👀 What's New?

In dashboards and custom reports, every widget's number stat shows a trend badge (▲/▼ with % change), and you can now control whether an increase or a decrease in that number should be colored positive (green) or negative (red).

Metrics where lower is better — like unsubscribe rate, bounce rate, churn, or cost per lead — can now show accurate trend colors instead of always assuming "higher is good."

This applies no matter which chart type you've picked for the widget — Number, Line, or Bar — since the trend badge appears consistently across all of them when "Comparison Date Range" is set.

Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up. For example, a falling unsubscribe rate now shows green (good), while a falling delivered-email count still shows red (needs attention).

👷 How It Works:

1. Open the widget's Configure panel.
2. Under Advanced settings, configure "Date range override" and "Comparison date range"
3. Specify whether a metric's increase or decrease is positive. Choose Increase is positive (default) or Decrease is positive, based on how the metric should be read.
5. Save changes — the trend badge color updates automatically, on every chart-type view of that widget.

🌟 Why It Matters:

• Accurate trend signals — Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up.
• Builds client trust — Agencies sharing dashboards with clients can trust that green always means "good," even for cost or churn metrics.

📝 Notes:

• Existing widgets default to "Increase is positive" — no widget's color behavior changes unless you update it.
• Setting lives in the widget's Configure panel and applies regardless of the chart type selected for that widget.

👀 What's New?

In dashboards and custom reports, every widget's number stat shows a trend badge (▲/▼ with % change), and you can now control whether an increase or a decrease in that number should be colored positive (green) or negative (red).

Metrics where lower is better — like unsubscribe rate, bounce rate, churn, or cost per lead — can now show accurate trend colors instead of always assuming "higher is good."

This applies no matter which chart type you've picked for the widget — Number, Line, or Bar — since the trend badge appears consistently across all of them when "Comparison Date Range" is set.

Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up. For example, a falling unsubscribe rate now shows green (good), while a falling delivered-email count still shows red (needs attention).

👷 How It Works:

1. Open the widget's Configure panel.
2. Under Advanced settings, configure "Date range override" and "Comparison date range"
3. Specify whether a metric's increase or decrease is positive. Choose Increase is positive (default) or Decrease is positive, based on how the metric should be read.
5. Save changes — the trend badge color updates automatically, on every chart-type view of that widget.

🌟 Why It Matters:

• Accurate trend signals — Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up.
• Builds client trust — Agencies sharing dashboards with clients can trust that green always means "good," even for cost or churn metrics.

📝 Notes:

• Existing widgets default to "Increase is positive" — no widget's color behavior changes unless you update it.
• Setting lives in the widget's Configure panel and applies regardless of the chart type selected for that widget.

👀 What's New?

• You can now insert dynamic custom values into dashboard/report widget conditions and elements using the new {} picker.
• Supported in widget conditions — wherever you enter a text value (e.g. Address, Source field).
• Supported in dashboard elements — Embed (URL), Title, or Text box.
• Location fields available: Location Id • Location Name • Email • Phone • Website • Address • City • State • Country • Postal Code • Timezone
• User fields available: User Id • Email • Phone • Role • Type • First Name • Last Name • Name • Full Name.
• Custom values — everything you've created under Settings → Custom values is available in the picker, organised by folder.
• Tokens resolve automatically per sub-account when the dashboard is viewed.

👷 How It Works:

1. Open a dashboard and switch to Edit mode.
2. Add or edit a widget — go to the Conditions tab. Or add an Element (Embed, Title, or Text box).
3. Click the {} button next to any text input field.
4. Browse or search across Location, User, or Custom values.
5. Select a field — the token is inserted (e.g. {{ location.name }}).
6. Save. Switch to View mode — the token resolves to the real value for that location automatically.

🌟 Why It Matters:

1. One dashboard for every location — build a single dashboard template and every sub-account sees their own name, address, and data — no duplication needed.
2. Dynamic embed URLs — insert a location ID or custom value into an embed URL so each location loads their own external report automatically.
3. Personalised dashboard experience — titles, text boxes adapt per location, making dashboards feel purpose-built for each client.
4. Faster agency setup — what used to take multiple manual setups now takes one.

⏭️ What's Next?

NA

📝 Notes:

1. Custom value insertion is available to dashboard editors only.
2. If a token has no value set for a location, it resolves as blank in view mode.
3. Location and User system fields are available by default — no setup needed. Custom values require prior setup under Settings → Custom values.

👀 What's New?

• You can now insert custom values into dashboard/report widget conditions and elements using the new {} picker.
• Supported in widget conditions — wherever you enter a text value (e.g. Source field).
• Supported in dashboard elements — Embed (URL), Title, or Text box.
• Location fields available: Location Id • Location Name • Email • Phone • Website • Address • City • State • Country • Postal Code • Timezone
• User fields available: User Id • Email • Phone • Role • Type • First Name • Last Name • Name • Full Name.
• Custom values — everything you've created under Settings → Custom values is available in the picker, organised by folder.
• Tokens resolve automatically per sub-account when the dashboard is viewed.

👷 How It Works:

1. Open a dashboard and switch to Edit mode.
2. Add or edit a widget — go to the Conditions tab. Or add an Element (Embed, Title, or Text box).
3. Click the {} button next to any text input field.
4. Browse or search across Location, User, or Custom values.
5. Select a field — the token is inserted (e.g. {{ location.name }}).
6. Save. Switch to View mode — the token resolves to the real value for that location automatically.

🌟 Why It Matters:

1. One dashboard for every location — build a single dashboard template and every sub-account sees their own name, address, and data — no duplication needed.
2. Dynamic embed URLs — insert a location ID or custom value into an embed URL so each location loads their own external report automatically.
3. Personalised dashboard experience — titles, text boxes adapt per location, making dashboards feel purpose-built for each client.
4. Faster agency setup — what used to take multiple manual setups now takes one.

⏭️ What's Next?

NA

📝 Notes:

1. Custom value insertion is available to dashboard editors only.
2. If a token has no value set for a location, it resolves as blank in view mode.
3. Location and User system fields are available by default — no setup needed. Custom values require prior setup under Settings → Custom values.

Your Threads content can now live alongside the rest of your social strategy. ✨

With Threads Post Sync (Beta), you can automatically import your existing Threads posts into Social Planner, giving you one place to manage historical content, monitor engagement, and repurpose posts.

Note: Available in Beta through Labs.

🚀 What's new

1. Automatically Sync Threads Posts

Import your existing Threads content, including:

• Text posts
• Images
• Videos
• Carousels
• GIFs
• Polls

2. Rich Post & Engagement Details

Synced posts retain available content and engagement data, including:

• Caption text
• Media and thumbnail previews
• Location tags
• Views
• Likes
• Replies
• Reposts
• Quotes
• Shares

3. Clone Existing Threads Content

Reuse supported Threads posts by cloning text, image, video, carousel, and GIF posts directly from Social Planner.

4. Automatic Daily Sync

Once enabled, Threads posts are synced automatically every 24 hours. You can also track sync progress and receive notifications if your account needs to be reconnected.

👷 How to use this feature

• Go to Marketing → Social Planner → Settings
• Enable Threads Post Sync from Labs
• Allow the initial sync to complete
• View your synced Threads posts in Social Planner
• Clone supported posts whenever you want to reuse them

💡 Why it matters

• Keep Threads content alongside your other social channels
• Access historical content without recreating posts
• Track Threads engagement from one dashboard
• Quickly repurpose existing content
• Simplify reporting for agencies and social media teams

📝 Notes

• Threads Post Sync is currently available through Labs.
• Sync is enabled per location.
• Posts from the last 30 days are synced by default; older posts up to 365 days may be imported when needed.
• Sync runs every 24 hours and is not real-time.
• Polls can be viewed but cannot be cloned because poll creation is not currently supported in the Threads composer.
• Polls may show a “Poll content is not supported in preview” message.
• Deleted Threads posts remain visible in Social Planner because sync is one-way (Threads to Social Planner).
• Text file attachments are not supported for sync or preview.
• Some engagement data may be limited by Threads API capabilities.