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We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

New Feature: Error Highlight and Error Resolution in Workflows

This feature provides AI assistance to workflow management. Adding helpful insights into your workflow and boosting your confidence in automation while saving you time and lowering the need for extern... ...more

Important Updates ,New Feature Release Workflows &Automations

April 01, 20251 min read

New Feature: Error Highlight and Error Resolution in Workflows

Improved Feature: CC & BCC in Email Action

The Email action helps you reach your contacts through workflows. However, we know that email communications may include more than one recipient, so we’ve updated the Email Action to fit your needs. ...more

Important Updates ,New Feature Release Workflows &Automations

March 31, 20251 min read

Improved Feature: CC & BCC in Email Action

New Features: Opportunity Workflow Actions

These improvements and additions will make your opportunity management easier to automate providing avenues for convenient follow-up, accurate opportunity creation, and workflow customization. ...more

Important Updates ,New Feature Release Workflows Automations &Opportunities

March 18, 20252 min read

New Features: Opportunity Workflow Actions

New Feature: Prospect Generated Trigger

This feature allows for an easy way to create an efficient onboarding and increased customer contact process for leads acquired with the Prospecting Tool or embedded widgets. All while maintaining a p... ...more

Important Updates ,New Feature Release Workflows &Automations

March 05, 20251 min read

New Feature: Prospect Generated Trigger

New Feature: Smart Push Notification Action for Client Portal

This feature will enhance your member engagement and content visibility, sending a real-time push notification on mobile and web apps that keeps everyone involved. ...more

Important Updates ,New Feature Release Membership Workflows &Automations

March 03, 20251 min read

New Feature: Smart Push Notification Action for Client Portal

Improved Feature: Branching in Find Contact Action

The Find Contact Action, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the tota... ...more

Important Updates ,New Feature Release Workflows &Automations

February 19, 20251 min read

Improved Feature:  Branching in Find Contact Action

New Feature: T&C Filter for Forms, Surveys & Quizzes in Workflows

This filter allows for advanced segmentation based on the user's status, providing an improved experience to customers and helping you ensure compliance at all times. That way, both your business and ... ...more

Important Updates ,New Feature Release Workflows &Automations

February 19, 20251 min read

New Feature: T&C Filter for Forms, Surveys & Quizzes in Workflows

New Feature: Create Appointment Note Action

This feature leads to increased note organization and lower update times by leveraging a multi-trigger configuration into a simple customization process to get a catered automation. ...more

Important Updates ,New Feature Release Workflows &Automations

February 18, 20251 min read

New Feature: Create Appointment Note Action

New Feature: Workflow Actions for Associated Custom Object Records

These actions will help you improve data management for all Custom Objected data, creating a smooth error-free way to update your database without being time-consuming. Enjoy the added efficiency! ...more

Important Updates ,New Feature Release Workflows Automations &Custom Objects

February 12, 20251 min read

New Feature: Workflow Actions for Associated Custom Object Records

New Feature: Global Magic Links for Membership Portals

This feature leads to an intuitive experience for businesses and clients alike, allowing for secure access to the membership portals with minimized churn. ...more

Important Updates ,New Feature Release Marketing Membership &Workflows

February 11, 20251 min read

New Feature: Global Magic Links for Membership Portals

New Feature: Update Conversation AI Bot and Status Action

By using this action you can best leverage different bots in a conversation, giving your business a more robust feeling that approaches customers with the best personality and tone for their step in t... ...more

Important Updates ,New Feature Release Workflows &Automations

January 17, 20251 min read

New Feature: Update Conversation AI Bot and Status Action

Improved Feature: Bot Wait Time Before Responding in Workflows

Controlling the flow of conversation with bots allows you to add a more human touch to your Conversation Bots by adding the natural delay into the exchanges, enabling tailored interactions for specifi... ...more

Important Updates ,New Feature Release &Workflows

January 13, 20251 min read

Improved Feature: Bot Wait Time Before Responding in Workflows

New Feature: Custom Objects Actions & Triggers in Workflows

This update will maximize your efficiency by automating all processes related to your custom objects. Increasing time for customer care, ensuring accurate information, and limiting errors. ...more

Important Updates ,New Feature Release Workflows Automations &Custom Objects

December 09, 20241 min read

New Feature: Custom Objects Actions & Triggers in Workflows

New Feature: Chat Widget & Live Chat Filters in Customer Replied Trigger

This helps you create an effective and streamlined system for automated responses that ensures customer satisfaction, enables you to manage conversations based on their priority to you, and keeps the ... ...more

Important Updates ,New Feature Release Workflows &Automations

December 05, 20241 min read

New Feature: Chat Widget & Live Chat Filters in Customer Replied Trigger

New Feature: Community Leaderboard Trigger & Action

One of the most exciting aspects of Communities is gamification. It helps you give your members a sense of purpose and encourages them to spend more time participating in your groups. With Community L... ...more

Important Updates ,New Feature Release Membership Workflows &Automations

November 22, 20241 min read

New Feature: Community Leaderboard Trigger & Action
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