News & Updates
Innovating every single day to help you attract, engage, and serve your members
Custom Metrics Filters
June 26, 2026
We've rolled out exciting enhancements to Custom Metrics! You can now apply filters directly to individual metrics within your formulas, allowing you to segment data by contact tags, pipelines, owners, agents, and more. The Custom Metric builder has been upgraded to a full-page experience for easier configuration and management. These updates help you create more targeted, real-time dashboards without relying on spreadsheets, and they're available to all accounts at no additional cost.
We’re excited to introduce a new enhancement that gives you more control over how your video posts appear when shared through Social Planner. JourneyCARE now lets you choose a custom cover image for your videos when uploading posts in bulk, helping your content look more professional and eye-catching. This update makes it easier to keep your branding consistent, attract more viewer attention, and save time by setting everything up in one upload. Simply use the latest upload template and add the image you’d like displayed as your video preview.
Stay connected to your essential metrics when you're on the go! You can now access the same dashboards and key metrics available on the web directly from your admin mobile app, giving you real-time visibility into important information such as sales, conversions, campaigns, and team activity. The new mobile experience allows you to quickly view trends, filter data, explore charts, and even receive easy-to-understand AI insights to help you make informed decisions on the go. Additionally, campaign tracking now has its own dedicated section in the app, making it even easier to monitor your marketing efforts in one place.
