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.

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.

Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education