We didn’t just manage social comments we brought community conversations into the same view. With this update, Comment Management now supports Communities, allowing you to view and reply to community comments directly from Social Planner.

No more switching tabs. No more missed conversations. Just one unified inbox for all engagement.

🚀 What’s new

• Reply to Community Comments
• You can now respond to community post comments directly inside Social Planner.
• Manage conversations without navigating to the native community platform.

Profile Mentions Support

• Mention community members in replies just like the native platform.
• This keeps interactions natural and contextual.

Real-Time Sync with Native Platform

• Edits made on the native platform automatically reflect in Social Planner
• Always stay updated with the latest conversation context

Handle community comments alongside:

• Facebook
• Instagram
• LinkedIn
• Tiktok

All engagement workflows are now centralized in one place.

👷 How to use this feature

• Go to Marketing → Social Planner → Comment Management
• Open the Comments tab
• View and reply to comments directly

💡 Why it matters

• Respond faster to community conversations
• Reduce context switching between tools
• Maintain consistent communication across platforms
• Improve member engagement and experience

📝 Notes

• Attachments are not supported in replies
• Course mentions and event mentions are not supported currently
• Comment editing is not available from Social Planner
• Edits made on the native platform will reflect in Social Planner
• Maximum comment length: 8000 characters

Managing opportunities just got more flexible.

You can now create Opportunity Smart Lists to save a customized opportunity view with your preferred filters, sorting, and visible fields — and reuse that view anytime without setting it up again.

This helps teams quickly switch between the opportunity views they use most.

What’s New?

• Added Opportunity Smart Lists inside Opportunities

• Save your preferred: advanced filters, sort order and visible fields

• Create Smart Lists in either: Board view or List view
• Choose where a Smart List appears: all pipelines or selected pipelines only

• Set a Smart List as the default view for specific pipelines

• Default views apply for all users in the sub-account, not just the person setting it
• Duplicate an existing Smart List to quickly create another version
• Export Smart List results to CSV
• Share Smart Lists with: admins only, all users or selected users
• Give shared users either view access or edit access

• Copy and share a direct link to a Smart List
• Save updates back to the same Smart List or save them as a new one
• Added a Manage Smart Lists page to view all Smart Lists in one place

How It Works

• Turn on Opportunity Smartlists – Views & Defaults from Subaccount Labs
• Go to Opportunities
• Create a new Smart List in Board view or List view
• Apply the filters, sorting, and fields you want
• Choose which pipelines the Smart List should appear in
• Name the Smart List and save it
• Reopen it anytime to continue editing, sharing, exporting, or duplicating it
• Open Customize list to update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List

Why It Matters

• Reduces repetitive setup for teams working in Opportunities
• Makes it easier to return to the exact views you use most
• Helps standardize pipeline views across users
• Makes sharing important filtered views much easier
• Gives admins better control over how opportunity views are organized

Notes

• This feature is currently available in Subaccount Labs

• By default, Smart Lists are shared with admins only
• Users with edit access can also change sharing permissions
• Default views are set at the sub-account level, not per individual user

Feedback

This is a highly requested feature and we’d love feedback as more teams start using it.

Go to Labs in your sub-account to enable the feature and share feedback.

What’s new?

Custom date reminders now work with date fields on more record types, not just Contact custom date fields in contact-based workflows. With this update, you can use Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

How it works

Custom date reminder triggers can now evaluate date fields based on the supported object in the workflow. In contact-based workflows, this includes Opportunity date fields. In custom object–based and company-based workflows, the trigger reads date fields from the same object the workflow is built around and starts the workflow when the reminder timing matches.

How to use it

• Create or open a workflow for Contacts, Custom Objects, or Companies.
• Choose a custom date reminder trigger and select the supported date field for that workflow type.
• Set the timing for when the workflow should run before, on, or after that date.

Why we built it

Previously, custom date reminders were limited to Contact date fields inside contact-based workflows, which limited certain use cases. This update removes that restriction so you can automate date-driven follow-ups across more parts of your CRM without workarounds.

Simple examples

• You can trigger a contact-based workflow from an Opportunity close date to remind the contact before a renewal conversation.
• You can trigger a custom object–based workflow from a custom object expiry date to send an internal reminder when that record needs attention.

Additional notes

• These are the field types supported now: Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

Preview

What’s New?

Based on customer feedback, we’ve rolled out several enhancements and fixes to improve the Services V2 experience. These updates focus on better pricing clarity, smoother booking flows, and improved system reliability.

# Pricing & Summary Enhancements

• Staff-specific pricing is now only shown when there’s an additional charge.
• Improved formatting of the booking summary for better readability.
• When a variation is selected, the base service price is no longer redundantly shown.
• Extra charges for staff are now clearly highlighted.
• Fixed issues with staff override pricing to ensure accurate totals.

# AI & Knowledge Base Fixes

• Resolved Service KB hallucination issues, improving response accuracy and reliability.

# Booking Flow & Selection Improvements

• Fixed default variation selection issues.
• Improved multi-service selection behavior for smoother booking experiences.
• Staff selection toggle (on/off) now behaves correctly.
• Booking links now support add-ons (previously impacted due to calendar limitations).

# Location Handling Improvements

• Multi-location disabled: Users will no longer be asked to select a location, and it won’t appear in the summary.
• Single location setup: Location won’t be asked during booking but will be displayed in the summary for clarity.

How It Helps You

These updates make the booking experience more intuitive, reduce confusion around pricing, and ensure more accurate AI-driven interactions leading to better conversions and fewer support issues.

✨ Overview

We’ve introduced a new default theme for Forms, Surveys, and Quizzes to give them a cleaner, more polished look right out of the box.

This update refreshes the overall design and improves several key components, making the builder experience more consistent while giving the final form a more modern appearance.

🆕 What’s new

• A refreshed default look: Forms, surveys, and quizzes now have updated fonts, spacing, rounded corners, and a cleaner overall design
• Better input styling: Checkboxes, radio buttons, monetary fields, and other inputs now feel more polished and consistent
• Improved empty states: Blank screens are now replaced with clearer empty states when all content is removed
• A redesigned file upload field: File upload fields now show supported file types, upload size limits, improved icons, and configurable header text
• Collect payment improvements: The payment component now has better styling, configurable header text, clearer empty states, and a direct Add Product option
• Date and signature updates: Date placeholders now update automatically based on the selected format, and signature fields now support custom placeholder text
• More theme consistency: Elements like images, labels, placeholders, footer colors, and chips now better match the overall theme

🔍 How to access

1. Open the Form, Survey, or Quiz Builder and create a new form or edit an existing one.
2. You’ll see these updates across the default theme and supported components like file upload, collect payment, date picker, signature, checkboxes, radio buttons, and more.

🎯 Why it matters

• This update gives your forms, surveys, and quizzes a more modern default appearance with less manual styling.
• It also improves clarity in empty states, makes components easier to understand for end users, and gives you more control over how key elements look and behave.

Surveys & Quiz Empty States: