Changelog
Follow up on the latest improvements and updates.
RSS
What’s new?
You can now connect Canva directly inside Media Storage and:
- Browse Canva designs
- Edit in Canva
- Download files
- Import designs into My Media
No tab switching. No manual downloads. No version confusion.
This works similarly to Google Drive integration, with access limitations due to Canva Marketplace rules.
How it works
Canva is connected at the location (sub-account) level.
- Only one Canva account per location
- All users in the location can view assets
- Proxy (“Login As”) users cannot access
How to use it
Connect Canva
- Media Storage → Canva Tab → Connect
- App Marketplace → Install Canva
- Complete OAuth → Designs appear in Media Storage
Edit from Canva Tab
- 3-dot menu → Edit in Canva → Import updated version
Edit from My Media (PNG/JPG/JPEG only)
- Click Edit in Canva → Re-import updated version
Why we built it
Marketers constantly switch between Canva and Media Storage to design and upload assets.
This integration:
- Reduces friction
- Prevents duplicate uploads
- Centralizes asset management
- Speeds up creative workflows
Additional Notes
Permissions
- Installer: Full edit access
- Other users: View, search, download, import
- Only one OAuth connection allowed per installation
If a non-installer tries to edit:
“You have view-only access to this media. To make changes, import it into your own storage or reach out to your admin for access.”
Smart Design Tracking
- Prevents duplicate Canva copies when editing from My Media
Disconnecting
- Uninstall via App Marketplace
- Previously imported files remain
Good to Know
- One Canva account per location
- Must import before using in funnels/emails
- Private Canva files cannot be edited



You can now import Company records into CRM in bulk using a structured CSV-based workflow.
This feature allows you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided 4-step flow.
⚠️ Currently available behind Labs.
Enable via: Subaccount → Labs → Company and Custom Object Import
What’s Included
- Bulk CSV import support for Companies

- 4-step guided flow: Start → Upload → Map → Verify
- Option to:
- Create new companies
- Create & update existing companies
- Update existing companies
- Duplicate detection based on Company ID

- Smart column-to-field mapping with preview data

- Protection against overwriting fields with empty values
- Import review screen before execution

- Dedicated Bulk Actions – Companies page for tracking

- Detailed import statistics:
- Success
- Errors
- Warnings
- Downloadable import report for auditing

Why It Matters
- Speeds up CRM migrations
- Reduces manual company creation effort
- Improves data accuracy during onboarding
- Gives full visibility into import outcomes
new
improved
Automations
AI Builder: 52% Faster Workflow Generation
What's New
- AI Builder now generates workflows in under 28 seconds on average, down from approximately 60 seconds, a 52.8% reduction in latency.
- This improvement was validated through internal automation testing across a consistent prompt set and applies to custom user prompts as well and not just the template prompts.
- Workflow accuracy and correctness remain unchanged; this is a pure speed optimization with no quality tradeoff.
- The performance gain results from deep architectural improvements to how workflows are assembled internally, including optimizations across the entire generation pipeline.

Real time generation in under 18 seconds in the above gif
Why This Matters
AI generated workflows are now faster than manual creation, even for experienced users.
This positions AI Builder as the fastest workflow creation method across all skill levels, not just a beginner friendly tool.
Availability
AI Builder is currently available in Labs and free to use, you can enable it for your agency by going into settings -> Labs->Company-> AI Builder
improved
CRM
Tasks
Custom Objects
Companies
Record IDs – Improved Visibility in Lists & Record Details
We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing.
This update is available for Custom Objects, Companies, and Tasks.
✨ What’s New
- List View: You can nowadd Record ID as a columnusing Manage Fields. (disabled by default, so your list view stays clean unless you choose to enable it)
- Record Detail View: Record ID is now shown in thefooter sectionof the record detail panel.



🛠 How to Use
- Go to the List View → click Manage Fields → enable Record ID.
- Open any record → scroll to the footer in the detail panel to view or copythe Record ID.
💡 Why It Matters
- Faster debugging for automations and integrations
- Easy copy/reference for API workflows
- Less time hunting for identifiers during support or QA
new
SaaS Mode
Dashboard
Reselling Reporting on Agency Dashboard
We’ve launched Reselling Reporting on the Agency Dashboard — giving agencies clear visibility into the services they’ve deployed and monetized across sub-accounts.
This release focuses on structured visibility — helping agencies track revenue, costs, profits, MRR, and product-level performance across both usage-based and subscription-based offerings.
Reselling Tab Overview
The Reselling tab is divided into two key sections:
• Usage Products
• Subscription Products
Each section includes powerful filters, summary metrics, and visual reporting widgets to help agencies analyze performance with clarity.
🧾 Usage Products
Designed for wallet-based and usage-driven services (e.g., messaging, AI tools, premium add-ons).
✅ Filters & Controls
• Sub-account filter
• Product filter
• Date range selector
• Toggle to include only rebilled transactions
• Export option
• Quick refresh control
📌 Summary Widgets
• Total Rebilled Revenue
• Total Cost
• Total Profit
These high-level KPIs provide an instant snapshot of monetized usage performance.
📊 Distribution Insights
• Revenue Distribution – Breakdown by product
• Cost Distribution – Cost allocation by product
• Profit Distribution – Profit contribution by product
These visualizations help agencies quickly identify which services drive the most financial impact.
📈 Growth & Trend Widgets
• Revenue Growth – Product-level revenue trends over time
• Profit Growth – Profit performance trends over time
This makes it easier to spot scaling opportunities or declining usage.
💳 Subscription Products
Focused on recurring resold products and subscription-based monetization.
✅ Filters & Controls
• Product filter
• Date range selector
• Export option
• Refresh control
📌 Summary Widgets
• Total Reselling Revenue
• MRR (Monthly Recurring Revenue)
Clear recurring revenue tracking for subscription products.
📈 Performance Widgets
• Total Reselling Revenue Trend – Revenue performance over time
• Revenue by Product – Monthly breakdown by subscription product
• MRR Trends – Recurring revenue trend visibility
🏆 Ranking Widget
• Top Products by Revenue
Highlights highest-performing subscription products based on revenue contribution.
🎯 Why This Matters
Complete Monetization Visibility
: Agencies can now see both usage-based and subscription-based reselling performance in one place.Improved Billing Transparency
: Clear separation between revenue, cost, and profit reduces confusion around wallet deductions and direct billing.Growth Optimization
: Trend and distribution widgets help agencies identify:• High-margin services
• Underperforming products
• Upsell opportunities
Data-Driven Scaling
: With export functionality and granular filtering, agencies can analyze performance across time ranges, products, and sub-accounts.The Reselling Dashboard transforms reselling from a black box into a measurable growth channel — giving agencies the clarity needed to scale monetized services confidently.




⭐ What’s new
- Revamped Import UI & Guided Flow
The Blog Importer now follows a clearer, step-by-step journey which is Scan → Review → Map → Import
Enhancements include:
- Improved button labels
- Clearer progression between stages
- Better scanning feedback
- More intuitive placeholder text
- Improved Content Mapping Experience
We’ve simplified metadata mapping to remove friction:
- Fixed confusing Previous/Next navigation
- Clearer preview and selection interface
- Better visibility into mapped vs. unmapped posts
- Users can now confidently track what’s ready to import.
- Manual Metadata Mapping During Import
If imported posts are missing:
- Categories
- Authors
- Tags
Users can now add them directly during the import process instead of cancelling or restarting.
- Mapped vs. Unmapped Post Handling
Imports are now smarter and more flexible:
- Mapped posts → Imported as Published
- Unmapped posts → Imported as Draft
Users can import both types without being blocked, while still maintaining content integrity.
💡 Why it matters
This upgrade helps users:
- Complete migrations with higher success rates
- Move from external CMS platforms with confidence
- Avoid manual copy-paste workflows
- Reduce dependency on support for blog recovery or mapping issues
🛠️ How it works
- Go to Sites → Blogs
- Click Create New Blog Post → Import

-Enter homepage URL and scan
- Review detected posts
- Map metadata (author, category, tags) if needed
- Import mapped and/or unmapped posts
- Posts are automatically assigned the correct status (Published or Draft) based on mapping.


new
CRM
Custom Objects
Bulk Import for Custom Objects (Create + Update)
You can now import Custom Object records in bulk — with the same create/update flow you’re used to for Contacts and Opportunities.
This feature is currently under Subaccount > Labs > "Company and Custom Object Import"
✅ What’s new
- Create, Update, or Create + Update Custom Object records via CSV
- Duplicate handling using your object’s unique fields
- Control whether blank cells overwrite existing values
- Track imports in Bulk Actions, including success/error stats
🧭 How it works
- Go to Custom Object → Import

- Upload your CSV
- Choose an import mode:
- Create (creates new records)
- Update (requires Record ID)
- Create + Update (updates if Record ID exists, otherwise creates)

- Map columns → review → start import


- Track progress + results in Bulk Actions


🧠 Duplicate + unique field logic
If your object has multiple unique fields mapped, you’ll choose one to dedupe on.
If any other unique field conflicts, that row fails (so you don’t accidentally create bad duplicates).
⚠️ Notes
• Only one Custom Object can be imported at a time (multi-object imports coming later).
improved
new
SaaS Mode
New Guided Setup for SaaS Agencies
Getting started with SaaS just became much easier.
We’ve redesigned the SaaS onboarding experience to guide you step-by-step — all within the SaaS Configurator.
✅
What’s New
When you open SaaS Configurator, you’ll now see a simple checklist:
- Connect your payment provider
- Choose your currency
- Create your SaaS plans (use recommended templates or build your own)
- Generate your sale link
That’s it. No more jumping between pages. No confusion about what comes next.
💡
Why This Matters
- Faster setup
- Clear progress tracking
- Fewer setup mistakes
- Launch your SaaS offering with confidence
You can leave anytime — your progress is saved automatically.
More enhancements (including AI-assisted onboarding) are coming soon.

new
Snapshot
Ad Manager
LinkedIn Ad Campaigns Support in Snapshots
👀 What’s New?
- Added support for “Ad Campaigns – LinkedIn”in Account Snapshots.
- Agencies can now create and load snapshots including LinkedIn campaign structuresacross sub-accounts.
- LinkedIn campaigns follow full hierarchy preservation: Campaign Group > Campaign > Ad
- LinkedIn asset now appears in: Create Snapshotmodal (with selected/total count format) and load Snapshot – Step 2 (Select Assets to Push)
- If LinkedIn is not connected in the destination sub-account, campaigns are imported as Draft(no blocking).
- Conflict detection and overwrite behaviour fully aligned with existing Google/Meta snapshot logic.
👷 How It Works:
Navigate to
Agency View > Account Snapshots > Create New Snapshot

- Expand “Ad Campaigns – LinkedIn”under Marketing assets.
- Select specific campaigns or choose all (count shown as Selected/Total).
- Save the snapshot and the LinkedIn hierarchy is preserved in payload.
To Load:
- Go to the specific Sub-Accountwhere you want to have these campaigns >Load SnapshotfromActions
- In Step 2, select LinkedIn Ad Campaignsto push.

- System performs standard conflict check (Step 3) and the imported campaigns are created as Draftin destination.
⭐ Why It Matters:
- Enables agencies to replicate LinkedIn campaign setupsinstantly across client accounts.
- Eliminates manual recreation of campaign groups, campaigns and ads.
- Maintains platform parity with existing Google & Meta snapshot capabilities for Ad Manager.
- Scales multi-client LinkedIn operations efficiently for agencies.
📝 Notes:
- Imported campaigns are always created in Draft state.
- Lead Gen Forms are intentionally excluded (LinkedIn account-specific limitation).
- Snapshot logic reuses existing conflict and overwrite behaviour, no new overwrite modes introduced.
- Reporting data, billing history, and ad account credentials are not transferred.
new
Funnels and Websites
SEO
Schema Markup Generator
Introducing the Schema Markup Generator – a native tool built directly into the Website & Funnel Builder that lets you create, validate, and publish structured data (schema markup) without leaving the platform. No external tools. No manual code injection. No technical expertise required.
Note: The SEO Meta Data section has been renamed to SEO & AI search optimization as part of this release.
Why This Feature?
Schema markup tells search engines and AI systems exactly what your page is about – making your content eligible for Google rich results, LLM citations (ChatGPT, Perplexity), and Google AI Overviews. Today, adding schema is a painful, error-prone process that requires external tools and technical knowledge. This feature eliminates that entirely.
Key Highlights
- 140+ Schema Types – Covers local businesses, products, articles, FAQs, events, and more
- Form View – No-code, guided editor; just select a schema type and fill in the fields
- JSON View – Advanced users can write or paste JSON-LD directly
- Built-in Validation – Auto-validates against Schema org & Google rich results guidelines on save
- No external validator needed
- One-Click Save & Publish – Schema is saved to the page <head> and goes live on publish
- Multiple Schemas Per Page – Add and manage multiple schema types on a single page
How to Use
- Enable: Agency Settings → Labs → Search "Schema Markup Generator" → Activate Feature (for specific or all sub-accounts)

- Access: Website/Funnel Builder → Edit Page → SEO & AI search optimization (left panel) → Schema Markup → + Add Schema

Steps
:- Select a schema type from the dropdown (e.g., LocalBusiness, FAQPage, Product)

- Fill in the fields in Form View, or switch to JSON View for direct code editing

- Click Validate & Save – errors are highlighted inline if validation fails
- Publish the page to make the schema live


Supported Schema Types
Organization, Website, BreadcrumbList, Article/BlogPosting, FAQPage, QAPage, HowTo, VideoObject, Person, Product, LocalBusiness, Event — including all child types under each.
Good to Know
- Schema is page-specific – it does not carry over to other pages or funnel steps
- Schema appears in preview immediately after saving, but goes live only on publish
- Schema is not auto-generated when creating a new page with AI – add it manually after content is ready
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