What’s New?

We’re fine-tuning your journey-building experience and enhancing the way you schedule appointments. Take a look at our latest improvements!

• ⌚ Configurable Look-Ahead Window

  Decide how far into the future homeowners can book appointments, so your schedule doesn’t get too cluttered.

• 📅 More Appointment Customization

  Now you can customize appointment titles, descriptions, and whether they’re virtual or in-person—giving you more control over how you connect with homeowners.

• ⚠️ Journey Configuration Warnings

  Keep your journeys error-free! If you have a variable misconfiguration or a missing block, we’ll let you know before you publish.

Enjoy a smoother experience, and stay tuned for more updates!

What’s New? ✨

We’ve been busy squashing bugs, refreshing designs, and polishing up the user experience in both the portal and the journey builder. Get ready for a smoother, faster, and more intuitive workflow!

New & Noteworthy

• 🌐 Separate Google Accounts by Territory
  Working across multiple regions? No problem! You can now integrate different Google accounts for each territory to ensure leads and calendar events reach the right local teams—no more mix-ups.
• 🧮 Exponent Support in Product Blocks
  Crunching numbers just got easier. You can now use exponent operations in product block calculations, giving you more precise financing estimates, monthly payment details, and beyond.

Bug Fixes & Improvements

• A raft of minor (but mighty!) bug fixes to keep everything running smoothly.
• Refined design elements and UX enhancements throughout the platform to help you build journeys faster (and happier).

What’s New?

🦃 Happy Thanksgiving! 🦃 We’re excited to introduce new features that enhance the journey creation process and improve the homeowner experience. These updates aim to make building and sharing journeys faster and more effective.

New Features:

• Step Template Previews: Journey creators can now preview step templates before selecting them. Instead of relying on names to guess the content, builders can see a visual representation of the blocks on each template. This improvement helps builders work more efficiently and ensures they choose the right templates for their needs.
• Share Journey Function: This new feature generates a hosted journey link that pre-fills homeowner or prospect information we already have. This eliminates redundant data entry, speeding up the homeowner’s journey experience. It also allows portal admins to view the exact journey a homeowner completed, making it easier to review and verify data, such as estimated costs on report pages. Find it by selecting the prospect you want to view or share and then clicking the share tab at the top.

What’s New?

We’ve rolled out several updates to make configuring your journeys and settings even smoother. This release includes navigation improvements, enhanced customization options, and features that streamline your workflow.

New Features and Improvements:

• Simplified Business Settings Navigation: Business settings are now easier to locate and set up, they are no longer hiding behind the locations tab.
• Bulk Share Link Creation: New bulk action for creating share links allows you to quickly generate links for re-engagement. These links will pre-fill any information already stored about a prospect, saving time and improving lead engagement.
• Enhanced DQ Step Configuration: We’ve redesigned the disqualification (DQ) step configuration, making it easier to set up disqualification and path conditions within your journeys.
• Popular Section in Block Selector: A new “Popular” section in the block selector helps you quickly find the blocks most commonly used, making the journey-building process faster.
• Improved Exit Experience on Last Step: Exiting a journey on the last step no longer triggers a confirmation message, clearing up any confusion about additional steps.
• Customizable Placeholder Text in Numerical Input Blocks: You can now customize the placeholder text in numerical input blocks to better prompt end users on what information to enter.

Bug Fixes:

• Facebook Pixel ID Configuration: Fixed an issue where the Facebook Pixel ID would disappear during configuration.
• Zapier Authorization: Resolved an issue with the initial authorization for Zapier connections.

🎉 What’s New Last Month?

Last month, we've added even more ways to make your lead funnels powerful and easy to build! With better insights, more customization, and enhanced workflows, we’re here to help you capture leads that convert. Let’s dive into what’s new! 👇

📈 New Analytics for Deeper Insights

Journey Analytics Tab
Get ready to turn data into decisions! Our new analytics tab gives you a clear view of how each step in your journey performs. Spot exactly where users might be dropping off, helping you fine-tune each step for maximum engagement. Now you can make every click count! 💡

🚀 Step Creation Templates
Creating new steps has never been faster! With our premade templates, you can launch journeys quicker and customize them to fit any campaign. Perfect for saving time and getting new ideas for engaging your customers. 

🛠️ Custom Variables in Product Blocks
Tailor pricing and recommendations like never before! Now, product blocks can pull from previous answers, giving you the power to provide personalized options that keep leads engaged.

✨ Enhanced Customization for Capturing Leads

Complex Math for Product Blocks
Now you can make pricing as accurate as possible! Include factors like roof pitch, square footage, and more. By showing realistic estimates, you’ll build trust from the first interaction! 🔢

🌍 Zip Code Capture Block
Start with a simple ask! The new zip code block makes it easier to get leads started without asking for too much right away. Capture interest without barriers!

✔️ Multi-Select Answer Options
Want to understand your customers better? Now they can select multiple options, giving you richer insights to craft offers they’ll love.

Quality of Life Updates (Just for You!)

Copy Journeys with Ease
Cloning journeys is here! Easily duplicate your best-performing funnels or try new ideas without starting from scratch. ⚡

Instant Lead Source Recognition
Know instantly where each lead comes from—whether it's from a specific journey or tool. Optimize campaigns based on what works best! 🔍

Real-Time Feedback for Valid Data
No more typos! Homeowners now get instant feedback if they enter an invalid email or phone number, making the data cleaner and the experience smoother.

Expanded Slider Options
More choices for customizing sliders mean you can collect the exact info you need, from price ranges to size estimates. 🎛️

💬 Bug Fixes & Polishing Touches

• Smoother Step Navigation: Improved button selection for effortless journey steps.
• Enhanced Address Validation: Better support for non-standard formats.
• Design Fixes: From image alignment to session stability, we’ve polished the journey builder so you can focus on what matters—your leads!

We’re excited to keep making your lead capture experience faster, more powerful, and even more rewarding! Dive into the new features, and let us know what you think. 🚀

What’s New?

We’ve made several quality-of-life updates to make the journey-building experience smoother and more intuitive. These enhancements focus on simplifying workflows and providing more flexibility for customization.

Bug Fixes & Improvements:

• Clone Journeys: All users can now clone journeys, enabling you to build on your existing work rather than having to start from scratch or on a template.
• Lead Source Visibility: It’s now easier to identify where each lead originates, as the source (e.g., journey, Hero) is displayed more prominently in the prospect view.
• Flexible Slider Configuration: The slider block now includes expanded configuration options, supporting a wider range of numerical inputs to better match your specific needs.
• Real-Time Validation Feedback: Homeowners will now see real-time validation feedback if they enter an invalid email or phone number, making data entry clearer and reducing errors and frustrating for homeowners.

What’s New?

We’ve rolled out some powerful new tools to help you better understand your journey’s performance and optimize it for success. This release focuses on giving you deeper insights and making building your journeys even faster.

New Features:

• Journey Analytics Tab: Get a detailed look at how your journeys are performing with the new analytics tab. This tab includes an overview section where you can filter results by time (e.g., last X days or a specific date range). You can also see step-by-step metrics that highlight user drop-off rates between steps. These insights will help you identify which steps are working well and where improvements can be made.
• Step Creation with Templates: Building steps is now faster and easier with our premade templates. Instead of starting from scratch, you can choose a template, modify it to suit your needs, or use it as a learning tool for more advanced step styling in the builder. This will help you save time and improve efficiency when creating new journeys.
• Custom Variables in Product Blocks: You can now integrate custom variables—answers from previous questions—into your product block calculations. This gives you more flexibility in setting pricing based on user inputs and allows for better tailored product recommendations.

Bug Fixes & Improvements:

• Improved Button Selection: We’ve made it easier to select buttons in the builder without unintentionally moving forward or backward between steps.
• Better Address Validation: Our address validation system now better supports non-standard address formats.
• Block Movement Fix: The controls for moving blocks up or down in the builder have been restored.
• Review Banner Block Deletion: We fixed an issue where Review Banner blocks couldn’t be deleted, ensuring more flexibility when editing journeys.

What’s New?

We’ve made some exciting updates that will help you deliver more customized journeys and collect information more efficiently. This release focuses on enhancing your ability to present dynamic pricing, improve question flexibility, and streamline user data collection.

New Features:

• Enhanced Product Blocks with Math Functionality: Now, you can perform precise and complex calculations directly within product blocks, incorporating multiple variables and constants. You have the flexibility to display the result as a single value, a range, or omit it entirely—giving you complete control over how product pricing is presented.
  
  For Example: You can include adders for steep roofs, and multistory homes into your pricing. You could also include gates and fence height into your product pricing. We know there are often many factors that influence a price estimate, these improvements aim to reflect that.
  
  
• Zip Code Capture Block: Introducing a new block designed to capture only a zip code instead of a full address. This allows you to ask softer, less personal questions earlier in the journey, helping build momentum and trust with homeowners.
• Multi-Select Answer Options: You can now offer homeowners the option to select multiple answers in a journey. This new feature allows for more flexibility in collecting preferences and better understanding customer needs.
• Improved Prospect Sorting: Sorting your prospects just got easier. You can now filter prospects who have entered their contact information, making it simpler to prioritize leads.

Improvements:

• Faster Access to Hosted Journeys: After publishing a journey, the hosted link is now immediately visible, making it quicker and easier to review your changes live.
• Smarter Path Conditionals: Path conditionals are now more intuitive, helping you anticipate and build conditional logic faster with less effort.

Bug Fixes:

We’ve fixed a number of bugs and made small design improvements across the platform. In particular, we’ve resolved issues with journey header images being cut off and improved the stability of session management to prevent users from being logged out unexpectedly.

What’s New?

We’ve made some exciting improvements to our platform to enhance your experience, especially with Journeys. This release focuses on creating a more cohesive look and feel across the portal and simplifying how you interact with the builder.

New Features:

• New Visual Design & Navigation: Our portal has received a fresh visual update, with a more cohesive design and style. We’ve also simplified navigation with a cleaner left-hand nav bar, making it easier to find the tools you need.
• Live Preview in Journey Builder: The journey builder now displays a live preview as you make edits. This eliminates the need to toggle back and forth, making it easier to see changes as you make them and improving the overall building experience.
• Tracking Tab for External Analytics: We’ve added a dedicated tracking tab, making it easier than ever to configure Google Analytics, Facebook Pixel, and other external analytics tools.
• Theme Tab for Easy Customization: A new theme tab allows you to effortlessly configure the look and feel of your journey, including brand colors, fonts, and other visual settings.
• Header Customization for Journeys: You can now add custom headers to both hosted and embedded journeys, giving you more control over the presentation of your journeys if you are using it hosted or embedded directly in-line.
• In-Line Journey Name Editing: You can now rename your journeys directly within the journey editor, streamlining your workflow.

Improvements:

• Enhanced Variable Handling in Text Blocks: We’ve made improvements to how variables are used in text blocks, ensuring a smoother and more intuitive experience when customizing your content with our calculator values and homeowner’s answers to previous questions.

Bug Fixes:

We continue to fix bugs and enhance the platform's overall stability to improve your experience.

What’s New?

We’ve made it easier for you to get started with our platform and deploy it on your website! This release focuses on simplifying your experience, especially with our core product, Journeys.

New Features:

• First-Time Setup Wizard for Journeys: Setting up your first journey is now faster and easier with our new step-by-step setup wizard. Get your journey up and running on your website with minimal effort.
• Long-Form Text Capture Block: Need more detailed input from your customers? You can now add a long-form text block to your journey to capture longer responses and insights directly from users.
• QR Code for Hosted Journeys: You can now generate a QR code for your hosted journey, making it simple to share across platforms and channels. Add it to a mailer or your next convention booth for easy access!
• Financed Roofing Costs in Roof Summary Block: You can now configure your roof summary block to show a precise or ranged financed roofing cost instead of cash. This should help homeowners looking to finance their purchase get a more accurate estimate.
• Google and Facebook Analytics for Hosted Journeys: Hosted journeys are often the easiest to set up, as they don’t even require a website. However, they previously lacked the ability to track lead capture results effectively. Now, you can integrate Google Analytics and Facebook Pixel tracking, so you know exactly what’s happening and where to start improving.

Improvements:

• Simplified Deployment in the Share Tab: Deploying journeys onto your website is easier than ever. We’ve improved the Share tab to provide clear instructions on which code snippets to use, helping you get the version of journeys you want live on your website more quickly.

Bug Fixes:

We’re always working to improve your experience by fixing bugs and enhancing platform stability.