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View Forms in Conversations
April 2, 2026
One of the unique features in JourneyCARE is the ability to actually automate experiences with the forms and surveys that you create.
Now, we’re giving you the ability to access a contact’s form submission directly in the Conversations panel. This makes the information that they’ve submitted available to you directly alongside messages and past interactions. No more jumping between tabs to piece things together.
This means your team can instantly understand what someone submitted before responding, making follow-ups faster, more personal, and more effective. It’s a simple change that helps you stay organized and respond with confidence.
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.
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
