Modern Feature Updates and Improvements - February 2024

Communities - Introducing Paid Courses

What’s New The Communities team is excited to unveil a groundbreaking feature – Paid Courses. This new functionality allows group owners and admins to monetize their courses within communities, opening up new revenue streams and enhancing the educational offerings of their groups.

Key Features:

  • Learning Tab Empowerment: Admins and owners can now add paid courses directly from the Learning tab in communities, making it easier to manage and offer educational content.

  • Flexible Payment Options: Courses can be set up with recurring or one-time payment options, giving you the flexibility to choose the pricing model that best suits your course structure. Additionally, you have the freedom to select the preferred currency for your courses.

  • Seamless Course Purchase: Learners can easily purchase courses through the Learning tab, providing a straightforward and hassle-free transaction process.

  • Boost Course Visibility: We’ve introduced the ability to copy links to your paid courses, allowing admins to share and promote their courses more effectively.

  • Email Integration: The system now sends automated emails for successful payments and subscription cancellations related to paid courses, keeping both admins and learners informed.

  • Edit Capabilities: Admins and owners have the flexibility to edit the pricing and payment settings of their paid courses, ensuring they can adapt to changing needs or strategies.

Key Enhancements:

  • Enhanced Course Sequencing: Admins can reorder courses on the Learning page using the new and improved Move Courses option, allowing for better organization and presentation of course material.

  • Effective Progress Tracking: The integration of Course Progress in Communities enables admins to track the progress of specific users, enhancing the learning experience by providing clear milestones and achievements.

  • Currency Selection: A new currency selection option has been added for paid groups, offering greater flexibility in financial transactions and catering to a global audience.

This launch of Paid Courses within Communities marks a significant step forward in providing valuable, monetizable educational content, enriching the community experience for both group leaders and members.

Communities Update - Enhancing Channel Organization 🌟

📣 What’s New

  • ↕️ Rearrange Channel Order for Community Owner/Admin:

    • We’re introducing a much-requested feature that allows Group Admins/Owners to rearrange the order of their channels effortlessly. This can be done simply by dragging and dropping channels into their desired order. By default, channels have been organized alphabetically, but now you have the flexibility to customize the order to better suit your community’s needs.
  • ⚙️ Improvements & Bug Fixes for Mobile View:

    • Enhanced Comment Editor: We’ve made significant improvements to the Comment Editor to offer a better user experience on mobile devices.
    • Privacy Enhancements: Fixed an issue where non-member users were able to view the channel list of private groups in the Mobile view. This update strengthens privacy controls and ensures that community spaces remain exclusive to their intended members.

🌟 What’s Next:

  • Push Notifications: Upcoming updates will include the integration of push notifications, keeping community members informed and engaged with real-time updates.
  • Gamification of Communities: To further enhance community engagement, we’re exploring gamification elements that can be incorporated into communities. This will introduce a new dynamic to participation and interaction within the community.

These updates and future plans are part of our ongoing commitment to improving and enriching the Communities feature. We believe these enhancements will not only improve the usability and accessibility of our platform but also foster stronger, more vibrant community interactions. Stay tuned for more exciting developments!

Image Slider in Email Builder

What’s New: We’re excited to unveil the Image Slider feature in our Email Builder, bringing a carousel-style visual element to your email marketing arsenal. This feature allows for a dynamic, engaging way to display multiple images within your emails, enhancing both aesthetics and user interaction.


  • Enhanced Visual Appeal: With the sleek, modern design of the image slider, your emails will capture and hold the attention of your audience more effectively.
  • Interactive Experience: By incorporating an interactive element into your emails, you create a more engaging and memorable experience for your recipients.
  • Optimized Space: The image slider enables you to utilize email space efficiently, allowing you to showcase several images in a single, streamlined carousel.

How to Use:

  1. Go to Email Marketing and open any Campaign or Template.
  2. Insert the Image Slider element into your email design.
  3. In the edit menu on the left, add or remove images from the slider. You can also link each image as needed.
  4. Customize the appearance of the slider, including the visuals of the arrows, thumbnails, etc., through the edit menu.

Info Section:

  • Gain insights into how various components of the Image Slider, such as thumbnails and arrows, will appear across different email clients. This information enables you to make informed design choices, ensuring your emails look great wherever they’re viewed.

The introduction of the Image Slider to our Email Builder marks a significant enhancement in how you can communicate visually with your audience, offering a new layer of sophistication and interaction to your email campaigns.

Recent Enhancements in Email Builder

We’re thrilled to announce new enhancements designed to enhance your experience with our platform.

What’s New? 🚀🚀

  • Test Email Feature: A new test email button has been introduced on the send or schedule screen, allowing for quick pre-launch checks. This feature automatically syncs with the information entered on the send or schedule screen, streamlining your workflow.
  • Status Filters: Filters have been added to the campaign list view, making it easier to sort campaigns by their status (failed, sent, archived, draft), thus improving campaign management and visibility.
  • Campaign List Viewing Options: Customize your campaign list viewing experience by choosing to view 10, 20, or 30 campaigns per page, offering greater flexibility to suit your preferences.

Why It Matters? 😎😎 These updates simplify the pre-launch check process, enhance the visibility and organization of campaigns, and provide flexibility in how campaigns are viewed, making your workflow more efficient.

What’s Coming in the Future? 🤩🤩 Looking ahead, we’re committed to further improving your experience:

  • Defaults in Test Screen: Efforts are underway to incorporate default settings into the test screen, aiming to make the testing process even smoother.
  • Page View Stickiness: We’re also working on a feature that will allow you to save your preferred view settings, ensuring a consistent view across sessions, enhancing usability and personalization.

Stay tuned for these upcoming updates, designed with your needs in mind!

Enhanced Security for Funnels/Websites with Custom Security Headers 🛡️🔐

In our ongoing effort to enhance the security of digital assets, we are excited to introduce a significant update for our funnel and website builders. Recognizing the vulnerabilities that web pages may face from various attacks, we now offer a robust solution for bolstering your site’s defenses.

⚡⚡ Solution: ⚡⚡ We’ve incorporated a new “Security” tab within the Funnel/Website detail page, enabling customers to add custom security headers. This feature empowers users to enhance the security of their funnels and websites against potential attacks and vulnerabilities, providing an additional layer of protection.

🤩 Key Features & Benefits:

  • Dedicated Security Tab: Access a specialized tab in your funnel or website settings dedicated to security configurations.
  • Custom Response Headers: For the first time, users have the flexibility to add custom security headers, a critical component in fortifying website security that was not previously configurable on our platform.
  • User-Driven Security Enhancements: This update puts the power in your hands, allowing for the customization of security headers without restrictions, aligning with best practices in web security.

😎 How to Use:

  1. Open the detail page for any Funnel/Website.
  2. Navigate to the “Security” Tab.
  3. Click on “Add Security Header” to bring up the modal.
  4. Enter the desired header and its value in the modal.
  5. Click on “Save” to apply the changes.

This initiative is part of our commitment to providing users with advanced tools to secure their online presence effectively. By enabling the addition of custom security headers, we’re taking a significant step forward in safeguarding against malicious activities and enhancing the overall security posture of funnels and websites built on our platform.

Introducing Page View Trigger for Funnels/Websites 🚀🚀

🔥🔥 Exciting News for Automation Enthusiasts! 🔥🔥

We’re thrilled to unveil the “Page View Trigger” feature in workflows for funnels and websites, a highly anticipated update that opens up new avenues for personalized automation based on customer interactions with your pages. This feature is designed to enhance customer engagement by allowing for targeted automation triggered by specific page visits.

🤩 Key Features & Benefits:

  • Targeted Automation: Trigger workflows based on specific customer page visits, allowing for more timely and relevant interactions.
  • Enhanced Engagement Tracking: Keep track of customer engagement through page view history directly within the contact record.
  • Identify Most Engaged Users: Use visit summaries to determine which users are most engaged with your content, helping to refine your marketing strategies.

😎 How to Use:

  1. Go to the Workflow section.
  2. Click on “Add Trigger” and select the “Funnel & Website Page View” trigger from the events category.
  3. Choose the specific Funnel/Website you want to track.
  4. Optionally, select a specific Page/Page URL and add UTM Parameters to further refine your automation triggers.

❗Important Note: The “Page Visited Trigger” will be activated only if the visiting customer’s details are present within the webpage. This ensures that workflow automations are accurately executed, taking into account precise customer context and engagement data.

This update is a game-changer for creating more personalized and effective customer interactions, leveraging the power of automation to enhance your marketing efforts.

Introducing Mobile Responsive Margin and Padding Controls for Funnels/Websites 🚀🚀

We’re excited to roll out a highly anticipated update for our funnel and website builder: the introduction of mobile-responsive margin and padding settings. This advanced customization feature allows you to set distinct margin and padding values for mobile and desktop views, ensuring your designs look impeccable on any screen size. Building mobile-responsive funnels and websites has never been simpler or more efficient.

🔥 New Features Include:🔥

  • Specific margin and padding adjustments for mobile view.
  • The ability to modify margin left and right for all elements, enhancing layout flexibility.

😍 Example Use Cases:😍

  • Tailoring grid layouts to look perfect on mobile by adjusting margin and padding settings differently from desktop views.
  • Optimizing the visual layout and placement of elements specifically for mobile users, improving the overall user experience.

🤩 Major Pain Point Addressed:🤩 This update eliminates the need for creating multiple sections with different margin and padding settings for various devices, or hiding sections from certain devices. Now, you can seamlessly adjust settings for a unified design that automatically adapts across devices.

🥳 How to Use:🥳

  1. In the new funnel builder, select the element you want to adjust.
  2. Go to the element’s settings and find the Margin and Padding options.
  3. Make your adjustments for the desktop view; these settings will initially apply to both mobile and desktop.
  4. Click on the desktop icon to switch to the mobile view.
  5. Now, adjust the margin or padding specifically for mobile. These changes will not impact the desktop view.
  6. To revert to desktop adjustments, simply switch back to the desktop view and modify as needed. These changes will remain exclusive to the desktop setting.

This enhancement is a game-changer for ensuring your funnels and websites are as responsive and visually appealing as possible, regardless of the device.

Variant Specific URLs for Products in Stores

What’s New?

We’re thrilled to introduce a significant enhancement to our online stores: unique URLs for each product variant. This feature allows for direct linking to a specific variant of a product based on its unique combination, facilitating a more streamlined shopping experience.

Key Features:

  • Unique Variant URLs: Each product variant is assigned a unique URL, identifiable through query parameters, specifically variant=<variant-id>. This addition enables customers and marketers to link directly to a specific product variant, enhancing marketing efforts and user experience.

  • Automatic Variant Selection: If the URL is accessed without a variant parameter or with an invalid variant ID, the system automatically defaults to the lowest-priced variant. This ensures that customers are always presented with a valid product option.

  • Seamless Shopping Experience: With variant-specific URLs, the desired product combination is automatically selected when the URL is opened, eliminating the need for manual selection and simplifying the purchasing process.

This update is part of our ongoing efforts to enhance the functionality and user experience of our online stores, making it easier than ever for customers to find and purchase the exact product variant they’re looking for.

Internationalization Support for Content Generation and Quick Actions

What’s New? We’re thrilled to unveil a significant enhancement to our Content AI capabilities, offering robust internationalization support. Now, users can effortlessly generate content in their preferred language, including French, Spanish, Japanese, and more, across various platforms such as Funnels, Websites, Blogs, Email Templates and Campaigns, and Social Planner.

With this update, you have the flexibility to produce content in your local language using two options: “Generate with AI” and “Quick Actions” (which includes Improve Writing, Fix Spelling and Grammar, Simplify Writing, Make Longer, and Make Shorter).

How to Generate Content in Internationalized Language in Content AI – Text:

  1. Navigate to the platform of your choice – Social Planner, Funnels, Website, Email Campaigns and Templates, or Blogs.
  2. Choose to generate content in your preferred language, such as Japanese, French, or any other supported language.
  3. The content generated will reflect your language choice, producing variations directly in the language added in the prompt.

This internationalization support transforms how users interact with Content AI, making it a more inclusive tool that caters to a global audience. Whether you’re creating content for diverse markets or aiming to connect more authentically with your audience in their native language, our enhanced Content AI is here to support your creative process.

BNPL payment methods now supported for online stores

Business users can now enhance their online stores by offering Buy Now, Pay Later (BNPL) payment options, including Affirm, Klarna, and AfterPay. This feature is exclusively available for businesses that utilize Stripe as their payment provider. Integrating BNPL payment methods can significantly increase conversion rates by providing customers with flexible payment options.

All order and transaction details for BNPL payments will be seamlessly integrated under the Payments menu, similar to credit card payments. This integration ensures the smooth operation of existing functionalities, such as the Order Submitted and Payment Received triggers, thus streamlining the transaction process for both businesses and customers.

Attach Manual Taxes Directly to Products 💼

Business users are now empowered with the capability to directly attach taxes to a product. This pivotal update ensures that taxes linked to a product will automatically be reflected across any channel where the product is sold, including order forms, payment links, e-commerce stores, or invoices.

Key Features:

  • Automatic Tax Population: When a product is added to an invoice, the taxes attached to that product will automatically be included in the invoice for that specific product.
  • Multiple Tax Attachments: Users have the flexibility to attach multiple taxes to any product, catering to complex tax scenarios.
  • Recurring Product Taxes: Taxes will also apply to recurring products, encompassing all subsequent payments after the initial charge.
  • Discount Integration: Taxes will be calculated on the subtotal amount after any discounts have been applied, ensuring accuracy in tax calculation.
  • Easy Tax Management: Deleting a tax from the Taxes section will remove it from all products where it was attached. Similarly, updating a tax rate will automatically apply the new rate to all existing products where it is attached.
  • Manual Configuration: Users can manually configure taxes under Payments -> Settings -> Taxes, providing control over tax settings.

This enhancement is designed to streamline tax management, making it more intuitive and efficient, especially for businesses that deal with a variety of products across multiple sales channels.

New Feature Alert: Terms and Notes on Receipts

We’re excited to introduce a significant enhancement for business users: the ability to add Terms and Notes directly to receipts. This new feature provides an additional layer of customization, enabling users to communicate important information or conditions related to transactions with ease.

Key Features:

  • Customizable Terms and Notes: Users can now input specific terms and conditions or personalized notes on receipts, ensuring that all necessary transaction-related information is communicated clearly to customers.
  • Integrated Text Editor: A user-friendly text editor supports the inclusion of custom values tied to the receipts, allowing for dynamic content that can adapt to specific transaction details or customer information.
  • Comprehensive Application: Whether customers download receipts or access them via a URL, they will receive the added terms and notes, ensuring consistency in the information provided across all receipt formats.

How to Implement:

  1. Navigate to the Payments Tab, then proceed to the Settings tab.
  2. Select Receipts from the sidebar menu.
  3. Scroll down to the Terms and Notes section, and begin adding the desired content to be displayed on your receipts.

This update is part of our ongoing efforts to enhance user experience and provide business owners with the tools they need to manage their transactions more effectively, ensuring every receipt can serve not just as a record of payment but also as a communication tool.

Enhanced Customization for Sending Out Receipts: FromName, FromEmail & Subject Support

We are pleased to announce new customization options for sending out receipts, allowing users to personalize the email address, sender’s name, and subject line for all receipts dispatched. This enhancement is designed to provide business owners with greater control and flexibility over their communication, ensuring each receipt reflects their brand and messaging strategy.

Key Enhancements Include:

  • Personalized Sender Details: Users can now specify the sender’s email address (FromEmail) and name (FromName) for all outgoing receipts, offering a consistent and professional appearance.
  • Customizable Receipt Subject Lines: The addition of custom values in receipt subject lines enables tailored, personal touches, making each communication more relevant to the recipient.
  • Increased Control for Business Owners: These new features empower business owners to shape how receipts are presented and perceived by recipients, reinforcing their brand identity and enhancing customer engagement.

This update underscores our commitment to providing versatile and user-friendly solutions that support the unique operational needs of business owners, ensuring their communications are both effective and reflective of their brand values.

Invoice Email Customization: Enhanced FromName & FromEmail Support

In our latest update, users gain significant control over their invoice dispatch process, with the ability to configure the sender’s email address and name for invoices. This customization extends to both invoices sent out to clients and notifications sent to team members, ensuring a consistent brand experience across all communications.

Key Features:

  • Custom Sender Details: Users can now specify the email address and name that appear as the sender for all outgoing invoices, aligning with their brand identity.
  • Unified Brand Communication: This enhancement empowers business owners to maintain a cohesive brand voice, enhancing the professionalism and recognizability of their communications.
  • Broad Application: The settings for customizing the sender’s details are universally applicable, affecting all invoices distributed through any channel.

This update is designed to offer business owners greater autonomy in shaping their invoicing communications, thereby reinforcing their brand proposition with every transaction.

Customizable Subject Lines for Invoice Notifications

We’re excited to announce a new capability that allows business users to personalize the subject lines for notifications sent from the Invoicing Module. This feature enhances the flexibility and relevance of communication with both team members and customers.

What’s New?

  • Custom Subject Lines: Users can now craft specific subject lines for their invoice notifications, ensuring clarity and immediate recognition for recipients.
  • Use of Custom Values: The system supports the inclusion of custom values within subject lines, offering dynamic personalization that can reflect invoice numbers, names, or specific dates.
  • Wide Application: This feature extends to 10 different types of notifications, encompassing both team and customer communications, for a comprehensive application across your invoicing processes.

How to Implement:

  1. Navigate to the Payments Tab, then select Invoices.
  2. Look for and click on the settings icon visible on the page.
  3. Click on Notifications, and you’ll be able to start customizing your subjects for various notification types. Simply input the desired text in the Subject Field for each notification type you wish to customize.

This update is part of our ongoing effort to provide more control and customization to business owners, ensuring that every aspect of communication can be tailored to fit the brand and operational needs.

Bulk Upload Products and Variants as CSV

We are excited to announce a new feature that significantly streamlines the process for business users to migrate their product listings into our platform. With the ability to bulk upload products and their variants using a CSV file, transitioning from other platforms to the Modern ecosystem has never been easier.

Key Features:

  • Bulk Upload Capability: Business users can now upload an entire catalog of products and variants in one go, utilizing a CSV file format. This enhancement is designed to simplify the process of populating your product listings on our platform, making it efficient and time-saving.

  • Sample CSV Template: To assist in this process, a sample CSV file is provided to outline the exact format required for successful uploads. This template serves as a guide to ensure that all necessary information is correctly formatted and included.

  • Easy Migration: This feature is particularly beneficial for users migrating from other platforms. It offers a seamless transition into the Modern ecosystem, allowing you to bring your existing product offerings without the need for manual entry.

  • One-time Products and Variants: Currently, the bulk upload feature is available for one-time products and their variants. This focus ensures that the most commonly used product types can be quickly and easily uploaded.

  • Upload Notifications: Upon completion of the upload process, business users will receive an email notification indicating the success or failure of the product upload. This notification provides immediate feedback on the upload process, allowing for quick corrections if necessary.

How to Use:

  1. Prepare Your CSV File: Refer to the sample CSV provided to format your product and variant information correctly.
  2. Access the Bulk Upload Feature: Navigate to the product management section of our platform and select the option for bulk upload via CSV.
  3. Upload and Wait for Notification: Once your CSV file is ready and uploaded, you will receive an email notification detailing the success or failure of the upload.

This new feature is part of our ongoing commitment to improving the user experience and operational efficiency for our business users. By enabling bulk uploads for products and variants, we hope to facilitate easier management and expansion of your product offerings within the Modern ecosystem.

Cc/Bcc Emails While Sending Out Invoices

We’re introducing a valuable update for business users: the ability to add cc/bcc recipients to all invoices sent out. This feature is a significant enhancement, designed to improve communication and transparency with all stakeholders involved in a transaction.

Key Features:

  • Cc/Bcc Functionality: When sending invoices, business users can now include additional recipients in the cc (carbon copy) or bcc (blind carbon copy) fields. This ensures that all relevant parties receive a copy of the invoice, enhancing communication and record-keeping.

  • Secondary Email Integration: If a contact has secondary emails configured alongside their primary email, these addresses will be available for selection when sending out an invoice. This flexibility allows for a broader distribution of the invoice to ensure it reaches all necessary parties.

  • Stakeholder Inclusion: This update is particularly beneficial for business owners who need to loop in multiple stakeholders, such as team members, accountants, or other partners, when sending out invoices. It ensures that everyone involved is kept in the loop.

  • Availability: This cc/bcc feature is available for both one-time and recurring invoices, offering versatility regardless of the billing cycle.

How to Use:

  1. Prepare Your Invoice: As usual, prepare your invoice for sending to the primary contact.
  2. Select Cc/Bcc Recipients: Before sending, you’ll have the option to add additional recipients in the cc/bcc fields. If the contact has secondary emails, these can be selected here.
  3. Send Your Invoice: With the cc/bcc recipients added, send out your invoice as normal. All chosen recipients will receive a copy.

This feature aims to streamline the invoicing process, making it more efficient and collaborative. By enabling business users to easily include all relevant stakeholders in invoice communications, we’re helping to ensure that financial transactions are transparent and well-documented within the business ecosystem.

Enhanced Workflow Automation with WhatsApp Actions ⚡

🎉 Exciting news! Two innovative actions have been introduced to enhance Workflows capabilities and streamline communication through WhatsApp:

  1. Wait for WhatsApp Contact Reply ⏳: This feature incorporates WhatsApp support into your workflow’s Wait Action. It allows you to send an initial WhatsApp message and then pauses until the contact’s reply is received before moving to the next step. This addition fosters more natural and responsive interactions within your automated workflows.

  2. Set Do Not Disturb (DND) for WhatsApp ⛔: This functionality integrates WhatsApp support with the DND Action. It enables you to set the DND status for all channels or specifically for WhatsApp, based on certain customer actions, such as sending a “STOP” message. This feature is crucial for respecting customer preferences and managing communication channels more efficiently.


  • Streamlined workflows: Automate complex interactions that involve WhatsApp communication.
  • Improved customer experience: Facilitate natural, two-way conversations within workflows.
  • Enhanced communication management: Leverage DND options to respect customer preferences and streamline communication strategies.

Availability: These new actions are now accessible within the Workflows section under Automation > Workflows.

These updates are set to offer powerful tools for optimizing communication strategies through WhatsApp and Workflows, enhancing both the efficiency of your workflows and the overall customer experience.

Lost Reason in Opportunity Automations

We’re thrilled to share a new feature enhancement in opportunity management: the integration of a lost reason filter in both triggers and actions. This update introduces a more nuanced approach to managing opportunities, providing you with additional tools to refine your strategies and workflows.

What’s New:

  • Enhanced Filtering Options: A lost reason filter has been added to various triggers such as Opportunity Created, Changed, Status Changed, Stale Opportunities, and Pipeline Stage Changed. This allows for more precise control over how opportunities are managed and analyzed, giving you the ability to tailor your approach based on specific insights.
  • For the Opportunity Changed trigger, there is now the capability to filter opportunities based on updates to their lost reason, offering a deeper layer of customization for your automated processes.
  • Advanced Action and Logic Capabilities: The lost reason filter has also been incorporated into Create/Update Opportunity actions and If/Else operators, enabling more sophisticated decision-making and action-taking based on the reasons behind lost opportunities.


  • Targeted Follow-Up: This feature empowers you to create personalized follow-up strategies tailored to the specific reasons why an opportunity was lost, significantly increasing the chances of re-engagement and success.
  • Problem-Solving Precision: By clearly identifying and understanding the reasons behind lost opportunities, you can develop targeted solutions that address these issues directly, thereby enhancing your overall sales strategy and approach.
  • Focused Resource Allocation: Allocating your resources towards addressing the primary factors behind lost opportunities allows for more efficient and effective use of your time and efforts, ultimately fueling strategic growth and optimization.

This update marks a significant step forward in opportunity management, providing the tools needed to engage more effectively with your sales funnel and drive better outcomes.

Enhancements in Payment Received Trigger 🚀

Business users can now enhance their payment received triggers by selecting the source on manual payments collected directly from the contacts page, through form payments, calendar payments, or funnel/website payments. Additionally, a new sub-filter has been introduced for online stores within the website, offering granular control over each source.

Rest assured, all existing triggers will continue to operate seamlessly. These new sources and filters can be seamlessly integrated into both existing and new triggers. The corresponding data related to the payment will be accessible for every source, ensuring comprehensive oversight and management.

Enhancements to the Copy Workflow Feature 🌟

We are excited to announce significant improvements to the Copy Workflow feature:

  • Support for Copying Marketplace Actions and Triggers: Enhance your workflows with the ability to effortlessly replicate marketplace actions and triggers. This update provides greater flexibility and efficiency in managing your processes.

  • Support for Copying Internally Created Actions and Triggers: Boost your automation potential by easily duplicating actions and triggers that were developed internally. This addition amplifies your ability to streamline operations and implement powerful automations across your tasks.

These enhancements are designed to elevate your workflow management experience, making it more versatile and efficient.

😎 Social Planner - Enhance Your Social Media Posts with Watermarks 🖼️

A watermark is a subtle yet powerful feature, often a transparent design or text, placed over digital images to signify ownership and copyright. Here’s why incorporating a watermark into your social media posts can be a game-changer:

🤩 Benefits of Watermarking:

  • Ownership and Copyright Protection: Watermarks help assert the ownership of your content and protect it from unauthorized use. By embedding your username, logo, or other identifiers, you discourage others from claiming your work as their own.
  • Brand Recognition: Utilizing a watermark for your logo or brand name aids in establishing and reinforcing your brand’s presence across social media platforms.
  • Promotion and Marketing: Watermarks can serve as a strategic tool for promoting your brand or campaign. Including a URL, social media handle, or hashtag can direct viewers to your online platforms or promotions.

😍 How to Create a Watermark in Social Planner:

  1. Navigate to Marketing > Social Planner.
  2. Access the Social Planner settings.
  3. Locate the Watermark tab among the options.
  4. Click on “Add Watermark” to customize your watermark. Here, you can:
    • Specify the watermark’s name.
    • Choose its alignment (top, bottom, right, left, center).
    • Adjust the opacity for subtlety or prominence.
    • Scale or resize the watermark as needed.
    • Opt for auto padding to create additional space around the logo.
  5. By default, the watermark will be applied to all image posts. Advanced settings offer the option to disable this feature if desired.


  • Currently, only one watermark can be supported.
  • Watermarks are not applicable to video content.
  • The watermark feature is available for all social media platforms.

Enhance your social media content with watermarks to protect and promote your brand effortlessly.

Enhancements in Show/Hide in Conditional Logic in Forms 😍😍


We’re excited to announce significant enhancements to the conditional logic within our Forms, bringing an elevated level of interactivity and customization to your form-building experience.

  • Expanded Conditional Logic Capabilities: Our latest update extends conditional logic functionalities to include show/hide actions for textbox lists, signatures, file uploads, and multiple dropdown fields. This expansion allows for a more dynamic interaction within forms, enabling visibility of specific elements based on user inputs or selections.

  • Checkbox/Radio Option Fix: We have resolved a critical issue where checkbox or radio options were not properly capturing empty values in conjunction with show/hide conditional logic. This fix ensures that all user interactions, including selections or the absence of them, are accurately captured and stored, enhancing data integrity and user experience.

  • Improved Handling of Overlapping Conditions: A bug related to overlapping conditions within our show/hide conditional logic has been addressed and corrected. This improvement guarantees that any conflicting conditions are managed more efficiently, offering users a seamless and error-free interaction with forms.

🥳Important Notes:🥳

  • The conditional logic feature now holds precedence over a field’s default hidden settings. This crucial update means that the visibility of fields within a form is primarily dictated by the conditional logic applied, ensuring that forms respond appropriately based on user inputs. This level of control and customization ensures that your forms are not only more engaging but also more tailored to the specific needs of your audience, enhancing the overall user experience.

These enhancements to the show/hide functionality in conditional logic are part of our ongoing commitment to providing powerful, intuitive tools for form creation. We believe these updates will significantly benefit users, making forms more interactive, responsive, and aligned with the specific requirements of your audience.

Pre Buffer for Calendars: Introducing Enhanced Scheduling Flexibility

We’re excited to announce the introduction of pre-buffers for appointments, adding to the previously available post-buffers. This new feature offers users unparalleled flexibility in managing their schedule, ensuring they can allocate additional time before or after appointments as needed.

What’s New?

  • Users can now add both pre and post buffers to appointments, enhancing scheduling options. The pre-buffer is set before an appointment, while the post-buffer follows the appointment.
  • This functionality allows for the consideration of buffer times when scheduling new appointments, perfect for those moments when you need extra time to prepare before a meeting or to decompress afterwards.

Important Points to Note:

  • Buffers are applicable for events booked through the booking widget or directly within the app. Events created externally (e.g., via Google, Outlook, iCloud) are considered in the scheduling process to ensure buffers do not overlap with existing calendar events.
  • For example, if there’s a 30-minute appointment with 15-minute buffers before and after, the booking widget or app will only display availability 30 minutes following the buffer period. This prevents consecutive bookings from overlapping due to the pre and post buffers.

How to Use?

  1. Select the calendar you wish to apply buffers to.
  2. Go to the “Availability” section.
  3. Enter your desired durations for both pre and post buffers and click “Save.”

This enhancement is designed to give users more control over their time and schedules, accommodating the need for extra preparation or downtime surrounding appointments. By allowing for both pre and post buffers, we aim to streamline your scheduling process, making it more efficient and tailored to your needs.

Outlook Calendar - Enhanced Control over Attendee Email Notifications

Summary: We’ve introduced an enhancement that gives users greater control over their communication preferences with third-party calendars, including Google and Outlook. This feature is designed to empower users to manage how invitation and appointment update emails are sent to event attendees, ensuring a more effective communication strategy.

What’s New?: In the past, users had the capability to decide if Google Calendar should send appointment emails (both invitations and updates) to attendees. The latest update extends this control to Outlook, allowing users to determine whether emails should be dispatched from the Outlook platform as well. This enhancement grants users additional flexibility in customizing their communication preferences with event attendees.

How to Use: To make the most of this new feature, please follow these simple steps:

  1. Go to your calendar settings.
  2. Look for and select “Notifications & Additional Options.”
  3. Find the option labeled “Allow Google/Outlook to send invitation & update emails to attendees.” You can check this box to enable or disable email notifications from the specified third-party calendars.

This update is part of our ongoing effort to provide users with the tools they need to manage their events and communications more efficiently. By offering the ability to control email notifications from both Google and Outlook calendars, we aim to enhance the overall user experience and streamline event management processes.

Branded Domain for Calendars 📆

What’s New? In a transformative update, calendar URLs, which were previously determined by the domain configured in the agency settings (API Domain), now embrace a more personalized approach. With the introduction of branded domains at the sub-account level, the domain configured at this level will be used for all calendar links. This enhancement allows for a tailored experience with branded URLs that align with user preferences.

Please Note: The application of these changes hinges on the configuration of the branded domain at the sub-account level. Should there be no configuration at this level, the system will default to the agency-level API domain.

Impact of Branded Domain on Calendars: This update influences various aspects of calendar integration, including:

  • All Calendar Links (Scheduling Link, Permanent Link, One-Time Link)
  • Group Links, Service Menu Links
  • Embed Codes for Calendar, Group, and Service Menu
  • Reschedule Links and Cancellation Links
  • Google Organic Booking (Action URL and Service URL)

How to Use? To take advantage of this feature, it’s crucial to configure your sub-account with a branded domain name. Here’s how to do it:

  1. Go to Subaccount Settings > Business Profile.
  2. Proceed to the Branded Domain section towards the bottom.
  3. Create a CNAME record pointing to ‘’.
  4. Enter your domain in the Branded Domain field.

This update is aimed at providing a more cohesive and branded user experience, ensuring that every interaction reflects your brand’s identity.

Calendar Sync Disconnect - Email Notification

What’s New? To enhance user experience and ensure uninterrupted service, we’re introducing email notifications for disrupted calendar syncs. Now, whenever a sync with Google Calendar, iCal, Outlook, or Zoom Conferencing is disconnected, we’ll send a direct email notification to the affected user. This email will include detailed steps on how to reintegrate their calendar, aiming to minimize any inconvenience and maintain smooth calendar operations.

How to Use:

  1. Receive Notification: If a sync disruption occurs, the affected user will promptly receive an email notification.
  2. Follow the Link: The user can either log in to the app directly or click on the link provided within the email to start the reintegration process.
  3. Resync Your Calendar: The email will offer detailed instructions on resynchronizing the specific calendar. Users will need to navigate to Settings > My Profile/Integrations in the app and follow the steps outlined.

This new functionality is part of our ongoing efforts to provide a seamless and efficient user experience, ensuring that any disruptions in service can be quickly and easily resolved.

Service Menu - Enhanced Customization with Custom Code

Summary: We’re excited to announce a new feature that significantly enhances the customization capabilities of your service menu. Now, users can add custom CSS to their service menu, offering unparalleled flexibility to personalize the appearance according to their branding needs.

What’s New? In the past, customization options for the service menu were limited, not allowing users the freedom to modify its appearance as extensively as other calendars. With this latest update, you’re now equipped to fully decide and implement the desired modifications to your service menu’s look and feel.

How to Use?

  1. Access Service Menu Settings: Navigate to the settings section of your service menu.
  2. Locate Additional Options: Within the service menu details, find the section for additional options.
  3. Insert Custom Code: There will be a “Insert Custom Code” box provided for you to add your custom CSS.
  4. Save Changes: After adding your custom code, save your changes to apply them.
  5. Review Changes: Check your scheduling link to see the customizations in action.

Why This Feature? This feature was developed to give users more control and customization over their service menu. It aims to empower you to better align your service menu with your brand identity, ensuring consistency in colors, style, and overall aesthetic. Whether you aim to enhance the user experience or simply make your service menu stand out, this feature provides the tools necessary to achieve that seamlessly.

Calendar Availability Settings - Enhanced Flexibility

Summary: We’re thrilled to announce the latest enhancements to our calendar availability settings. This update introduces the option for users to indicate 24-hour availability and extends the possible end time to 12:00 am, offering greater flexibility in scheduling.

What’s New?

  • 24-Hour Availability: Users can now set their availability from 12:00 am to 12:00 am, allowing for continuous, round-the-clock scheduling. This feature is especially beneficial for businesses and individuals offering services across different time zones or those needing to accommodate flexible scheduling options.

  • Extended End Time: The end time for any given day can now be extended to 12:00 am, as opposed to the previous limit of 11:55 pm. This change ensures that the last slot of the day is accurately displayed and available for booking. For instance, with a calendar duration of 15 minutes and intervals set at 15 minutes, the last slot will now correctly show as 11:45 pm, making sure all potential appointment times are accessible.

Important Note:

  • The 12:00 am to 12:00 am setting is exclusive for indicating 24-hour availability. Identical start and end times for any other hour (e.g., 8:00 am to 8:00 am) are not permitted. For continuous coverage beyond midnight, users should set availability from 8:00 am to 12:00 am on one day and from 12:00 am to 8:00 am on the following day.

How to Use?

  1. Go to your calendar settings.
  2. Select the ‘Availability’ section.
  3. Choose the days you’re available and specify your time slots.
  4. Adjust your availability settings as desired, incorporating the new 24-hour and end time options.

These enhancements are designed to provide users with more control over their scheduling preferences, ensuring that calendar settings accurately reflect availability and meet scheduling needs.

Service Menu Enhancements

Summary: Experience greater flexibility and customization within the service menu, including new features for managing descriptions, guest additions, service selections, and staff preferences.

What’s New? In the past, the service menu was restricted by default settings with limited customization capabilities. Acknowledging the value of customer feedback, now users have the freedom to:

  • Enable or disable the option for bookers to add additional guests.
  • Restrict bookers to selecting only one service at a time, rather than multiple.
  • Decide if bookers can choose their preferred staff member. Furthermore, it’s now possible to enrich the service menu with a visible description on the widget and integrate custom code for enhanced visual appeal.


  • Visible Description on the Widget: Users can now add a description to the service menu for better clarity and visibility.
  • Guest Addition Flexibility: Choose whether to allow bookers to add extra guests.
  • Service Selection Control: Enable or disable the ability for bookers to select multiple services.
  • Staff Selection Option: Decide if bookers can select their preferred staff member.
  • Custom Code Integration: Personalize the service menu further with custom code.

How to Use?

  1. Go to Service menu settings > Service menu details.
  2. Scroll to discover the new options available.
  3. Use the toggle switches to turn features on or off according to your preferences.
  4. Click “Save” to confirm your changes.

Manage Your WhatsApp Communication with Contact DND ⛔

We’re excited to unveil the Contact Do Not Disturb (DND) feature for WhatsApp within our CRM, offering you the capability to fine-tune your communication strategies and personalize interactions with your contacts. Here’s a breakdown of how you can leverage this feature:

Key Capabilities

  • Enable DND for Unsubscribed Contacts: With this feature, you can automatically block messages from being sent to contacts who have opted out of your communications. This demonstrates respect for their preferences and helps in mitigating the risk of sending unwanted messages. If an attempt is made to send a WhatsApp message to a contact marked as DND, an error message will be displayed, ensuring compliance with their wishes.
  • Easy DND Setting Adjustments: Modify the DND settings directly from the Conversations view, offering you a streamlined process for managing contact preferences.

How to Navigate to DND Settings

To adjust DND settings for a contact, simply follow these steps:

  1. Navigate to Conversations.
  2. Select the contact you wish to manage.
  3. Choose DND Incoming to set their preference.


  • Minimize Unwanted Messages: By preventing attempts to communicate with disinterested contacts, you foster a more positive and respectful customer experience.

  • Greater Communication Control: This feature allows you to tailor your communication strategies to better meet the needs and preferences of your customers.

Accessing the Feature

To enable DND for a specific contact:

  1. Go to Contacts > Smart Lists.
  2. Select the contact you wish to apply DND for.
  3. Enable DND from their profile settings.

This update is designed to enhance the way you manage WhatsApp communications, offering a respectful and tailored approach to each contact’s preferences.

Track Abandoned Checkouts on Your Orders Page

We’re introducing a significant update that empowers business users to effectively manage and reduce abandoned carts in their online stores. This new feature enables you to monitor abandoned checkout orders directly from your Orders page, offering comprehensive insights into customer behavior and potential sales recovery opportunities.

Feature Highlights:

  • Access to Abandoned Checkout Details: Navigate to Payments -> Orders -> Abandoned Checkouts to view a detailed list of customer information and the items they added to their carts but did not purchase.
  • Email Status Tracking: Each order includes an “Email Status” indicator, showing whether an automated notification has been sent to the customer regarding their abandoned cart. This feature aids in engaging customers post-abandonment to encourage them to complete their purchase.
  • Automatic Notification Configuration: Users can set up the automatic dispatch of abandoned cart notifications via Settings -> Notifications, ensuring timely communication with customers to potentially recover lost sales.
  • Recovery Status: Orders that are subsequently completed by the customer are marked as “recovered,” providing clear visibility into the effectiveness of your abandoned cart strategies.

Impact: This feature is specifically tailored for online stores and is designed to address the challenge of abandoned checkouts—a critical aspect of e-commerce that can significantly affect revenue. By offering detailed insights into abandoned checkouts, including the ability to track and communicate with customers who have left items in their cart, business users can implement more effective strategies to decrease cart abandonment rates and increase conversions.

Utilize This Feature Now: Start leveraging this update to enhance your understanding of customer behavior, improve your checkout process, and recover potential sales. By addressing abandoned checkouts proactively, you can significantly improve the shopping experience and boost your store’s performance.

Ability to Switch from Client Portal to Memberships 🔄

Introducing the Membership Switcher, a tool crafted for unparalleled flexibility in managing your digital presence.

Key Features:

  • One-Click Toggle: Admins now have the ability to effortlessly switch between Client Portal and Membership Legacy. This feature simplifies the process, ensuring a fluid user experience.
  • Dual Usage: Users have the option to utilize both Memberships and the Client Portal simultaneously, offering a versatile approach to content management and user engagement.
  • Courses PWA Support: The Courses Progressive Web App (PWA) is exclusively supported in Memberships. Following migration, users will gain access to this functionality, enhancing the delivery of online courses.

How to Access the Switcher? To access the Membership Switcher:

  1. Navigate to Memberships.
  2. Go to Memberships > Sites.
  3. Click on “Read More” next to the banner.

This innovation aims to provide a more dynamic and flexible platform, catering to the evolving needs of users and ensuring a seamless transition between different modes of user engagement.

Enhancements in Membership Course Importer: Video Copying Support

This update marks a pivotal improvement, streamlining the process of course migration and ensuring a more comprehensive transfer of content.

Feature Highlights:

  • Video Copying Capability: The Course Migrator now supports the copying of video content, enabling a more complete and efficient migration experience.
  • Processing Status Update: Products undergoing migration will be indicated as in “processing” status, allowing users to track the progress of their course transfer, including the copying of videos.
  • Completion Status Notification: Upon the successful copying of all associated videos, the status of the migrated product will be updated to “completed,” signaling the end of the migration process.

Impact and Usage: This update significantly enhances the utility of the Course Migrator for Membership platforms, providing educators, trainers, and content creators with a more effective tool for transferring their comprehensive courses, including all textual, image, and now, video content. By streamlining the migration process, we aim to minimize the manual effort involved in course transfer, allowing users to focus more on delivering quality content and less on the logistics of content migration.

Getting Started: To utilize the enhanced Course Migrator feature, simply initiate a course migration as you normally would. The system will automatically include video copying in the migration process, ensuring a smooth and comprehensive transfer of your course materials to their new home.

This advancement is part of our ongoing commitment to providing powerful, user-friendly tools that support the diverse needs of our user community, enhancing the overall experience of managing and delivering online courses.

Membership Feature Overview - Enhanced Member Analytics and Updates

We’re thrilled to introduce a significant enhancement to our memberships platform, designed to empower course creators with the ability to meticulously monitor the progress of every user enrolled in their courses.

Accessible Via: Navigate through Memberships > Analytics > Membership Analytics from the main menu to explore these new capabilities.


  • Search Options:

    • Utilize the “Search by email” feature to quickly locate members using their email address.
  • Member Progress:

    • Access detailed performance information for each enrolled user, including progress across products, sub-categories, and individual lessons. Essential user information is also readily available.
  • Filtering Products:

    • Use the Filters to toggle between products and offers, selecting any number or combination you prefer for a focused analysis.
  • Categories Progress:

    • Instructors can now delve into the progress of individual posts by clicking on the respective category, offering granular insights into learner engagement.
  • Marking Completion:

    • A new capability allows instructors to mark posts as complete, enhancing the tracking of progress. The progress bars will dynamically adjust to reflect changes in category and product performance, providing real-time updates.
  • Manage Offers:

    • This feature simplifies the process of making comprehensive adjustments to existing attached offers. From adding new offers to removing existing ones, updates can be made directly from the member progress section, streamlining offer management.


  • Revamped Design:
    • The Payment modal within our Preview Side App has undergone a comprehensive redesign, improving the overall aesthetic and user experience.

These updates mark a significant advancement in our commitment to providing a robust, user-friendly memberships platform. Course creators now have enhanced tools at their disposal to track progress, manage offers, and ensure the success of their courses.

Membership (Courses) - Enhancements and Fixes

We’re excited to share the latest updates to our platform, focusing on Course Progress Optimization among other significant enhancements and fixes. These improvements are designed to enrich the learning and teaching experience on our platform.

Key Enhancements:

  • Course Progress Optimization:
    • Recognizing the importance of accurate progress tracking, we’ve upgraded our course progress analytics architecture. Now, course progress is instantly updated on various events, ensuring a more efficient and scalable system. This change facilitates real-time progress updates, enhancing the learning experience.

Tech Updates:

  • Snapshot Load Revamp:

    • To address the latency and database spikes caused by the heavy processing of Membership Products, we’ve optimized our Snapshot Load process. By shifting the workload to dedicated workers, we’ve minimized system overhead during peak hours, ensuring a smoother experience for users.
  • Location Security Fix:

    • We’ve implemented location-level checks to prevent products from being accessible across multiple locations. Routes are now protected based on user access to specific locations, enhancing the security and integrity of our platform.
  • Assessment Analytics UI:

    • The Assessment Analytics page has been upgraded with Pagination and improved search functionality. These enhancements make navigating through assessments more manageable and efficient, even at scale, providing instructors with a seamless interface for analyzing assessment data.

Bug Fixes:

  • Course Login Analytics Fixes:

    • We’ve addressed and resolved issues related to Course Login Analytics, ensuring accurate tracking and reporting of learner access to courses.
  • MCQ Quiz Fixes:

    • The MCQ Quizzes have been revamped to better align with the needs of both instructors and learners, improving the overall quiz experience.

These updates represent our ongoing commitment to improving the functionality and user experience of our platform. We are dedicated to providing the tools and features needed to support effective learning and teaching experiences.

Courses - Enhanced Video Player Update 🎥

Key Enhancements:

  • Introducing an Enhanced Video Player: Discover a new, lightweight, and customizable video player designed for an optimal learner experience.
  • Video Playback Speed Control: Customize your viewing experience with adjustable playback speeds, allowing you to consume content at your pace.
  • Optimized Playback for iOS Devices: Enjoy smooth and uninterrupted viewing on iOS devices, thanks to fixes addressing previous playback errors.
  • Sleek and Modern User Interface: The updated video player features a sleek, modern interface with intuitive controls for seamless playback, improved navigation, and smoother transitions, ensuring an enjoyable video watching experience.
  • Customizable Themes (Mobile Only): Course creators can now tailor the video player’s look by choosing from a selection of predefined themes that reflect their style, elevating the learning experience. This feature is accessible in learner preview mode and can be activated in labs.

Bug Fixes & Technical Improvements:

  • Resolution of mobile upsell issues.
  • Correction of video aspect ratio discrepancies.
  • Addressing layout issues within the Classic Lesson Theme.

Note: The new features are only accessible in learner preview mode and can be enabled in labs.

New Feature: Customize Your Google Business Profile Chat Widget Profile Picture

We’re thrilled to share an exciting update for our customers: the ability to personalize the profile picture of your Google Business Profile (GBP) chat widget. Previously, users were limited to a default image set for all accounts integrated with our platform. Now, you can select an image that better reflects your brand’s identity.

How to Change the Profile Picture for the Chat Widget:

  1. Navigate to any location within our platform.
  2. Access the settings and head over to the ‘Integrations’ section.
  3. Select ‘Google My Business’ and click on the ‘Change Settings’ option.
  4. In the settings menu, find the ‘Profile Image’ section.
  5. Choose your preferred image and hit the ‘Update’ call-to-action (CTA).
  6. To confirm the update, visit your business listing on Google.

After submitting your new profile image, we will send a request to the Google support team to update the image on their end. Please allow a turnaround time (TAT) of 24 to 48 hours for the change to reflect.

Moreover, for added convenience, we’ve introduced a feature that allows you to directly visit your Google Business Profile from the integration page, streamlining the process of managing your GBP settings.

This update empowers you to maintain a cohesive and professional brand presence across your digital touchpoints, enhancing the way your business connects with customers through the GBP chat widget.

Elevate Your Online Presence with Enhanced Review Widget Filtering 🌟

We’re thrilled to unveil a new feature within our Review Widget that significantly enhances your ability to display the most positive and impactful reviews. With our latest update, Filtering in Review Widget, you now have the flexibility to curate and showcase reviews that best reflect the satisfaction and positive experiences of your customers.

Accessing This Feature:

  1. Navigate to the ‘Reputation’ Tab within your sub-account.
  2. Proceed to the ‘Widgets’ section and choose to create a new widget or edit an existing one.
  3. In the ‘Layout’ tab, utilize the ‘Minimum Rating’ component to filter reviews by rating threshold, ensuring only those that meet your criteria are displayed.

Key Features:

  • Flexible Filtering Options: Tailor the reviews shown on your widget with filtering options ranging from 2 stars and above, 3 stars and above, 4 stars and above, to exclusively 5-star rated feedback.
  • Seamless Customization: Effortlessly manage which reviews are highlighted on your widget, allowing you to focus on showcasing the most positive feedback.
  • Intuitive Interface: The ‘Layout’ tab’s streamlined design ensures easy navigation and application of your filtering preferences, offering an enhanced user experience.

This feature empowers you with greater control and flexibility over how reviews are presented, enabling you to more effectively highlight your business’s strengths and improve your online reputation.

Dive into the Filtering in Review Widget feature now and transform how customer feedback elevates your business. For more insights into leveraging Review Widgets to boost your online presence, explore further in our platform.

Internationalization for Documents and Contracts

We are delighted to announce the implementation of multi-language support for our Documents and Contracts module. This significant enhancement allows users to access documents and contracts in their preferred language, greatly improving usability and providing a more inclusive experience for our global user base.

Key Features:

  • Language Selection: Users can easily select their preferred platform language by navigating to Settings -> Business Profile -> Platform Language. This setting ensures that documents and contracts are presented in the chosen language, making them more accessible to users worldwide.

  • Supported Languages: To cater to our diverse user community, we have initially rolled out support for the following 12 languages:

    • Spanish
    • German
    • French (Canada)
    • French (France)
    • Portuguese (Portugal)
    • Portuguese (Brazil)
    • Italian
    • Dutch
    • Swedish
    • Danish
    • Finnish
    • Norwegian

This multi-language support represents a significant step toward internationalizing our platform, ensuring users from various linguistic backgrounds can seamlessly use our Documents and Contracts module. We’re committed to expanding this feature to include more languages in the future, further enhancing accessibility and user experience on a global scale.

Floating TextField Element in the Document & Contract Editor

New Release Highlights:

We’re excited to announce the introduction of the Floating TextField Element in the Document & Contract Editor, a significant enhancement aimed at improving the customization and interaction within documents.

Template Editor Compatibility:

  • The Floating TextField Element is fully integrated with the Documents & Contracts Template Editor, ensuring a smooth and consistent user experience across our platform.

Flexible Placement:

  • This new feature allows users the flexibility to place text fields anywhere within a document. This adaptability ensures that documents can be customized to fit the specific needs of each contract or agreement.

Text Field Sizing:

  • Text fields are now resizable, accommodating variable text lengths. This ensures that all necessary information can be neatly included without compromising the document’s layout.

Efficient Assignments:

  • Assigning text fields directly within the document streamlines the process of interaction with recipients. This enhancement simplifies the creation and completion of documents, making it more intuitive for both creators and recipients.

Document Viewer Enhancement:

  • A new pointer with auto-scroll functionality has been added to the document viewer. With a simple click, users can automatically move to the next field, enhancing navigation and ensuring no field is missed during the completion process.

These updates to the Document & Contract Editor are part of our ongoing efforts to provide tools that are not only powerful but also easy to use, ensuring our users can create, edit, and manage their documents as efficiently as possible.