What’s new?

Dynamic values inside workflow text fields now appear as chips, making dynamic values easier to distinguish from static text. You can also type '/' to quickly search for and insert a custom value directly in the text box.

How it works

This is a UI-only change. Existing custom values are not impacted, and there is no change to how custom values are rendered or resolved when a workflow runs. Valid custom values appear as chips, while stale or unrecognized values are highlighted in red so you can quickly spot and fix them.

How to use it

• Type '/' inside a workflow text field to search for and insert a custom value.
• Click an existing custom value chip to replace it with another value in the same place.
• If a value appears in red, replace it with a valid custom value from the list.

Why we built it

Custom values can be difficult to spot or validate when mixed with static text. The new interface makes dynamic content easier to identify, speeds up editing, and clearly flags values that are no longer valid.

Simple example

Add the User Last Name custom value from user data to a workflow message and it appears as a chip. If the text contains a stale or unrecognized value such as not a name, it appears in red so you know it needs to be replaced.

Additional Notes

• Existing custom values are not changed or affected.
• There is no change to custom value rendering or workflow behavior.
• Chips are only a visual representation inside workflow text fields.
• Type '/' to quickly search for and add a custom value.
• Click an existing chip to replace it with another custom value in the same position.
• Stale or invalid values are highlighted in red and must be replaced with a recognized value.

Preview

Overview: Campaign registration now takes you straight into Chat Widget Setup once your brand registration is done, instead of asking you to pick a registration path first. If the chat widget isn't how you collect consent, Manual Setup is still there.

What's new:

• Campaign registration now opens in the chat widget flow, with the Chat widget setup screen appearing as soon as the brand flow ends. There's no path choice to make up front.
• If you collect consent somewhere other than the chat widget, an existing website form, a paper form, a lead form, a QR code, a kiosk, or verbal consent, a Switch to manual setup link sits below the first screen of the flow.
• Your progress is saved, and a confirmation dialog tells you what changes on the manual path before you commit to it.

If you move to Manual Setup and change your mind, a recommended callout in the left step panel of the Campaign details screen takes you back to Chat widget setup.

Previously:

• You picked Quick Setup or Manual Setup once, at Step 2 of the campaign flow, and the only way to change your mind was to restart the campaign.
• If you registered manually, resubmissions kept you on that flow, so you rarely saw the chat widget path at all.

Why it matters:

• Campaigns registered through the chat widget get approved faster and get rejected less often, because the widget is auto-verified and the sample messages and consent language are generated for you.
• Starting there means you get that advantage by default, without closing the door on Manual Setup if your business genuinely needs it.

Adding custom fields one at a time gets tedious fast — especially when you're building a long form with dozens of contact, opportunity, or custom-object fields. We've overhauled the Custom Fields sidebar in the builder to be faster, smarter, and easier on the eyes. Now you can browse fields by object, search by name, select multiple at once, and drop them onto your canvas as a group. 🎉

✨ What's New

The Custom Fields sidebar has been redesigned end-to-end with a focus on speed and clarity, and now brings a unified custom-field management experience across:

• Forms
• Surveys
• Quizzes

You can now select multiple custom fields at once and add them together — either by clicking "Add N fields" or by dragging the selection onto the canvas as a group.

🌟 Key Highlights

• ☑️ Multi-select checkboxes on every field row for fast batch selection
• ➕ "Add N fields" button to bulk-insert every selected field into the canvas in one click
• 🖱️ Multi-field drag & drop— drag multiple selected fields at once with a stacked preview and+Nbadge showing how many are being moved
• 🎯 Smart insertion point – bulk-added fields land right after the currently active canvas element (works in Forms, Surveys, and Quizzes) instead of always at the end
• 📁 Object dropdown to switch between Contact, Opportunity, Business, and any custom objects — see just the fields relevant to what you're building
• 💬 Tooltips on truncated names – hover a field with a long name and see the full name; same for query keys

⚙️How It Works

1. Open any Form, Survey, or Quiz in the builder.
2. Switch to the Add Object Fields tab in the left sidebar.

3. Pick an object (Contact, Opportunity, Business, or a custom object) from the dropdown.
4. Optionally search by field name or expand a folder to browse.
5. Check the fields you want using the checkboxes on the left of each row.

6. Either:

• Click "Add N fields" at the bottom of the sidebar to insert the whole selection at once, OR
• Drag any selected field onto the canvas — every checked field comes along as a group.

7. The fields land on the canvas in the exact order they appear in the sidebar, right after whichever element you had active (or at the end of the slide/page if nothing was active).

That's it — a full contact section that used to take a dozen clicks now takes two. 🚀

🎯Selection Made Predictable

• Selections stay intact while you scroll and search, so you can build up a batch across folders.
• Switching the object dropdown (Contact → Opportunity, etc.) clears the selection automatically — no ghost counts in the action bar.
• Shift-clicking selects a range that skips already-added or blocked fields — you'll never accidentally re-add a field that's already on the canvas.
• The selection bar at the bottom shows exactly how many fields are queued (e.g.,"3 selected"•"Add 3 fields").

📋 Notes

• Existing Forms, Surveys, and Quizzes work exactly as before — nothing about your saved builders changes.
• Bulk-inserted fields go through the same validation and normalization as a single drag, so contact standard fields, business fields, custom-object fields, and rating fields all behave identically to a one-at-a-time drop.
• One-question-per-slide setting (Survey) is respected: bulk-inserted fields are automatically split onto their own slides where appropriate.
• Available across Forms, Surveys, and Quizzes with parity — the same interactions work identically in every builder.
• By making custom fields multi-selectable, searchable by object, and droppable as a group, we're helping builders assemble long, structured forms in a fraction of the time — with fewer clicks, fewer mistakes, and a sidebar that finally feels like it can keep up with your workflow.

Adding custom fields one at a time gets tedious fast — especially when you're building a long form with dozens of contact, opportunity, or custom-object fields. We've overhauled the Custom Fields sidebar in the builder to be faster, smarter, and easier on the eyes. Now you can browse fields by object, search by name, select multiple at once, and drop them onto your canvas as a group. 🎉

✨ What's New

The Custom Fields sidebar has been redesigned end-to-end with a focus on speed and clarity, and now brings a unified custom-field management experience across:

• Forms
• Surveys
• Quizzes

You can now select multiple custom fields at once and add them together — either by clicking "Add N fields" or by dragging the selection onto the canvas as a group.

🌟 Key Highlights

• ☑️ Multi-select checkboxes on every field row for fast batch selection
• ➕ "Add N fields" button to bulk-insert every selected field into the canvas in one click
• 🖱️ Multi-field drag & drop— drag multiple selected fields at once with a stacked preview and+Nbadge showing how many are being moved
• 🎯 Smart insertion point – bulk-added fields land right after the currently active canvas element (works in Forms, Surveys, and Quizzes) instead of always at the end
• 📁 Object dropdown to switch between Contact, Opportunity, Business, and any custom objects — see just the fields relevant to what you're building
• 💬 Tooltips on truncated names – hover a field with a long name and see the full name; same for query keys

⚙️How It Works

1. Open any Form, Survey, or Quiz in the builder.
2. Switch to the Add Object Fields tab in the left sidebar.

3. Pick an object (Contact, Opportunity, Business, or a custom object) from the dropdown.
4. Optionally search by field name or expand a folder to browse.
5. Check the fields you want using the checkboxes on the left of each row.

6. Either:

• Click "Add N fields" at the bottom of the sidebar to insert the whole selection at once, OR
• Drag any selected field onto the canvas — every checked field comes along as a group.

7. The fields land on the canvas in the exact order they appear in the sidebar, right after whichever element you had active (or at the end of the slide/page if nothing was active).

That's it — a full contact section that used to take a dozen clicks now takes two. 🚀

🎯Selection Made Predictable

• Selections stay intact while you scroll and search, so you can build up a batch across folders.
• Switching the object dropdown (Contact → Opportunity, etc.) clears the selection automatically — no ghost counts in the action bar.
• Shift-clicking selects a range that skips already-added or blocked fields — you'll never accidentally re-add a field that's already on the canvas.
• The selection bar at the bottom shows exactly how many fields are queued (e.g.,"3 selected"•"Add 3 fields").

📋 Notes

• Existing Forms, Surveys, and Quizzes work exactly as before — nothing about your saved builders changes.
• Bulk-inserted fields go through the same validation and normalization as a single drag, so contact standard fields, business fields, custom-object fields, and rating fields all behave identically to a one-at-a-time drop.
• One-question-per-slide setting (Survey) is respected: bulk-inserted fields are automatically split onto their own slides where appropriate.
• Available across Forms, Surveys, and Quizzes with parity — the same interactions work identically in every builder.
• By making custom fields multi-selectable, searchable by object, and droppable as a group, we're helping builders assemble long, structured forms in a fraction of the time — with fewer clicks, fewer mistakes, and a sidebar that finally feels like it can keep up with your workflow.

What’s new?

The Update Contact Field action now includes a new Add action type for multi-select fields. You can add selections to multi-dropdown and multiple-checkbox fields without replacing values already stored on the contact.

How it works

Choose Add to append the selected value(s) to the contact’s existing selections. When Add is selected, the field picker only shows multi-dropdown and multiple-checkbox fields.

How to use it

• Add the Update Contact Field action to your workflow.
• Select Add as the action type and choose a multi-select field.
• Select the value(s) you want to add to the contact’s existing selections.

Why we built it

Previously, updating a multi-select field replaced all existing selections, which could unintentionally remove saved values. The new add operation makes it easier to build on existing contact data without overwriting it.

Simple example

A contact selects “Email Marketing” on a form, which is saved in a multiple-checkbox field called 'Services Interested In'. Later in the workflow, the update contact action can now add “SMS Marketing” to that same field while keeping “Email Marketing” selected. Nothing gets overwritten.

Additional Notes on the different operations

• Update field data – Replaces the current value(s).
• Add to field data – Adds to existing value(s) without removing them.
• Clear field data – Empties the field.

Preview