February 2026 Updates ✨

Last month we had lots of feature updates and magical enhancements, along with another round of platform improvements focused on smoothening out marketing workflows, strengthening integrations, and improving reporting and overall system reliability. These updates also introduce new capabilities for Marketing Plans and Landing Pages, MDF and task management improvements, as well as impacting performance across the platform.

Magically Linked Marketing Plans

Marketing Plans has gotten plenty of upgrade love to make adoption, scheduling, and customization that much easier as you're in the thick of mapping out marketing strategies and campaigns.

Landing pages created from Marketing Plans now remain in draft status until you click "Publish and Continue," allowing more time to review and customize settings before publishing. Vendors can now add Magic-Linked forms to landing pages, and landing page previews inside Marketing Plans will now display at the correct size.

The Marketing Plan calendar also got a facelift, allowing you to click anywhere in a day block to select a start date, along with new guidance banners that help identify unscheduled emails. To provide clearer visibility into Magic Links, status indicators have been added to Design Studio cards and Marketing Plan tables.

While platform performance improvements and fresh features are always a significant focus for us, your experience stays at the forefront of all we do.

We'd love to hear what improvements you're the most excited about! Let us know in the comments. ✍️💖

---

Release Notes

Marketing Plans & Magic Links

• Improved Marketing Plan template adoption flow

• Further optimized the Marketing Plan adoption process

• Prevented duplicate Marketing Plans during creation

• Improved Marketing Plan search reliability

• Improved error messaging during Marketing Plan creation

• Updated how Marketing Plans with Magic Links are displayed

• Improved calendar scheduling UX

• Added calendar guidance banners to help users schedule emails and select start dates

• Vendors can now view which Landing Page Templates use Magic Links

• Removed the option to add Magic-Linked Marketing Plans to templates from Design Studio

• Previews of Marketing Plan landing pages now display at full size

• Added Magic Link indicators to Design Studio cards and Marketing Plans table

• Added a WOLI animation to provide visual feedback

• Vendors can now add Magic-Linked forms to landing pages within Marketing Plans

• Introduced enhanced click filtering to reduce bot-generated clicks across journeys and campaigns

Landing Pages

• Added customizable landing page settings when using Marketing Plans with Magic Links

• Improved landing page workflow so pages created from Marketing Plans remain in draft until “Publish and Continue” is selected

• Optimized landing page thumbnail generation performance

• Improved landing page publishing reliability

Collateral & Documents Builders

• Improved collateral rendering performance

• Improved collateral preview processing to ensure preview images are generated at the correct stage

• Enhanced collateral builds with partner branding

Opportunities & Quotes

• Improved the quote price editing experience

Contacts & Data Management

• Improved email navigation links so users are directed to the correct contact page

Sales & Reporting

• Resolved an issue preventing some users from accessing the Sales Activity Report

MDF & Funds Managements

• Added fields to the MDF Request Form

• Added an Adoption Reasoning field to MDF requests

• Enhanced Pre-Allocated Board filters with Account Manager and Fund Payer fields

• Updated the export of MDF Management data to break out funding buckets

• Updated required MDF request fields to align with ConnectWise business requirements

Tasks & Productivity

• Improved Tasks page performance

• Added the ability to search contact names directly from the Tasks dashboard

• Introduced bulk task management so users can assign, complete, or delete tasks in bulk

Email & Tracking

• Strengthened email tracking reliability and accuracy

• Added automatic high-bounce rate alerts for the CSM team

• Improved email link navigation so recipients are directed to the correct contact page

UI, UX, & Platform Improvements

• Improved loading states on Clients and Partners pages to prevent temporary “No partners found” messages

• Improved error handling on the Partner Marketing Dashboard

• Added a Vendor User Role disclaimer to clarify role expectations

• Updated the User Guide “Learn More” link to the new Integrations page

• Improved authorization stability to prevent unexpected sign-outs

• Improved WOLI summaries for clarity and accuracy

• Added image upload size limits for signatures, branding, and account settings

• Optimized thumbnail generation for marketing plan assets

• Improved survey app performance and stability

VoIP

• Added a Call History table for VoIP

Vendor Pages

• Launched the NOCDOC splash page

• Created the TD Synnex Canada splash page

System & Security

• Updated Terms of Service with a new section for responsible vulnerability reporting

Integrations

• Updated the platform to support the removal of ConnectWise bulk export functionality

• Allowed CSM email redirects to open reports navigation

Bug Fixes

General & Platform Performance

• Fixed an issue where cancelled accounts could still send communications (campaigns, emails, SMS)

• Fixed Sales Pipeline filter positioning issues

• Fixed negative unopened email metrics across the app

Marketing Plans & Magic Links

• Fixed a quick filters error

• Fixed an error when unpublishing Marketing Plans from a ConnectWise vendor account

• Fixed a styling issue with scheduled emails in the Marketing Plan calendar

• Fixed Magic-Linked hyperlinks in non-graphical emails

Collateral & Document Builders

• Fixed publishing timeout errors during collateral publishing

• Fixed Document Builder toggle behavior for the Initial Payment section

Opportunities & Quotes

• Fixed Initial Payment and Opportunity Total values display

Contact & Data Management

• Fixed contact export timeouts

• Resolved an issue preventing companies from being merged after appearing in a recent list upload

• Fixed a bug preventing contacts from being moved between lists

Sales & Reporting

• Fixed Gross Margin Quota discrepancies between the Sales Dashboard and Salesperson Dashboard

MDF & Funds Management

• Fixed an issue causing MDF payment submission errors for vendors

Email & Tracking

• Fixed an issue where SendGrid changes triggered false high-bounce alerts