🚀 Overview

We’ve enhanced dashboards and custom reports to persist date ranges and filter selections per user.

The system now remembers the date range and filters you select. When you refresh the page or return later, your selections remain exactly as you left them.

✨ What’s New

Dashboard Updates

• Dashboard date range now saves automatically per user

• Widget dropdown values now persist based on user selection (no longer defaulting to the first pipeline value)

• Selected values remain saved until manually changed

• AI Summary now reflects the selected pipeline instead of always using the first pipeline in the dropdown

• If a saved filter (such as a pipeline) is deleted, we automatically select the first available option

• Duplicated dashboards retain relevant date and filter settings

• Introduced comparison date range on a dashboard level date filter – which will also be applicable to general widgets

• Widget level comparison will take preference over dashboard level if explicitly mentioned

Custom Reports Updates

• Custom reports now follow the same persistence logic as dashboards

• Dropdown values are saved for all users when the report creator clicks “Save”

• Email sharing sends a snapshot of the report values at the time of email generation

• Subsequent report changes do not impact already sent emails

• Introduced comparison date range for custom report builder – which will also be applicable to general widgets

• For custom report builder, widget level comparison will take preference over report level if explicitly mentioned

📝 Important Notes

• Widget-level date settings can still differ from the dashboard date

• Snapshot restores do not copy user-specific preferences

💡 Why This Matters

You no longer need to reset filters every time you open a dashboard. Your reports stay consistent, and previously sent emails won’t change even if you update filters later.

🚀 Overview

We’ve enhanced dashboards and custom reports to persist date ranges and filter selections per user.

The system now remembers the date range and filters you select. When you refresh the page or return later, your selections remain exactly as you left them.

✨ What’s New

Dashboard Updates

• Dashboard date range now saves automatically per user

• Widget dropdown values now persist based on user selection (no longer defaulting to the first pipeline value)

• Selected values remain saved until manually changed

• AI Summary now reflects the selected pipeline instead of always using the first pipeline in the dropdown

• If a saved filter (such as a pipeline) is deleted, we automatically select the first available option

• Duplicated dashboards retain relevant date and filter settings

• Introduced comparison date range on a dashboard level date filter – which will also be applicable to general widgets

• Widget level comparison will take preference over dashboard level if explicitly mentioned

Custom Reports Updates

• Custom reports now follow the same persistence logic as dashboards

• Dropdown values are saved for all users when the report creator clicks “Save”

• Email sharing sends a snapshot of the report values at the time of email generation

• Subsequent report changes do not impact already sent emails

• Introduced comparison date range for custom report builder – which will also be applicable to general widgets

• For custom report builder, widget level comparison will take preference over report level if explicitly mentioned

📝 Important Notes

• Widget-level date settings can still differ from the dashboard date

• Snapshot restores do not copy user-specific preferences

💡 Why This Matters

You no longer need to reset filters every time you open a dashboard. Your reports stay consistent, and previously sent emails won’t change even if you update filters later.

We’ve enhanced Competitor Analysis to support virtual and service-area businesses, making it easier to track competitors that don’t have a physical storefront.

✨ What’s New

1. Add Virtual Businesses Manually

You can now add competitors using:

• Virtual addresses
• Service areas
• Website URLs

Perfect for:

• Online-only businesses
• Service-area businesses
• Franchise or multi-region brands operating remotely

2. Seamless Search Experience

• Improved competitor search flow:
• Start typing a business name
• Get instant suggestions in a dropdown list
• Select from the list to auto-populate details
• Faster and more intuitive competitor onboarding.

3. Expanded Analysis Coverage

Virtual competitors are now included in:

• Ratings comparison
• Reviews benchmarking
• Keyword share tracking
• Overall competitive insights

🎯 Why This Matters

Previously, Competitor Analysis relied on physical Google Maps locations, which meant:

• Virtual or remote businesses couldn’t be tracked
• Online-only competitors were missing from analysis
• Insights were incomplete for digital-first markets

With this release, you can now:

• Track any competitor — physical or virtual
• Get more accurate insights for your niche
• Compare performance across both online and local markets

🛠 Where to Find It

Reputation → Competitor Analysis → + Add a Virtual Business Manually

Questions? Suggestions? Ideas to improve Reviews Management?

Drop us a line at or share on our Ideas board — we’re listening!

You can now export email performance data directly from the Email Stats section as a CSV file.

⭐ What’s New

1. Users can generate exports for:

• All campaigns
• Email marketing campaigns only
• Workflows only – at an individual email action level
• Bulk actions only

2. The exported CSV is sent via email as a secure download link, valid for 30 days, making it easy to access and share.

3. All exports include key performance metrics such as deliveries, opens, and clicks.

4. Recent Downloads section under settings to easily track downloads made in last 30 days.

🚀 Impact

1. Simplifies performance analysis across campaigns and workflows
2. Makes it easier to download, share via email, and report on email marketing results

✅ How to Use It

• Ensure you have enabled it in Labs

• Navigate to Marketing → Email
• Click on the Statistics tab
• Click Export

• Add the email address(es) where you want to receive the file and proceed

• To access past exports, go to Settings → Recent Downloads

Overview

In workflows using the Assign to User action with Split Traffic, deactivated or deleted users were not revalidated at runtime. This could cause contacts to be assigned to inactive users, leading to missed follow-ups.

What’s new

The Assign to User action now validates each user’s status when the step runs and skips any inactive or deleted users.

What’s changed

If a user in the configured Split Traffic list is no longer active, they are excluded from assignment at execution time.

Additional Notes

• The existing split distribution order does not reset. Traffic continues to distribute as if the deleted user never existed.
• If only one user was configured and that user is deleted, the step is skipped.