Changelog
Follow up on the latest improvements and updates.
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Account Admins and Users can now receive in-app notifications whenever a contact uploads a file through the Client Portal.
This update gives teams instant visibility into new client submissions, helping them review documents, complete approvals, manage onboarding, and move document-based workflows forward without manually checking for uploads.
What’s New?
Receive Notifications for Client File Uploads
When a contact uploads one or more files through the Shared Documents section of the Client Portal, relevant Account Admins and Users will automatically receive an in-app notification.
Clients can upload up to 10 files at a time.
Manage Notification Preferences
Account Admins can control which staff members receive file upload notifications at the Subaccount level.
To manage these preferences:
- Navigate to Settings → My Staff.
- Select the staff member.
- Open Notification Settings.
- Under Client Portal Notifications, enable or disable Notify when a contact uploads a file in the Client Portal.
- Save the changes.
How It Works
When a client uploads a file:
- The client logs in to the Client Portal.
- They navigate to Shared Documents.
- They click Share File.
- They upload one or multiple files.
- Once the upload is completed, the relevant Account Admins and Users receive an in-app notification.
Why It Matters
Client-uploaded documents often require timely action, such as reviewing contracts, verifying identity documents, processing onboarding paperwork, or approving project deliverables.
Previously, teams had to manually monitor the Client Portal for new uploads, which could result in delays or missed submissions. With file upload notifications, the right team members can respond faster, collaborate more effectively, and keep important workflows moving.
Important Notes
- Notifications are triggered only when a contact uploads files through the Client Portal Shared Documents experience.
- Notification preferences are managed individually for each staff member.
- Preferences are configured at the Subaccount level under Settings → My Staff → Notification Settings.
- The currently supported notification channel is in-app notifications.
new
Forms
Surveys
Enhanced Sell Products Experience in Forms & Surveys
We've made selling through Forms and Surveys even more seamless! :tada: The Sell Products experience has been redesigned with a unified payment configuration panel, making it easier than ever to connect payment providers and configure products—all in one place. We've also introduced Price Level and Variant Selection support, giving customers greater purchasing flexibility while simplifying setup for businesses.
✨
What's New
The Sell Products element in Forms and Surveys now features a streamlined payment experience with:
- A unified right-side payment configuration panel
- Connect payment providers directly without leaving the builder
- Support for product Price Level selection
- Support for product Variant selection
🌟 Key Highlights
- Connect payment providers directly from the payment configuration panel
- Configure products, pricing, and payment settings from a single unified interface
- Allow customers to choose from multiple price levels
- Support product variant selection where variants are available
- Selected prices and variants are clearly displayed in the payment summary
- Price and variant selections are accurately passed through to checkout, invoicing, and payment processing
- Required price and variant selections are validated before form submission
- Existing payment settings remain fully supported without regression
⚙️ How It Works
- Add a Sell Products element to your Form or Survey.
- Open the unified Payment panel on the right.
- Connect your preferred payment provider directly from the panel (if not already connected).
- Select the products you want to sell and configure available price levels and variants.
- Customers choose their preferred pricing and product options before submitting.
- The selected configuration is reflected throughout checkout, invoicing, and payment processing.
📋 Notes
- Existing Forms and Surveys continue to work exactly as before.
- Price level and variant selection are available for supported products with multi-price or variant configurations.
- No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
- Fully supported across desktop and mobile experiences.
new
Forms
Surveys
Quizzes
Generate Submission Documents - Forms, Surveys & Quizzes
Capturing responses is great - but having them instantly available as professional, printable documents is even better. We've introduced a new
Generate Submission Document
setting that automatically creates and stores PDF copies of every submission.✨
What's New
A new Generate submission document toggle is now available in the Settings panel for:
- Forms
- Surveys
- Quizzes
When enabled, every new submission automatically generates a beautifully formatted PDF document.
🌟 Key Highlights
- Automatically generates a printable PDF for every submission
- Includes all questions and submitted responses
- Captures submission metadata including:
- Submission date & time
- Contact information
- Automatically stores the document under:
- Contacts → Documents → Forms
- Contacts → Documents → Surveys
- Contacts → Documents → Quizzes
- Automatically associates the document with the submitting contact
- PDFs can be viewed, downloaded, and used throughout the CRM
- Fully supported across desktop and mobile experiences
⚙️ How It Works
- Open the settings for a Form, Survey, or Quiz.
- Turn Generate submission document ON.
- Every new submission automatically generates and stores a PDF document.
- Access the document anytime from the contact's Documents section or use it across supported CRM workflows.
- If the toggle is OFF, no PDF documents will be generated.
📄 PDF Naming Convention
Generated documents follow consistent naming formats:
- Forms & Surveys :[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
- Quizzes :Result_[FormName]_[ContactName]_[YYYY-MM-DD_HHMM]
📝 Notes
- PDF generation is optional and controlled per Form, Survey, or Quiz.
- Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes).
- Existing submissions are not affected; only new submissions generate documents after the setting is enabled.
new
improved
Courses
📈 Rebuilt Course Progress Analytics
Overview
Rebuilt Course Progress Analytics is now available, giving you a faster, more reliable way to understand how learners engage with your courses. Track completion trends, identify drop-offs, and drill into individual learner progress—all from a single dashboard.
🚀 What's New?
*
Unified Dashboard
with filters for Course and Enrollment Date*
Key Metrics
including Completion Rate, Average Progress, and Time to Complete, with period-over-period comparisons*
Learner Journey Funnel
showing Enrolled → Started → Completed*
Member Progress Table
with enrollment, activity, completion, and session details*
CSV Export
for filtered reports, with email delivery for larger exports
⚡ Faster Performance
* ~43% faster page loads
* ~90% less data downloaded
* A smoother, more responsive analytics experience
🎯 Why It Matters
* Measure learner engagement from one place
* Spot learners who need attention before they disengage
* Make data-driven improvements to your courses
* Export insights to share with your team
📢 Availability
Enable
New Course Progress Analytics
in Labs
, then access it via:Memberships → Courses → Analytics → Course Progress
🔮 Coming Next
Assessment Analytics and Revenue Analytics are coming soon to complete the Courses analytics experience.
new
improved
Funnels and Websites
Inline Validation Errors for Schema Markup JSON View
📝 Overview
Improved the Schema Markup JSON view in Website & Funnel Builder so validation errors are now shown directly on the exact lines that need fixing.
Previously, JSON validation errors appeared as a general alert, which made it hard to figure out where the problem was. Now, each error is marked inline with a tooltip that explains the issue more clearly.
🆕 What’s improved
- Validation errors now appear inline next to the exact JSON line causing the issue
- Hovering over an error marker shows a plain-language explanation
- Works for nested fields and more complex schema structures
- Supports multi-schema (@graph) JSON, with errors routed to the correct schema block
- Errors clear one by one as each issue is fixed
🔍 How to access
- Go to Website or Funnel Builder
- Open Edit Page
- Navigate to SEO & AI search optimization > Schema Markup
- Open Add/Edit Schema and switch to JSON view
- Click Validate & Save to see inline error markers
🎯 Why it matters
- Makes schema errors much easier to find and fix
- Reduces guesswork when editing large or complex JSON-LD scripts
- Helps users save valid schema faster
- Improves the editing experience for advanced schema use cases
💡 Good to know
- Works across Website Builder and Funnel Builder
- Supports all schema types, including Product, Organization, FAQ, LocalBusiness, Article, Recipe, Event, and more
- Fully supports multi-schema (@graph) payloads
new
E-Commerce Stores
Refreshed Placeholder Images in Store Builder
What's New?
We've refreshed the placeholder images used across Ecommerce Store pages and elements in the Page Builder. The new illustration-based placeholders provide a cleaner, more consistent editing experience and reduce confusion caused by realistic product images.
The updated placeholders are available across:
- Product Listing, Product Detail, Cart, Checkout, and Thank You pages
- Featured Product, Featured Products, Upsell, and Collection elements
We've also standardized placeholder text (for example, "
Product title
" and "Collection title
") and improved builder previews by showing:- Subscription and Free Trial badges below the price on product cards
- A product image placeholder for collections without an image instead of a gray placeholder
How to Use It?
- Go to Admin Portal → Settings → Labs.
- Search for "Page Builder: New Image Placeholders".
- Toggle the feature On.
- Reload the Page Builder to see the updated placeholders.
Key Points to Note
- This is a visual-only enhancement—no changes to layouts, functionality, or live store content.
- The feature only affects placeholder images shown when no product or collection is connected.
- The Labs flag is enabled per sub-accountand can be turned off anytime to restore the original placeholders.
Images:
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀
1 New Website Templates Published
🚀------------------------------------------------------
Beauty & Fashion - 1
-----------------------------------------------------
🚀
4 New Social Templates Published
🚀-----------------------------------------------------
Real Estate - 2
Automotive - 2
-----------------------------------------------------
🚀
2 New Facebook Ad Templates Published
🚀-----------------------------------------------------
Travel & Hospitality - Travel Blogger
Creative - Architectural Design
-----------------------------------------------------
🚀
5 New Google Ad Templates Published
🚀-----------------------------------------------------
Other - Retirement Living Community
Medical - Cosmetic Medical Spa
Marketing Agency - Affiliate Marketing Services
Legal - Debt Relief Attorney
Insurance - Travel Coverage
------------------------------------------------------
🚀
5 New LinkedIn Ads Templates Published
🚀------------------------------------------------------
Business Coaching & Consulting - Investment Advisor
Marketing Agency - Social Networking Services
Finance - Bookkeeper
Marketing Agency - Public Relations Firm
Insurance - Health Insurance
------------------------------------------------------
🚀
3 New Workflows Templates Published
🚀------------------------------------------------------
Lead Generation & Nurturing - Voicemail Drop Follow-Up
Industry-specific - Open House Follow-Up
Industry-specific - Buyer Search Drip
------------------------------------------------------
📣
1 New Snapshot
📣------------------------------------------------------
Travel & Hospitality - Boat Tour Agency
new
improved
Calendar
🔐 Expanded Permissions for Meetings, Services & Rentals
🧭 Overview
We've expanded and enhanced
Roles & Permissions
to provide a consistent permission model across Meetings, Services, and Rentals
.The existing permissions have now been extended to Services and Rentals, you can now configure more granular permissions for
agency/account admins/users
, making it easier to control exactly what each team member can view and manage across all scheduling modules.✅ What's New
- Extended the existing permission model from Meetings to Services and Rentals.
- Existing permissions now cover:
- Appointments & bookingsacross Meetings, Services, and Rentals.
- Groups & categoriesacross Meetings, Services, and Rentals.
- Setupfor calendars, services, and rental listings.
- Added a new Manage associated resourcespermission to control access to locations, staff, resources, add-ons, and other related components.
- Added a new Manage preferences & global settingspermission to independently control access to module-level global settings and preferences.
🔐 How It Works
Each module now follows the same permission structure:
- View Calendars– Access Meetings, Services, or Rentals.
- Manage setup– Manage calendars, services, or rental listings.
- Manage appointments– Manage appointments and bookings across all verticals.
- Manage groups/categories– Manage meeting groups, service categories, and rental categories.
- Manage associated resources– Manage locations, staff, resources, add-ons and other associated components.
- Manage preferences & global settings– Manage vertical-level global settings and preferences.
Administrators can mix and match these permissions to create role-specific access for every team member.
🛠️ How to Set It Up
- Agency View
- Navigate to:
- Settings → Team → Select Team Member → Roles & Permissions → Calendars
- Account View
- Navigate to:
- Settings → My Staff → Select Team Member → Roles & Permissions → Calendars
Configure the required View and Manage permissions, then click Save.
🎯 Why This Matters
- Brings a consistent permissions experienceacross Meetings, Services, and Rentals.
- Gives administrators more granular controlover what each team member can manage.
- Makes it easier to assign role-specific responsibilities without granting unnecessary access.
- Improves security and scalability as teams and operations grow.
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀
1 New Website Templates Published
🚀------------------------------------------------------
Real Estate - 1
-----------------------------------------------------
🚀
4 New Social Templates Published
🚀-----------------------------------------------------
Other - 2
Medical - 2
-----------------------------------------------------
🚀
2 New Facebook Ad Templates Published
🚀-----------------------------------------------------
Other - 1
Insurance - 1
-----------------------------------------------------
🚀
5 New Google Ad Templates Published
🚀-----------------------------------------------------
Home Services - Bathroom Remodel Contractor
Health & Wellness - Health Club
Finance - Accounting Bookkeeper
Creative - Mobile DJ
Business Coaching & Consulting - Personal Development Coach
-----------------------------------------------------
🚀
2 New LinkedIn Templates Published
🚀-----------------------------------------------------
Creative - 1
Real Estate - 1
-----------------------------------------------------
🚀
3 New LinkedIn Templates Published
🚀-----------------------------------------------------
Lead Generation & Nurturing - Facebook Lead Ad Auto-Responder
Industry-Specific - Property Inquiry Follow-Up
Industry-Specific - Home Valuation Funnel
------------------------------------------------------
📣
1 New Snapshot
📣------------------------------------------------------
Restaurant & Bar - Donut Shop
new
improved
Automations
Targeted Edits in AI Builder
Overview
AI Builder now follows targeted-edit instructions with far greater precision. Name the actions or triggers you want changed and it updates exactly those, leaving everything else untouched. It can also apply the same change across many actions in a single instruction, so bulk edits that once meant opening each action by hand now happen in one pass.
What's New
- Sharper scoped-edit instruction following — Name the actions or triggers you want changed (all of them, a set number, or only specific ones) and AI Builder applies the change to exactly that set.
- Bulk copy edits — Update email, SMS, or any-channel copy across multiple actions in a single pass.
- Bulk pipeline stage swaps — Change pipeline stages across all or specific actions and triggers at once.
- Bulk sender identity — Set From Name and From Email across all or selected email actions in one instruction.
- Precise targeting — Provide exact copy for 20 of your 50 emails and AI Builder edits only those 20, leaving the rest unchanged.
How to Use
- Open the AI assistant in the sidebar within the workflow builder.
- Describe the change and its scope (e.g., "Set the From Name to Aviv in all email actions" or "Update the SMS copy in only the first two actions").
- Review the preview and save.
Why This Matters
Editing effort no longer scales with workflow size. On long, complex workflows, the bottleneck has always been the manual, action-by-action grind—and that's exactly what a single scoped instruction removes, so the largest automations see the biggest gains. Just as important, reliable scoping is what makes AI-driven bulk editing safe to trust at scale: changes apply only to the set you name, with no spillover into actions you didn't touch.
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