
- Consistent Experience– Aligns Google Calendar integration with other third-party calendars.
- Clear Communication in Integrations Tab– We have added an update in the Integrations tab to inform users that Google Calendar setup has now moved to the Calendar Connections section.
How to Connect Your Google Calendar?
- Go to: Settings > Calendars > Connections> Add New
- Click on Google Calendar and select "Connect"
- Authenticateby choosing your Google account and granting access
Google Meet Integration
- When you connect your Google Calendar, Google Meet is automatically enabled.
- To generate Google Meet links for each appointment, make sure a Google Calendar is set as the linked calendar.
- If no Google Calendar is linked, Google Meet links will not be generated.
This update ensures a simpler, faster, and more secure way to connect Google Calendar while keeping your integrations streamlined.
new
Ad Manager
Ad Manager: Snapshot support to google ads
👀 What’s New?
- Google ad campaigns are now supported in Snapshots along with the Meta campaigns that are already part of the asset list!! Now, agencies can effortlessly save time during onboarding and ensure seamless duplication of Ad campaigns across multiple sub-accounts.
- Under asset list, both Google and Meta Ad campaigns are named as "Ad Campaigns - Google" and "Ad Campaigns - Meta" respectively.
👷 How It Works:
- Navigate to 'Account Snapshots' in Agency View.
- Create a New Snapshot and choose the source sub-account.
- Save the snapshot.
- Go to "Sub-Accounts" and select the sub-account > under 'basic details' tab of the sub-account > on top right, in the 'Actions' dropdown > select load snapshot.
- Select all the Ad Campaigns(both Google and Meta) you want to load into the selected sub-account.
- Once a snapshot is successfully loaded into the desired sub-account, a notification is shown under the bell icon on top right of the application signifying that selected snapshot asset is successfully copied.
⭐ Why it Matters:
- This feature streamlines the onboarding process for agencies, allowing them to easily replicate the desired or high performing google ad campaigns across different accounts. With pre-configured ad campaigns templates, agencies can ensure a consistent user experience and quickly provide basic ready-to-use ad campaign templates to their clients.
Help Document:
new
Email Builder
Margin Edit Capability in Layouts & Text Tags
👀
Problem
: Users couldn’t adjust margins between layouts or customize text tag spacing (H1, H2, H3, H4, Paragraph).⚡
What’s New?
Layout Margins – Modify margins between layouts.
Text Spacing Control – Set before/after spacing for text tags.
🚀
Benefits
:- More design flexibility
- Better typography control
- Improved page consistency
👷♂️
Where to Find It?
Layout Margins:
Edit a layout and adjust margins in settings.
Text Spacing: Go to Appearance
→ Typography Settings, enable a text tag, set spacing, and save.
new
improved
Email Builder
Border Customization – Color, Radius & Thickness 🚀
Easily customize border color, thickness, and radius—globally or per edge.
👀
What’s New?
- Color Control– Choose any border color.
- Thickness Adjustment– Set precise border width.
- Radius Customization– Adjust corner roundness.
- Per-Edge Control– Apply unique settings to each edge or set a global style.
🚀
Benefits
:- More design flexibility.
- Unique styling for different sections.
👷♂️
How to Use It?
- Edit a layout.
- Go to Border Settings.
- Adjust Color, Thickness, and Radius as needed.
Note
: By default, new templates will have zero spacing before and after text tags, while text elements will have a default padding of 12px.Create polished, customized borders effortlessly
Preview in Emails
What's New?
- Users will now be able to attach certificate templates in snapshot.
- All the media files inside the template will also be migrated when the snapshot is loaded.
- This will ease the process of migrating certificate templates in one go.
- IP protection will also be applicable for certificates included in snapshots
Why it Matters?
- Effortless Migration: Move certificate templates in one go.
- Complete Transfer: All media files are preserved.
- Time-Saving: No manual rework needed.
What's New?
- Users will now be able to clone certificate templates from one location to another.
- Certificate template cloning will be supported for max 3 locations at one time.
- All the respective media files and images will also be migrated while cloning template.
- All the configurations and version history associated with templates will also get cloned.
How to Use It:
- Navigate to Memberships > Certificates.
- Click on the three-dots (⋮) and select Clone.
- Edit the Template Name and choose the appropriate locations as needed.
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