Optakit

Advanced technical users can now query and fully customize data sources by writing their own SQL directly in Optakit. Shape data exactly the way your team needs it — no workarounds, no waiting on engineering.

Available within Query Data and as a Source Type, Custom SQL unlocks flexibility for advanced use cases while keeping everything secure and auditable.

• Write and save custom SQL queries as reusable sources
• AI-assisted query drafting to help you get started faster
• Built-in processing limits and additional security safeguards
• Full activity logging so every change is tracked

We've migrated the Dashboard to run on backend calls, which means quicker load times, more consistent data, and a smoother experience across the board.

You shouldn't notice anything different day-to-day — except that everything just feels a little snappier.

Teams running programs across multiple Scale to Win accounts can now connect all of them to Optakit at the same time. Pull data from every account into one place without juggling logins or losing context between programs.

Albie Analysis now includes a dedicated Show Groups component, so you can view group breakdowns without leaving the analysis view.

Why it matters: keeping group context alongside your analysis eliminates extra clicks and helps you spot patterns across segments faster.

Switchboard sources — including email messages, SMS messages, and webhooks — have been updated with clearer labeling, including a new 'processing intensive' indicator for heavier sources.

Why it matters: knowing which sources take longer to process helps you plan syncs and set expectations, so nothing feels stuck or unexpected.

We've tightened up several data source and pipeline integrations so your connections behave more predictably from setup through ingestion.

• Data Transfer Service (DTS) backfills and pipeline processing controls now run more consistently across tenants.
• Scale to Win source setup requests have been polished for a smoother onboarding experience.
• Yahoo report ingestion is more resilient, with fixes to legacy product key handling and the generic webhook receiver.
• Updated documentation for pipelines and the backend API to reflect these changes.

Why it matters: Fewer failed setups and retries means your data lands where it should the first time, saving your team hours of debugging.

Albie's analysis engine now applies stricter validation on filters and SQL inputs, including tighter handling of boolean values.

Why it matters: Fewer ambiguous or malformed queries slip through, which means fewer surprising results and more trustworthy answers when your team asks Albie for insights.

Widget updates now use document-level locking to prevent conflicting overwrites when multiple users attempt to update the same widget at once.

That translates to fewer corrupted states and lost updates, so dashboards stay consistent even under heavy refresh activity.

Campaign Deputy backfills now handle edge cases more gracefully, reducing failed runs and manual retries when pulling historical data.

You get more complete campaign history with fewer interruptions, so downstream reports stay accurate without operator intervention.

Bring your Google Analytics 4 data directly into Optakit and blend it with the rest of your marketing and business data — no more juggling exports or building custom pipelines.

Unlock a unified view of audiences, demographics, e-commerce activity, and traffic behavior alongside your other sources, so reporting and analysis happen in one place.

• Pre-built models for audiences, demographic details, and e-commerce purchases
• Automatic ingestion into your existing warehouse
• Ready to use across dashboards, queries, and published tools

Published tools now expose clear schemas for projections, query data, and list tracking, making it easier for developers and downstream consumers to understand exactly what data shape to expect.

This means faster integrations, fewer guessing games in the API, and more confidence when building on top of Optakit tools.

We've hardened how tenant service accounts are provisioned in BigQuery, adding stricter roles and additional safeguards around dataset creation and list tracking temp tables.

The result is stronger separation between tenant data and less risk of cross-environment leakage — security improvements that happen quietly in the background.

We've rolled out a broad set of security improvements across deployment workflows, cloud functions, and hosting configurations to further harden the Optakit Platform.

Why it matters: Stronger safeguards mean your data and workflows stay protected without any action needed on your end — you get a more resilient platform by default.

The app now remembers where you left off — your filters, views, and in-progress work are preserved between sessions.

No more re-configuring the same views every morning. Pick up exactly where you stopped and save yourself the setup time.

You can now track how phone numbers move across your lists over time, giving you a clearer picture of list health and audience engagement.

This helps you spot list decay, measure growth, and make smarter decisions about which segments to invest in — without piecing together data manually.

NOTE: For complete accuracy on list rentals, Optakit still recommends tracking on donation segments (such as Refcode or Fundraising Page). Mobile Number lists should only be used in cases where segments are not available. 

We're rolling out a security enhancement: each organization will transition to its own dedicated service account. This change won't affect your day-to-day usage -- it simply strengthens the isolation and security of your organization's data. Over the next couple of months, we'll reach out individually to help migrate your sources to the new setup.

NGP email split data now flows into your reporting pipeline, so you can analyze A/B test performance and audience segmentation alongside the rest of your campaign metrics.

See exactly which variants and splits drove results without exporting data or building separate reports.

Stripe checkout is now embedded directly into the signup flow, so new customers can complete payment without leaving the page.

Fewer redirects means less friction at the moment that matters most — expect higher conversion and a more polished first impression.

We've just launched the Albie Analysis Tool — a new AI agent interface that helps you turn raw data into clear answers without spending hours digging through reports or running manual queries. 

Previously, Albie was only available at the dashboard level, limited to exposed dashboard sources. This new tool allows Albie to:

1. Answer holistic questions across all your data sources, individually or combined.
2. Interpret prompts in plain English to synthesize results, surface insights, and run custom SQL queries.
3. Show the calculations and logic behind each result.
4. Suggest relevant questions tailored to your sources, so you always know where to dig deeper.

Work smarter and learn faster with the new Albie Analysis Tool, available to all subscriptions today. 

We've made list tracking smarter and more dependable, so your uploaded data lands where it should without surprises.

• Resolved issues with list tracking queries and uploads to ensure accurate, consistent results
• Published lists are now automatically skipped during tracking syncs, preventing duplicate or stale data
• Improved the file uploader experience for smoother list imports

Why it matters: cleaner data and fewer manual corrections mean you can trust your tracked lists at a glance.

We've fixed issues with the rich text widget so editing text on your dashboards feels reliable and predictable.

• Resolved formatting glitches in the text widget editor
• Improved overall stability and responsiveness while editing
• Removed legacy Edge browser support to keep the editor lean and modern

Why it matters: Building and updating dashboard narratives is now faster and less frustrating with predictable spacing and formatting. 

We've upgraded the underlying AI model powering platform intelligence features, delivering improved accuracy and quality across the board.

Why it matters: smarter suggestions and better outputs from the tools you already use every day — no changes needed on your end.

Publishing lists is now significantly faster and more dependable, with a streamlined upload flow and clearer processing feedback so you always know where your list stands.

Why it matters: less waiting, fewer failed publishes, and more confidence when pushing audiences live to your downstream tools.

• Reworked upload pipeline for improved performance and reliability
• Clearer in-progress processing messages while lists publish
• Tighter permissions handling to keep your data secure

Resolved multiple small bugs -- including:

1. Fixed issue affecting the landing experience to ensure a smoother, more consistent entry point into the platform.
2. Fixed an issue where source caches weren't refreshing correctly after publishing changes, which could cause queries to return stale results.
3. Reconnected ActBlue to the onboarding flow to ensure seamless setup without context switching.

Why it matters: fewer hiccups means a smoother platform experience that doesn't curb your impact. 

Switchboard users can now connect daily charges and daily credits as dedicated source types, bringing transaction-level financial activity directly into your reporting.

Why it matters: get a complete, day-by-day view of your Switchboard financials without manual exports or reconciliation, so your team can spot trends and resolve discrepancies faster.

Date columns and widgets can now be displayed in a clean month-year format ("Mar 14, 2026" instead of 2026-03-14).

Why it matters: Cleaner date formatting makes monthly and quarterly reports easier to scan, and the option is automatically hidden when it doesn't apply to your data — so the interface stays uncluttered.

Stop rebuilding the same filter combinations every time you open a dashboard — you can now save filter sets as a dropdown list and apply them with a single click.

Why it matters: Teams that repeatedly analyze the same slices of data (by region, by team, by time period) can now jump straight to the view they need, saving minutes on every dashboard visit and ensuring everyone looks at data the same way.

• Save any combination of dashboard filters as a named preset
• Manage and update saved filters from a dedicated panel
• Apply per-table filters without double-applying at the source
• Refreshed light mode styling for filter controls

Topline metrics in List Tracking now update dynamically based on the filters you've applied to the table, so the numbers at the top always reflect the data you're actually viewing.

No more mental math to reconcile filtered tables with static totals — what you see is what you get, making reporting and analysis dramatically faster.

• Toplines recalculate automatically as you filter the list table
• Improved caching for faster load times on large lists
• Improved list display reliability

Albie just got a major upgrade, making your AI assistant more accurate, more helpful, and easier to work with across the platform.

These improvements mean less time clarifying questions and more time getting the answers and insights you actually need — so Albie feels less like a tool you have to wrangle and more like a teammate you can rely on.

• Refined agent routing and metric selection for more precise responses
• Improved help and guidance flows so you can find answers faster
• Cleaner widget draft previews when Albie generates dashboard content

Campaign Deputy is now fully integrated with Optakit, automatically pulling in contributions and email performance data alongside the rest of your tools.

Teams using Campaign Deputy can now analyze fundraising and email engagement in the same place as everything else — no exports, no manual stitching, just one unified view of your campaign performance, including:

• Automated ingestion of Campaign Deputy contributions
• Email statistics flowing into your reporting models
• Ready-to-use data models for immediate analysis

We've added a fun way to celebrate your wins along the way! Power users will now find a fresh set of badges to recognize the contributions that keep their workspace thriving.

New achievement badges like Dashboard Dynamo, Fresh Finds, and Helpful Human turn everyday actions into visible milestones that celebrate your team's progress. 

You can now connect and launch external resources right from the Resources page, bringing your third-party tools into the same workflow as the rest of your platform.

No more juggling browser tabs or hunting for links — your team gets one consistent place to access everything they need, cutting context-switching and getting work started faster.

We've rolled out a round of fixes and refinements across billing, landing pages, and help content to keep everything running smoothly.

These updates reduce friction in everyday workflows so you can spend less time troubleshooting and more time getting work done.

• Improved reliability of billing-related workflows
• Refined landing page subdomain handling for more predictable behavior
• Updated in-app help content for clearer guidance

You can now publish tool outputs as tables that other workflows and dashboards can pull from directly, turning one-off analyses into reusable data sources across your organization.

Why it matters: stop rebuilding the same logic in multiple places. Publish once, reference everywhere — keeping reporting consistent and saving hours of duplicated setup work.

Teams on supported Solo plans can now connect multiple Google Sheets and ActBlue sources at once, instead of being limited to a single connection per integration.

Solo organizations using multiple sheets or more than one ActBlue account can finally bring all their data into one place without workarounds.

Pull email blast and text blast data from Solidarity Tech directly into Optakit with a native integration — no manual exports required.

Why it matters: get your messaging performance flowing into the same dashboards as the rest of your organizing data, so you can measure cross-channel impact in one view.

Pipelines can now send notifications when something needs your attention, giving teams real-time awareness of data flow issues instead of finding out after a dashboard breaks.

Why it matters: faster awareness means faster fixes. No more discovering a stalled sync the morning of a board meeting.

Dashboards in the sidebar can now be reordered so the ones you use most live at the top, exactly where you expect them.

Why it matters: a sidebar that matches how your team actually works cuts down on hunt-and-click time every single day.

Outstanding invitations are now visible from the workspace, so admins can quickly see who's been invited but hasn't accepted, and follow up or revoke as needed.

Cleaning up or reorganizing a dashboard used to take dozens of clicks. Now, you can delete, clone, or save multiple dashboard widgets at once instead of repeating the same action one-by-one.

Mass actions turn it into a single decision, saving real time for anyone who maintains large dashboards.

A new "What's New" button is now available on the homepage, giving you quick access to the latest product updates and improvements.

Spend less time hunting through changelogs and more time taking advantage of new capabilities the moment they ship! 🚀

Dashboards now support custom titles, making it easier to organize and find the views that matter most to your team!

No more guessing which dashboard is which — give each one a clear name so collaborators can jump straight to the right place.

The Settings area has been restructured into clearer sections — Brand, Features, and Security — so you can find and adjust configurations in seconds.

Less clicking around, more time spent on the work that matters. Command search has also been updated to reflect the new layout.

You can now set the tracking frequency for individual lists, giving you direct control over how often each list is refreshed in your pipeline.

Tune high-priority lists for near-real-time updates and dial back the rest — saving processing time and reducing noise on lists that don't change often. 

A new 'Google Ads Daily Campaigns' data source is now available in the data pipeline, giving you access to daily campaign-level performance data directly within your reporting and analytics workflows.

This addition means you can analyze Google Ads campaign trends over time without leaving the platform — enabling faster, more informed decisions about your ad spend. 📊

We've added additional mock data sources, giving you more options to explore and test dashboards without needing to connect a live data source.

Whether you're onboarding a new team member, prototyping a dashboard layout, or just experimenting with different widget configurations, the expanded mock sources let you get started faster and iterate without risk. 🚀

Optakit now actively monitors your data usage and alerts you when you're approaching your plan's limits, so you're never caught off guard by unexpected overages.

Proactive usage checks mean you can take action — like upgrading or cleaning up old data — before hitting a hard limit that disrupts your workflows. 📊

Every data source is now available on every plan — no add-ons required.

We've simplified our pricing to be usage-based, so what you pay reflects how much you analyze, not which sources you connect. Meta Ads, Google Ads, Scale2Win, and all other sources are fully unlocked across all tiers.

Plans are now defined by analysis limits, making it easier to pick the right tier and know exactly what you're getting.

Timestamps across your sources now consistently reflect the correct timezone tied to your umbrella organization, standardizing the dates and times you see in your tables and reports. 🕐