We ship improvements continuously. This page collects the changes you’ll
notice, grouped by date. For help with any feature mentioned here, browse the
guides in the sidebar or contact support@liftify.com.
One filter bar across the portal, notifications scoped to whose work it is, fuller survey alerts, per-campaign email buttons
One filter bar across the portal. Tasks, Reviews, Contacts, Survey
responses, Jobs, Locations, QR codes, the Inbox, and the Users and Employees
lists in Settings now share the same filter bar. The filters you reach for most
sit in front as pills — Status, Location and Owner on Tasks,
Location and Assigned to on the Inbox — and the rest fold into a
Filters panel you can search with Find a filter. Your own custom fields
sit in that panel too, and show as ordinary pills once applied. Display choices
like Timeframe sit on the same bar, Save view keeps whatever you have
set, and one control clears everything the bar owns. The Inbox keeps its
Open, Closed and All switch, with its live counts, beside the bar.Several filtering annoyances went with the move. An applied custom date range
now shows as a pill you can see and remove. Custom date ranges stay in your own
time zone. A saved view on Locations keeps its location, campaign and date-range
filters instead of dropping them when you reopen it. A custom-field filter shows
your own option labels in its picker. And a filter set to is not now also
matches records where that field was never filled in — those used to disappear
from the results without a word.Say whose work a notification is about. A notification rule for a new review
or survey response now carries Whose work: All jobs, My jobs, or a
named employee under A specific employee’s jobs. The choice narrows the rule
alongside its existing filters rather than replacing them, and All jobs stays
the default. A narrowed rule waits until the feedback is credited to someone, so
it can land a little after the review itself, and it notifies you once per review
no matter how often credit is recalculated. My jobs needs the rule’s owner
linked to an employee record, which an admin can do in Settings → Employees.Three related changes: a notification rule that arrives with an invited user
stays switched off until they accept the invite, the notifications tile on your
dashboard now opens your own rules page, and a digest no longer offers sources
without a location to someone whose access is limited to particular locations.Survey response alerts show the whole answer. The instant alert used to list
the first two answers and cut each one short, which is how the written comment
you actually needed went missing. It now lists every question that was answered,
in survey order, in full, with line breaks kept. The email also carries the
customer, the job, the team and the site it came from — including any custom
fields you have filled in — and an unnamed job links through as View job.Your own button text and colors per campaign. The Basic Info step of a
review or survey campaign now has an Email Button section with Button
Text, Button Background Color and Button Text Color. Leave a field
blank and it falls back to the default text and your account’s branding colors.
Preview and test sends render the button the way the campaign will. The default
review button text is now Review Us Now for every account.A logo per survey. With the logo turned on, the builder’s settings panel
offers a Logo source: Location logo, which is what every survey has been
doing and stays the default, or Custom logo uploaded for that one survey.
Uploads take PNG, JPEG and WEBP files up to 2 MB, a refused file tells you why,
and Remove logo takes it back off. Replacing the image is live for
respondents straight away; switching the source rides Save Draft and
Publish like the rest of the panel. A survey set to Custom logo with
nothing uploaded shows exactly what it showed before.A roomier Inbox reply box. The composer now starts one line tall for both
email and text, grows as you write, and stops at eight lines and scrolls so the
toolbar and Send stay where you can reach them. On email, Subject and
From sit beside the channel selector instead of taking rows of their own, and
the channel menu opens upward without being clipped. The customer details panel
starts collapsed, though a choice you have saved still wins. An unread
conversation now offers Mark as read in its actions menu — previously the
menu only ever offered Mark as unread. And an assignment rule’s Source
now offers SMS, Email and Web Chat, dropping Reviews and Surveys,
which never routed a conversation.Texting changes worth knowing about. New contacts now arrive opted in to text
messages whichever way they reach you — your field software, an integration feed,
a survey or the contact form in the portal — matching what the API, Zapier and
CSV import already did. Existing contacts are untouched, and the magic-link form
keeps its unticked consent box. Texts that stopped going out under the stricter
consent default have been restored to their campaigns.The text auto-reply now sends once when a customer starts texting in and then
holds for 24 hours, so a burst of messages gets one reply rather than one each,
and nothing further goes out after someone on your team has answered from the
Inbox. Its default wording went back to saying the number is not monitored.
Accounts that text only from a shared number now see that standard wording
read-only, because wording saved against a shared number was never actually
sent; accounts with numbers of their own keep editing theirs. A customer whose
carrier blocks your messages is now unsubscribed rather than retried.History from your previous platform. Where your conversations have been
brought over, a thread now carries a collapsed Earlier messages block above
the live conversation, and the contact gains an Archived messages tab with a
count. Those messages are read-only.Tasks. When more than 500 tasks match your filters, you can now select the
first 500 — the banner says so, and they are the first 500 in the order you are
looking at. Before, selecting everything that matched simply vanished as an
option above that size. Task creation rules now also respect the location access
of the person they assign to.Campaigns. A survey campaign now gets a default exit rule, so it finishes
when the customer has answered rather than sitting in progress. Exiting a
campaign now cancels the messages still queued for that contact in every case —
a review match, a completed survey and a category or location unsubscribe used
to leave sends on the record that were never going to happen. Entry conditions on
job fields now evaluate when a customer arrives from an integration, and
conditions gained includes any of and includes none of for fields that
hold a list of values. Renaming a campaign on Basic Info now retitles every
step of the wizard instead of leaving the old name — most visibly the (Copy)
on something you just duplicated.Reviews. The banner on a flagged review now reads Potential Google Content
Violation - Please do NOT respond as we submit for removal, because a reply
from the business lowers the chance Google takes the review down. Angi and
HomeAdvisor can now both be connected for the same business, and an Angi
connection is checked while you save it rather than in the background. Saving a
location no longer quietly switches off AI auto-posting on a recently connected
Google location.More in the API. A job now lists the employees assigned to it. A review can
expand the job it was matched to and the employees credited on it. A survey
response now identifies the job whose enrollment sent it, and can expand that job
in full.Fixes. The Got it button on the cookie banner is visible in the portal
again — it had been rendering as white on white, leaving Opt Out as the only
apparent choice. Every modal in the portal now closes the same way, from its
backdrop and with Escape wherever your cursor is, and selecting text inside one
and releasing past its edge no longer closes it. Surveys brought in from another
platform are labelled External rather than naming the vendor. Renaming a
choice on a survey question keeps the answers already recorded against it. A
part-finished survey response is now dated by its most recent answer. A contact’s
Last Activity now counts imports, edits and campaign enrollments. Magic links
and invites send on the fast queue. Delivery and bounce updates from your email
provider are no longer dropped when they arrive the instant a message is written
as sent. Custom HTML emails can place your logo at any size with the
{{company_logo_src}} merge tag, offered in the Custom HTML editor’s tag picker.
A survey is now limited to one Contact Info block, since only the first one
was ever read.Bulk actions on Tasks, survey headline numbers, a new Inbox status switch
Work through Tasks in bulk. Every task card now carries a checkbox, and a
strip above the list leads with Select all for the page — pick anything and
you are also offered every task that matches your current filters, across all
pages. With tasks selected, a toolbar gives you Mark Resolved (named after
your own resolved status, if you have renamed it), Edit status, Assign to
me, Assign to someone else, Watch and Delete task. Each one asks
you to confirm when more than one task is selected, and deleting always asks.
The same selection works in the Tasks lists inside Reviews and Surveys, and
keeps the view you started from. Selecting everything that matches is capped,
and the notice afterwards tells you how many were left to do a second time. A
task at a location the person you picked cannot reach is skipped and counted
rather than quietly reassigned. Bulk selection appears on larger screens.Closed tasks are reachable again. Filtering Tasks by a status, or by a
status type, now overrides the open-only default — so you can pull up finished
work and save that filter as a view.Headline numbers above your survey responses. The responses list now opens
with Responses, NPS, Promoters, Passives and Detractors for
everything your filters match, not just the page on screen. Where nothing has
been scored, each reads as a dash.Surveys are a table now. The cards have become one row per survey: the name,
an Active or Draft pill, the lead question’s scale and how many
questions it asks, then Responses, Rate, Score and Last sent.
Responses opens that survey’s responses and Rate opens the customers it
went to. Score is the survey’s Net Promoter Score when its responses
answered an NPS question, and the average overall score otherwise. The menu the
card carried — Preview, Edit, Duplicate and Delete — sits at the
end of the row.A cleaner Inbox. Open, Closed and All now sit together on one
switch beside the filters, each carrying its live count, in place of the old
status filter. Above the list you get the number of conversations with the
unread count beneath it. Your own replies show in navy, the conversation you are
reading is marked in green, and Send is the green button.Detail pages have room to breathe. On tasks, contacts, jobs, locations,
campaigns, employees and survey responses, the main column and the details
sidebar are now two separate cards with a gap between them, rather than one card
split by a line. On a task card, only the title opens the task, so the controls
beside it no longer compete for your click.Immediate messages go out sooner. A message set to send immediately is now
sent on its own rather than queueing behind the sweep that picks up scheduled
work, so it still leaves within about a minute on your busiest days.Fixes. The count badge on a left-rail icon sits on the icon’s corner instead
of covering it. The button on a message composer notice is no longer green
against a red card.
A new look, reorganized navigation, Inbox bulk actions, survey card menu
Liftify has a new look. Colors, type and spacing have been refreshed across
the portal. Your pages, buttons and menus are all where you left them — only
the styling changed.Navigation is reorganized. The left rail is now Command Center,
Tasks, Inbox, Locations, Reviews, Surveys and
Customers. Inside each app, the list starts with an Actions group —
Assigned to Me and Open Tasks in Tasks, Assigned to Me and Open
Conversations in Inbox — then reports under Standard Reports and
Performance Reports, then the app’s own feed. Anything you have saved sits
under Saved Views, and Watching and Closed are saved views now
rather than fixed links. Reviews lists Unreplied and All Reviews
alongside Violation Summary; Surveys groups responses under Promoters,
Passives and Detractors, and keeps its NPS Reports and All
Surveys report groups.Settings changed shape too. Everything is grouped under Company, User,
Applications, Integrations and Templates, with Integrations
holding External Systems, Google, Facebook, API Keys and Sync
Activity. External Systems, Aliases and Capture now share one
page with tabs across the top. Exit Settings takes you back out.Work through your Inbox in bulk. Filter the conversation list by
Unread, then use the actions menu to apply Mark all as read, Mark all
as unread or Mark all as closed to every conversation the current view
matches — not just the ones on screen. Closing a long list runs in the
background and lets you know when it has finished.A menu on every survey card. Each survey card now carries Preview,
Edit, Duplicate and Delete in place of the single edit button, and
clicking the card itself opens the builder. Preview walks you through the
published survey without recording a response or counting as a send.
Duplicate copies it into a new draft named “Copy of” the original. A survey
that already has responses stays protected from deletion, and options you do
not have permission to use appear greyed out rather than disappearing.More detail in report and digest emails. Scheduled and on-demand review
reports now carry a rating breakdown below the reviews: how many reviews fell
into each star band, how many were unrated, and the average across the rated
ones. The breakdown covers every review that matched, not just the ones shown
in the email. Survey digests now include your Net Promoter Score beside the
average score, with counts of promoters, passives and detractors — on digests
where the responses answered an NPS question.Create and limit your own API keys. The API Access page now has an
API Clients section where you can create a key, restrict it to particular
Locations, reveal it with Show, copy it, and switch it off when you are
done. Keys cannot be edited after they are created apart from turning them off,
so each one keeps a clean history. If your own account is limited to certain
locations, you will only see and create keys that stay inside them. The API can
also now return a customer’s survey responses, either by filtering survey
responses to a customer or by expanding them on the customer.Easier rules on Tasks. On the Rules tab in Tasks settings, a condition
on a text custom field now offers a searchable list of the values already
recorded on your account, and you can choose several at once — so one rule
covers what used to take one rule per value. You can still type a value nothing
has been recorded against yet, to build a rule ahead of the data. Default
Owner is searchable now too, and a search that matches nothing says No
results instead of showing an empty menu.Job labels read better. A job now leads with the service performed instead
of repeating the customer’s name, and a job at a site named after the customer
shows the street address instead.Texts only go to customers who agreed to them. Campaign steps that send a
text are now skipped for customers who have not given text consent, and text is
no longer offered as a channel when you enroll a customer who has not. A
campaign left with nothing else to send is marked complete rather than sitting
active, so the customer can be enrolled again.Fixes. Duplicating a campaign that already had a copy now works, naming the
new one (Copy 2), (Copy 3) and so on. Saving a contact whose phone
number matches another contact now shows the problem on the field instead of
failing. Phone number fields across the portal share one input that formats as
you type and no longer fights your browser’s autofill. Chat bubbles on your
website chat now size to their own text rather than stretching to the width of
the timestamp beneath them.
Angi reviews, Tasks, surveys in SMS
Angi reviews are here. Connect Angi as a review source, then find and
filter Angi reviews right alongside Google and Facebook. Any reply you have
already posted on Angi comes across with the review.Tickets are now Tasks. Same workflow, clearer name — and Tasks now show up
inside the Reviews and Surveys apps, so you can work follow-ups where they
started. Notification settings gained a Notify me about control so you only
hear about the tasks that are yours.Surveys inside text messages. Customers can now answer surveys embedded
directly in SMS — no link-tapping required.Review protection improvements. Report a policy-violating review straight
from its task, and dismiss individual flagged reviews you’ve decided are fine.Campaign clarity. The campaign detail page now shows each campaign’s entry
and exit rule conditions at a glance.Admin quality of life. Export your Users list to CSV, see each user’s
location access on Settings → Users, and merge duplicate employee records
into one.