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Changelog
Insights Expansion, Google Ads Intelligence & PDF Report Customisation
A major Insights release. A new Dental Marketing Monthly insight delivers a consolidated view of the five key monthly marketing metrics across call performance, ad conversions, mailer response, and online reviews. The Insights Marketplace was overhauled so that each insight now exposes a structured feature list and rich description, giving clients full context before enabling an insight. Google Ads intelligence was significantly extended: connecting a Google Ads account now automatically enables the insight and backfills data; the management fee can be hidden per account; and PDF reports now support configurable customer vs. patient terminology and conversion vs. interactions labelling. Insight report subscriptions can now be linked directly to a logged-in user. The Calls home dashboard was extended to include a campaign breakdown. AI call analysis and transcription capacity was increased.
- Dental Marketing Monthly Insight: New insight tracking five key monthly marketing metrics in a single dashboard: missed call rate, new customer conversion rate, new customer call volume, Google Ads conversion rate, mailer conversion rate, and current online review count. Includes a PDF report and is updated nightly.
- Insights Marketplace Overhaul: Each insight in the marketplace now exposes a structured list of features with names, descriptions, and icons, alongside a rich description of how the insight works. Marketplace pages are now driven from a central configuration, making the feature list authoritative and consistent across the platform.
- Google Ads Auto-Enable on Connection: Connecting a Google Ads account now automatically enables the Google Ads insight and backfills one month of historical data immediately, so dashboards are populated without requiring manual configuration.
- Insight Report Subscriptions — User Linking: Insight report email subscriptions can now be linked directly to a platform user account rather than requiring a standalone email address. The email field is now optional when a user is provided.
- Calls Home Dashboard — Campaign Breakdown: The calls home dashboard now includes a breakdown of call volume by campaign, giving a quick per-source summary alongside the existing period-level stats.
- Direct Mail Data Refresh on Order Send: When a direct mail order is dispatched, the associated insight data is automatically recollected, keeping the Direct Mail insight current without waiting for the next nightly run.
- Google Ads PDF — Configurable Label Terminology: The Google Ads PDF report now supports account-level label configuration: "Customer" terminology can be switched to "Patient", "Interactions" can be switched to "Conversions", and when new customer count is zero, the stat boxes automatically fall back to showing Total Conversions and Cost per Conversion instead.
- Google Ads — Management Fee Visibility Control: The management fee stat box in the Google Ads report can now be hidden on a per-account basis, replacing it with ad spend as the primary cost metric when the fee is not client-facing.
- Google Ads — Performance Optimisation: Data collection for the Google Ads integration was significantly optimised, reducing collection time and resource usage during nightly runs. Concurrent insight collection was increased to handle more accounts in parallel.
- Google Ads — Insight Collection Refactored: Insight data collection logic was extracted into a shared base class, making individual collectors smaller and easier to maintain across all insight types.
- AI Analysis & Transcription Capacity: Processing limits for AI call analysis and transcription jobs were increased to handle higher call volumes without queuing delays.
- Database Performance — Direct Mail Indexes: New database indexes were added to the direct mail calls table, improving query performance on large datasets.
- Saturation Mailing List Processing: Saturation mailing list job processing was improved to handle additional edge cases more reliably.
- Payment Agreement Admin Tools: New admin tools allow backfilling payment agreement records from storage, generating missing agreements for accounts that signed without a PDF on file, listing accounts with active subscriptions that have not yet signed, and deleting agreement records in bulk by ID range.
Platform Health Monitoring, Incident Management & Payment Agreements
A transparency and reliability release. Platform health is now monitored continuously and exposed through a public status API backed by a rolling 90-day history, giving clients and integrations a live view of service availability. Admins can publish incident and maintenance notices that are accessible publicly. Payment agreements are now permanently recorded and linked to their account, with a fully branded PDF that captures the signer's name and IP address as proof of consent. Connecting a NexHealth integration now automatically enables the PMS Appointments & Sales insight and backfills two months of historical data immediately.
- Platform Health Status: A public endpoint now reports the real-time health and response time of the platform and each connected service. Results are logged every 15 minutes and stored in a rolling 90-day history, accessible via dedicated history and day-level endpoints.
- Incident & Maintenance Notices: Admins can now create and resolve public status notices across four categories: maintenance, notice, incident, and outage. Each notice includes a title, description, category, and optional resolution timestamp. Active and resolved notices are available via a public endpoint for use in status pages and client-facing displays.
- Payment Agreement Records: Signed payment agreements are now permanently recorded in the platform and linked to the client account. Each record stores the location of the agreement PDF, and admins can list all agreements or download any individual PDF directly from the admin portal.
- Branded Payment Agreement PDF: The payment agreement PDF is now fully branded using the platform's configured colour scheme, logo, and website URL, with a consistent header, footer, and layout. If the signer's name and IP address are provided at the time of signing, a consent block is appended to the document as a permanent record of the electronic agreement.
- Automatic PMS Data Import on NexHealth Connect: When a NexHealth integration is connected for the first time, the PMS Appointments & Sales insight is automatically enabled and two months of historical appointment and sales data are imported immediately, so dashboards are populated without requiring manual configuration.
- Scheduled Jobs via System Cron: Background scheduled tasks are now managed directly through the server's cron system rather than a platform-internal scheduler endpoint, improving reliability and reducing latency on time-sensitive jobs.
Walkthroughs, Google Sheets & Billing Improvements
Guided product walkthroughs can now be tracked per user, allowing the platform to know which onboarding steps have been completed and present the right guidance at the right time. The Google Sheets integration gained the ability to list all configured form connections for an account. Direct mail Canada orders can now have their quantity updated after creation, and client invoices can be created and updated with a category for better billing organisation.
- User Walkthroughs Tracking: The platform now tracks which guided product walkthroughs each user has completed, enabling contextual onboarding flows and preventing already-seen tours from reappearing.
- Google Sheets Integration — List Configurations: A new endpoint lists all active Google Sheets form connections configured for an account, making it easier to audit and manage live form integrations.
- Canada Direct Mail Order Quantity Updates: The quantity on Canada direct mail orders can now be updated after the order has been created, without requiring a new order to be placed.
- Client Invoice Categories: Client portal invoices can now be assigned a category at creation time, and the category can be updated on existing invoices, making it easier to organise and filter billing records.
Support System, Email Subscriptions & Reporting
The in-platform support ticket system received improvements to how ticket authors are recorded and displayed. Admins can now subscribe to email notifications for key platform events. Canada direct mail order handling was improved based on operational feedback. Two new fields — external CRM company ID and payment processor customer ID — were added to account reports for easier reconciliation with third-party systems.
- Admin Email Subscriptions: Admins can now subscribe to receive email notifications for key platform events, with support for managing and updating subscription preferences.
- Client Portal Invoice Category: Client portal invoices now support a category field, giving billing admins a structured way to classify and filter invoice records.
- Canada Direct Mail Order Handling: Processing logic for Canada direct mail orders was updated based on field feedback, improving reliability for cross-border order fulfilment workflows.
- Account Reports — CRM & Payment IDs: Account-level reports now include the external CRM company ID and payment processor customer ID, enabling faster reconciliation between the platform and third-party billing or CRM systems.
- Support Ticket Author: Fixed an issue where the author on support tickets was not being recorded or displayed correctly in certain creation flows.
Wizard Admin Portal, Billing Reports & Mailing List Tools
Admins can now view and search all wizard onboarding sessions directly in the admin portal, and generate the competitive analysis PDF for any session on demand. Two new billing reports give a real-time snapshot of subscription health and recent invoice activity across all accounts. Direct mail mailing lists gained search and sort controls throughout the admin interface. A diagnostic tool was added to identify the farthest address in any mailing list.
- Wizard Session Management: Admins can now browse the full history of wizard onboarding sessions, including search by session ID, lead, or user details. Individual sessions can be opened to review all captured data.
- Wizard PDF Report on Demand: The competitive analysis PDF report can now be generated directly from any wizard session URL, without requiring a fully completed account setup.
- Account Subscription Report: A new downloadable report lists every account with at least one active or billable subscription, showing a per-status subscription count breakdown across all subscription states.
- Account Invoice Activity Report: A new downloadable report lists every account that received a non-zero invoice in the last 30 days, with a count of invoices per account.
- Mailing List Farthest Entry Tool: A new diagnostic command lets admins identify the farthest address in any mailing list and see the exact distance in miles from the business location.
- Mailing List Search & Filtering: The admin mailing list view now supports search by list name or ID, filtering by list type and status, and sorting by any column.
- Mailing List Global View: Mailing lists can now be viewed across all accounts from a single admin endpoint, rather than requiring navigation through an individual account.
User Management, Direct Mail Infrastructure & Integrations
Admins can now disable and re-enable user accounts, immediately blocking access without permanently deleting the account. The Every Door Direct Mail system received significant infrastructure work, establishing the carrier route and address data pipelines that underpin precise geographic targeting. Typeform form collection was improved to process multiple configured forms per account in a single pass. A long-standing data collection gap for direct mail orders switching to a billable status was resolved.
- User Disable / Enable: Admins can now disable a user account to immediately block login access, and re-enable it at any time. Disabled users cannot authenticate until re-enabled.
- Every Door Direct Mail Infrastructure: Established the carrier route and address data pipelines for Every Door Direct Mail targeting, including geographic data storage and address-to-route assignment. This is the foundation for expanded EDDM campaign targeting.
- Typeform Integration: Typeform form response collection now processes all configured forms for an account in a single scheduled pass, improving reliability and reducing missed submissions for accounts with multiple forms.
- Call Analysis Pipeline: Improved the AI call analysis pipeline to handle edge cases in transcription processing more robustly.
- Direct Mail Order Data Collection: Fixed a gap where analytics data was not collected when a direct mail order transitioned into a billable status after initial creation.
Call Analysis & Typeform Improvements
Stability and reliability improvements to the Twilio Integration call analysis pipeline and the Typeform Integration response collection workflow.
- Twilio Integration Call Analysis: Improved the call transcription and AI analysis pipeline to reduce processing failures on edge-case call recordings.
- Typeform Integration: Enhanced form configuration handling to support more complex per-account form setups without data loss.
Email Logging, Canada Orders & Call Address Data
Outgoing platform emails are now fully logged and searchable by admins, enabling fast diagnosis of delivery issues and a complete audit trail of all client communications. Direct mail orders for the current day can now be automatically submitted without manual intervention. Canadian direct mail orders are now supported, expanding direct mail campaigns beyond the US. Incoming call records now capture the caller's address data, enriching contact profiles and enabling more precise geographic attribution. Error handling for call transcription failures was improved to prevent silent drops. Several database performance indexes were added to improve response times on high-traffic queries.
- Email Audit Log: All outgoing platform emails are now logged with delivery status, recipient, subject, and timestamp. Admins can view and search the full email history for any account.
- Canada Direct Mail Orders: Direct mail campaigns can now target Canadian addresses. The platform handles Canadian address formatting, province codes, and routes orders through the appropriate fulfillment workflow.
- Caller Address Data: Incoming call records now capture the caller's full address when available, automatically enriching contact profiles with geographic data for better attribution and segmentation.
- Auto-Submit Direct Mail Orders: Direct mail orders scheduled for today can now be automatically submitted, reducing manual overhead on order processing days.
- Remove User From All Accounts: Admins can now remove a user from all associated accounts in a single action, simplifying offboarding.
- Country Validation: Account signup and profile updates now validate country codes from a centralized configuration, ensuring consistent data entry.
- Call Transcription Error Handling: Improved handling of failed or empty transcriptions to prevent silent processing failures and surface issues more clearly.
- Database Performance: Additional indexes were added to high-traffic tables to improve query performance across the platform.
- Google Analytics Integration: Resolved a permissions issue that could prevent Google Analytics data from being collected for certain connected accounts.
Meta Ads Insight & Google Sheets Integration
Launched the Meta Ads Insight, a dedicated analytics dashboard for Facebook and Instagram ad performance. The insight tracks campaign stats, form submission leads, and benchmarks — all surfaced without leaving the platform. A downloadable PDF report is also available. Form submissions from connected web forms can now be automatically synced to a Google Sheet, giving clients a live export of their leads with no manual work required.
- Meta Ads Insight: New analytics dashboard surfacing Facebook and Instagram ad performance: campaign stats, leads generated, cost per lead, form submission counts, and period-over-period comparisons. Benchmark indicators highlight performance relative to industry targets.
- Meta Ads PDF Report: Downloadable PDF version of the Meta Ads Insight, with branded stat boxes, campaign breakdowns, and benchmark comparisons.
- Google Sheets Integration for Form Submissions: Form submissions from connected web forms can now be automatically synced to a designated Google Sheet in real time, providing a live lead export for any connected spreadsheet.
- Meta Ads Benchmark Configuration: Industry benchmarks for Meta Ads performance metrics are now configurable per account, enabling accurate above/below-benchmark comparisons in the insight.
Meta Ads Integration & Direct Mail PDF Report
Launched the Facebook and Instagram (Meta) Ads integration, enabling accounts to connect their ad accounts and pull campaign performance data directly into the platform. The integration supports OAuth authentication, ad account selection, and campaign-level data collection. A downloadable PDF report was added for the Direct Mail campaign dashboard. Accounts can now expose their blocked number list through the client portal. Report emails are no longer sent to canceled accounts.
- Meta Ads Integration: Accounts can now connect their Facebook and Instagram ad accounts via OAuth. Once connected, the platform collects campaign-level performance data including impressions, clicks, spend, and form submissions.
- Meta Ad Account Selection: After connecting, accounts can choose which ad account to use for reporting, supporting agencies and practices with multiple accounts.
- Direct Mail Campaign PDF Report: A downloadable PDF report is now available for the Direct Mail campaign dashboard, matching the format of other insight reports.
- Blocked Numbers in Client Portal: The blocked number list is now accessible through the client-facing portal, giving clients visibility into numbers excluded from their call tracking.
- Canceled Account Reports: Automated report emails are no longer sent to accounts with a canceled subscription status.