Skip to main content

Upgrades

Follow new updates and improvements to OS.

⭐ Smarter Review Drip Campaign Targeting

OS now gives you more control over your Review AI drip campaigns with the ability to target reviews by a specific date range instead of relying only on review age.

This makes it easier to re-engage customers from a particular time period, clean up older reviews, or launch targeted campaigns with greater precision. Before sending, you'll also be able to preview exactly how many reviews will be included, helping you avoid empty or ineffective campaigns.

What's New

  • Target reviews using a custom review date range

  • Preview the total number of eligible reviews before launching

  • See whether any reviews match your selected filters

  • Automatic validation prevents creating empty campaigns

  • Existing age-based drip campaigns continue to work without changes

  • More precise targeting for historical review follow-up campaigns

These improvements make Review AI campaigns more predictable and effective, helping you re-engage past customers while reducing unnecessary campaign processing.

How to Enable

Getting started only takes a few clicks:

  1. Open your OS sub-account.

  2. Navigate to Reputation → Settings → Reviews AI.

  3. Open Drip Campaigns.

  4. Create a new campaign and select a Review Date Range instead of a review age.

  5. Preview the eligible reviews, then launch your campaign.

Note: Existing review age-based campaigns will continue running normally, so you can start using date range targeting without affecting your current automations.

Improved

🌐 A Completely Unified Client Portal Experience

The Client Portal has been redesigned to bring everything your customers need into one seamless experience. Instead of switching between separate areas for Courses, Communities, Billing, Files, and Account Settings, users can now navigate everything from a single, unified portal.

This update creates a faster, more intuitive experience while giving your clients one central hub to manage their relationship with your business.

What's New

  • Unified navigation across the Client Portal, Courses, Communities, Billing, Shared Files, Affiliates, and Account Settings

  • A redesigned dashboard that gives clients quick access to courses, community activity, invoices, shared files, and recently viewed content

  • Faster page loading and smoother transitions throughout the portal

  • A more consistent branded experience from login to every customer-facing section

  • Improved navigation with less tab switching and a more intuitive user experience

  • A modern foundation that enables future membership and client portal enhancements

The new Client Portal provides a cleaner, more connected experience that helps your customers find what they need faster while making your business feel more polished and professional.

How to Enable

Getting started with the new Client Portal only takes a few clicks:

  1. Open your OS sub-account.

  2. Navigate to Client Portal → Dashboard.

  3. Click Enable next to the New Client Portal Experience.

  4. Once enabled, your customers will immediately have access to the new unified Client Portal and updated Communities experience.

Improved

🛍️ Enhanced Product Selling in Forms & Surveys

Selling products directly through Forms and Surveys is now more powerful and user-friendly. The experience has been improved to make it easier for customers to browse products, complete purchases, and submit orders—all without leaving your form.

Whether you're collecting payments, selling digital products, booking services, or accepting event registrations, the updated experience creates a smoother checkout process from start to finish.

What's New

  • Improved product selection experience within Forms and Surveys

  • Cleaner and more intuitive checkout flow for customers

  • Better support for selling multiple products in a single submission

  • Faster and more reliable purchasing experience

  • Enhanced overall usability for product orders and payment forms

These improvements help create a more seamless buying experience, making it easier to convert visitors into customers while reducing friction during the checkout process.

Improved

Earlier updates