Setting up content for every activity can take time. 

To make things easier, we’re introducing two new features: Coaching Plan Templates and Default Content in Elevate Activities. 

Both features help you get a head start with pre-made templates, so you can dive straight into your coaching without starting from scratch.

💡 Use cases:

• Coaching Plan Templates: Lets you use ready-made templates for tasks and journals, speeding up the setup of your coaching plans.
• Default Content in Elevate Activities: Provides a pre-filled setup for each activity, saving you time on creating repetitive content.

What this means for you❓

• Quick Start: Both features give you a head start with pre-filled content, so you can jump into coaching right away.
• Flexibility to Customize: You can still adjust the content to fit your needs.

These updates are designed to make your coaching process smoother and save you time.

Admins now have more control over what Activity Types are available for specific activities. 

This means admins can choose to show only the relevant activity types (e.g., only show "Email" options when creating an email activity).

What this means for you❓

• Choose What You See: Select which score types (overall, category, or individual question scores) you want to display for clearer results.
• Better Insights: Tailor your list views to make it easier to analyze data and make decisions faster.

These new options help you get to the important details quicker, so you can make better decisions.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’ve added the option to customize which data points appear in your Scorecards. Now you can see key information, like overall scores, category scores, and individual question scores, directly in your workflow.

💡What's new

• Choose What You See: Select which score types (overall, category, or individual question scores) you want to display for clearer results.
• Better Insights: Tailor your list views to make it easier to analyze data and make decisions faster.

These new options help you get to the important details quicker, so you can make better decisions.

Other Improvements

Content Hub – New Cover Image Feature for Content Rooms

You can now add a customizable cover image and description to your Content Rooms. This small update makes your Content Rooms more personalized and easier to navigate, improving the overall user experience.

Permission Settings for Coaching Plans

We’re adding permission settings for Coaching Plans, so you can control who can view, edit, or create them. Admins can ensure that only authorized users can access sensitive coaching information, keeping things more secure.

Dashboards – Archive Option for Dashboards

We’ve added an archive option for dashboards. If you don’t need a dashboard for a while, you can now archive it instead of deleting it. When you need it again, you can easily unarchive it and restore it to your active dashboard list.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

Looking to make your content more visually appealing? We’re excited to announce that we’re adding thumbnail images for the Content Hub and Elevate, making it easier for you to enhance your projects.

Thumbnails in Content Hub

This update means you’ll have access to a selection of professional-looking thumbnails to choose from, so you can improve the visual presentation of your content without the hassle of designing your own images. You can choose from various options, including color combinations, abstract patterns, or example images. Of course, you can still upload your own thumbnails!

💡 What this means for you

Eye-Catching Presentation: You’ll be able to make your content look great with minimal effort, giving you quick access to visually appealing images.

Time Savings: By offering ready-made thumbnails, we aim to simplify your content creation process, allowing you to focus more on your messaging and less on design.

Other smaller updates

• Maximize Support in Edit Mode: You can now maximize Appointments, Notes, Tasks, Calls, and Elevate activities, making it easier to work with detailed information.
  
• Product Dialog Enhancements: You can now maximize and minimize the Product dialog, which helps you manage larger product lists more effectively.
  
• User Access Visibility: The User box now displays which products each user has access to, giving you clearer insight into access rights.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

Are you juggling different types of support tickets? We’ve got you covered!

With our latest update, you can now set up separate support email addresses for different ticket processes, making your communication clearer and more organized.

Support Emails

This new feature allows you to assign unique email addresses based on the type of ticket you’re handling. Whether it’s a quality control issue or supplier correspondence, each response can now come from the right email.

💡 What this means for you

Improved Clarity: By having separate email addresses, it will be easier for everyone to know where responses are coming from, helping to keep communication organized.

Better Organization: Streamlining your ticket responses will improve how you manage various ticket processes, making your workflow smoother and more efficient.

Other smaller updates

• Preview Dialog Updates: You can now change both Stage and Status directly from the Preview dialog, allowing for quicker adjustments.
• User Access Visibility: The User box now displays which products each user has access to, giving you clearer insight into access rights.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

If you're an admin managing settings for your team, you know how essential it is to have quick access to everything you need.

With our latest update, we’ve completely revamped the "Settings" section in System Setup to make it more user-friendly and intuitive.

System Setup

We’ve reorganized the Settings section to help you find and manage your configurations with ease. Whether you’re updating user onboarding or adjusting sales project details, everything is now laid out more clearly.

💡 What this means for you

Quick and Easy Access: By improving navigation, you can quickly find key settings like ticket email configurations, prospect disqualify reasons, and details on sales project outcomes without frustration.

Logical Organization: Key configurations—like account owner and billing contact information—are now grouped more logically, making it simpler to manage everything in one place.

A Smoother Experience: We aim to create a more seamless experience for admins, allowing you to focus on what really matters—supporting your team and driving results.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’re making Membrain Forms even more powerful! 

You now have more control over multi-select fields with new options to add, remove, or set values—no more accidentally overwriting important data! We’ve also added advanced automation features and project creation options, so your forms work harder for you.

💡 Use cases:

• No more data risks: You can safely add or remove values without worrying about overwriting existing information.
• Automate like never before: Automatically enroll contacts or companies in automations right from form submissions, saving you time.
• Advanced project creation: Set conditions for creating projects from forms to ensure they’re triggered only when needed.

This update gives you the flexibility to manage your data with confidence and streamline your workflows.

Other smaller updates

• Create Contact & Company - Opt-in Enrichment
  We’ve updated the enrichment process so that no data is pre-filled automatically. Users now have the option to add only the information they need during contact or company creation, giving you more control and making it easier to enter the right details, without any extra hassle. (Desktop only)

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’re really excited to share that Elevate has a brand-new analytics view! 

This enhancement is all about giving you a clearer picture of your team’s coaching activities. You’ll be able to see who’s getting coaching, what skills we’re focusing on, and what challenges the team is facing.

💡 Use cases:

• Track Coaching Progress: Easily see who’s receiving coaching and how it’s helping them grow.
• Spot Skills and Challenges: Get insights into which skills need a little extra attention and what hurdles your team might be encountering.

This new analytics experience is designed to help you make better, data-driven decisions, so you can coach your team more effectively and support their development.

In this updated view, users can now access a spider graph that averages key metrics over selected individuals, giving a clear snapshot of team performance. 

Combined with advanced top-level filters for people and periods, this creates a versatile analytics tool.

The focus here is not just on presenting data but on making it easier to understand coaching efforts, identify skill gaps, and uncover team challenges—all in one cohesive view. This is a major leap forward in streamlining how Elevate users can track and optimize their coaching processes.

We’re making it easier to navigate Membrain with our new pinning/unpinning functionality! 

You can now pin your most-used items to the top of the side menu, making them quicker and easier to access. Plus, your Pinned/Favorite Views are now just a click away, giving you more control over how you move through the platform.

💡 Use cases:

• Pin what matters: Customize your side menu by pinning your favorite tools for faster access.
• Instant access to views: Your favorite views are now simpler to find and open, saving you time every day.

This update is all about making Membrain navigation more efficient, helping you stay focused on what’s important.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’ve enhanced the preview dialogs for prospects, sales projects, account growth projects, and more. 

These updates follow the style we introduced for contact and company previews, offering an improved look and feel.

💡 Use cases:

• The new preview dialogs are easier to read. It is also customizable by process, ensuring that key information can be accessed and updated quickly.
• You can now customize previews by process, ensuring the right information is clearly organized based on its relevance.

Other smaller updates

• "Value of Open Account Growth Projects" goal moved to Outcome.
• Improved and streamlined Role Assessments flow.
• New filters for "Last Process Progress Date" to help focus on projects with or without progress during a specific timeframe.