Email steps in workflows, field-change triggers, and role-scoped settings
Send email from a workflow, trigger one when a field changes, give a role partial access to settings, and embed milestones and social quests as widgets.
01 ·Send email from a custom workflow
Custom workflows can now send email. A Send Email node lets a broker pick an email category and template, map the template's variables to data from the workflow, and preview the rendered result inside the node. A companion node sends to a whole list of members at once, taking an array of users and mailing each one, with the preview rendered from the first.
Email is how most of a loyalty program actually reaches a trader. Putting it inside the workflow builder means a broker can react to an event and email the right members in the same automation, rather than wiring it up in a separate tool.
02 ·Trigger a workflow when a field changes
A workflow can now start from a change to a custom field. When a field's value changes, any workflow watching it fires, and the engine checks the last-updated time so the same value written again does not trigger it twice.
03 ·Give a role partial access to settings
Roles can now be granted access to specific settings tabs rather than all or nothing. A broker can build a role that reaches only the tabs it needs, for example just the social accounts tab, and as new settings tabs are added they appear automatically as options in the role editor.
A broker's team is rarely one person with the keys to everything. Scoping a role to the tabs it actually uses lets a broker hand out the admin work without handing over the whole settings panel.
04 ·Embed milestones and social quests as widgets
Two more parts of the platform can now be embedded as authenticated widgets. The milestones page is available as a widget, and a social quest widget can be embedded per social platform (Instagram, Facebook, LinkedIn, X, YouTube), with its own embed code for each connected account where a platform supports more than one.
The calendar date-range picker moved to a two-click model: one click sets the start, the next sets the end, and clicking the same date again clears it. This applies everywhere the shared calendar is used.
15 AugThe Tiers and Levels toggle now reflects the disabled state correctly after XP and rewards are turned off.
15 AugThe chat input box no longer appears distorted after returning to a channel from DMs, quests, or the leaderboard.
15 AugThe role-changes CSV export now returns all members with role changes, not only those already loaded in the list.
15 AugThe CSV download for API logs works again after a redesign had broken it.
15 AugIn the account-recovery dialog, pressing Tab from the first field now advances focus to the next field as expected.
15 AugEmbedded widgets now pass a community identifier to the host page's listener script, so widget events tie back to the right community.
15 Aug