⭐ What’s new

We’ve rolled out enhancements to RSS Publishing in Social Planner, making it more flexible and reliable across platforms.

These updates improve how RSS content is generated, previewed, and published, especially for users posting across multiple platforms with different content limits.

🛠️ How it works

1) 📝 Publish RSS Items with Description (New Option)

You now have more control over how much content is shared from RSS feeds.

Users can:

• Toggle ON to publish posts with the RSS item description
• Toggle OFF to continue publishing title-only posts

2) 👀 Preview Multiple RSS Items (Up to 5)

You can now:

• Preview up to 5 RSS feed items at once
• Quickly evaluate formatting, truncation, and content flow

3) 🎯 Smarter, Platform Aware Summary Generation

Post content is now generated per platform, respecting individual character limits.

What’s improved:

• Each platform now applies its own content limits independently
• Links and ending text are preserved whenever possible

💡 Why it matters

These improvements help users:

• Publish richer RSS content with better formatting control
• Preview real-world outcomes before automation goes live
• Avoid unexpected truncation across platforms
• Reduce RSS-related publishing failures and inconsistencies

Overall, RSS automation is now more predictable, reliable, and scalable.

📍 How to use

• Go to Marketing → Social Planner → RSS Automation
• Add or edit an RSS feed
• Enable Include Description (optional)

• Review the up to 5-item preview
• Save and automate RSS posts

Overview

We’ve added internationalization (i18n) support for notification emails sent to sub-accounts. Emails are now delivered in the sub-account’s preferred platform language, creating a more localized and consistent experience.

What’s New

• Notification emails now respect the platform language preference set at the sub-account level
• Language is resolved at send time, ensuring the correct locale is applied
• English is used as the default when: No language preference is set, or A translation is unavailable

Notes

• This update currently applies only to CSV import analysis emails sent to sub-accounts
• Emails sent to agency users will continue to be delivered in English

What's new

We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:

• Contact -> Attribution Medium ID (from First/Latest Attribution)
• Task ID
• Note created by (Name)
• Contact Engagement Score

These appear anywhere you pick custom value / merge fields or set If/Else conditions.

Why we’re doing this

Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.

Who it’s for

Anyone building workflows – Agency Admins and sub-account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field. 

How to use

In the Workflow Builder, open the custom value picker / merge field or add an If/Else step – these fields will now appear like any other field.

Contact Engagement Score

• Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
• Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.

Contact -> Attribution -> Medium ID

• To check attribution details, open a contact → Activity → First / Latest Attribution. 
• Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.

Note Created by

• When you have a note based trigger, you can find the note created by merge field show up
• Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.

Task ID

• Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task. 
• Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.

Additional Notes

If a value isn’t available for a contact or event, it will be empty; your workflow still runs.

What's new

We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:

• Contact -> Attribution Medium ID (from First/Latest Attribution)
• Task ID
• Note created by (Name)
• Contact Engagement Score

These appear anywhere you pick custom value / merge fields or set If/Else conditions.

Why we’re doing this

Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.

Who it’s for

Anyone building workflows – Agency Admins and sub-account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field. 

How to use

In the Workflow Builder, open the custom value picker / merge field or add an If/Else step – these fields will now appear like any other field.

Contact Engagement Score

• Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
• Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.

Contact -> Attribution -> Medium ID

• To check attribution details, open a contact → Activity → First / Latest Attribution. 
• Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.

Note Created by

• When you have a note based trigger, you can find the note created by merge field show up
• Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.

Task ID

• Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task. 
• Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.

Additional Notes

If a value isn’t available for a contact or event, it will be empty; your workflow still runs.

What's new

We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:

• Contact -> Attribution Medium ID (from First/Latest Attribution)
• Task ID
• Note created by (Name)
• Contact Engagement Score

These appear anywhere you pick custom value / merge fields or set If/Else conditions.

Why we’re doing this

Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.

Who it’s for

Anyone building workflows – Agency Admins and sub-account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field. 

How to use

In the Workflow Builder, open the custom value picker / merge field or add an If/Else step – these fields will now appear like any other field.

Contact Engagement Score

• Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
• Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.

Contact -> Attribution -> Medium ID

• To check attribution details, open a contact → Activity → First / Latest Attribution. 
• Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.

Note Created by

• When you have a note based trigger, you can find the note created by merge field show up
• Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.

Task ID

• Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task. 
• Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.

Additional Notes

If a value isn’t available for a contact or event, it will be empty; your workflow still runs.