Release Notes v8.3

Release Date: February 5, 2026 Version: 8.3

This release features improvements to the Tools and Reporting pages in the Dashboard, new data visualization capabilities, and significant workflow enhancements for our WordPress plugin.

Web App

New Features

Source Performance Over Time Reports

We have added a powerful new visualization to the Reporting engine. You can now generate line charts that plot Conversions and Total Visitors per source over specific time intervals.

  • Dynamic Granularity: The report automatically adjusts the time interval (Daily, Weekly, or Monthly) based on your selected date range.
  • Multi-Source Comparison: Compare performance trends between different traffic sources (e.g., Google vs. LinkedIn vs. Direct) on a single chart.

Enhanced Dashboard & Reporting

We have revamped the Report page and updated the Dashboard to provide better visibility into traffic and conversion data.

  • New "Customers" Tab: Added a 4th tab to the Dashboard (joining All Visitors, Focused, and Conversions). This view filters for users with a "Success" lead status, allowing you to analyze the specific patterns that turn visitors into customers.

    Beta Report is now Live: The experimental report view has graduated to production. It includes tabs for All Visitors, Focused, Conversion, and Customers.

    Detailed "Exclusions" Display: To ensure data clarity, the filter display now explicitly lists what segments are excluded from the current view (e.g., "Excludes: Robots, AI Scrapers, Flybys").

    Hover Data Overhaul: Updated the data displayed when hovering over report graphs:

    • All Visitors: Now displays "Total Unfiltered Visitors" to give a true raw count.
    • Conversions: Focuses on total visitors vs. converted visitors for accurate performance rates.
    • UI Update: The hover state features a cleaner design with updated colors.

Tools Page Reorganization

The Tools page has been restructured into three distinct tabs to make finding the right tool easier:

  • Conversion Tools: Includes "Instant Lead Capture" (formerly 'Continue with' Opt-in), "Form Booster," "Calendar Booster," and "Subscription Booster."
  • Content Gate Tools: Contains our standard file and content locking tools.
  • Advanced Tools: Includes "Hyper Personalization," "Account Widget," and "Privacy Manager."
  • Calendly Integration: A new Calendly Conversion tool section has been added to the Conversion Tools tab.

Smart App Onboarding (Company Detection)

  • AI Company Lookup: When creating a new app, if a domain is provided, our AI agent now asynchronously searches for the associated company name. It will automatically rename "My First App" to the actual company name and populate Nurture profile details with the domain info.

Improvements

Navigation & Filters

  • "Logic" is now "Automation": The Logic tab in the left-hand navigation has been renamed to Automation to better reflect its capabilities.
  • Lead Status Filter: You can now filter Dashboard, Nurture, and Reports data by Lead Status (e.g., "Customer" or "Marketing Qualified Lead").
  • Invalid Email Filter: Added a filter option to the Segment dropdown to identify or exclude "Invalid Emails."
  • Default Date Range: The Dashboard and Nurture pages now default to "All Time" rather than the last 30 days.
  • UTC Clarification: Date range dropdowns now clarify that "Today" is calculated based on a Midnight UTC cutoff.

User Insights (Nurture & Tiles)

  • Customer Identification: Users with a "Customer" lead status will now display a green checkmark icon in the bottom left of their user tile in Nurture and Incentivize views.

    UTM Content Display: The user tile now displays the utm_content       parameter (if available) alongside source, medium, and campaign data.

    Sorting Renamed: The sorting dropdowns on the Nurture page have been renamed for clarity:

    • Priority is now Highest Priority.
    • Recent Visits is now Recently Active.
  • Search Logic: When searching in Nurture, the sort order automatically switches to "Recently Active" to ensure relevant results appear (removing the "Importance" sort which often excluded search results).

Pro Tips

  • Contextual Help: Added dismissible "Pro Tip" banners to the top of the All Visitors, Focused, Conversions, and Customers tabs. These explain exactly what each data view represents and how to use it to improve lead scoring.

Bug Fixes

  • All Visitors Data: The "All Visitors" tab now correctly includes bots and AI scrapers to provide a truly unfiltered view.
  • Search & Filters:
    • Fixed an issue where switching top-level tabs cleared the search bar.
    • Fixed a bug where applying a filter in Nurture would not switch the view to the top result if the previously selected user was filtered out
  • Reports:
    • Loading State: The report now shows a "Loading data" state while fetching new numbers, preventing the display of stale data.
    • Invalid Emails: Fixed a display issue where invalid email users were appearing on the Conversion tab (they are now filtered out automatically).
    • Unfiltered Numbers: Fixed an issue on the Conversions tab where "Total Visitors" matched "Total Conversions" due to over-filtering. It now uses unfiltered visitor counts for accurate conversion rates.

Backend & Data (API)

New Features

Source Performance Over Time (API)

  • Dynamic Intervals: Created a new API endpoint that returns total conversions and total unique visitors per source, broken down by time intervals.
  • Smart Scaling: The API automatically adjusts the interval (Daily, Weekly, Monthly, or Yearly) based on the date range selected (e.g., a 12-day range returns daily data; a 12-month range returns monthly data).

Bug Fixes & Investigations

  • Zapier Integration: Fixed a critical issue where the "Test Connection" step in Zapier would hang or fail during edge case setup.
  • User Merging: Resolved an edge case where a user could appear twice in the dashboard (duplicate profiles) instead of merging correctly into a single identity.
  • Data Integrity: Investigated and resolved discrepancies where total_visitors       counts were not respecting the "Focused" filter in certain UserInsights calls.
  • Performance: Investigated and addressed slowness in the "Focused" filter for high-volume apps with more than 800,000 visitors a month.

WordPress Plugin (WPP)

New Features

Integrated Nurture List

  • Recent Activity Widget: Added a list of the 3 most recently active users to the top of the plugin Home page.
  • Direct Nurture Link: Includes a dynamic button that takes you directly to that user’s profile in the Dashboard.

Block Editor (Gutenberg) Updates

  • Event on Page Load Block: Added a new block that allows users to trigger a custom event on page load by simply entering the event code (replacing the need for shortcodes).

Shortcode for Form Snippet

  • Form Booster Shortcode: Created a standard shortcode for the Universal Form Code snippet, allowing for easier implementation in page builders.

Improvements

  • Admin Messaging:
    • Content Gate: Admins logged into WordPress will now see a specific message on gated pages: "Content Gate Enabled: Because you are logged in as an Administrator, you have access."
    • Dashboard Empty State: If no tools are set up, the dashboard now displays a "You’re all set!" message with a direct link to launch the Dashboard, rather than a blank space.
  • Settings Cleanup: Removed the "Turn off WordPress Admin Header for Subscribers" option; this is now enabled by default for all apps.
  • Instant Lead Capture: Added a visual header image to the "Continue with" configuration page.

Bug Fixes

  • Content Gate Secure: Fixed a logic error where the Content Gate would prompt for a login loop if the "Callback" setting was disabled in the app. It now displays a warning dialog to the admin.
  • Block Editor Content Leak: Fixed an issue where the Form Booster code was accidentally displaying as visible text on the front end of pages using the Block Editor.
  • Plugin Checker: Integrated the plugin checker to automatically scan for and resolve common WPP errors.

JavaScript Library (JSL) & Conversion Widgets

Improvements

  • Newsletter Tool:
    • Success Timer: The success message now automatically closes after 2 seconds (configurable), removing the need for a manual click.
    • UI Polish: Updated padding and margins for a cleaner look.

Bug Fixes

  • Invalid Email Loop: Fixed a bug where entering an invalid email and refreshing the page would cause the tool to get stuck displaying the error message. It now resets the field correctly.
  • Form Booster: Resolved an issue where the Form Booster was not triggering correctly on specific custom forms.
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