Table of Contents

Changelog

Enterprise Custom Reports & Bulk SMS Sending For Leads

Enterprise Custom Reports & Bulk SMS Sending For Leads

Published

Mobile Version

601

In This Update

2 Releases

6 Improvements

2 Fixes

Mobile Version

601

2 Releases

6 Improvements

2 Fixes

Marketing & CRM

  • Bulk SMS sending has been introduced, making it faster to send texts to large groups of leads at once.

  • Embedded CRM forms now support advanced branding controls, including custom themes, colors, and fonts for a more tailored public experience.

Form embed settings
  • CRM meeting reminders now support reusable email and SMS templates, improving consistency and saving setup time.

  • CRM SMS reminders now support merge fields, allowing teams to send more personalized messages automatically based on lead and center properties.

  • Fixed an issue where lead list pagination could show repeated or incorrect results.

  • Fixed issues with the SMS notification sidebar related to lead conversion and deletion.

Billing & Finances

  • A monthly subsidies report has been added to improve recurring subsidy tracking and financial review.

Enrollment & Paperwork

  • A program enrollment details report has been added, giving teams deeper visibility into enrollment composition and trends.

Reporting & Insights

  • Custom Reports are now available at the enterprise level, expanding reporting access for multi-program organizations.

  • Forecast enrollment reporting now includes unique student counts, improving long-range planning accuracy.