What’s new: Connect your own custom domain to any funnel. Visitors see your branded URL instead of a platform subdomain, and SSL certificates are provisioned automatically.Why it matters: A custom domain increases trust and reinforces your brand with every page visit.How to use it: Go to Sites > Funnels > select a funnel > Settings > Custom Domain and follow the DNS instructions.
What’s new: Build interactive quizzes with scored outcomes, branching logic, and result pages. Capture leads with opt-in forms at the end of the quiz flow.Why it matters: Quizzes drive high engagement and qualified lead capture.How to use it: Go to Sites > Funnels > Add Funnel Step > select Quiz template.
What’s new: Create multi-step surveys with various question types including text, dropdown, radio, checkbox, rating, and file upload. Responses are stored on the contact record.Why it matters: Collect structured feedback and qualification data directly within your funnels.How to use it: Go to Sites > Funnels > add a Survey step, then configure your questions in the editor.
What’s new: Show or hide form fields based on previous answers. Build dynamic forms that adapt to user input for shorter, more relevant experiences.Why it matters: Smarter forms reduce abandonment and capture more relevant data.How to use it: In the form builder, click a field > Logic tab > set conditions for visibility.
What’s new: Add file upload fields to any form or survey. Accepted file types and size limits are configurable. Uploaded files are stored in Media Storage and linked to the contact.Why it matters: Collect documents, images, and files from leads without email back-and-forth.How to use it: In the form builder, drag the File Upload field onto your form and configure allowed types.
What’s new: Customize which events trigger push notifications on the mobile app — new conversations, appointments, form submissions, opportunity updates, and more.Why it matters: Control notification volume so you see what matters without being overwhelmed.How to use it: Open the HoopAI mobile app > Settings > Notifications and toggle categories on or off.
What’s new: The form builder has been redesigned with a drag-and-drop interface, multi-column layouts, custom styling per field, and real-time preview. All standard and custom fields are supported.Why it matters: Build better-looking forms faster with more layout flexibility.How to use it: Go to Sites > Funnels > add or edit a form step to see the updated builder.
What’s new: SSL certificates for custom funnel domains are now provisioned and renewed automatically. No manual certificate uploads required.Why it matters: Secure HTTPS connections without any technical overhead.How to use it: Automatic — SSL is provisioned when you add a custom domain to a funnel.
What’s new: View, search, edit, and create contacts directly from the mobile app. Access contact details, activity history, tags, and custom fields on the go.Why it matters: Manage your CRM from anywhere without needing a desktop.How to use it: Open the HoopAI mobile app and tap Contacts in the bottom navigation.
What’s new: View and update opportunities from the mobile app. See your pipeline, move deals between stages, and update deal values from your phone.Why it matters: Keep your pipeline moving even when you are away from your desk.How to use it: Open the mobile app and tap Opportunities to view your pipelines.
What’s new: View upcoming appointments, accept or decline bookings, and see your daily schedule from the mobile app. Appointment details include contact info and meeting links.Why it matters: Stay on top of your schedule from anywhere.How to use it: Open the mobile app and tap Calendar to see your appointments.
What’s new: Receive real-time push notifications for new conversations, appointment bookings, form submissions, and task assignments on your mobile device.Why it matters: Never miss a lead or booking — instant alerts keep you responsive.How to use it: Install the HoopAI mobile app and enable notifications when prompted.
What’s new: The HoopAI platform is now available as a mobile app for iOS and Android. Access conversations, contacts, calendars, and opportunities from your phone with a native mobile experience.Why it matters: Run your business on the go with the same tools available on desktop.How to use it: Download the HoopAI app from the App Store or Google Play and sign in with your account.
What’s new: Send and receive SMS, email, and Facebook messages from the mobile app. The full conversation thread is synced in real time with the desktop version.Why it matters: Respond to leads instantly from your phone without switching to a desktop.How to use it: Open the mobile app and tap Conversations to view and reply to messages.
What’s new: Add a Wait Until step that pauses the workflow until a specific event occurs — such as a form submission, email open, or appointment booking — rather than waiting for a fixed time period.Why it matters: Build event-driven automations that respond to real contact behavior.How to use it: In the workflow builder, add a Wait step and select Wait Until Event.
What’s new: Drop a pre-recorded voicemail directly to a contact’s voicemail inbox without their phone ringing. Record and save multiple voicemail templates for different scenarios.Why it matters: Leave personalized voicemails at scale without playing phone tag.How to use it: Go to Settings > Phone > Voicemail Drops to record templates, then use them from the contact page or in workflows.
What’s new: Automatically record inbound and outbound calls. Recordings are stored on the contact record and can be played back or downloaded at any time.Why it matters: Review calls for quality assurance, training, or reference without third-party tools.How to use it: Enable call recording under Settings > Phone > Call Recording.
What’s new: Track call metrics including duration, outcome, missed calls, and call volume over time. Assign tracking numbers to campaigns for source attribution.Why it matters: Understand which campaigns drive phone calls and measure call performance.How to use it: Go to Reporting > Calls to view call analytics, or assign tracking numbers under Settings > Phone.
What’s new: Send and receive SMS messages in a threaded conversation view. Contacts can reply directly to your messages, and replies appear instantly in the conversations panel.Why it matters: Real conversations with leads and clients instead of one-way blasts.How to use it: Open any contact in Conversations and start typing in the SMS tab. Replies appear in real time.
What’s new: Create and save reusable SMS templates with merge fields for quick personalized messaging. Templates are available in conversations and workflows.Why it matters: Save time on repetitive messages while keeping them personal.How to use it: Go to Marketing > Templates > SMS > Create Template.
What’s new: Route inbound calls to specific team members based on the tracking number dialed, time of day, or round-robin assignment.Why it matters: Ensure calls reach the right person without manual transfers.How to use it: Configure call routing under Settings > Phone > Inbound Call Routing.
What’s new: The SMS workflow action now supports MMS (image and file attachments), longer messages with automatic segment splitting, and delivery status tracking.Why it matters: Richer automated messages with better visibility into delivery success.How to use it: In the workflow builder, add an SMS action and optionally attach an image or file.
What’s new: Add conditional branches to workflows based on contact fields, tags, email opens, link clicks, appointment status, and more. Create unlimited nested branches for complex logic.Why it matters: Build sophisticated automations that adapt to each contact’s unique situation.How to use it: In the workflow builder, add an If/Else step and define your conditions.
What’s new: Wait steps now support delays in minutes, hours, days, or until a specific time of day and day of week. Schedule actions to fire during business hours only.Why it matters: Fine-grained timing control ensures messages arrive when contacts are most likely to engage.How to use it: Add a Wait step in the workflow builder and configure the delay type.
What’s new: New workflow triggers added: form submission, survey submission, tag added/removed, invoice paid, membership signup, and custom webhook. All triggers support filter conditions.Why it matters: Start automations from virtually any event in the platform.How to use it: In the workflow builder, click Add Trigger to see the full list of available triggers.
What’s new: The email builder now features a fully drag-and-drop interface with pre-built content blocks, mobile-responsive layouts, and a library of saved sections.Why it matters: Create professional emails faster without HTML knowledge.How to use it: Go to Marketing > Emails > Create Email to use the updated builder.
What’s new: The workflow builder now includes over 30 actions: send email, send SMS, create task, add to opportunity, update contact field, add/remove tag, assign user, send webhook, internal notification, and more.Why it matters: A comprehensive action library means you can automate nearly any business process.How to use it: In the workflow builder, click Add Action to browse the full library.
What’s new: Automatically assign incoming conversations to team members based on round-robin, load balancing, or specific routing rules tied to contact tags or sources.Why it matters: Distribute leads evenly and ensure fast response times.How to use it: Go to Settings > Conversations > Assignment Rules to configure.
What’s new: Add timed delays between workflow actions. Wait for a set number of minutes, hours, or days before the next action executes.Why it matters: Space out follow-ups and nurture sequences at the right pace.How to use it: In the workflow builder, add a Wait step between actions and set the duration.
What’s new: Send automated reminder emails before appointments at configurable intervals (1 hour, 24 hours, etc.). Reminders include meeting details and a reschedule link.Why it matters: Reduce no-shows with timely reminders.How to use it: Go to Calendars > edit a calendar > Notifications tab to set reminder intervals.
What’s new: The HoopAI platform now includes a visual workflow automation engine. Build multi-step automations with triggers, actions, conditions, and delays using a drag-and-drop canvas.Why it matters: Automate repetitive tasks — follow-ups, lead nurturing, internal notifications, and data updates — without writing code or using external tools.How to use it: Go to Automation > Workflows > Create Workflow to open the visual builder.
What’s new: Choose from a library of pre-built workflow templates for common use cases: new lead follow-up, appointment reminders, review requests, re-engagement campaigns, and more.Why it matters: Get started with automation in minutes instead of building from scratch.How to use it: Go to Automation > Workflows > Templates and select a template to customize.
What’s new: Run A/B tests on funnel pages to compare different headlines, layouts, or offers. Traffic is split evenly and conversion rates are tracked per variant.Why it matters: Data-driven optimization to increase funnel conversion rates.How to use it: Open a funnel in the editor, click Split Test on any page, and create a variant.
What’s new: Merge duplicate contacts into a single record. Choose which field values to keep and all conversation history, notes, and activity are combined.Why it matters: Clean data leads to better automation and reporting accuracy.How to use it: Open a contact, click the … menu > Merge with another contact and search for the duplicate.
What’s new: Track email opens and link clicks with detailed analytics. See who opened your emails, which links they clicked, and when — all visible on the contact record and in campaign reports.Why it matters: Understand engagement to refine messaging and prioritize follow-ups.How to use it: Open and click tracking is automatic for all emails sent through the platform. View stats under Marketing > Emails > select a campaign.
What’s new: Confirmation and reminder emails now include one-click reschedule and cancel links. Contacts can change their appointment without contacting you directly.Why it matters: Self-service rescheduling reduces no-shows and admin overhead.How to use it: Reschedule and cancel links are included automatically in appointment confirmation emails.
What’s new: Send one-time email campaigns to contact segments. Use the drag-and-drop builder, schedule send times, and track performance with open and click analytics.Why it matters: Run email marketing campaigns alongside your CRM without a separate email tool.How to use it: Go to Marketing > Emails > Campaigns > Create Campaign.
What’s new: Add or remove tags from multiple contacts at once using bulk selection. Filter contacts first, select all matching, and apply tag changes in one action.Why it matters: Mass-update segments in seconds instead of editing contacts one by one.How to use it: In Contacts, use filters to find your segment, select all, and click Add/Remove Tags.
What’s new: Connect your Facebook Page and manage Messenger conversations directly from the HoopAI inbox. Messages sync in real time alongside SMS and email threads.Why it matters: One inbox for all channels means faster response times and no missed messages.How to use it: Go to Settings > Integrations > Facebook and connect your Page.
What’s new: Create unlimited custom fields (text, number, date, dropdown, checkbox, file upload) for contacts. Custom fields are available in forms, workflows, and email merge tags.Why it matters: Store any data specific to your business on the contact record.How to use it: Go to Settings > Custom Fields > Add Field.
What’s new: Create gated membership areas within funnels. Protect content behind login, organize into modules and lessons, and drip content on a schedule.Why it matters: Deliver courses, training, and exclusive content to paying members without a separate platform.How to use it: Go to Sites > Memberships > Create Membership and add your content modules.
What’s new: Create round-robin calendars that distribute appointments evenly across team members based on availability. Supports priority weighting and equal distribution modes.Why it matters: Fair lead distribution and maximized team utilization.How to use it: Go to Calendars > Create Calendar > select Round Robin type and add team members.
What’s new: Customize SEO metadata for each funnel page — title tag, meta description, Open Graph image, and canonical URL. Preview how pages appear in search results.Why it matters: Better search visibility and professional social sharing previews for your funnels.How to use it: In the funnel editor, click Settings > SEO for any page.
What’s new: Mark contacts as Do Not Disturb for specific channels — email, SMS, calls, or all communication. DND contacts are automatically excluded from campaigns and workflows.Why it matters: Respect contact preferences and stay compliant with communication regulations.How to use it: Open a contact > Settings > toggle DND for individual channels.
What’s new: Add one-click upsell and downsell pages to your funnel flow. After an initial purchase, contacts can accept additional offers without re-entering payment information.Why it matters: Increase average order value with frictionless post-purchase offers.How to use it: In the funnel builder, add an Upsell step after your order form page.
What’s new: Add notes and create tasks on any contact record. Tasks can be assigned to team members with due dates and appear in a unified task list.Why it matters: Keep track of follow-ups and context without leaving the contact record.How to use it: Open a contact and use the Notes and Tasks tabs on the detail page.
What’s new: Create two-step order forms that capture contact information before payment details. Leads who abandon at step two can be followed up automatically via workflows.Why it matters: Capture partial leads even when they do not complete the purchase.How to use it: In the funnel editor, add an Order Form element and select Two-Step layout.
What’s new: Monitor and manage your online reviews from Google and Facebook in one dashboard. Send review request campaigns via email and SMS to recent customers.Why it matters: Build your online reputation systematically and respond to reviews quickly.How to use it: Go to Marketing > Reputation to connect your review profiles and start sending requests.
What’s new: Create shareable booking calendars with customizable availability, buffer times, and appointment durations. Contacts book directly from a link or embedded widget.Why it matters: Eliminate scheduling back-and-forth — contacts self-book based on your real availability.How to use it: Go to Calendars > Create Calendar, set your availability, and share the booking link.
What’s new: The main dashboard now displays key metrics at a glance: new contacts, appointments booked, pipeline value, conversation volume, and task completion rates in customizable widgets.Why it matters: See your business health at a glance without navigating to individual reports.How to use it: Visit the Dashboard — widgets are displayed automatically based on your account data.
What’s new: The funnel page editor now includes new elements: countdown timers, pricing tables, FAQ accordions, and video embeds. Page load speed has also been improved with lazy loading.Why it matters: More conversion-focused elements and faster pages mean better funnel performance.How to use it: Open any funnel page in the editor to access the new elements in the sidebar.
What’s new: Unsubscribe links are now automatically included in all marketing emails. Unsubscribed contacts are flagged and excluded from future campaigns automatically.Why it matters: Stay compliant with email regulations and maintain list health.How to use it: Automatic — unsubscribe links are added to all marketing email footers.