Changelog

Follow up on the latest improvements andΒ updates.

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We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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πŸš€ 2 New Website Templates Published πŸš€
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Finance - 1
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πŸš€ 1 New Email Templates Published πŸš€
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Legal - 1
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πŸš€ 8 New Social Templates Published πŸš€
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Creative - 2
Beauty & Fashion - 2
Travel & Hospitality - 2
Real Estate - 2
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πŸš€ 2 New Facebook Ad Templates Published πŸš€
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Business Coaching & Consulting - IT Advising
Automotive - Car Rental
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πŸš€ 5 New Google Ad Templates Published πŸš€
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Home Services - Bathroom Renovation
Health & Wellness - Fitness Center
Finance - Financial Recordkeeper
Creative - Disc Jockey
Business Coaching & Consulting - Personal Development Coach
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πŸš€ 5 New LinkedIn Ad Templates Published πŸš€
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Creative - Web Designer
Insurance - Auto Insurance Agency
Marketing Agency - Marketing Agency
Business Coaching & Consulting - Business Coach
Finance - Tax Specialist
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πŸš€ 7 New Workflow Templates Published πŸš€
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Internal Operations - Lead Score Follow-Up with Asana
Content & Engagement - Instagram Comment to Asana
Internal Operations - Asana Task Slack Alert
Internal Operations - Channel Message -> ClickUp Task
Internal Operations - Form to ClickUp Task
Internal Operations - Create Google Contact
Workflow AI - Google Form Email Automation
Sales & Appointments - Notion Opportunity Sync
Overview
We're introducing three enhancements to improve the Courses experience: a faster way to access member progress directly from Contacts, improved post-login navigation for shared course and lesson links, and more flexible drip scheduling with support for hourly content releases.
These updates help course creators manage learners more efficiently and deliver content with greater precision.
⚑ What's New
1. πŸ“Š Course Progress Quick Link in Contacts
A new
Course Progress
shortcut is now available within the
Offers
section under
Contact Actions.
Course creators can jump directly to
Member Analytics
for a specific contact without navigating through multiple screens, making it faster to track learner progress and engagement.
2. πŸ”— Improved Post-Login Redirects for Shared Course & Lesson Links
Learners who access a shared course or lesson link while logged out will now be redirected back to the exact course or lesson after signing in.
Previously, learners were taken to the course library homepage, requiring them to manually locate the content again.
3. ⏱️ Drip Scheduling Now Supports Hours
Creators can now schedule content to unlock based on hours after enrollment or course access.
Drip schedules can be configured between 1 and 23 hours, providing greater flexibility for accelerated learning paths, onboarding flows, and time-sensitive training experiences.
πŸ› οΈ How to Use
Course Progress Shortcut
  1. Open a contact with an assigned offer
  2. Navigate to
    Contact Actions β†’ Client Portal β†’ Offers
  3. Click
    Course Progress
  4. You'll be taken directly to
    Member Analytics
    for that contact
✨ Why This Matters
These improvements address common creator pain points:
  • πŸ“ˆ Faster access to individual learner progress without navigating multiple pages
  • 🎯 Better learner experience by returning users to the exact course or lesson they intended to access after login
  • ⏰ Greater flexibility in content delivery with shorter drip intervals for onboarding, coaching, and intensive learning programs
Together, these enhancements make Courses easier to manage while creating a smoother experience for learners.
A ground-up revamp of the Campaigns module with a cleaner interface and web-parity analytics, so you can search, filter, and drill into campaign performance from your phone without opening the desktop app.
The Challenge You send email campaigns from the web, but checking how they performed meant switching back to desktop. The old mobile Campaigns experience was dated, hard to scan, and missing the detail β€” status at a glance, delivery breakdowns, and recipient-level stats were either buried or absent.
✨ Whats New
The new Email Campaigns experience puts the same insight web gives you in a mobile-native flow. Search and filter your campaigns in seconds, open any send for a full performance picture, preview the email inline, and browse recipients by delivery status β€” all with metrics calculated the same way as web.
πŸ† What's New in Email Campaigns
  • 🏷️ Status at a Glance (New!):
    Every campaign card shows its current status - Succeeded, Failed, Scheduled, Paused, Draft, and more plus last updated and executed dates, right on the tile.
  • πŸ“Š Overview Tab (New!):
    See campaign metadata (created/updated dates, sender, recipient list, subject) and headline send metrics. All emails, Processed, Accepted, Skipped, and Failed in one scrollable view.
  • πŸ“§ Email Preview (New!):
    Preview the campaign email inline on the Preview tab, or open the full message in an expanded view.
  • πŸ“ˆ Statistics Tab (New!)
    : Web-parity performance rates for Delivered, Opened, Clicked, Conversion, Bounces, Unsubscribed, Complained, and more β€” with a paginated recipient list filterable across 11 status categories (Delivered, Opened, Clicked, Orders, Replied, Hard bounce, Soft bounce, Complained, Unsubscribed, Skipped, Failed).
πŸ› οΈ How to Get Started
  • Navigate: Open the Campaigns tab from the home navigation.
  • Find: Search by campaign name or tap a status chip β€” Succeeded, Failed, Draft, or Archived β€” to filter the list. (Screenshot 2 placeholder)
  • Drill In: Tap any campaign to open its detail view. Switch between Overview, Preview, and Statistics to review metadata, preview the email, and browse recipient-level stats. (Screenshot 3 placeholder)
πŸ‘€ What's New?
  • A dedicated Google Ads section is now available in the Dashboards widget panel β€” connect your Google Ads account once at the sub-account level and all 11 widgets pull data automatically
  • 11 ready-to-use widgets: Total conversions, Conversions over time, Total cost, Cost over time, Total clicks, Clicks over time, Total impressions, Impressions over time, Clicks by campaign, Conversions by campaign, and CPC (cost per click)
  • Each widget is fully configurable β€” filter by Campaign, Campaign type, Zero impressions, Zero conversions, or PPC markup to surface exactly the data your clients need
  • Google Ads metrics are now available as dimensions in Custom Metrics β€” build cross-module KPIs like ROAS or Cost per closed deal using the formula builder today
πŸ‘· How It Works:
  1. Connect Google Ads at the sub-account level under Settings β†’ Integrations β†’ Google Ads β€” all widgets inherit this connection automatically
  2. Open any dashboard and click Edit dashboard
  3. Click + Add widget and scroll to the new Google Ads section
  4. Pick a widget, confirm your linked Ad account in the Integration tab, configure filters and chart type, and click Save changes
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🌟 Why It Matters:
  • Everything in one place β€” Google Ads performance now sits alongside your other reporting widgets, so location admins can see spend, clicks, and conversions without logging into a separate platform
  • Spend visibility at a glance β€” Total cost and Cost over time make it immediately clear how much is being spent and when, so there are no surprises at the end of the month
  • See what's actually working β€” Clicks by campaign and Conversions by campaign break performance down to the campaign level, making it easy to identify top performers and underperformers
  • Connect ad spend to business outcomes β€” With Google Ads now available in Custom Metrics, you can combine ad data with pipeline and revenue data to show clients the real return on their ad investment
Screenshot 2026-06-22 at 1
⏭️ What's Next?
More cross-channel reporting combining Google Ads with other marketing sources is on the roadmap
πŸ“ Notes:
  1. Google Ads must be connected at the sub-account level before widgets will show data β€” go to Settings β†’ Integrations β†’ Google Ads to connect
  2. All 11 widgets support filtering by Campaign, Campaign type, Zero impressions, Zero conversions, and PPC markup
  3. Available in Dashboards, Reporting, and Custom Metrics
  4. Available on all plans that include Dashboards & Reporting
Screenshot 2026-06-22 at 1
Sync only the contacts you want, exactly where they belong.
Connecting Xero to Susanoo now gives you full control over which contacts sync in β€” and where they land. Stop unwanted vendors and suppliers from cluttering your CRM.
The Challenge
When you connected Xero, every active contact came in automatically β€” no filtering, no choice. Vendors, suppliers, and contacts you never needed flooded your Susanoo contact list. Worse, suppliers (people you pay) landed in the same list as your actual customers and leads. Your CRM became harder to trust and harder to work with.
✨ Our Solution
Two new settings on your Xero connection screen give you precise control over your contact sync. Choose exactly which contacts come into Susanoo. Then decide where suppliers go β€” mixed in with contacts, or kept separate as business records. Your existing setup is untouched unless you opt in.
πŸ† How This Supercharges Your Business
  • Keep your CRM clean:
    Pull in only the contacts you actually need β€” customers, a specific group, or everyone. Your call.
  • Separate suppliers from leads:
    Stop suppliers from appearing alongside your customers. Route them to business records instead.
  • Work with data you trust:
    A cleaner contact list means faster outreach, better segmentation, and fewer filtering headaches.
  • Zero disruption to existing setups:
    Both settings default to the original behavior. Nothing changes unless you actively choose to.
πŸ› οΈ How to Get Started
  1. Navigate to Payments β†’ Invoices & Estimates β†’ Accounting Sync.
  2. Click Manage on your connected Xero account.
  3. Set "Which contacts to sync" β€” choose from All Contacts, Only Customers, Only Suppliers, or one or more specific Xero contact groups.
  4. Set "How suppliers are handled" β€” choose All to Contacts (default) or Split by type to route suppliers to business records.
  5. Save your preferences. Your next sync will reflect the new settings.
Good to Know
  • Available on web only
  • Applies to Xero only β€” QuickBooks and Wave contact sync settings are not yet configurable
  • Both settings default to the original behavior β€” existing integrations are unaffected until you opt in
  • "Split by type" routes suppliers to business records, not the standard contact list
  • Contact group filtering requires existing Xero contact groups to be set up on the Xero side first
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What’s new?
You can now use Opportunity Owners and Opportunity Followers as conditions in If/Else workflow branches. This enhancement lets you route contacts based on whether an opportunity has assigned owners or followers, removing a previous limitation where these fields were not available for branching logic.
How it works
When an If/Else step evaluates an opportunity, it can now check the Opportunity Owners and Opportunity Followers fields. The workflow will route contacts down the appropriate branch based on the condition you configure.
How to use it
  • Add or edit an If/Else action in your workflow.
  • Select Opportunity Owners or Opportunity Followers as the condition field.
  • Configure your condition and save the workflow.
Why we built it
Customers often assign owners and followers to opportunities as part of their sales and account management processes. Until now, workflows could not branch based on these assignments. This update makes it easier to automate routing, notifications, and follow-up actions using opportunity ownership data.
Simple use case example
  • Route opportunities to a dedicated follow-up sequence when an Opportunity Owner has been assigned.
Additional notes
  • Available in If/Else workflow conditions.
  • Supports both Opportunity Owners and Opportunity Followers fields.
  • Conditions are evaluated using the owners and followers currently assigned to the opportunity at the time the workflow reaches the If/Else step.
  • Existing workflows are unaffected unless these new conditions are explicitly configured.
Preview
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πŸ‘€ What’s New?
We’ve improved the campaign publishing experience for
Meta campaigns
in Ad Manager by introducing better validation and error handling before a campaign is published.
When users click
Publish,
Ad Manager now checks for key campaign setup issues and highlights errors that need to be fixed before the campaign can be submitted. This helps users identify missing or incorrect details earlier and reduces the chances of campaign publishing failures.
πŸ‘· How It Works:
  • When a user clicks
    Publish,
    a validation check runs before the campaign is submitted.
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  • If required information is missing or incorrect, the user will see an error indicator in the campaign builder.
  • Clicking on the error helps the user navigate to the relevant section or field that needs attention.
image
  • Errors are shown with clearer messaging so users understand what needs to be fixed.
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  • Campaigns with blocking errors will not be submitted until the issues are resolved.
  • A publishing progress modal is shown while the campaign setup is in progress.
  • Users can continue publishing in the background while the campaign is being processed.
  • Success and failure messages have been improved to clearly communicate the final publishing status.
⭐ Why it Matters:
This improvement helps users avoid failed campaign submissions by catching important setup issues before the campaign is sent for review. It makes the publishing flow more reliable by:
  • Helping users fix errors before publishing
  • Reducing confusion around failed or incomplete campaign setup
  • Making error messages easier to understand
  • Preventing campaigns from moving forward with missing or invalid details
  • Improving confidence while publishing Meta campaigns
πŸ“ Notes:
  1. This enhancement is currently available for Meta campaigns only.
  2. Google and LinkedIn campaign validation improvements will be out soon in the coming quarter.
  3. Users may still see platform-level review outcomes from Meta after successful submission, as Meta continues to review campaigns for policy compliance.
What’s new?
We’ve added a new toggle in the Workflow Builder that lets you open the common Susanoo sidebar directly from within workflows. This gives you quick access to other products, tools, and pages without leaving the builder. You can also use the keyboard shortcut Cmd+\ (Mac) or Ctrl+\ (Windows) to quickly show or hide the sidebar.
How it works
Use the toggle in the top-left corner of the Workflow Builder to show or hide the standard Susanoo navigation sidebar. The same action can be triggered using the keyboard shortcut. When enabled, the familiar Susanoo sidebar appears, giving you seamless access to other areas of the platform.
How to use it
  • Open any workflow in the Workflow Builder.
  • Click the sidebar toggle in the top-left corner or press Cmd+\ (Mac) / Ctrl+\ (Windows).
  • Use the sidebar to navigate to other Susanoo products or pages.
Why we built it
Users switch between workflows and other areas of Susanoo while building automations. This update reduces navigation friction, improves accessibility, and brings a more consistent experience across the platform.
Additional Notes
  • The sidebar can be shown or hidden at any time.
  • Keyboard shortcut: Cmd+\ (Mac) / Ctrl+\ (Windows).
  • This is a navigation enhancement only and does not affect workflow execution.
  • The experience matches the common sidebar used across other Susanoo products.
What’s new?
You can now select TikTok Interactive Messenger as a reply channel in the Wait β†’ Until the contact replies workflow action. This enhancement allows workflows to pause and resume based on a contact’s reply through TikTok DMs.
How it works
When a workflow reaches a Wait Until the Contact Replies step, you can choose TikTok Interactive Messenger under Reply to. The workflow will continue only after the contact responds through TikTok DM.
How to use it
  • Add a Wait action to your workflow.
  • Select Until the contact replies as the wait type.
  • Choose TikTok Interactive Messenger in the Reply to field.
Why we built it
Businesses using TikTok for customer engagement need reply-based automation across all messaging channels. This update brings TikTok DMs into the same workflow experience, making it easier to build conversational automations and follow-up sequences.
Simple example
A fitness studio sends a TikTok DM inviting prospects to claim a free trial. The workflow waits for a reply through TikTok Interactive Messenger before sending the next message or assigning the lead to a team member.
Additional Notes
  • Available in the Wait β†’ Until the contact replies workflow action.
  • Supports replies received through TikTok Interactive Messenger.
  • Workflows resume automatically once a valid TikTok DM reply is received.
Preview
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Based on the response we received we have added a multiple actions and triggers for Housecall Pro.
What’s new?
The Housecall Pro integration in Workflows now spans the full field-service lifecycle. Nine triggers β€” covering jobs, estimates, leads, and customers β€” and fourteen actions across customer, job, estimate, lead, and job-appointment management let home service businesses react to operational events and drive Housecall Pro from any workflow.
How it works
All triggers poll Housecall Pro on a fixed cadence: creation events (Job created, Estimate created, Lead created, Customer created) every 5 minutes, and schedule, finish, and cancel events (Job scheduled, Job finished, Job canceled, Estimate scheduled, Estimate finished) every 10 minutes. Actions cover the full CRUD surface for customers and customer addresses, full job and job-appointment management, estimate creation and retrieval, and lead creation and retrieval. Authentication is API key β€” connect once, target multiple accounts via the Connected Account dropdown.
How to use it
  • In Workflows, add a Housecall Pro trigger or action.
  • Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro β†’ My Apps β†’ Go to App Store β†’ API Key Management β†’ Generate API Key with Full Access).
  • For triggers: optionally Add filters to scope by customer, tag, employee, or any captured field; then Find new records to capture a sample payload.
  • For actions: fill required fields (varies by action β€” most need a customer or object ID); Test Action to validate.
  • Save and publish.
Simple example
A homeowner submits a β€˜Request a Quote’ form on the website. The workflow creates the matching Housecall Pro lead via Create a lead, pings dispatch with the lead context, and tags the CRM contact. Two days later, the office books an estimate visit β€” Estimate scheduled fires and the workflow sends the customer a reminder with the technician’s ETA. The technician completes the estimate; Estimate finished fires and the workflow sends the customer a link to review and approve the quote. Once approved, the workflow uses Create a job to spin up the job, and the cycle continues through Job scheduled, Job finished, and the post-service follow-up.
Additional Notes
  • Triggers (9): Job created (5 min), Job scheduled (10 min), Job finished (10 min), Job canceled (10 min), Estimate created (5 min), Estimate scheduled (10 min), Estimate finished (10 min), Lead created (5 min), Customer created (5 min). All polling.
  • Actions (14): Create new customer, Get customer details, Update a customer, Find customers, Get a customer address, Create a customer address, Create a job, Get job details, Create a job appointment, Update a job appointment, Create an estimate, Get an estimate, Create a lead, Get a lead.
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