You can now organize manual tax rates by geographic regions using Tax Zones, making it easier to manage different tax rules across the countries and states where you sell. Assign existing tax rates to specific zones and control which rates apply based on both the customer’s region and the products they purchase. Automatic Taxes continue to take priority when available, while your manual Tax Zones can serve as a fallback when automatic tax calculation is unavailable or turned off.

You can now keep community conversations cleaner with keyword and phrase-based moderation that automatically holds flagged posts and comments for admin review before they appear in the feed. Admins can quickly approve or remove content, review member reports separately, and receive notifications when something needs attention, while members can still see their own pending posts marked as “In review.” Community search has also been improved to better understand typos, synonyms, phrasing, and accented text, with results ranked by relevance.

Your Chat Widget can now automatically detect suspicious or high-volume submissions without adding CAPTCHA, extra fields, or verification steps for genuine visitors. Spam Protection is configured for each widget under Sites > Chat Widget > Spam Protection. It is on by default for newly created widgets and off by default for existing ones, so you'll need to turn it on for widgets you've already built. Flagged contacts are kept and tagged for review rather than deleted, and you can choose to tag only or pause SMS, email, or both. This helps reduce unnecessary messaging costs and protect your sender reputation while keeping potentially legitimate leads available to your team.

Managing a large tag library is now more convenient with bulk color updates and quicker category creation. You can update the color of up to 100 tags at once, making it easier to create a consistent visual system across your tags. You can also create a new category directly from the category selector, so you can keep organizing your tags without leaving the workflow.

Company records can now stay more organized as Contacts are created or updated. Once you enable "Automatic Company Creation & Association by Domain" in Settings → Labs and configure your options under Settings → Objects → Companies → Automations, JourneyCARE can match Contacts to existing Companies by email domain, create a new Company when no match exists, and enrich new records with the Company Name and Logo while helping prevent duplicate domains. This reduces manual association work and gives you cleaner Company data for Smart Lists, workflows, and reporting.

You now have more control over how Video Testimonials are handled from submission to publication. New workflow triggers can automatically notify your team, follow up with reviewers, or organize testimonials as soon as they're received, while new approval and visibility controls let you choose whether testimonials are published automatically or reviewed first. You can also manage individual testimonials directly from the Responses page, making it easier to keep your public testimonials organized and up to date.

You can now send bulk emails directly from Companies and Custom Objects, making it easier to communicate with the right contacts based on the records you’re already working with. Select the records you need, choose the associated contacts, personalize your message with relevant fields, and send immediately, schedule it, or use batch mode. This makes it easier to turn your existing lists and segments into targeted email campaigns without rebuilding your audience from the Contacts list.

You now have more control over who on your team can access and manage Gift Cards. Admins can assign specific permissions for viewing orders and products, creating or editing Gift Card Products, sending cards, accessing sell links, viewing full Gift Card codes, and deleting or deactivating cards. This makes it easier to give each team member the access they need while keeping sensitive Gift Card information and actions protected.

You now have more ways to capture and organize information with expanded Custom Fields. New options include URL fields with domain controls, flexible date and time fields, user assignments, visual radio and checkbox choices, and rich text fields. This gives you more control over the information you collect while making forms and records easier to tailor to your organization's needs.

You can now make Community conversations more personal with voice notes in posts and comments. Record a message directly in the composer or upload an audio file, then members can listen without leaving the conversation. With inline playback and adjustable speeds, it’s easier to share updates, feedback, and longer thoughts when typing isn’t the best option. Voice notes are currently available on web, with mobile support coming soon.

Dashboards and Custom Reports now have a more unified look and feel, making it easier to move between reporting tools without adjusting to different layouts. You can turn on the refreshed experience from Settings → Labs by enabling "Dashboard and custom reporting – UI consistency update," after which it loads automatically when you open Dashboards or Custom Reports. Charts, widgets, filters, metric builders, report pages, and scheduling screens all follow the same visual design, with more consistent loading, error states, spacing, and controls. Your existing dashboards, reports, data, and custom metrics remain unchanged—the update focuses on creating a smoother, more consistent experience across reporting.

Creating ads across multiple platforms is more flexible with Custom Values built directly into eligible ad copy fields. You can add reusable details like your business name, location, phone number, offer name, or support email across Meta, Google, and LinkedIn campaigns. Before publishing, JourneyCARE resolves these values in the preview, flags missing or invalid entries, and lets you map any values that still need attention—making it easier to reuse templates, keep messaging consistent, and reduce repetitive copy updates.

You can now download your Certificates and Badges in the format that works best for how you plan to use them. Choose PDF for professional printing, PNG for high-quality images with transparency, or JPG for easy sharing across email, websites, and social media. Having multiple formats gives both creators and learners more flexibility when printing, sharing, or displaying credentials.

Managing contacts on mobile is more streamlined, with a refreshed design that makes it easier to find information and take action. You can quickly search contacts, swipe for actions like calling or messaging, edit fields directly from the profile, and use filters to find the details you need. Updated tabs, clearer task and opportunity counts, expandable folders, and easier profile editing also help you manage contact information with fewer steps.

You can now give customers a more guided checkout experience by choosing between One-Step and Two-Step Checkout. With the two-step option, customers enter their contact and shipping details first, then move to billing, payment, and order review once those details are complete. One-Step Checkout remains the default, so existing checkout pages continue working as before, while the setting can be customized for each Checkout element.

Keeping your account secure now includes stronger password requirements across key account access points. New users and anyone changing their password will need to use at least 12 characters, including an uppercase letter, lowercase letter, number, and special character. These requirements apply to signup and activation, password resets, profile updates, and editing user information, helping provide a more consistent level of security across the platform.

Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.

WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.

You can now find notification settings more easily in Forms, Surveys, and Quizzes with a dedicated Notifications tab inside the builder. We've also improved tooltips with clearer explanations, contextual guidance, and Learn more links to relevant Help Center articles where available. These updates make it easier to understand and configure builder settings without leaving your workflow or relying on additional support, while keeping your existing notification functionality unchanged.

You can now tailor your Contact detail pages more closely to the way your team works. Resize panels to make better use of space, choose whether Owners and Followers appear on the contact card, and add up to two custom fields for quick reference. You can also decide where tags appear, rename and reorder the Actions and All fields tabs, and have Dynamic Tab modules open automatically when selected. Together, these options give you more control over the layout and information you see while keeping important contact details easy to access.

You can now have more control over which Xero contacts sync to JourneyCARE and how they’re organized. Choose to sync all contacts, only customers, only suppliers, or specific Xero contact groups, helping you keep unnecessary records out of your CRM. You can also decide whether suppliers appear alongside your contacts or are routed to business records instead. These settings give you a cleaner, more organized CRM while leaving existing Xero integrations unchanged unless you choose to update them.

Managing courses and supporting learners now comes with a few helpful improvements. You can access a contact's Course Progress directly from their Offers section, taking you straight to Member Analytics without navigating through multiple screens. Shared course and lesson links also return learners to the exact content they were trying to access after signing in, instead of sending them back to the course library. For content delivery, you can now use Drip Hours to release lessons between 1–23 hours after enrollment or course access, giving you more flexibility for onboarding, coaching, and time-sensitive training.

YouTube previews in sent emails now display as clickable video thumbnails, so your recipients can open the video directly on YouTube instead of seeing a blank preview. This improvement works with both standard YouTube watch links and shortened share links, and ensures the preview displays reliably across major email providers. You can continue adding YouTube videos the same way as before—simply paste the link into your email from Conversations.

When a social post fails to publish, you can now recover it directly from Social Planner without recreating the content. Choose Retry Now to publish the post again using its original settings, or Reschedule Post to select a new date and time. These recovery options are available from List View, Grid View, and Post Preview, helping you resolve temporary publishing issues with fewer steps and keep your social content moving.

Opening workflows now takes less time, with initial load speeds improving by up to 4x in many scenarios. JourneyCARE has optimized how Workflow Builder resources and components are loaded and rendered, helping workflows become available sooner and creating a more responsive experience from the moment you open them. Actual improvements may vary depending on workflow complexity, browser, network, and device performance.

You can now group Contacts by Source in your dashboards and reports, making it easier to see where your contacts are coming from. With a quick selection in your Contacts widget, you can break down contact counts by source and identify which channels are generating the most contacts. This brings the same Source grouping available for Opportunities to Contacts, giving you a more consistent way to understand lead sources and make informed decisions about where to focus your efforts.

An expired Client Portal magic link no longer leaves you at a dead end. If your link has expired, JourneyCARE will automatically take you to the OTP verification screen, where you can securely confirm your identity and regain access without requesting a new magic link. Your email address is masked for added privacy, and the OTP is sent directly to your email. This update makes account recovery more convenient while reducing login friction and support requests related to expired links.

Create more engaging TikTok conversations with automations that respond at the right time. JourneyCARE now supports TikTok Direct Messages in the Wait Until the Contact Replies workflow action, allowing your automations to pause until someone responds through TikTok before continuing. This makes it easier to build natural follow-up sequences, personalize customer interactions, and automate conversations without sending messages too quickly. Whether you're nurturing leads or responding to customer inquiries, this enhancement helps your TikTok messaging feel more timely and conversational.

Move around the platform more easily while building your automations. JourneyCARE now lets you open the main navigation sidebar directly from the Workflow Builder, giving you quick access to other tools and pages without interrupting your work. Whether you're switching between workflows, contacts, or other areas of the platform, you can navigate with fewer clicks and return to your automation whenever you're ready. It's a small but helpful improvement that creates a smoother, more connected workflow-building experience.