News & Updates
Innovating every single day to help you attract, engage, and serve your members
Workflow Sticky Notes
March 17, 2026
If you’ve ever opened an automation and thought to yourself, “hmmm… what was this automation for?”, this update is for you.
Previously available in the Advanced Builder, you can now add images, color-code branches, or leave text annotations directly inside your workflows. Sticky notes are only visual references and do not impact the automation logic in any way. This allows you to makes notes about what your automation is doing - what happens before or after - or why certain things happen the way they do. It’s a great tool for refreshing your own memory or communicating important pieces of information for other team members.
ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding. Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.
SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.
