March 2026 Releases
Matter Related Dashboard Cards & Automations
Hand-in-hand with our Matter Stage Tags and Matter Boards are Matter Board Automations. Now, a New Matter, a Matter Stage Change, or a Matter Status Change can trigger an automation. New dashboard cards and new automations are available.
Watch our tutorial about Matter Related Dashboard Cards & Automations:
Read more about Automations here.
Read more about Matters and Matter Boards here.
Updated Email Tracking in Automation Reporting
Email tracking information is now available in automation reporting. Users can now see email-related data—such as Sent, Viewed, Clicked, or Replied—in automation reporting.
Automation Step Failure Tooltip
Ever wonder why an automation step failed? We've added a tooltip to the automation reporting that shows the cause of failure for specific automation steps.
Proceed to Payment Button for Paid Events
We've changed the RSVP button text for Paid Events to 'Proceed to Payment' to let respondents know that clicking it will take them to our Stripe payment flow.
Read more about Paid Events here.
Policy Board: Fewer Policy Fields Required
When adding policies manually or through CSV import, most fields were required for policy creation. We've relaxed those requirements to make creation easier and updated the manual creation window to reflect these changes.
Read more about the Policy Board here.
AI Assistant: Advanced Contact Search + Matter Search
We’ve updated the AI Assistant to support complex searches, like combining tags with location, last communication date, and ownership. It also allows for Matter search support using the AI Assistant.
Donation Board: Has & Has Not Donated Filtering
We’ve added a new date range support for “Has Not Donated” and “Has Donated” allowing users to see when donors have and have not donated, both filters can be applied as well.
As an example, both filters can be applied to see if a donor might’ve given last year but not this year for better targeted outreach.
Read more about the Donation Board here.
Google Review Social Media Posting: Background Images
Now, when creating a social post with a Google Review, users can either pick a pre-designed background image or use AI to modify an existing image.
Read more about creating a social media post for a Google review here.
New Image Layout for Blogs & Social Posts
When creating Blogs and Social Media posts, there is a refreshed visual layout for image selection– the new layout includes the ability to upload a picture, choose from the free picture library, or generate with AI.
Placeholder Text for Handwritten Cards
We’ve added Placeholder Text in address input fields to reduce confusion and prevent users from entering business names into a street address line. We noticed send issues caused by users inputting business names into street address input fields and added the placeholder text to make the input more clear.
