⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.

Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.

This feature is currently in Subaccount > Labs

🛠️ How it works

Bulk Delete Opportunities

• Go to Opportunities
• Select multiple opportunities using checkboxes

• Click Delete
• Type DELETE to confirm the action

Bulk deletions run asynchronously, so you can continue working while the process completes.

Restore Deleted Opportunities

• Open the Bulk Actions page

• Locate the deleted action and click on the 3 dots on the right
• Click Restore to recover the opportunities

⚠️ Opportunities linked to deleted contacts cannot be restored.

Bulk Actions Tracking

• View real-time status of bulk delete and restore actions
• See who initiated the action, when it ran, and how many records succeeded or failed
• Access detailed, per-opportunity results for full transparency

💡 Why it matters

Bulk Delete & Restore helps teams:

• Clean up large volumes of stale or invalid opportunities in seconds
• Reduce risk with explicit confirmation and a 60-day recovery window
• Maintain full visibility into destructive actions via audit-friendly tracking
• Confidently declutter pipelines without fear of permanent data loss

⭐ What’s new

You can now view Social Planner performance directly on the Dashboard using newly added widgets. These widgets surface aggregated social analytics so agencies and sub-accounts can quickly understand how their social content is performing, without navigating away from the Dashboard.

🛠️ How it works

Got o Dashboards>> Add Dashboard>>Social Planner Widgets

1) 📊 Social Planner Dashboard Widgets

New widgets are now available on the Dashboard for Social Planner analytics.

These widgets support aggregated metrics such as:

• Posts
• Likes
• Comments
• Shares
• Impressions
• Reach
• Followers

2) 🔍 Filters & Grouping Options

Users can configure widgets using filters of:

• Platform
• Social Account
• Date Range

Group data by:

• Date
• Platform
• Social Account

3) ⚙️ Built for Scale & Reuse

Numeric widgets are supported for key social metrics

Fully compatible with:

• Dashboard Widgets
• Custom Reports
• Snapshots
• Templates

💡 Why it matters

These new Social Planner widgets help agencies:

• Get instant visibility into social performance from the Dashboard
• Monitor key metrics without switching contexts or reports
• Rely on consistent, unified analytics across Dashboards and Custom Reports
• Scale social reporting seamlessly as new metrics and capabilities are added

What’s New

• We’ve introduced a new AI-powered Compliance Review for A2P campaign submissions to help identify common compliance gaps before your application is submitted to carriers.
• This review validates your Opt-in Form, Privacy Policy, and Terms of Service links against key CTIA, TCR, and carrier requirements, and provides clear, actionable feedback directly in the submission flow.

Why This Matters

• A significant number of A2P campaigns are rejected due to non-compliant opt-in flows, missing or incomplete Privacy Policies and/or Terms of Service links with Opt-in form errors being the single biggest contributor to A2P rejections.
• Previously, these issues were often identified only after carrier review, leading to delays, resubmissions, and additional back-and-forth.
• This update helps surface those issues earlier so you can address them before submission, thereby greatly reducing the likelihood of rejection.

How It Works

Right before you review your A2P application in the campaign flow, the Opt-in form URL submitted is automatically scanned and validated to retrieve and further validate the following URLs:

• Privacy Policy
• Terms of Service

Following this, Compliance Review modal opens automatically

The modal experience:

• Count of Compliance Criteria passed by the Opt-in form,Privacy Policy and Terms of Service
• Line-by-line validation with simple explanations
• Clear guidance on what needs to be updated(using Tool-tips and soon-to-be released Support Articles)
• Campaign submission is blocked until the compliance review is complete.

Once the compliance review is complete, you can then choose address all missing criteria flagged in the compliance review or proceed further with the A2P submission at their own risk.

What We Validate:

We validate against a dynamic list of carrier mandated compliance criteria, as stated below(and subject to change)

Opt-in Form :

• Business name clearly displayed
• Explicit consent checkbox (not pre-checked)
• Privacy Policy and Terms of Service links
• Opt-out instructions
• Message frequency, message type, and data rate disclosures
• Non Mandatory checkboxes

Privacy Policy:

• What data is collected and how it’s used
• SMS opt-in details
• Cookie and tracking practices
• Data security and handling
• User Rights
• Clear statement on whether mobile data is shared or sold

Terms of Service:

• Description of the SMS program and use cases
• Opt-out instructions
• Message and data rate disclosures
• Customer support contact information
• Age restriction (18+)
• Carrier liability disclaimer
• Link to Privacy Policy

Important Note :

1. This Compliance review experience is limited to "Website Form" and "Facebook Lead Form" Opt-in Methods and will expand to validate all Opt-in Methods in the future.
2. You will not be prevented from proceeding with your A2P submission, even if some criteria are flagged as missing in your Opt-in forms, Privacy Policy, or Terms of Service.
3. While this compliance review is designed to reduce common causes of rejection, the feedback and suggestions provided do not guarantee carrier approval.
4. Final approval decisions depend on a multitude of additional factors, including but not limited to:

• Campaign use case and content
• Carrier-specific policies and enforcement