News & Updates

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Social Planner Shortcuts Added
June 19, 2025

We’ve rolled out two enhancements to streamline your workflow on the social planner dashboard:


New Socials Shortcut: You can now quickly access your Social Planner with the "Add Socials" shortcut directly from the dashboard. One-click access to streamline your posting workflow!


Sticky Dropdown Actions: In the social accounts dropdown, the "Add Account" and "Add Group" options are now sticky—always visible at the bottom for easy access, no matter how many accounts you’ve added.


Why it matters?

Many users were unaware of how to start using the Social Planner or found the navigation buried. This shortcut reduces friction for new users and makes the Social Planner more discoverable and accessible for everyone.


Also, when users had multiple social accounts or groups, key actions were pushed out of view, leading to confusion and extra scrolling. Making them sticky ensures that these critical actions are always visible, no matter how full the list gets.

April 2, 2026
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
April 2, 2026
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
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