December & November 2025 Updates ✨

New year, fresh updates! For November and December's app improvements and bug fixes, we focused on simplifying your experience and reducing major hurdles in your day to day workflows, so you can have better visibility and hit even more goals in the new year.

Your Workday, But Make it Magical

Reliable stability and high quality UI is a necessity for knocking out your daily tasks. That's why for these latest in-app updates, expect performance improvements and reduced friction in places you interact with the most.

There's updates to the Design Studio, cleaner dropdown menus, and better filtering and tracking, all to help cultivate a smoother experience when you're building campaigns, presenting to clients, and managing tackling everyday milestones.

Fewer Blocks & Clearer Visibility

Look forward to reduced duplicate errors with email send and company creation from LP form submissions, a new User Guide page, improved MDF management, refreshed layouts, updated syncing through ConnectWise Auto-Sync, stability improvements across integrations tools—and so much more!

Behind the scenes, we're strengthening the gears that keep your processes moving seamlessly while prioritizing you at the core of all that we do. Our bottom line is providing more clarity, better support, and a little magic along the way.

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Release Notes

Vendor Preallocated Funds Board

• Added quick filters sort by Account Manager, Partner, and Funds Approver

• Corrected Preallocated Amount displaying as $0 in Vendor MDF Excel exports

• Fixed MDF fund payments for clients with multiple currencies

• Users in South Africa can now use Stripe Connected Accounts to receive MDF

• MDF allocation now defaults to preallocated funds when available

Design Studio & UI Enhancements

• Improved Design Studio stability and performance, including within used apps

• Refreshed Task Board layout from cards to standard table format and updated filtering

• Fixed dropdown menu visuals and behavior platform-wide

• Survey titles now support normal capitalization

• New Climb splash page

• New AvTek splash page

Email Notifications & Activities

• Automatic DMARC record generation and verification to improve email security and deliverability

• Improved logging for Email Activities

• Added email notifications for users completing New Partner Onboarding Wizard

• Activities now display friendly placeholders for emails older than 7 years

• Improved tracking on account creation

Integrations & Reliability

• Enhanced reliability of Google email integration

• Improved error messaging during Salesforce integration setup

• Renamed O365 to M365 and updated branding

• Updated ConnectWise integration security

• Improved Surveys, Integrations, & Notifications stability

Documentation & Guides

• Updated and added a new User Guide page

• Content updates across User Guides

Campaign Builder & Marketing Tools

• Improved Campaign Builder performance (faster load and setup)

• Full compatibility with Magic Links

• Reduced spacing in template layouts

• Added support for attachments in test email templates

• Added a new Scheduled column to Social Media table

Onboarding & User Guidance

• New automated onboarding reminder emails sent to partners who skip setup steps (3 days, 1 week, 2 weeks, and 1 month after continuing with incomplete onboarding)

• Added an Onboarding Nudge tour to alert admins when partner onboarding is incomplete

• Added a 7-step Integration Walkthrough tour on the integrations page

• Added a Skip Onboarding button to the new account welcome page (triggers incomplete onboarding reminder)

• Added an Email Signature Generator to the onboarding wizard (requires logo and company details)

• Removed redundant onboarding reminder notifications

Data, Exports, & Workflow Improvements

• Users can now export all contact fields, including custom fields

• Journey tasks now require an assigned user

• Improved List Upload performance

Bug Fixes

• Fixed visual spacing and monthly quote label display in Document & Quoting tool (also applies to PDF exports)

• Fixed ConnectWise Auto-Sync data sync

• Resolved duplicate company creation from LP form submissions

• Fixed Select All behavior and pagination

• Resolved duplicate email send

• Corrected Opportunities to Win donut chart values

• Fixed inconsistent company name display in Magic Branding

• Fixed error opening landing page templates from vendor accounts

• Fixed error preventing non-graphical email content from saving

• Fixed error where deleted contacts reappear after list uploads