Changelog

You can now add images to your Media Storage using a public image URL—no need to download files to your device before uploading.

What's New

Upload from URL – Import images directly from any publicly accessible image link.

Image Preview Before Import – Verify the image with a thumbnail preview before adding it to your library.

Auto-Detected File Details – File name and image dimensions are automatically retrieved from the source URL.

Built-In Validation – Get immediate feedback for invalid links, unsupported file formats, or oversized images.

Copyright Confirmation – Confirm you have permission to use the image before importing it.

Seamless Library Management – Imported images are saved to your current Media Storage folder and work just like standard uploads.

How It Works

1. Open Media Storage.

2. Click Upload and select Upload from URL.

3. Paste a public image URL and click the → button.

4. Review the image preview and details.

5. Click Import.

6. Confirm copyright ownership or usage rights when prompted.

7. The image will be added to your current Media Storage folder.

This makes it faster to bring in assets from CDNs, shared image links, stock photo libraries, and other public sources without the extra download-and-upload steps.

🧭 Overview

We've improved how appointments are organized within the Contacts and Conversations tabs to make it easier to quickly understand what’s coming up next and what happened most recently.

Previously, appointments were not always displayed in the most intuitive order, making it harder to identify the next upcoming appointment or the latest completed interaction.

With this enhancement, appointments are now sorted chronologically based on their status, helping users navigate customer interactions more efficiently.

✅ What's New?

⏭️ Upcoming Appointments Sorted by Nearest First

Upcoming appointments now appear in ascending chronological order.

The appointment happening soonest will always be shown at the top of the list.

Example

If a contact has appointments on:

• June 10

• June 15

• June 20

The June 10 appointment will appear first, followed by June 15 and June 20.

⏮️ Past Appointments Sorted by Most Recent First

Past appointments are now displayed in descending chronological order.

The most recently completed appointment will appear at the top of the list.

Example

If a contact previously had appointments on:

• June 1

• May 25

• May 10

The June 1 appointment will appear first, followed by May 25 and May 10.

👀 Quick Access to Appointment Details

Users can now view the appointment details directly from the Appointments tab by using the "View" action, making it easier to review details and take action without navigating elsewhere.

🎯 Why This Matters

• Makes upcoming appointments easier to identify.

• Surfaces the most recent customer interactions first.

• Reduces time spent searching through appointment history.

• Creates a more intuitive experience inside Contacts and Conversations.

This update ensures appointment information is presented in a way that naturally aligns with how users manage customer conversations and follow-ups.

What’s new?

The Goal Event now supports Task Status as a goal type with support for both Task Created and Task Completed. This lets workflow builders pull a contact to a goal branch when a task tied to that contact is marked completed.

How it works

In the Goal Event action, select Task Status, then choose Task Created / Completed and add filters using the same filter options available in the Task based workflow trigger.

How to use it

• Add or edit a Goal Event action in a workflow.

• Select Task Status as the goal type.

• Choose Task Created / Completed, then apply any needed task filters.

Why we built it

Task lifecycle events were already available as workflow triggers, but not as goals. This closes that gap and helps builders route contacts based on real CRM task progress without extra workflow steps.

Simple example

A consulting agency creates a CRM task from a form submission. When the assigned onboarding task is marked Task Completed, the contact is pulled to the goal branch and receives the next onboarding email.

Additional Notes

• Uses the Task Created / Completed event

• Users can filter tasks by Name or Assignee

Preview

Create unique email variations automatically to make cold outreach more personalized and less repetitive.

🚀 What is new?

You can create multiple variations of words, phrases, or entire sentences within a single email template, and emails will automatically select one variation when the email is sent.

Example: {SPIN| Hey | Hello | Hi} there!

Here the customer would either see "Hey there!" or "Hello there!" or "Hi there!".Spintax also supports nested Custom Values within variations and can be used in subject lines, preview text or the email body.

🎯 Impact

1. Helps reduce content uniformity in cold email campaigns, supporting deliverability and SPAM best practices.

2. Reduces repetitive content across large outreach sequences.

3. Tests different messaging approaches without maintaining multiple versions of A/B.

4. Achieves feature parity with leading cold outreach platforms.

🔍 How to use

1. Open the email builder.

2. Add your content variations inside curly braces after the keyword "SPIN" {SPIN|} and separate each option with a pipe |.

Example:

{SPIN|Hey|Hello|Hi} {{contact.first_name}}

3. Save your message or template.

4. When the message is sent, we automatically select one of the options at random. You can test this in inbox post send.

👀 What’s New?

1. Users can now create and save Meta Lead Forms in a Draft state directly from the Ad Manager campaign flow.

2. Added a dedicated “Save as Draft” action inside the Facebook Lead Form builder.

3. Draft forms are now visibly labeled with a 'Draft' badge inside the lead form selection dropdown.

4. Added edit support for draft forms directly from the lead form selector using the inline edit icon.

5. Campaign validation now detects draft or incomplete forms before publishing ads.

6. Added warnings for forms with incomplete field mappings or unpublished draft states.

👷 How It Works:

1. Inside the Meta Lead Form builder, users can configure the form normally using sections like: Form Type, Greeting, Questions, Form Fields Mapping, Privacy Policy, Message for Leads

2. Instead of immediately creating the form on Meta, users can now click “Save as Draft.”

3. Draft forms appear inside the Select a lead form dropdown with:

• A visible Draft status pill

• Created timestamp

• Quick edit capability via edit icon

4. Users can reopen draft forms anytime, continue editing, complete mappings and finally publish the form.

5. If a draft or unmapped form is selected during campaign setup, the system now shows validation messaging such as:

• “The selected form is in draft status and has unmapped form fields. Please publish the form and complete field mapping before using it in a campaign.”

6. Once the form is fully configured and published, it becomes eligible for campaign usage.

⭐ Why It Matters:

1. Meta does not allow editing of already published lead forms, making mistakes costly once a form goes live.

2. Draft support enables advertisers to iteratively build forms without immediately locking the configuration.

3. Improves campaign preparation workflows by allowing teams to:

• Save work that is not ready to be used

• Review forms before publishing

• Complete CRM field mappings later

• Reduce accidental publishing errors

4. Especially useful for agencies and teams managing complex lead generation setups with approvals or multi-step reviews.

📝 Notes:

1. Draft forms cannot be used in live campaigns until they are published.

2. Validation requirements are relaxed during draft save but enforced during final publish.

3. Existing published Meta forms continue to work without any changes.

📝 Overview

Added QR code sharing directly inside Funnel Builder so you can create and download a QR code for the current funnel step without leaving your workflow.

🆕 What’s improved

• You can now generate a QR code directly from Funnel Builder

• The QR code is automatically linked to the current funnel step

• You can download the QR code in PNG, SVG, or PDF

• You can also choose Edit QR to open more customization options

• The QR code option only appears when a domain is connected or hosted

🔍 How to access

1. Open a funnel in Funnel Builder

2. Locate the Funnel URL at the top of the page

3. Click the QR code icon next to the URL

4. Download the QR code or select Edit QR to customize it further

🎯 Why it matters

• Saves time by removing extra steps

• Reduces the chance of linking the wrong page or step

• Makes it easier to promote funnels through print, events, packaging, signage, and other offline channels

• Brings QR code creation into the same place where you build your funnel

With Alt Text Support for Images, you can now add descriptive text to images directly inside Social Planner, helping make your content more accessible and inclusive without switching to native social platforms.

🚀 What’s new

1. Add Alt Text to Images

You can now add custom alt text to every image uploaded in Social Planner.

• Works for single-image posts

• Works for multi-image posts and carousels

• Alt text is stored individually for each image

• Fully editable before publishing

2. Quick Add, Edit & Preview

After uploading an image, simply hover over it and select Alt Text.

From there, you can:

• Add alt text

• Edit existing alt text

• Remove alt text if needed

• Images with configured alt text display a visual indicator, making them easy to identify.

3. Multi-Image Support

• Each image in a carousel or multi-image post can have its own unique description.

• This ensures every image receives accurate context instead of relying on a single generic description.

4. Platform-Aware Publishing

• Social Planner automatically sends alt text to platforms that support it and safely ignores it on platforms that don’t.

👷 How to use this feature

• Go to Marketing → Social Planner

• Create a new post

• Upload one or more images

• Hover over an image and click Alt Text

• Enter a description for the image

• If you want to edit/update Alt Text, click again on the Alt Text icon to update

• Save, schedule, or publish your post

💡 Why it matters

• Improve accessibility for visually impaired audiences

• Create more inclusive social media content

• Follow accessibility best practices

• Keep everything within a single publishing workflow

• Reduce the need to edit posts natively after publishing

📝 Notes

• Alt text is configured per image, not per post

• Supported automatically on platforms that accept alt text

• Images can be updated or edited before publishing

AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.

What's New

Performance Insights

Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.

Email and SMS Results

Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and Path Insights

For if/else and split steps, see what percentage of contacts took each branch.

Contact Tracking

Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.

Trigger Diagnostics

Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.

Workflow Search

Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.

Version History

Ask who last edited a workflow and how many versions exist.

How to Use

Open the AI Assistant in any workflow and ask. No setup required.

Built to Be Trusted

The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers - when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.

Why This Matters

Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.