Platform updates

The “Action” element → “Change access time limits” now lets you extend your course access by up to 730 days instead of the previous 180. So if you want to automatically grant your student another year of access, you no longer need to create complex flows with repeated elements.

Use the “Cancel recurring payment” action in the “Action” element to choose the CRM product for which your chatbot should automatically cancel subscriptions. For instance, this can happen when a customer clicks a button in a message or sends a keyword in chat. After that, the “Subscription canceled” label will appear above the contact name in the CRM system → “Payments” → “Subscribers.”

In your chatbot settings, you can turn on automated saving of files received from subscribers in the corresponding chatbot folder in File storage. This will allow you to keep important documents, confirmations, media files, and other attachments safe and accessible whenever needed.

In pipeline settings → “Expenses,” you can edit or deactivate default expense types and add custom ones. After that, you can select the required expense type from a list directly in the deal card. This helps you enhance reporting accuracy and streamline expense analysis.

Connect Rozetka to SendPulse’s CRM system to sync your product catalog, streamline order processing, and manage sales from a single workspace. Your CRM products can be automatically transferred to the marketplace, and new orders will create deals in the selected pipeline with customer details, purchased items, and the total order amount.

Your CRM product's weight and dimensions now sync automatically to its card and page on your website. This automatically keeps product information accurate and up to date, helping customers make more informed purchasing decisions.

Select up to 30 mailing lists for a single email campaign and engage a larger audience. For very large recipient lists, the system will notify you that campaign processing and delivery may take longer than usual.

You can now tailor standard website blocks for tablet layouts and preview them before publishing. This will help you enhance your website usability and deliver a smoother browsing experience on medium-sized screens.

Variables associated with course events, like student enrollments, payments, or unlocking new lessons, are automatically transferred to Automation when a flow is triggered. You can use them in messages and the “Filter” element to create more personalized student experiences.

If a student forgot to download their certificate or couldn't do it on their own, you can quickly send them the document. To do this, go to the student card → the “Courses” tab, and download any issued certificate.

To launch chatbot flow faster and scale TikTok communication, use templates tailored to different business fields and goals. You can select a template when creating a trigger or in the dedicated section in the chatbot builder.

Now not only new but also existing students can enroll in your courses using the “Login” widget embedded on your website. Their email address is added to the form automatically, so they can confirm enrollment and complete payment in just a few clicks. This reduces friction and helps them start learning sooner.

You can now enroll students in paid courses and accept payments through the “Login” widget on your course website. To do this, simply select the required course and pricing plan in the widget settings. This will help you enhance your course website and streamline the purchase process for students.

The “One deal per payment link” option is enabled by default in every pipeline’s general settings. It records all visits through the same payment link under a single deal, helping you avoid duplicates and maintain accurate analytics. If needed, you can turn it off to create a new deal for every payment attempt, as before.

The “Condition” element checks whether a payment was received through a payment link or manually confirmed by your team member within a selected timeframe to branch your flow accordingly. For instance, you can automatically send a receipt if a customer paid within 24 hours or follow up with a reminder if they haven’t paid yet.

In chatbot message settings, you can now select which CRM pipeline should store deals automatically created after payment for CRM products. This helps you keep your sales organized and ensure paid orders reach your team without delay.

In your course settings, give students on specific pricing plans the option to extend their access for a selected timeframe for free or for an additional fee. This will help you profit from additional learning time and drive repeat sales. After their access expires, they can renew it using the “Continue access” button in their student accounts.

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.

Use NovaPay to accept payments on your websites, online courses, through 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.