News & Updates

Innovating every single day to help you attract, engage, and serve your members

Hi! I'm JayCee.


I’m an AI-powered client educator, here to make the JourneyCARE platform feel easy, approachable, and full of possibilities.


You'll see me in product announcements, help tutorials, and even behind the scenes of the live chat feature on the JourneyCARE website.


Whether you’re exploring new features or looking for smart ways to get more impact from your member care tools, I'm happy to serve as your resource.


Of course, the JourneyCARE Help Desk is just an email away if you need more assistance. Drop a line anytime to help@journeycare.team.

July 24, 2026
We’ve expanded the Media Library to make reviewing your files faster and easier. You can now preview a wider variety of file types including PDFs, Word documents, Excel and CSV files, audio files, text files, and supported 3D models directly in JourneyCARE without downloading them first. Just click Preview, and the correct viewer will open automatically, allowing you to quickly inspect your files and get back to work. It's a small quality-of-life improvement that streamlines your workflow and helps you find exactly what you need with fewer clicks.
July 24, 2026
Want to make your social posts more accessible without adding extra steps to your workflow? You can now add Alternative Text to images directly in JourneyCARE within the Social Planner! Simply upload your images, add a unique description to each one, and schedule or publish your post as you normally would. Whether you're sharing a single image or a carousel, each image can have its own custom alternative text, making your content more inclusive for visually impaired audiences while following accessibility best practices. Even better, Social Planner automatically sends alternative text to supported social platforms, so there's no need to make edits after publishing. It's an easy way to create more thoughtful, accessible content and all from one place.
July 24, 2026
Tired of repeating the same setup for every quiz? JourneyCARE has an update that will save you time! Smart default values are now available across the Individual Category, Category Score, and Overall Score sections of the Quiz Results Page. Simply configure the first tier, and the remaining tiers in that category will automatically inherit those values, reducing repetitive work while still allowing you to customize each tier if needed. You'll also see your changes reflected in the live preview as you edit, making it easier to build and fine-tune your results page. If you're updating an existing quiz, just re-save it to take advantage of this enhancement and enjoy a faster, more streamlined setup experience.
July 24, 2026
Having a hard time editing format from your mobile? JourneyCARE has improved your mobile editing experience so you can work seamlessly wherever you are! With mobile app v4.14, rich text formatting now stays consistent across web and mobile, meaning the emails, notes, tasks, and templates you create will look the same no matter which device you're using. Your spacing, line breaks, quotes, headings, and other formatting will be preserved, so you can make quick edits from your phone without worrying about undoing your work. Simply update to the latest version and enjoy a smoother editing experience that lets you stay productive on the go.
July 24, 2026
We've added another great way to boost engagement on LinkedIn! You can now create and publish LinkedIn Polls directly from the Social Planner, making it easy to ask questions, gather insights, and encourage conversations. This is all without leaving JourneyCARE. Polls work just like your other scheduled content, so you can publish them right away, schedule them in advance, save them as drafts, or add them to your content queue. If you're looking for a simple way to connect with your audience and make your LinkedIn strategy more interactive, this new feature has you covered.
July 24, 2026
We have another workflow enhancement to help you automate with less effort! JourneyCARE introduces the Math Operation action. It is now available in company-based and custom object-based workflows, making it easier to perform calculations directly within your automations. Whether you're calculating project costs, totaling values, or working with other numeric fields, your workflows can now handle the math automatically and use the results in the next steps. Just add the Math Operation action, choose the values you'd like to calculate, and let the workflow do the rest. If your team relies on company records or custom objects, this update gives you even more flexibility to build smarter, more efficient automations.
July 24, 2026
JourneyCARE makes it easier to put your company data to work! You can now use Company Fields including both standard and custom fields throughout the platform. Whether you're sending emails, building workflows, creating contracts, chatting with customers, or using AI features, you can automatically personalize your content with information pulled directly from the associated company record. No more copying and pasting or creating workarounds but instead just select the company field you need from the custom value picker, and we'll handle the rest. It's a simple update that helps you create more relevant, automated, and personalized experiences while getting even more value from the company information you already maintain.
July 24, 2026
Keeping track of your companies just got a whole lot easier! You can now create Company Smart Lists to save your favorite company views which includes filters, sorting, and visible fields. You don't have to rebuild them every time. Whether you're managing active clients, tracking prospects, or organizing accounts for your team, Smart Lists let you quickly pick up where you left off. You can also share lists with teammates, control who can view or edit them, duplicate existing lists and even share a direct link for easy collaboration. Simply enable the feature, create a list that fits your workflow, and reuse it whenever you need. It's a simple way to save time, stay organized, and keep everyone on the same page.
July 24, 2026
Another helpful improvement has arrived for your JourneyCARE online store! Alternative Text is now automatically added to supported e-commerce images and store elements, making it easier to boost both accessibility and search without changing the way you manage your store. The system intelligently uses existing details like your product name, collection name, store name, and product variants to generate descriptive text for images across your storefront. There's nothing you need to configure, and no changes to your current workflow. Simply keep adding products as you normally would, and we'll handle the rest in the background so your store is a little more search-friendly and accessible with every update.
July 24, 2026
Forms just got a fresh new look! You can now add gradient backgrounds to buttons in the Form, Survey, and Quiz Builder, giving you even more flexibility to create buttons that match your brand and grab your audience's attention. With just a few clicks, you can switch between a solid color and a gradient, choose from linear, radial, or angular styles, adjust the angle where supported, and customize multiple color stops to create the perfect look. The best part? No custom code is needed, and all your existing button styles will continue to work as expected. If you've been looking for an easy way to make your forms feel more polished and modern, this update is for you!
July 8, 2026
Creating eye-catching Facebook posts just got easier! You can now create, schedule, and publish Facebook's native colorful text background posts directly from JourneyCARE. Simply select Facebook as your platform, choose a background from the new Text Background option, write your message, and publish or schedule it in just a few clicks. You'll even see a live preview that closely matches how your post will appear on Facebook, with automatic font adjustments for the best presentation. If you add an image or video, JourneyCARE will automatically disable the background option to ensure your post remains compatible. Whether you're sharing updates, promotions, or quick announcements, this new feature helps you create more engaging Facebook posts faster.
July 8, 2026
Do you have a hard time posting Pinterest content? You can now publish a single Pin to up to 25 Pinterest boards per account directly from JourneyCARE. Simply create your Pinterest post, select your Pinterest account, choose up to 25 boards, and publish or schedule your content in just a few clicks. JourneyCARE automatically publishes your Pin to each selected board while tracking every board independently, so if one board encounters an issue, the others will continue publishing as expected. This feature, whether you're promoting products, sharing inspiration, or growing your reach, is multi-board publishing. It helps you save time and share your content more efficiently.
July 8, 2026
We’ve made course building easier and faster with the new AskAI. You can now create full course outlines, write lessons, generate quizzes, and manage settings like drip schedules, branding, and offers all directly in chat. Just describe your idea, and AskAI helps you turn it into a complete course in minutes. It also guides you step by step and includes safeguards like confirmations and warnings for important actions. Overall, this update makes course creation faster, simpler, and more scalable, so you can focus more on your ideas and less on setup.
July 8, 2026
Managing contact tags is now more intentional and worry-free! We've updated Contacts to give you greater control when adding or removing tags. Instead of changes being applied instantly, you'll now review your selections before confirming them using the new Apply button, or discard them with Cancel if you change your mind. This extra confirmation step helps prevent accidental tag updates that could unintentionally trigger workflows, giving you more confidence when organizing your contacts. It's a small change that makes everyday contact management safer, more accurate, and easier to use.
July 8, 2026
Working with large batches of files? We've upgraded the Media Center so you can upload entire folders in one go by simply dragging and dropping them directly into your library. You can also download complete folders as compressed files while preserving their original structure, making it easier to back up or share your media. Along with these new capabilities, we've improved upload and download performance, enhanced progress tracking, and refined file organization to give you a smoother experience from start to finish. Whether you're organizing marketing assets, storing client files, or managing your content library, these updates are designed to help you spend less time managing files and more time creating great content.
July 8, 2026
Instead of searching through multiple dropdowns, you can now simply choose what you want your contact to wait for, then adjust it in a guided experience. You can also create recurring wait schedules, wait until a specific date in a single step, use seconds for shorter delays, or even set dynamic wait times using custom fields. To make things even easier, the new Wait AI feature lets you describe the wait you're looking for in plain language, and JourneyCARE will help configure it for you. We've also grouped similar wait types together and intelligently prioritize the most relevant options based on what you're building, helping you create workflows with fewer clicks and less guesswork. These improvements make building powerful workflows simpler than ever.
July 8, 2026
Personalizing your emails is now more efficient than ever! With the latest improvements to Conditional Visibility, you can apply visibility rules to an entire layout instead of setting them up element by element. We've also introduced the new “IS EMPTY” and “IS PRESENT” conditions, allowing you to show or hide content based on whether information is available. Whether you're displaying a download button only when a file exists or hiding sections that aren't relevant to a contact, creating dynamic email experiences is now simpler and more flexible. Best of all, these enhancements work seamlessly with all custom fields while preserving your existing visibility settings.
July 8, 2026
Ever wished you could turn your meeting recordings into instant community updates without any extra steps? Now you can! With the new “Share as Post” option, JourneyCARE lets you share recordings directly into your Communities in just a few clicks. Simply open your recording, click the three-dot menu, choose Share as Post, and select the community and channel where you want it published. That’s it! Your recording is now live and ready to continue the conversation. This makes it easier than ever to share key updates, keep discussions going, and ensure your team or members never miss important moments. Try it out and keep your collaboration flowing right inside JourneyCARE!
July 8, 2026
JourneyCARE has improved the embed experience for Forms, Surveys, and Quizzes by adding a custom modal height option for Popup, Polite Slide-in, and Sticky Sidebar embeds. This helps you control how your forms appear across different layouts, so they feel more balanced and visually consistent wherever they’re placed. We’ve also improved reliability in the builder by disabling actions like Preview, Integrate, and Save until the form is fully loaded, preventing unresponsive clicks during setup. Your existing embeds will continue working as before unless you choose to apply a custom height.
July 8, 2026
You can now see all fields from your form, survey, or quiz in Manage Columns! Previously, new fields only appeared after at least one response was submitted. Now, every field from your form definition is available right away, so you can organize your submission view before responses start coming in. Whether you're updating an existing form, adding new questions, or setting up a brand-new form, you can easily choose which columns to display, organize your data, and prepare reports in advance. This update gives you a complete view of all available fields, making it easier to stay organized, adapt to changes in your forms, and manage submissions with confidence from the very beginning.
June 26, 2026
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.
June 26, 2026
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.
June 26, 2026
We've made it easier to access and showcase achievements in the Client Portal. Badges now have their own dedicated section, separated from Certificates, allowing your Portal users to view all of their earned badges in one organized place. Badges can be easily downloaded and shared, just as can be done with certificates. This update gives badges greater visibility and makes it simpler to celebrate and share your accomplishments.
June 26, 2026
We’ve introduced new customization options for the Voice AI widget, giving you more flexibility in how it appears on your website. In addition to the traditional floating widget, you can now place the Voice AI experience directly within your website content for a more seamless and engaging visitor experience. You can also choose between different visual styles, adjust the widget size, and preview changes in real time before publishing. This update makes it easier to match the Voice AI widget to your website design, create a more natural user experience, and position it where it can have the greatest impact on visitor engagement and conversions.
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.
June 26, 2026
For those of you engaging in Google advertising, you'll be happy to know that Google Lead Form submissions are now tracked and attributed. Leads from Google Ads Lead Forms will now correctly appear under “Paid Search” instead of being mislabeled as “Paid Social,” and attribution data now includes full Campaign, Ad Group, and Ad details for clearer reporting. We’ve also introduced a new contact activity called “Google Lead Form Submission,” which logs the campaign source, as well as the specific ad and form that generated each lead. These updates ensure more accurate reporting, better visibility into ad performance, and improved workflow automation without requiring any additional setup.
June 26, 2026
We’ve enhanced the Workflow Builder with new workspace controls designed to give you greater flexibility and a more comfortable editing experience. You can now resize the action and trigger sidebars by dragging them to better fit your screen and workflow complexity, and expand any action or trigger into full-screen mode when you need extra space for detailed configuration such as emails, forms, or multi-field actions. These improvements make it easier to work on both simple and complex workflows by allowing you to adjust the layout based on your preference and focus more effectively on setup without clutter.
June 26, 2026
We’ve introduced a powerful update to bulk deletion across Custom Objects, Companies, and Tasks, allowing you to delete unlimited records in a single action with a consistent experience across all modules. You can now multi-select records directly from list views and delete them in bulk, with all related associations such as notes, tasks, contacts, and opportunities being removed while preserving the records themselves for recovery. Deleted data can be restored within 60 days via the Bulk Actions page, where you can also track deletion and restoration jobs. This enhancement streamlines data cleanup, removes past limitations, and gives you safer, faster control over managing large volumes of records.
June 26, 2026
JourneyCARE now has enhanced your Certificates with built-in QR code support, making them more interactive, verifiable, and professional. Within the Certificate Builder, you can add either a verification QR code that links to the official certificate validation page or a custom QR code that redirects to any URL such as a portfolio, website, or booking page. QR codes can also be styled with customizable background and stroke colors, with live preview updates directly on the canvas for easy editing. This native feature removes the need for external QR tools and helps improve trust, credibility, and engagement by making certificates instantly verifiable and more versatile.
June 26, 2026
We’ve improved the Conversations experience with new tools to help you quickly locate unread messages in long threads. A new “New” divider now clearly marks where unread messages begin, and when you open an unread conversation, you’ll automatically be taken directly to the first unread message. These indicators remain visible until you reply or manually mark the conversation as read, ensuring nothing gets missed even after navigating away or refreshing. This update helps reduce scrolling, improve response times, and make it easier to stay on top of important conversations.
Show More
July 24, 2026
We’ve expanded the Media Library to make reviewing your files faster and easier. You can now preview a wider variety of file types including PDFs, Word documents, Excel and CSV files, audio files, text files, and supported 3D models directly in JourneyCARE without downloading them first. Just click Preview, and the correct viewer will open automatically, allowing you to quickly inspect your files and get back to work. It's a small quality-of-life improvement that streamlines your workflow and helps you find exactly what you need with fewer clicks.
July 24, 2026
Want to make your social posts more accessible without adding extra steps to your workflow? You can now add Alternative Text to images directly in JourneyCARE within the Social Planner! Simply upload your images, add a unique description to each one, and schedule or publish your post as you normally would. Whether you're sharing a single image or a carousel, each image can have its own custom alternative text, making your content more inclusive for visually impaired audiences while following accessibility best practices. Even better, Social Planner automatically sends alternative text to supported social platforms, so there's no need to make edits after publishing. It's an easy way to create more thoughtful, accessible content and all from one place.
July 24, 2026
Tired of repeating the same setup for every quiz? JourneyCARE has an update that will save you time! Smart default values are now available across the Individual Category, Category Score, and Overall Score sections of the Quiz Results Page. Simply configure the first tier, and the remaining tiers in that category will automatically inherit those values, reducing repetitive work while still allowing you to customize each tier if needed. You'll also see your changes reflected in the live preview as you edit, making it easier to build and fine-tune your results page. If you're updating an existing quiz, just re-save it to take advantage of this enhancement and enjoy a faster, more streamlined setup experience.
July 24, 2026
Having a hard time editing format from your mobile? JourneyCARE has improved your mobile editing experience so you can work seamlessly wherever you are! With mobile app v4.14, rich text formatting now stays consistent across web and mobile, meaning the emails, notes, tasks, and templates you create will look the same no matter which device you're using. Your spacing, line breaks, quotes, headings, and other formatting will be preserved, so you can make quick edits from your phone without worrying about undoing your work. Simply update to the latest version and enjoy a smoother editing experience that lets you stay productive on the go.
July 24, 2026
We've added another great way to boost engagement on LinkedIn! You can now create and publish LinkedIn Polls directly from the Social Planner, making it easy to ask questions, gather insights, and encourage conversations. This is all without leaving JourneyCARE. Polls work just like your other scheduled content, so you can publish them right away, schedule them in advance, save them as drafts, or add them to your content queue. If you're looking for a simple way to connect with your audience and make your LinkedIn strategy more interactive, this new feature has you covered.
July 24, 2026
We have another workflow enhancement to help you automate with less effort! JourneyCARE introduces the Math Operation action. It is now available in company-based and custom object-based workflows, making it easier to perform calculations directly within your automations. Whether you're calculating project costs, totaling values, or working with other numeric fields, your workflows can now handle the math automatically and use the results in the next steps. Just add the Math Operation action, choose the values you'd like to calculate, and let the workflow do the rest. If your team relies on company records or custom objects, this update gives you even more flexibility to build smarter, more efficient automations.
July 24, 2026
JourneyCARE makes it easier to put your company data to work! You can now use Company Fields including both standard and custom fields throughout the platform. Whether you're sending emails, building workflows, creating contracts, chatting with customers, or using AI features, you can automatically personalize your content with information pulled directly from the associated company record. No more copying and pasting or creating workarounds but instead just select the company field you need from the custom value picker, and we'll handle the rest. It's a simple update that helps you create more relevant, automated, and personalized experiences while getting even more value from the company information you already maintain.
July 24, 2026
Keeping track of your companies just got a whole lot easier! You can now create Company Smart Lists to save your favorite company views which includes filters, sorting, and visible fields. You don't have to rebuild them every time. Whether you're managing active clients, tracking prospects, or organizing accounts for your team, Smart Lists let you quickly pick up where you left off. You can also share lists with teammates, control who can view or edit them, duplicate existing lists and even share a direct link for easy collaboration. Simply enable the feature, create a list that fits your workflow, and reuse it whenever you need. It's a simple way to save time, stay organized, and keep everyone on the same page.
July 24, 2026
Another helpful improvement has arrived for your JourneyCARE online store! Alternative Text is now automatically added to supported e-commerce images and store elements, making it easier to boost both accessibility and search without changing the way you manage your store. The system intelligently uses existing details like your product name, collection name, store name, and product variants to generate descriptive text for images across your storefront. There's nothing you need to configure, and no changes to your current workflow. Simply keep adding products as you normally would, and we'll handle the rest in the background so your store is a little more search-friendly and accessible with every update.
July 24, 2026
Forms just got a fresh new look! You can now add gradient backgrounds to buttons in the Form, Survey, and Quiz Builder, giving you even more flexibility to create buttons that match your brand and grab your audience's attention. With just a few clicks, you can switch between a solid color and a gradient, choose from linear, radial, or angular styles, adjust the angle where supported, and customize multiple color stops to create the perfect look. The best part? No custom code is needed, and all your existing button styles will continue to work as expected. If you've been looking for an easy way to make your forms feel more polished and modern, this update is for you!
July 8, 2026
Creating eye-catching Facebook posts just got easier! You can now create, schedule, and publish Facebook's native colorful text background posts directly from JourneyCARE. Simply select Facebook as your platform, choose a background from the new Text Background option, write your message, and publish or schedule it in just a few clicks. You'll even see a live preview that closely matches how your post will appear on Facebook, with automatic font adjustments for the best presentation. If you add an image or video, JourneyCARE will automatically disable the background option to ensure your post remains compatible. Whether you're sharing updates, promotions, or quick announcements, this new feature helps you create more engaging Facebook posts faster.
July 8, 2026
Do you have a hard time posting Pinterest content? You can now publish a single Pin to up to 25 Pinterest boards per account directly from JourneyCARE. Simply create your Pinterest post, select your Pinterest account, choose up to 25 boards, and publish or schedule your content in just a few clicks. JourneyCARE automatically publishes your Pin to each selected board while tracking every board independently, so if one board encounters an issue, the others will continue publishing as expected. This feature, whether you're promoting products, sharing inspiration, or growing your reach, is multi-board publishing. It helps you save time and share your content more efficiently.
July 8, 2026
We’ve made course building easier and faster with the new AskAI. You can now create full course outlines, write lessons, generate quizzes, and manage settings like drip schedules, branding, and offers all directly in chat. Just describe your idea, and AskAI helps you turn it into a complete course in minutes. It also guides you step by step and includes safeguards like confirmations and warnings for important actions. Overall, this update makes course creation faster, simpler, and more scalable, so you can focus more on your ideas and less on setup.
July 8, 2026
Managing contact tags is now more intentional and worry-free! We've updated Contacts to give you greater control when adding or removing tags. Instead of changes being applied instantly, you'll now review your selections before confirming them using the new Apply button, or discard them with Cancel if you change your mind. This extra confirmation step helps prevent accidental tag updates that could unintentionally trigger workflows, giving you more confidence when organizing your contacts. It's a small change that makes everyday contact management safer, more accurate, and easier to use.
July 8, 2026
Working with large batches of files? We've upgraded the Media Center so you can upload entire folders in one go by simply dragging and dropping them directly into your library. You can also download complete folders as compressed files while preserving their original structure, making it easier to back up or share your media. Along with these new capabilities, we've improved upload and download performance, enhanced progress tracking, and refined file organization to give you a smoother experience from start to finish. Whether you're organizing marketing assets, storing client files, or managing your content library, these updates are designed to help you spend less time managing files and more time creating great content.
July 8, 2026
Instead of searching through multiple dropdowns, you can now simply choose what you want your contact to wait for, then adjust it in a guided experience. You can also create recurring wait schedules, wait until a specific date in a single step, use seconds for shorter delays, or even set dynamic wait times using custom fields. To make things even easier, the new Wait AI feature lets you describe the wait you're looking for in plain language, and JourneyCARE will help configure it for you. We've also grouped similar wait types together and intelligently prioritize the most relevant options based on what you're building, helping you create workflows with fewer clicks and less guesswork. These improvements make building powerful workflows simpler than ever.
July 8, 2026
Personalizing your emails is now more efficient than ever! With the latest improvements to Conditional Visibility, you can apply visibility rules to an entire layout instead of setting them up element by element. We've also introduced the new “IS EMPTY” and “IS PRESENT” conditions, allowing you to show or hide content based on whether information is available. Whether you're displaying a download button only when a file exists or hiding sections that aren't relevant to a contact, creating dynamic email experiences is now simpler and more flexible. Best of all, these enhancements work seamlessly with all custom fields while preserving your existing visibility settings.
July 8, 2026
Ever wished you could turn your meeting recordings into instant community updates without any extra steps? Now you can! With the new “Share as Post” option, JourneyCARE lets you share recordings directly into your Communities in just a few clicks. Simply open your recording, click the three-dot menu, choose Share as Post, and select the community and channel where you want it published. That’s it! Your recording is now live and ready to continue the conversation. This makes it easier than ever to share key updates, keep discussions going, and ensure your team or members never miss important moments. Try it out and keep your collaboration flowing right inside JourneyCARE!
July 8, 2026
JourneyCARE has improved the embed experience for Forms, Surveys, and Quizzes by adding a custom modal height option for Popup, Polite Slide-in, and Sticky Sidebar embeds. This helps you control how your forms appear across different layouts, so they feel more balanced and visually consistent wherever they’re placed. We’ve also improved reliability in the builder by disabling actions like Preview, Integrate, and Save until the form is fully loaded, preventing unresponsive clicks during setup. Your existing embeds will continue working as before unless you choose to apply a custom height.
July 8, 2026
You can now see all fields from your form, survey, or quiz in Manage Columns! Previously, new fields only appeared after at least one response was submitted. Now, every field from your form definition is available right away, so you can organize your submission view before responses start coming in. Whether you're updating an existing form, adding new questions, or setting up a brand-new form, you can easily choose which columns to display, organize your data, and prepare reports in advance. This update gives you a complete view of all available fields, making it easier to stay organized, adapt to changes in your forms, and manage submissions with confidence from the very beginning.
June 26, 2026
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.
June 26, 2026
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.
June 26, 2026
We've made it easier to access and showcase achievements in the Client Portal. Badges now have their own dedicated section, separated from Certificates, allowing your Portal users to view all of their earned badges in one organized place. Badges can be easily downloaded and shared, just as can be done with certificates. This update gives badges greater visibility and makes it simpler to celebrate and share your accomplishments.
June 26, 2026
We’ve introduced new customization options for the Voice AI widget, giving you more flexibility in how it appears on your website. In addition to the traditional floating widget, you can now place the Voice AI experience directly within your website content for a more seamless and engaging visitor experience. You can also choose between different visual styles, adjust the widget size, and preview changes in real time before publishing. This update makes it easier to match the Voice AI widget to your website design, create a more natural user experience, and position it where it can have the greatest impact on visitor engagement and conversions.
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.
June 26, 2026
For those of you engaging in Google advertising, you'll be happy to know that Google Lead Form submissions are now tracked and attributed. Leads from Google Ads Lead Forms will now correctly appear under “Paid Search” instead of being mislabeled as “Paid Social,” and attribution data now includes full Campaign, Ad Group, and Ad details for clearer reporting. We’ve also introduced a new contact activity called “Google Lead Form Submission,” which logs the campaign source, as well as the specific ad and form that generated each lead. These updates ensure more accurate reporting, better visibility into ad performance, and improved workflow automation without requiring any additional setup.
June 26, 2026
We’ve enhanced the Workflow Builder with new workspace controls designed to give you greater flexibility and a more comfortable editing experience. You can now resize the action and trigger sidebars by dragging them to better fit your screen and workflow complexity, and expand any action or trigger into full-screen mode when you need extra space for detailed configuration such as emails, forms, or multi-field actions. These improvements make it easier to work on both simple and complex workflows by allowing you to adjust the layout based on your preference and focus more effectively on setup without clutter.
June 26, 2026
We’ve introduced a powerful update to bulk deletion across Custom Objects, Companies, and Tasks, allowing you to delete unlimited records in a single action with a consistent experience across all modules. You can now multi-select records directly from list views and delete them in bulk, with all related associations such as notes, tasks, contacts, and opportunities being removed while preserving the records themselves for recovery. Deleted data can be restored within 60 days via the Bulk Actions page, where you can also track deletion and restoration jobs. This enhancement streamlines data cleanup, removes past limitations, and gives you safer, faster control over managing large volumes of records.
June 26, 2026
JourneyCARE now has enhanced your Certificates with built-in QR code support, making them more interactive, verifiable, and professional. Within the Certificate Builder, you can add either a verification QR code that links to the official certificate validation page or a custom QR code that redirects to any URL such as a portfolio, website, or booking page. QR codes can also be styled with customizable background and stroke colors, with live preview updates directly on the canvas for easy editing. This native feature removes the need for external QR tools and helps improve trust, credibility, and engagement by making certificates instantly verifiable and more versatile.
June 26, 2026
We’ve improved the Conversations experience with new tools to help you quickly locate unread messages in long threads. A new “New” divider now clearly marks where unread messages begin, and when you open an unread conversation, you’ll automatically be taken directly to the first unread message. These indicators remain visible until you reply or manually mark the conversation as read, ensuring nothing gets missed even after navigating away or refreshing. This update helps reduce scrolling, improve response times, and make it easier to stay on top of important conversations.
Show More