Enhancements

Enhancement: Improvements to bulk text messaging

What’s New?
We’ve improved the bulk texting process by adding a visual progress bar, and made optimizations to how messages are batched when sending bulk texts. This allows for smoother processing, reduces backend load, and improves visibility into sending progress.

How It Works:

• The system first compiles the list of customers you are sending the text to.
• These customers are then divided into batches of 500.
• Messages are sent one batch at a time, ensuring better performance and tracking.
• A progress bar now clearly displays the sending status for each batch.

Enhancement: New Merge Tags Current Month & Current Year

What’s New?
We've added two new merge tags! Current Month and Current Year have been added to make your messaging more dynamic and personalized.

How It Works:

• automatically replaces with the current calendar month (e.g., "February").
• automatically replaces with the current calendar year (e.g., "2025").
• These tags can be used in messages, emails, and templates to keep content up to date without manual changes.

Enhancement: Confirmation Before Swapping Subscriptions

What’s New?
To prevent accidental charges, we’ve added a confirmation prompt before a payment is processed when swapping subscription plans. This ensures users have a chance to review their selection before being charged, and users must explicitly approve the change before the charge is processed.

Where This Applies:

• Pricing page when creating a Copilot account
• Subscription upgrade page
• Account expired page

Bug Fixes

Issue: Sequence Automation action for "Create and Assign To-Do" was not working when using Sequence Automation triggers "Customer Added a Credit Card" or "Customer Added Bank Account".

Resolution: Fixed the trigger detection so that Sequence Automation now correctly executes the action when these payment methods are added from the business end.

Issue: Copilot's 1% application processing fee for Solo and Starter tiers was not appearing on invoices, causing invoices to display an incorrect total processing fee.

Resolution: Updated invoices to ensure the 1% application fee is correctly included in the processing fee calculation and displayed on invoices moving forward.