Platform updates

In the “Form” widget settings, you can save selected tags to your mailing list. This helps you segment leads more effectively, run personalized flows, and track how well each form performs.

With NovaPay, you can capture payments through your online courses, chatbots, and CRM payment links. To get started, add the merchant ID you receive from NovaPay and enter the public and private keys from your NovaPay account.

Use student tags to show or hide banners in each student’s account and tailor your offers to different audiences. You can, for example, promote an advanced course to students with the “Completed basic course” tag or hide it from those with the “Completed advanced course” tag. Display conditions update as soon as you change them in the academy settings.

To find a relevant submission quickly, go to "Assignment answers" and filter the list by course plan. For instance, you can view extra assignments submitted by students who received them as part of your Pro plan.

When you mark a deal as lost, you can choose a reason and add a comment to give your team more context. The CRM system saves these details and includes them in export files to help you spot drop-off patterns and optimize your sales workflows. In the pipeline settings, go to “Closed deals” to manage default reasons or create custom ones.

In the “Students” tab, learners who are not enrolled in any course have the “No course” status. Use this filter to find them quickly, then enroll them in your course or remove them from your academy to free up your plan limit.

Export files now list costs from each deal in a single cell, calculate their total value, and show the expense count in dedicated columns. This gives you a clearer spreadsheet view and helps you evaluate deal profitability outside the CRM system.

The system now creates dedicated pages for each product automatically and keeps its details in sync. In your store settings, choose which categories to show and set a consistent page style, then manage SEO settings and links in CRM product cards.

Сreate reusable reply templates with variables and insert them into conversations using the “/” command or the button in the message input field. This helps you quickly respond to common requests and keep communication consistent. You can add, edit, and delete saved replies from the list.

When removing a student, you can now select the courses they should be removed from. The system also warns that the student’s progress in those courses will be permanently deleted. This gives you more precise audience management and helps prevent accidental data loss.

Turn on the “Join requests need approval” option for invite links without member limits. Requests can then be approved manually by an admin or automatically by a Telegram chatbot based on specified conditions, like payment status or assigned tags.

In the “Action” element, you can unlink a selected tag from a CRM contact at the selected point in the flow. Automated or manual tag removal can also trigger another automated flow. For instance, after a purchase, you can automatically unlink the “Lead in progress” tag and launch a customer loyalty flow.

You can now quickly transfer your B2B database from another platform into the CRM system to save time and reduce manual work for your team. In the “Contacts” → “Companies” section, click “Import,” upload a CSV file, and map its columns to CRM fields.

Branch your flow based on whether a SendPulse pixel-tracked event occurred on your website within a selected timeframe. For instance, send a registration confirmation if a customer signed up for a webinar within 24 hours or a limited-spots reminder if they haven't.

In your course test settings, you can select how many questions from the list will be shown to every student. Scores will be calculated based only on these questions. On top of that , you can turn on randomized question order to give every student a unique mix of questions, making it much harder to share answers and cheat.

Create Utility templates to send transactional messages, like order confirmations and status updates, to stay connected with your customers outside the 24-hour messaging window. These templates can include images, variable-based text, and buttons. They also must be approved by Meta before you use them in your campaigns.

Create folders to group flows by projects, goals, or any other criteria to find what you need faster. You can move flows between folders and see their location in the general list. And to get you started, there’s already a default “All flows” system folder ready to go.

In the “Action” element, you can unlink a selected tag from a contact in your mailing list at any step of your flow. Removing a tag, either automatically or manually, can also trigger another automated flow. For instance, you can unlink the “trial” tag when a trial period ends and launch a flow offering an upgrade to a paid plan.

Locate any contact quickly across all your chats. Now you can filter your account conversations by chat assignee, user last activity, and subscription date. On top of that, you can narrow down chats for a selected chatbot using tags, flow and campaign history, and other contact parameters.

In the "Button" and "Messaging app" element settings, you can now turn on event transfer to Meta Pixel. This lets you track your pop-up conversions with greater precision and use this data to fine-tune your Meta ad campaigns and get more out of every click.

To set up the event trigger, simply copy the element's class from your page code and paste it into the corresponding condition field. For instance, you can track clicks on a "Select a course" button and prompt visitors to take a quiz to determine their skill level and learning goal.

The exported spreadsheet now brings together student responses to all form questions, except those that required file uploads, into one structured table. Multiple answers to the same question are grouped into a single cell and separated by commas, so you can work through large datasets without any extra sorting or cleanup.

In your pipeline settings → “Automated payments,” you can now specify how long to wait for a payment. If no payment is received within this timeframe, the system will assign a failed payment status to the deal and can trigger an automated flow for that scenario. This helps you follow up with customers on time and recover potentially lost sales.

In the event settings, you can now select a custom scroll percentage instead of the default 50%. This lets you tailor your automated communication based on how deeply visitors engage with your website content. For instance, once a visitor has gone through 70% of your pricing page, step in with an offer to help them pick their perfect plan.

You can now select a custom scroll percentage instead of the default 50% to control exactly when your pop-up is shown. For instance, you can offer a first-consultation discount once a visitor has scrolled through 75% of your webpage and already explored your value proposition and workflow.

Connect your Nova Post business account to the SendPulse CRM system to manage shipments and sales in one space. This will let you create waybills directly in your CRM system or pull in existing ones from the Nova Post app, automatically update deal statuses once a waybill is generated, and view all related shipments in your CRM deal and contact cards.

You can now add comments to your student assignment results to clarify why their answers need revision or what could be done better. Students will see these comments in the assignment chats linked directly to the responses you're referring to. This will keep feedback clear and actionable, cut down on back-and-forth, and help students learn from their mistakes faster.

With the SendPulse app, you can now move deals through your pipeline, manage contacts, create tasks for your team, and tap into other CRM features — all from your mobile device. Download the app from the App Store or Google Play and keep your sales and workflows running smoothly, no matter where you are.

In your CRM deal card → “Payments,” you can now add notes and upload files to payments made through custom methods like bank transfers or cash. For instance, you can note that the payment has been received and upload a receipt screenshot. This will help you track payments more efficiently and keep all essential data on hand.

You no longer need to set a repeat limit for a contact if the interval between messages exceeds 24 hours. This makes it easier to build long-running chatbot flows, like sending payment reminders, recurring notifications, or other updates.