We’re excited to introduce a new enhancement that gives you more control over how your video posts appear when shared through Social Planner. JourneyCARE now lets you choose a custom cover image for your videos when uploading posts in bulk, helping your content look more professional and eye-catching. This update makes it easier to keep your branding consistent, attract more viewer attention, and save time by setting everything up in one upload. Simply use the latest upload template and add the image you’d like displayed as your video preview.

Stay connected to your essential metrics when you're on the go! You can now access the same dashboards and key metrics available on the web directly from your admin mobile app, giving you real-time visibility into important information such as sales, conversions, campaigns, and team activity. The new mobile experience allows you to quickly view trends, filter data, explore charts, and even receive easy-to-understand AI insights to help you make informed decisions on the go. Additionally, campaign tracking now has its own dedicated section in the app, making it even easier to monitor your marketing efforts in one place.

We've made it easier to access and showcase achievements in the Client Portal. Badges now have their own dedicated section, separated from Certificates, allowing your Portal users to view all of their earned badges in one organized place. Badges can be easily downloaded and shared, just as can be done with certificates. This update gives badges greater visibility and makes it simpler to celebrate and share your accomplishments.

We’ve introduced new customization options for the Voice AI widget, giving you more flexibility in how it appears on your website. In addition to the traditional floating widget, you can now place the Voice AI experience directly within your website content for a more seamless and engaging visitor experience. You can also choose between different visual styles, adjust the widget size, and preview changes in real time before publishing. This update makes it easier to match the Voice AI widget to your website design, create a more natural user experience, and position it where it can have the greatest impact on visitor engagement and conversions.

We've rolled out exciting enhancements to Custom Metrics! You can now apply filters directly to individual metrics within your formulas, allowing you to segment data by contact tags, pipelines, owners, agents, and more. The Custom Metric builder has been upgraded to a full-page experience for easier configuration and management. These updates help you create more targeted, real-time dashboards without relying on spreadsheets, and they're available to all accounts at no additional cost.

For those of you engaging in Google advertising, you'll be happy to know that Google Lead Form submissions are now tracked and attributed. Leads from Google Ads Lead Forms will now correctly appear under “Paid Search” instead of being mislabeled as “Paid Social,” and attribution data now includes full Campaign, Ad Group, and Ad details for clearer reporting. We’ve also introduced a new contact activity called “Google Lead Form Submission,” which logs the campaign source, as well as the specific ad and form that generated each lead. These updates ensure more accurate reporting, better visibility into ad performance, and improved workflow automation without requiring any additional setup.

We’ve enhanced the Workflow Builder with new workspace controls designed to give you greater flexibility and a more comfortable editing experience. You can now resize the action and trigger sidebars by dragging them to better fit your screen and workflow complexity, and expand any action or trigger into full-screen mode when you need extra space for detailed configuration such as emails, forms, or multi-field actions. These improvements make it easier to work on both simple and complex workflows by allowing you to adjust the layout based on your preference and focus more effectively on setup without clutter.

We’ve introduced a powerful update to bulk deletion across Custom Objects, Companies, and Tasks, allowing you to delete unlimited records in a single action with a consistent experience across all modules. You can now multi-select records directly from list views and delete them in bulk, with all related associations such as notes, tasks, contacts, and opportunities being removed while preserving the records themselves for recovery. Deleted data can be restored within 60 days via the Bulk Actions page, where you can also track deletion and restoration jobs. This enhancement streamlines data cleanup, removes past limitations, and gives you safer, faster control over managing large volumes of records.

JourneyCARE now has enhanced your Certificates with built-in QR code support, making them more interactive, verifiable, and professional. Within the Certificate Builder, you can add either a verification QR code that links to the official certificate validation page or a custom QR code that redirects to any URL such as a portfolio, website, or booking page. QR codes can also be styled with customizable background and stroke colors, with live preview updates directly on the canvas for easy editing. This native feature removes the need for external QR tools and helps improve trust, credibility, and engagement by making certificates instantly verifiable and more versatile.

We’ve improved the Conversations experience with new tools to help you quickly locate unread messages in long threads. A new “New” divider now clearly marks where unread messages begin, and when you open an unread conversation, you’ll automatically be taken directly to the first unread message. These indicators remain visible until you reply or manually mark the conversation as read, ensuring nothing gets missed even after navigating away or refreshing. This update helps reduce scrolling, improve response times, and make it easier to stay on top of important conversations.

We've enhanced the Email Action to make attachments in JourneyCARE more convenient and efficient. You can now attach files directly from the Media Library or upload files from your local device when configuring a Send Email action. This update helps streamline your workflow by allowing you to reuse existing assets, eliminating the need to repeatedly upload the same files, while also providing the flexibility to choose between stored files and new uploads.

We've improved the course experience in JourneyCARE with video auto-play, a new "Up Next" lesson preview, and smarter lesson completion tracking for both video and text lessons. Course creators can now enable auto-start, auto-play, and auto-complete settings at the course level and apply them across multiple courses. These enhancements create a smoother learning journey, reduce manual actions, and provide more reliable progress tracking for learners.

We've enhanced Custom Date Reminders to support more record types across JourneyCARE. You can now trigger automations using Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows. This update makes it easier to automate date-driven follow-ups, reminders, and processes without relying on workarounds, giving you more flexibility to build powerful workflows around the records that matter most.

We've expanded Social Planner's Comment Management to include Community comments, allowing you to view and reply to community conversations directly from one centralized inbox. You can now manage engagement across Communities, Facebook, Instagram, LinkedIn, and TikTok without switching between platforms. With support for profile mentions and real-time syncing with native platforms, it's easier than ever to stay connected, respond faster, and maintain consistent communication across all your channels.

JourneyCARE users can now add a mandatory Terms & Conditions and Privacy Policy consent checkbox to Store Checkouts. This new feature allows you to require customers to explicitly agree to your policies before completing a purchase, helping support compliance with legal and regulatory requirements. The consent checkbox can be easily enabled and customized within the Checkout element settings, including custom text and policy links. When activated, customers must provide consent before proceeding to payment, creating a more transparent and compliant checkout experience across both desktop and mobile devices.

JourneyCARE Meeting Rooms are now more resilient and easier to manage. Meetings will no longer end if a host accidentally disconnects due to a refresh, network issue, or permission interruption, allowing hosts to seamlessly rejoin while attendees remain connected. We've also introduced clearer host controls, including dedicated options to leave or end a meeting, along with automatic host reassignment and restoration when the original host returns. These enhancements help ensure uninterrupted sessions, smoother collaboration, and a more reliable meeting experience for everyone.

JourneyCARE now provides clearer, more user-friendly error messages for failed emails, making it easier to identify and resolve delivery issues. We've also updated error links to open in a new tab, allowing you to review details without losing your current workflow or context. These enhancements help streamline troubleshooting, reduce interruptions, and make email management more efficient.

JourneyCARE workflows now support the Add Note action for Custom Objects, making it easier to automatically capture important updates, context, and activity directly on custom object records. With this enhancement, teams can streamline record management by adding notes through automation instead of updating records manually, helping keep information organized and accessible where it's needed most.

JourneyCARE workflows now support the latest contact note enhancements, allowing you to add optional note titles and color coding when using the Add Notes action. This update helps teams create more structured and visually organized notes directly from workflows, while maintaining full compatibility with existing automations since the new fields are optional. These improvements make it easier to add context and keep contact records more organized without disrupting your current setup.

JourneyCARE now offers a faster and more intuitive way to design Certificates and Badges with several usability improvements. Elements on the canvas now highlight on hover for easier selection, resizing is more precise with improved edge and corner controls, and standard keyboard shortcuts have been added for quick text formatting. You can also now copy and paste content from external tools without formatting issues, making the design process smoother and more efficient overall.

Locale-Based Currency Formatting was introduced for more readable and regionally accurate store prices. Enable locale-based currency formatting in store settings for automatic formatting across all store elements.

Forms, surveys, and quizzes have a refreshed look with updated fonts, spacing, and a cleaner design. Input styling, empty states, file upload fields, and payment components have also been improved. This update gives your forms, surveys, and quizzes a more modern default appearance with less manual styling.

Newsletter Time Configuration allows admins to set custom send times for newsletters, improving engagement by reaching members when they are most active. This allows admins to customize newsletter delivery times based on community preferences, offering daily, weekly, bi-weekly, or monthly options. Improved timing, engagement, and control with built-in timezone support.

The managed smart list experience in the contacts module has been upgraded, improving usability, visual consistency, and performance. A refreshed and more consistent share icon improves accessibility with enhanced layout and interactions, making it easier to view, organize, and manage your smart lists.

Tax support for Course Offer checkout automatically calculates and displays taxes for transparency and consistency. Integrated tax calculations provide a clear tax breakdown and support region-specific tax configurations, ensuring accurate pricing and compliance with local tax requirements. Automatic tax application ensures accurate pricing, builds trust, and prevents undercharging or overcharging.

Funnels are now integrated into Courses, allowing you to build interactive lessons with forms and multi-step flows. This feature bridges the gap between learning and action, enabling creators to educate, engage, and convert users within a single, seamless experience.

Workflows can now be started when you receive inbound emails, automating lead capture, routing, support intake, and follow-up. Inbound email triggers capture emails instantly, enabling automated responses and processes for sales, support, and ops teams. They’re activated by filters and conversation types.

Nodes can now be dragged and moved directly within the workflow canvas. Hover over a node to reveal a drag handle. Click and drag to reposition it, with a “Move here” indicator guiding placement. Drag and drop improves workflow management efficiency. A 6-dot drag handle appears on hover, nodes move directly on the canvas, and drop locations are guided by the “Move here” indicator.

You know those Zoom links that are always ready to go? NOW you have a JourneyCARE live meeting room that's always ready for you to host online conversations at any time. We'll even automatically record the meeting for you so you'll have easy access from inside your JourneyCARE account.