Release Notes - Kartra

Improvements

  • [Contacts] We’ve reintroduced the popover for Tags, Sequences, and Lists in the all contacts table based on your feedback, making it easy to view details on hover. (12207)
  • [Campaigns]Color selection is now available for campaign quick starts! Choose from three colors for each template when you start with + Campaign. (12180)
    • Try it! Go to Campaigns > My campaigns and click + Campaign to launch the quick start.
      Select a color for your campaign template
  • [Sequences] After creating a new sequence, you’ll now go directly to the builder, allowing you to dive in without extra clicks. (12213)
  • [Memberships] Updated the third membership template (full sidebar menu) so that subcategories now nest within the sidebar rather than appearing in a popover, improving mobile behavior. (10583)

General improvements: We made many small updates across the interface, including corrected section names, refreshed button styles, and adjusted padding and alignment for a cleaner look.

Fixes

  • Creating team members with a new role now saves permissions correctly. We fixed an issue where creating a new role in the team member setup would sometimes discard the role, assigning “owner” instead. (12432)
    • Check your team’s roles: Go to Profile > Team Members to review team member roles. If any team members were incorrectly set as owners, please reach out to Kartra support for assistance.
  • If you use Square for payment processing, your customers can now update their credit card directly in your billing portal, keeping payments up to date without extra support! We resolved an issue that prevented the credit card update window from loading for Square subscriptions. (12335)
  • Configuring basic automation actions for tags, lists, and sequences now work reliably for calendars and helpdesks. Previously, these settings would be lost for some users when the setup was closed. (12373)
  • Broadcast cloning now retains all original settings. We fixed an issue where automations were excluded in the cloned broadcast. (12369)
  • Broadcast previews in analytics now function reliably. We fixed issues that could prevent previews from opening or cause them to stay open. (12427, 12426)
  • Creating new SMS messages is no longer blocked, even if the default gateway integration has been deleted. If the default gateway is removed, the next available integration will automatically be selected. (12109)
  • Snapshot analytics in the products dashboard now display the correct currency. We fixed an issue that caused USD to show as the default instead of the account currency. (12296)
  • Pre-filled URLs in email notification templates are now up-to-date, ensuring links direct users to the correct Kartra sections. (12241)
  • Survey phone code field now displays as expected, without “undefined” showing in the dropdown. (12238)
  • Video analytics tables now refresh properly when filters are applied, ensuring accurate insights on demand. (12158)
  • The Contact Import's list export now works as expected. We fixed an issue where filtering the list resulted in empty CSV files. (11933)
  • In Sequence analytics “in detail” view, popovers now display actual analytics data instead of database variables, providing clearer insights. (11477)