Contents
- Introducing New Templates
- Social Planner: X (Twitter) API Changes
- Bot Status for Contacts
- Nav Menu Popup Colours
- Documents and Contracts: Bug Fixes
- Google Drive Integration Updates
- Dashboard Bug Fixes
- Customer Replied Trigger Update
- Custom Reports with Themes
- Default Dashboard Snapshot Updates
- Google AdWords Enhancements
- Documents and Contracts: UX Upgrades
- PDF Size Reduction
- Number Intelligence
- Template Library Preview
- Printful Description Import
- RSS Campaign Enhancements
- Bank Transfer Support in Invoices
- Upload Font Files
- Square in Calendar Payments
- Email Builder Enhancements
- Phone System Improvements
- Webhooks for Custom Provider
- Estimate Filters and Product Descriptions
- Multi-Currency Stats
- Custom Value Linkage in Documents
Introducing New Templates
We’re excited to announce a range of new templates to simplify your marketing tasks. Whether you’re building a website, a sales funnel, or crafting email campaigns, these new templates are professionally designed and fully customisable. They help you save time and focus on connecting with your audience and driving results.
Additionally, we’ve introduced a new snapshot featuring templates for industries such as Real Estate, Personal Training, and more. These snapshots provide everything you need to hit the ground running with customised templates tailored to specific business types.
Social Planner: X (Twitter) API Changes
X (formerly Twitter) has made changes to their API, and as a result, as of December 4, 2024, X is no longer supported in the Social Planner.
Unfortunately it’s a change beyond our control, which we suspect is to help combat bots and spam on the platform (which can only be a good thing in the long run). We are hopeful that the X API will be reborn again in the future.
We sincerely apologise for any inconvenience this may cause and remain committed to helping you scale your social media marketing through scheduled content.
Bot Status for Contacts
With the new Bot Status feature, you can now manage and monitor the Conversation AI bot’s activity for each contact. This allows for better personalisation and control over the bot’s interactions, including setting it to Active, Sleep/Snooze, or Inactive directly from the Conversations tab.
- Active: The bot engages as usual.
- Sleep/Snooze: Temporarily pause the bot with a timer for reactivation.
- Inactive: Turn off the bot indefinitely or set it to reactivate after a chosen duration.
This feature helps ensure the bot engages with the right contacts at the right time.
Nav Menu Popup Colours
Website and funnel builders can now customise the background colours of navigation menu popups, such as mobile hamburger menus and eCommerce search bars. This update enhances branding and design consistency across your site.
- Customise desktop popup colours.
- Customise mobile popup colours, including hamburger menus and search bars.
Documents and Contracts: Bug Fixes
We’ve resolved several issues to improve the Documents and Contracts module:
- Email signatures now render correctly instead of displaying as raw HTML.
- Special characters are fully supported in text fillable fields.
- You can delete individual pages from uploaded PDFs for more flexibility.
- Issues with large PDFs (>20MB) have been fixed, with a preview link sent in emails for completed documents.
Google Drive Integration Updates
Enhancements to our Google Drive integration improve security and functionality:
- The Connect Drive button is disabled when using the Login As feature to protect user privacy.
- Drive data is hidden during proxy access, ensuring separation between user and admin permissions.
Dashboard Bug Fixes
We’ve resolved multiple bugs to improve the reporting dashboard:
- Dashboard title spacing is now consistent for a cleaner look.
- Date discrepancies between contact smart lists and the dashboard have been fixed.
- Translation errors on empty dashboard keys and descriptions have been corrected.
- gBraid and wBraid values are now properly attributed to Paid Search.
- Only workflows are shown in the source dropdown, eliminating confusion caused by folder names.
Customer Replied Trigger Update
Users can now select specific chat widgets or live chats in the Customer Replied trigger. This allows for better control over automations and interactions based on where the reply originated.
- Choose Chat Widget or Live Chat as reply channels.
- Apply specific filters to refine automations for each type.
Custom Reports with Themes
Custom reports are now more visually engaging with theme support. Choose from predefined themes or create your own for both reports and individual widgets. This update enhances clarity and branding consistency.
Default Dashboard Snapshot Updates
Default dashboards can now be pushed and updated through snapshots. This eliminates the need for manual setup on new accounts, saving time and ensuring accurate reporting from the start.
Google AdWords Enhancements
Support for gBraid and wBraid IDs has been added to improve attribution in Google Ads. These updates ensure all contacts with these IDs are correctly mapped to Paid Search, preventing data loss and workflow issues.
Documents and Contracts: UX Upgrades
We’ve made it easier to manage recipients and products in Documents and Contracts:
- Add recipients directly from the primary client box.
- Delete recipients on the go for flexibility.
- Search for products when adding new items to documents.
PDF Size Reduction
Downloadable PDFs are now 50-60% smaller, and the Documents Dashboard loads significantly faster. These improvements enhance usability and efficiency.
Number Intelligence
The upgraded Number Intelligence feature filters spam calls, identifies unknown callers, and validates phone numbers before sending SMS. These updates reduce interruptions and improve lead quality.
Usage charges apply – Click to see our usage rates.
Template Library Preview
A new preview feature allows users to see how the Template Library will appear for accounts after customisations. This ensures accurate adjustments and streamlines the setup process.
Printful Description Import
Product descriptions can now be imported automatically from Printful, saving time and effort during product setup. Descriptions can still be edited in the Product Details page after import.
RSS Campaign Enhancements
New RSS campaign updates include:
- Set a maximum feed count for better control and performance.
- View execution logs for easier tracking and debugging.
- Migration to a more reliable API for fewer failures.
Bank Transfer Support in Invoices
Invoices now support bank-only transfer methods (ACH and SEPA only) for Stripe users. This feature gives more flexibility in payment options for your clients.
Upload Font Files
Custom font files can now be uploaded directly into Media Storage, allowing for unique branding through customised fonts in your websites and funnels. Supported formats include .ttf, .otf, .woff, and .woff2.
Square in Calendar Payments
You can now integrate Square as a payment method in Calendars, giving you more flexibility for collecting payments during bookings.
Email Builder Enhancements
We’ve improved the Email Builder with updates such as a Media Library upgrade and fixes for unsubscribe link warnings. These enhancements improve functionality and compliance.
Phone System Improvements
Call management is now more streamlined with updates that show who answered calls, better voicemail drop handling, and improved workflow triggers for call statuses.
Webhooks for Custom Provider
Custom-provider now supports webhooks for subscriptions, allowing for seamless management of payments, updates, and cancellations through automated processes.
Estimate Filters and Product Descriptions
New features for Estimates include filters for Viewed status, automated product descriptions, and increased character limits for product details. These updates improve tracking and usability.
Multi-Currency Stats
Dashboard stats for invoices and estimates now display real-time currency conversions, ensuring accurate totals regardless of currency type.
Custom Value Linkage in Documents
Text and date fields in Documents can now be linked to custom values, allowing automatic updates to related records after signing. Users can also download a CSV of filled fields for easy data management.
