What’s new: WhatsApp template messages now support dynamic media headers, quick-reply buttons, and call-to-action links directly from the conversation panel.Why it matters: Richer WhatsApp outreach without leaving the Hoop inbox.How to use it: Open any WhatsApp conversation, click the template icon, and configure your header media and buttons before sending.
What’s new: Fully customizable checkout page themes let you control colors, fonts, layout, and branding for order forms and one-click upsells.Why it matters: Branded checkout experiences increase buyer confidence and conversion rates.How to use it: Navigate to Payments > Checkout Themes and create or edit a theme, then assign it to any order form.
What’s new: A new POS mode lets you create and collect payment on invoices in person using a simplified full-screen interface optimized for tablets.Why it matters: Service businesses can now accept in-person payments without switching to a separate POS system.How to use it: Go to Payments > Invoices, click POS Mode in the top-right corner.
December 11, 2024
What’s new: Set invoices to auto-generate on daily, weekly, monthly, or custom intervals with automatic email delivery to the client.Why it matters: Eliminates manual invoice creation for retainer and subscription-based billing.How to use it: When creating an invoice, toggle Recurring and configure the schedule and end conditions.
What’s new: Offer flexible payment plans on any product or service, splitting the total into scheduled installments with automatic charge attempts.Why it matters: Higher-ticket offers convert better when buyers can pay over time.How to use it: In Payments > Products, edit a product and enable Payment Plan, then set the number of installments and frequency.
What’s new: The conversation AI bot can now detect the contact’s language and auto-translate replies in real time across 30+ supported languages.Why it matters: Serve multilingual audiences without hiring additional staff.How to use it: Enable Auto-Translate in Settings > Conversation AI > Language.
December 4, 2024
What’s new: Send product catalog messages through WhatsApp, allowing contacts to browse items and add to cart directly in the chat.Why it matters: Turns WhatsApp conversations into a shoppable experience.How to use it: Link your product catalog in Settings > WhatsApp > Catalog, then send catalog messages from any WhatsApp conversation.
What’s new: Export all invoices or a filtered subset to CSV with one click, including line items, payment status, and client details.Why it matters: Simplifies accounting reconciliation and reporting.How to use it: Go to Payments > Invoices, apply your filters, and click Export.
November 27, 2024
What’s new: Subscribers can now pause their subscription for a set period and automatically resume, with configurable pause limits.Why it matters: Reduces full cancellations by giving subscribers a flexible alternative.How to use it: Enable pause options in Payments > Subscriptions > Settings.
What’s new: Each workflow now displays attributed revenue so you can see which automations directly generate income through tracked conversions.Why it matters: Makes it easy to calculate ROI on your automation efforts.How to use it: Open any workflow and check the Revenue tab in the workflow stats panel.
What’s new: The contact merge tool now previews field-by-field differences and lets you pick which value to keep for each field before merging.Why it matters: Prevents accidental data loss when deduplicating contacts.How to use it: Select two or more contacts, click Merge, and review the side-by-side comparison.
November 20, 2024
What’s new: Bulk-import social media posts from a CSV file with support for scheduling, captions, hashtags, and media URLs.Why it matters: Agencies managing dozens of accounts can prepare content in spreadsheets and upload in bulk.How to use it: Go to Marketing > Social Planner, click Import CSV, and map your columns.
What’s new: Embed a live review widget on any HoopAI website or funnel page that displays your latest Google and Facebook reviews.Why it matters: Social proof on your site boosts trust and conversion rates.How to use it: In Marketing > Reputation > Widgets, create a widget and copy the embed code into any page.
What’s new: Monitor competitor review profiles across Google and Facebook, with alerts when they receive new reviews.Why it matters: Stay informed about the competitive landscape and benchmark your reputation.How to use it: Go to Marketing > Reputation > Competitors and add competitor business profiles.
November 13, 2024
What’s new: When viewing incoming reviews, AI now suggests personalized response drafts based on the review sentiment and content.Why it matters: Respond to reviews faster while maintaining a personal touch.How to use it: Click Suggest Reply on any review in Marketing > Reputation > Reviews.
What’s new: A dedicated reputation dashboard shows review trends, average rating over time, response rate, and sentiment breakdown.Why it matters: Gives a clear picture of brand health at a glance.How to use it: Navigate to Marketing > Reputation > Dashboard.
November 6, 2024
What’s new: A new workflow trigger fires when a review request is sent, opened, or completed, enabling follow-up automations based on review activity.Why it matters: Automate review funnels end to end without manual intervention.How to use it: In the workflow builder, add the Review Request trigger and select the desired event.
What’s new: Schedule Instagram Reels and Facebook Reels directly from the social planner with cover image selection and caption editing.Why it matters: Short-form video is the top-performing content type and can now be managed alongside other posts.How to use it: In Marketing > Social Planner, create a new post, select Reel as the format, and upload your video.
What’s new: Get instant email or in-app notifications when a workflow step fails, with details on the error and the affected contact.Why it matters: Catch and fix broken automations before they impact many contacts.How to use it: Enable error notifications in Automation > Workflows > Settings.
October 30, 2024
What’s new: Award points, badges, and leaderboard rankings to community members based on engagement actions like posting, commenting, and completing courses.Why it matters: Gamification drives higher community engagement and course completion rates.How to use it: Go to Sites > Memberships > Gamification and configure point rules and badge criteria.
What’s new: Host live video events directly inside your membership community with built-in chat, Q and A, and automatic recording.Why it matters: Eliminates the need for external webinar tools for community-based live events.How to use it: In your community, click Create Event, select Live Stream, and schedule or go live immediately.
What’s new: Drip-release course content based on each member’s individual enrollment date rather than a fixed calendar date.Why it matters: Evergreen courses now work properly for members who join at different times.How to use it: In the course editor, set drip schedule to Relative to Enrollment and configure the delay per module.
October 23, 2024
What’s new: Generate course lesson outlines, quiz questions, and assignment descriptions using AI directly within the course builder.Why it matters: Dramatically reduces the time needed to create comprehensive course content.How to use it: In the course builder, click the AI Assist button on any lesson or quiz.
What’s new: Create time-bound challenges within your community with daily tasks, progress tracking, and completion certificates.Why it matters: Challenges boost short-term engagement and give members a structured experience.How to use it: In your community, go to Challenges > Create Challenge and define the duration and daily tasks.
October 16, 2024
What’s new: A new workflow action sends a custom HTTP response back to incoming webhooks, enabling synchronous API-style integrations.Why it matters: Build custom API endpoints powered by your workflows.How to use it: Add the Webhook Response action after a webhook trigger and configure the response body and status code.
What’s new: Smart lists now support AI-based contact scoring as a filter criterion, letting you create dynamic segments of your highest-value leads.Why it matters: Focus sales efforts on contacts most likely to convert.How to use it: Create a smart list and add the AI Score filter with your desired threshold.
What’s new: Define global header and footer sections that apply across all pages in a funnel, with one-click updates that propagate everywhere.Why it matters: Saves time and ensures brand consistency across multi-page funnels.How to use it: In the funnel editor, go to Global Sections and create your shared header or footer.
October 9, 2024
What’s new: Accept payments in 30+ currencies with automatic exchange rate handling and per-product currency assignment.Why it matters: Serve international clients without workarounds or third-party currency tools.How to use it: Enable additional currencies in Payments > Settings > Currencies.
What’s new: Book physical resources (rooms, equipment) alongside team members with conflict detection that prevents double-booking.Why it matters: Essential for businesses that need to reserve physical spaces or equipment with appointments.How to use it: Go to Calendars > Resources, add your resources, and link them to calendar types.
October 2, 2024
What’s new: Build custom dashboard widgets using saved reports, key metrics, or embedded iframes for a fully personalized overview.Why it matters: Every team member can see exactly the data that matters to them on login.How to use it: On the dashboard, click Add Widget and choose from metric, chart, or embed options.
What’s new: Split workflow paths with configurable percentage-based A/B testing to compare different sequences and find the best performer.Why it matters: Data-driven optimization of your automations without guesswork.How to use it: Add the A/B Split action in the workflow builder and set your traffic percentages.
What’s new: The SMS composer now shows a real-time character count, segment count, and cost estimate as you type.Why it matters: Avoid unexpected SMS costs from messages that span multiple segments.How to use it: The counter appears automatically in the SMS composer and workflow SMS actions.
September 25, 2024
What’s new: A completely rebuilt course builder with drag-and-drop lesson ordering, multimedia embedding, in-line quizzes, and a modern student-facing UI.Why it matters: Creating and delivering courses is now significantly faster and more polished.How to use it: Go to Sites > Memberships > Courses and create or migrate a course to the v2 builder.
What’s new: Design custom completion certificates with your branding, dynamic fields (student name, course title, date), and automatic delivery upon course completion.Why it matters: Certificates add perceived value and encourage course completion.How to use it: In the course settings, go to Certificates and design your template.
What’s new: Automatically add notes to a contact record from within a workflow using custom values and dynamic data.Why it matters: Keep detailed audit trails on contacts as they move through automations.How to use it: Add the Add Contact Note action in the workflow builder.
September 18, 2024
What’s new: Publish posts directly to your Google Business Profile from the social planner, including event posts and offer posts.Why it matters: Manage your GBP content alongside all other social channels in one place.How to use it: Connect your Google Business Profile in Settings > Integrations, then post from the social planner.
What’s new: Filter the contact activity timeline by type (emails, calls, SMS, appointments, notes, tasks) to quickly find specific interactions.Why it matters: Saves time when reviewing long contact histories.How to use it: Open any contact record, go to the Activity tab, and use the filter dropdown.
September 11, 2024
What’s new: Add custom fields directly to opportunity pipeline cards, making key deal data visible at a glance without opening the record.Why it matters: Sales teams can scan pipeline boards faster and prioritize without extra clicks.How to use it: Go to CRM > Pipelines > Settings and configure which fields appear on cards.
What’s new: The conversation AI can now check calendar availability and book appointments on behalf of contacts during chat conversations.Why it matters: Automates the back-and-forth of scheduling and reduces no-shows.How to use it: Enable the booking capability in Settings > Conversation AI > Actions and link a calendar.
What’s new: 50 new professionally designed email templates added to the drag-and-drop editor covering e-commerce, SaaS, events, and service businesses.Why it matters: Get started faster with templates that look great out of the box.How to use it: In the email builder, click Templates and browse the new categories.
September 4, 2024
What’s new: Perform calculations within workflows using a math action that supports addition, subtraction, multiplication, division, and rounding on custom field values.Why it matters: Build advanced automations like lead scoring, commission calculations, or usage-based billing without external tools.How to use it: Add the Math Operation action in the workflow builder and define your formula.
What’s new: When importing contacts via CSV, configure deduplication rules to match on email, phone, or custom fields and choose to skip, update, or merge duplicates.Why it matters: Keeps your contact database clean during bulk imports.How to use it: During CSV import, configure the Deduplication step before finalizing.
August 28, 2024
What’s new: A new AI workflow action generates custom text based on a prompt and contact data, enabling personalized email copy, SMS messages, or notes at scale.Why it matters: Personalize every touchpoint in your automations with AI-generated content.How to use it: Add the AI Generate Text action in the workflow builder and write your prompt with custom value placeholders.
What’s new: Set buffer times before and after appointments to prevent back-to-back bookings and give yourself transition time.Why it matters: Avoid scheduling fatigue and ensure adequate prep time between meetings.How to use it: Edit any calendar type and configure Buffer Time in the availability settings.
What’s new: Each opportunity now displays how long it has been in its current pipeline stage, with visual indicators for deals that exceed target durations.Why it matters: Quickly identify stalled deals that need attention.How to use it: Stage duration appears automatically on pipeline cards. Set target durations in Pipeline Settings.
August 21, 2024
What’s new: AI-powered contact scoring analyzes engagement history, demographic data, and behavioral patterns to assign a lead quality score from 0-100.Why it matters: Prioritize your hottest leads without manual scoring rules.How to use it: Enable AI scoring in Settings > Contacts > Lead Scoring and scores will appear on contact records within 24 hours.
What’s new: Branch workflow paths based on date comparisons, including day of week, time of day, relative dates, and custom date field values.Why it matters: Send different messages on weekdays vs. weekends, or vary follow-ups based on how recently a contact engaged.How to use it: Add the Date Branch condition in the workflow builder.
August 14, 2024
What’s new: HoopAI calendars now sync bidirectionally with Microsoft Outlook, including event creation, updates, and cancellations.Why it matters: Teams on Microsoft 365 can now use HoopAI scheduling without double-entry.How to use it: Connect your Outlook account in Settings > Integrations > Microsoft Outlook.
What’s new: Manage global suppression lists, import suppression files, and automatically suppress bounced and unsubscribed contacts across all email campaigns.Why it matters: Protects your sender reputation and ensures compliance.How to use it: Go to Marketing > Email > Suppression Lists to manage your lists.
What’s new: Pipeline views now show weighted values based on stage-level win probabilities alongside total pipeline value.Why it matters: Gives a more realistic revenue forecast at a glance.How to use it: Set win probability percentages for each stage in Pipeline Settings. Weighted values display automatically.
August 7, 2024
What’s new: A full-featured AI chatbot that handles inbound conversations across SMS, web chat, and social channels. It answers questions using your knowledge base, collects lead info, and hands off to humans when needed.Why it matters: Provide instant responses 24/7 without dedicated chat staff.How to use it: Set up your bot in Settings > Conversation AI, train it with your FAQ content, and assign it to channels.
What’s new: Incoming reviews are automatically analyzed for sentiment (positive, neutral, negative) with key theme extraction.Why it matters: Quickly identify trends in customer feedback without reading every review.How to use it: Sentiment tags appear automatically on reviews in Marketing > Reputation > Reviews.
July 31, 2024
What’s new: Show or hide form fields dynamically based on previous answers, creating cleaner forms that adapt to each respondent.Why it matters: Shorter, smarter forms increase completion rates.How to use it: In the form builder, click any field and configure Conditional Visibility rules.
What’s new: A new workflow action assigns or reassigns the contact owner using round-robin, specific user, or conditional logic based on contact attributes.Why it matters: Automate lead routing to the right sales rep instantly.How to use it: Add the Assign Contact Owner action in the workflow builder.
What’s new: Connect a custom domain to your membership or course site with automatic SSL and DNS verification.Why it matters: Professional custom domains increase trust and brand recognition for your learning platform.How to use it: Go to Sites > Memberships > Settings > Domains and add your custom domain.
July 24, 2024
What’s new: A unified analytics dashboard for all connected social accounts showing engagement, reach, follower growth, and top-performing content.Why it matters: Measure social performance across platforms without switching between native analytics tools.How to use it: Navigate to Marketing > Social Planner > Analytics.
What’s new: Trigger escalation alerts when a new lead has not been contacted within your defined response time SLA.Why it matters: Fast response times dramatically improve lead conversion rates.How to use it: Add a Wait step followed by an If/Else checking for contact activity in your lead response workflow.
July 17, 2024
What’s new: Visual heatmaps show exactly where recipients click within your emails, overlaid on the email design.Why it matters: Optimize email layouts by seeing which links and CTAs get the most engagement.How to use it: Open any sent campaign and go to the Heatmap tab.
What’s new: A workflow trigger fires when an appointment is marked as a no-show, enabling automatic follow-up sequences.Why it matters: Recover missed appointments with automated rebooking or follow-up messages.How to use it: In the workflow builder, select the Appointment Status trigger with the no-show condition.
What’s new: Add or remove tags from hundreds of contacts at once using bulk actions with tag search and multi-select.Why it matters: Saves significant time when reorganizing or cleaning up contact tags.How to use it: Select contacts in the list view, click Bulk Actions > Manage Tags.
July 10, 2024
What’s new: Schedule blog posts for future publication with automatic publishing at the set date and time.Why it matters: Plan your content calendar in advance and maintain a consistent publishing schedule.How to use it: In the blog editor, click Schedule instead of Publish and set your date and time.
What’s new: Search and filter workflow execution history by contact, status, date range, and specific actions to quickly troubleshoot issues.Why it matters: Debugging workflow problems is now much faster.How to use it: In any workflow, go to the History tab and use the search and filter controls.
July 3, 2024
What’s new: Generate high-converting email subject lines using AI that analyzes your email content and audience data.Why it matters: Better subject lines directly improve open rates.How to use it: In the email builder, click the AI icon next to the subject line field.
What’s new: Link contacts to company records with automatic company creation from email domains and manual association management.Why it matters: Essential for B2B businesses that need to track contacts within their organizational context.How to use it: On any contact record, use the Company field to search or create a company association.
June 26, 2024
What’s new: Structured discussion boards within communities with categories, pinned threads, and moderation tools.Why it matters: Organized discussions keep communities valuable and easy to navigate.How to use it: In your community, go to Settings > Discussion Boards and create categories.
What’s new: Test webhook triggers with sample payloads before activating the workflow, with a visual preview of how data maps to contact fields.Why it matters: Eliminates guesswork when integrating external systems via webhooks.How to use it: On any webhook trigger, click Test and paste a sample payload.
What’s new: Automatic late payment reminder emails sent at configurable intervals after an invoice due date passes.Why it matters: Improve cash flow with persistent but professional payment follow-ups.How to use it: Configure reminder schedules in Payments > Invoices > Settings > Reminders.
June 19, 2024
What’s new: Trigger workflows when a member completes a course, specific lesson, or quiz, enabling automated certificates, upsells, or follow-ups.Why it matters: Automate the entire post-completion experience for your students.How to use it: In the workflow builder, select the Course Completed trigger and choose the course or lesson.
What’s new: Define custom opt-in keywords that contacts can text to subscribe to specific lists or trigger workflows.Why it matters: Grow your SMS list with easy-to-remember keywords for marketing campaigns.How to use it: Go to Settings > Phone Numbers > Keywords and create your opt-in keywords.
June 12, 2024
What’s new: A step-by-step wizard guides you through DKIM, SPF, and DMARC setup with automatic DNS record verification.Why it matters: Proper email authentication is critical for deliverability, and this makes setup foolproof.How to use it: Go to Settings > Email > Domains and click Authenticate on any domain.
What’s new: Moving an opportunity between pipeline stages via drag-and-drop can now automatically trigger workflows, send notifications, or update fields.Why it matters: Reduces manual work when advancing deals through the sales process.How to use it: Configure stage change automations in CRM > Pipelines > Stage Settings.
What’s new: Create exit-intent, timed, and scroll-triggered popups with the drag-and-drop builder, including form integration and A/B testing.Why it matters: Capture more leads from your website traffic with targeted popups.How to use it: Go to Sites > Websites, select your site, and click Popups > Create.
June 5, 2024
What’s new: Save and organize frequently used message templates as snippets with folder organization and custom value support.Why it matters: Speed up response times with pre-written replies that still feel personalized.How to use it: In the conversation panel, type / to access your snippets library, or manage them in Settings > Snippets.
What’s new: Allow multiple attendees to book the same time slot for group sessions, workshops, or classes with configurable participant limits.Why it matters: Perfect for group coaching, classes, and workshops without manual coordination.How to use it: Create a new calendar type and select Group Booking with your maximum participant count.
May 29, 2024
What’s new: Set measurable goals for workflows (e.g., conversion count, revenue target) and track progress with visual dashboards.Why it matters: Measure the actual business impact of your automations.How to use it: Edit any workflow, click Goals, and define your target metric and threshold.
What’s new: A/B test up to five email variants with different subject lines, content, or send times, with automatic winner selection based on opens or clicks.Why it matters: Systematically improve email performance with data-driven testing.How to use it: When creating a campaign, click A/B Test and add your variants.
May 22, 2024
What’s new: Create custom data objects (e.g., properties, vehicles, pets) linked to contacts with custom fields, relationships, and list views.Why it matters: Model complex business data without workarounds or external databases.How to use it: Go to Settings > Custom Objects and define your object schema, then link records to contacts.
What’s new: Assign booking weights to team members in round-robin calendars so higher-performing reps or those with more capacity receive more appointments.Why it matters: Optimize appointment distribution based on team capacity or performance.How to use it: In the round-robin calendar settings, adjust the Weight slider for each team member.
What’s new: Build reports with custom date range comparisons, including year-over-year, month-over-month, and custom period analysis.Why it matters: Deeper reporting insights for tracking growth and seasonal trends.How to use it: In Reporting, use the date range picker to select comparison periods.
May 15, 2024
What’s new: Native WhatsApp Business API integration with template message management, media messaging, and conversation tracking in the unified inbox.Why it matters: Reach contacts on the world’s most popular messaging platform directly from HoopAI.How to use it: Connect your WhatsApp Business account in Settings > Integrations > WhatsApp.
What’s new: Store and retrieve custom variables within workflows that persist across actions, enabling complex multi-step calculations and data passing.Why it matters: Build sophisticated automations that track state and pass data between steps.How to use it: Use the Set Variable and Get Variable actions in the workflow builder.
May 8, 2024
What’s new: Require payment at the time of booking with configurable pricing per calendar type, supporting one-time and deposit payments.Why it matters: Reduce no-shows and collect revenue at the point of scheduling.How to use it: In the calendar settings, enable Payment and set the amount or link a product.
What’s new: Contacts automatically receive an email engagement score based on open rates, click rates, and recency of engagement across all campaigns.Why it matters: Identify your most engaged subscribers and re-engage or sunset inactive ones.How to use it: The engagement score appears on contact records and can be used as a filter in smart lists.
May 1, 2024
What’s new: AI generates conversation summaries for long chat threads, extracting key points, action items, and sentiment.Why it matters: Team members picking up a conversation can get up to speed instantly.How to use it: Click Summarize at the top of any conversation thread.
What’s new: Send push notifications to contacts who have your branded mobile app installed, with scheduling and audience targeting.Why it matters: Push notifications have significantly higher engagement than email or SMS.How to use it: Go to Marketing > Push Notifications and create a campaign.
April 24, 2024
What’s new: View and manage multiple pipelines simultaneously in a split-board layout, with drag-and-drop movement between pipelines.Why it matters: Sales teams with multiple pipelines can see the full picture without switching views.How to use it: In CRM > Pipelines, click Multi-Board to activate the split view.
What’s new: Schedule workflow actions to execute at specific times in the contact’s local timezone rather than your account timezone.Why it matters: Send messages at optimal times regardless of where your contacts are located.How to use it: In any timed workflow action, toggle Contact Timezone in the scheduling options.
What’s new: An in-editor SEO audit scans your blog posts for meta tags, heading structure, keyword density, image alt text, and readability score.Why it matters: Optimize content for search engines before publishing.How to use it: In the blog editor, click SEO Audit in the toolbar.
April 17, 2024
What’s new: Save and reuse field mapping configurations for CSV imports, API integrations, and form submissions.Why it matters: Stop remapping the same fields every time you import data from a recurring source.How to use it: During any import, click Save Mapping to create a reusable template.
What’s new: Execute multiple workflow paths simultaneously from a single trigger, with independent action sequences running in parallel.Why it matters: Complex automations can now run multiple sequences concurrently without delays.How to use it: Add a Parallel Split action in the workflow builder to create concurrent paths.
April 10, 2024
What’s new: Generate social media post captions, hashtags, and content calendars using AI trained on your brand voice and industry.Why it matters: Maintain a consistent social presence with minimal effort.How to use it: In the social planner, click AI Generate when creating a new post.
What’s new: Automatically warm up new email sending domains with gradually increasing send volumes and automated engagement simulation.Why it matters: Proper warmup prevents new domains from landing in spam.How to use it: Go to Settings > Email > Domain Warmup and start a warmup plan for your domain.
April 3, 2024
What’s new: Bundle multiple courses, communities, and content libraries into a single purchasable product with unified access management.Why it matters: Create compelling offer packages that increase average order value.How to use it: In Sites > Memberships, click Create Bundle and select the items to include.
What’s new: Set maximum execution rates per workflow to prevent overwhelming external APIs or sending too many messages in a short period.Why it matters: Protects your sender reputation and prevents API rate limit errors.How to use it: In workflow settings, configure Rate Limit with your desired max executions per hour.
March 27, 2024
What’s new: Describe what you want your workflow to do in plain English, and AI builds the workflow structure including triggers, conditions, and actions.Why it matters: Even non-technical users can create complex automations quickly.How to use it: In the workflow builder, click AI Build and describe your desired automation.
What’s new: Schedule recurring appointments with contacts at set intervals (weekly, bi-weekly, monthly) with automatic reminders for both parties.Why it matters: Ideal for ongoing coaching, consulting, or service appointments.How to use it: When booking an appointment, toggle Recurring and set the frequency.
What’s new: Quick action buttons on the dashboard let you create contacts, send messages, schedule appointments, and launch workflows without navigating away.Why it matters: Common tasks are now one click away from your home screen.How to use it: The quick action bar appears at the top of your dashboard automatically.
March 20, 2024
What’s new: Gate specific website pages or sections behind membership login, showing different content to logged-in members vs. public visitors.Why it matters: Create hybrid public/members-only websites without separate platforms.How to use it: In the page editor, select any section and enable Member Only visibility.
What’s new: Define fallback actions that execute when a workflow step fails, including retry logic, alternative paths, and admin notifications.Why it matters: Build resilient automations that handle failures gracefully.How to use it: Right-click any workflow action and select Add Error Handler.
March 13, 2024
What’s new: A visual dashboard showing contact engagement score distributions, trends over time, and top engaged contacts across your database.Why it matters: Understand your overall engagement health at a glance.How to use it: Navigate to Contacts > Engagement Dashboard.
What’s new: Send images, GIFs, and short video clips via MMS with automatic file optimization and carrier compatibility checks.Why it matters: Visual messages get higher engagement than text-only SMS.How to use it: In the SMS composer, click the attachment icon to add media files.
March 6, 2024
What’s new: Train your conversation AI bot by uploading documents, FAQs, website URLs, and past conversation logs to create a custom knowledge base.Why it matters: The AI gives more accurate, brand-specific answers when trained on your content.How to use it: Go to Settings > Conversation AI > Knowledge Base and upload your training materials.
What’s new: AI analyzes each contact’s historical open patterns and automatically sends emails at their optimal engagement time.Why it matters: Maximizes open rates by reaching contacts when they are most likely to check email.How to use it: When scheduling a campaign, select Optimal Send Time instead of a fixed time.
What’s new: Generate pipeline forecast reports with projected revenue by month, win probability analysis, and pipeline velocity metrics.Why it matters: Make data-driven revenue projections for business planning.How to use it: Go to Reporting > Pipeline Forecast.
February 28, 2024
What’s new: Members can send private direct messages to each other within the community, with admin moderation controls.Why it matters: Facilitates peer networking and deeper connections within your community.How to use it: Members can click any profile and select Send Message. Admins manage permissions in community settings.
What’s new: Automatically add or remove contacts from segments based on workflow logic, enabling dynamic audience management.Why it matters: Keep your segments updated in real time based on contact behavior.How to use it: Add the Update Segment action in the workflow builder.
February 21, 2024
What’s new: The embeddable calendar booking widget has a modern redesigned look with improved mobile responsiveness and faster load times.Why it matters: Better booking experience for contacts on any device.How to use it: Your existing embeds automatically get the new design. Customize in Calendars > Settings > Widget.
What’s new: Accept partial payments on invoices with automatic balance tracking and payment history visible to both you and the client.Why it matters: Flexible payment acceptance for clients who need to pay in installments.How to use it: Enable partial payments in Payments > Invoices > Settings.
What’s new: Build fully custom reporting dashboards by combining any metrics, charts, and data sources into shareable views.Why it matters: Every stakeholder gets a personalized view of the metrics that matter to them.How to use it: Go to Reporting > Dashboards > Create and drag in your desired widgets.
February 14, 2024
What’s new: The unified inbox has been redesigned with a cleaner layout, faster search, channel filters, and improved keyboard shortcuts.Why it matters: Handle higher conversation volumes more efficiently.How to use it: The new inbox design is live in Conversations with no setup required.
What’s new: A single workflow action can send a message across multiple channels (email, SMS, WhatsApp) with automatic fallback if the primary channel fails.Why it matters: Reach contacts on their preferred channel without building separate paths.How to use it: Add the Multi-Channel Message action in the workflow builder.
February 7, 2024
What’s new: Create percentage or fixed-amount coupon codes with usage limits, expiration dates, and product restrictions.Why it matters: Run promotions and offer discounts with full tracking and control.How to use it: Go to Payments > Coupons and create your discount codes.
What’s new: Validate email addresses in bulk across your contact database, identifying invalid, disposable, and risky addresses.Why it matters: Clean email lists improve deliverability and reduce bounce rates.How to use it: Go to Contacts > Actions > Validate Emails and select the contacts to check.
January 31, 2024
What’s new: Generate complete funnel page copy including headlines, subheadings, bullet points, and CTAs using AI based on your product or service description.Why it matters: Launch funnels faster with AI-written copy that follows conversion best practices.How to use it: In the funnel builder, click AI Generate Copy on any text element.
What’s new: Create multilingual versions of your website pages with automatic language detection and a visitor-facing language switcher.Why it matters: Serve international audiences with localized content.How to use it: In the page editor, click Languages and add translated versions of your page.
What’s new: Calendar bookings now automatically create Zoom or Microsoft Teams meeting links and include them in confirmation emails.Why it matters: Eliminates the manual step of creating and sharing video call links.How to use it: Connect Zoom or Teams in Settings > Integrations, then enable auto-linking in calendar settings.
January 24, 2024
What’s new: Browse and install pre-built workflow templates for common use cases like lead nurture, appointment reminders, review requests, and onboarding sequences.Why it matters: Skip the blank canvas and start with proven automation patterns.How to use it: In Automation > Workflows, click Templates to browse the marketplace.
What’s new: Create, assign, and track tasks linked to contacts with due dates, priorities, and completion notifications.Why it matters: Ensures nothing falls through the cracks in your follow-up process.How to use it: On any contact record, click Tasks > Add Task or create tasks from the workflow builder.
January 17, 2024
What’s new: Request and manage a dedicated sending IP address for your email campaigns with automatic warmup and deliverability monitoring.Why it matters: Full control over your sender reputation for high-volume senders.How to use it: Go to Settings > Email > Dedicated IP to request your IP.
What’s new: Order bumps now support multiple products, custom styling, and conditional display logic based on the main product selected.Why it matters: Increase average order value with smarter, more flexible order bumps.How to use it: In the order form editor, configure order bumps with the new multi-product and condition settings.
January 10, 2024
What’s new: Wait and delay actions now support business hours only, specific days of the week, and holiday exclusions.Why it matters: Ensure automated messages only arrive during appropriate times.How to use it: Configure the Wait action with the new business hours and day-of-week options.
What’s new: A real-time revenue widget on the dashboard shows daily, weekly, and monthly revenue with comparisons to prior periods.Why it matters: Monitor business health at a glance every time you log in.How to use it: The revenue widget appears automatically on the dashboard. Customize the period in widget settings.
What’s new: Set Do Not Disturb preferences per channel (email, SMS, phone, WhatsApp) per contact, with automatic enforcement across all sending methods.Why it matters: Respect contact preferences and avoid compliance issues.How to use it: On any contact record, configure DND settings in the Communication Preferences section.
January 3, 2024
What’s new: Infrastructure upgrades deliver 40% faster page load times across the platform, along with improved search indexing and database query optimization.Why it matters: Everything in HoopAI feels snappier and more responsive.How to use it: No action needed — performance improvements are automatic.
What’s new: Redesigned email analytics with delivery funnel visualization, device and client breakdowns, geographic open maps, and engagement over time charts.Why it matters: Deeper insights into email campaign performance for data-driven optimization.How to use it: Open any sent campaign and explore the new Analytics tabs.