A new behind-the-scenes audit system now continuously validates the platform's data schemas and deployment readiness before changes go live.

Why it matters: This catches configuration and data issues earlier, meaning fewer surprises, more reliable deployments, and a more stable experience for you and your team.

• Automated schema auditing to detect drift and inconsistencies
• Deployment readiness checks integrated into our release pipeline
• Clearer distinction between published and working list tables for easier tracking

We've resolved issues with list publishing to ensure your published lists are consistently accurate and reflect the latest data.

Why it matters: You can now trust that when you publish a list, the results downstream will match exactly what you intended—no more troubleshooting mismatches between draft and published versions.

You can now download the results of any widget directly as a CSV file from the dashboard.

No more copy-pasting or manual exports — pull widget data straight into Excel, Sheets, or your analysis tool of choice in seconds.

Sources are now filtered by your active group, so you only see what's relevant to the context you're working in.

Less clutter, faster selection, and fewer chances of picking the wrong source when building queries or dashboards.

The new Daily Report History Viewer lets you browse past daily reports directly from the dashboard, giving you instant access to historical snapshots up to 90 days ago without digging through email or archives.

Spot trends, revisit past performance, and answer "what did that number look like last week?" in seconds.

Bring your dashboards to life with the new Video Widget. Embed videos directly alongside your data to add context, walkthroughs, or announcements without sending users elsewhere.

Keep training clips, campaign explainers, and stakeholder updates right where your team is already working — no more juggling tabs or hunting for links.

The ActionKit source integration now includes from-line data, giving you deeper visibility into email sender details when configuring pipelines.

Better sender-level reporting means clearer attribution and more accurate performance analysis across your ActionKit campaigns.

You can now connect social media platforms, such as Instagram, X, YouTube, and TikTok as a data source and pull performance metrics directly into your Optakit dashboards alongside the rest of your marketing data.

This removes the need to jump between platforms to piece together campaign results — your social performance lives next to everything else you measure, so cross-channel reporting takes minutes instead of hours.

• New Social Media source type with X (Twitter), Meta (Instagram, FB), YouTube, and TikTok support
• Streamlined pipeline for pulling and refreshing social data
• Transparent usage tracking and pricing for social sources

Dashboards now load faster and refresh more reliably thanks to bundle optimizations, improved caching, pre-fetching, and a new fallback loader that keeps the app responsive even on slow connections.

Less waiting, fewer stalled screens, and more time actually looking at your data. These improvements compound across every session — especially for teams checking dashboards throughout the day.

• Reduced bundle size for quicker initial page loads
• Improved caching and pre-fetching strategy
• New fallback loader for a smoother startup experience
• Scheduled widget refresh reliability improvements

List Tracking now supports matching contacts using First Name, Last Name, and ZIP code — giving you a reliable way to track audiences when email or phone identifiers aren't available.

This means more of your uploaded lists will match successfully, so you get a fuller picture of audience overlap and campaign performance without losing records to missing identifiers.

• New First/Last/ZIP matching logic for uploaded lists
• Added an Uploaded Timestamp column with initial sort in the visualization
• Improved audit script for cleaner tracking data

You can now apply filters directly within the widget viewer to drill into the exact data you need without leaving your dashboard.

Spend less time hunting through reports and more time answering questions — filter, compare, and explore metrics in seconds.

AI-powered features are now folded into your Analysis Limits, giving you full visibility into how your team is using Albie and other AI tools across the platform.

This means no more surprises at renewal time — you can plan capacity, monitor consumption, and make informed decisions about scaling your AI usage with confidence.

Switchboard sources now refresh on a configurable cache cadence, ensuring the data feeding your workflows and dashboards stays up to date automatically.

Fewer stale reports and manual refreshes mean your team can trust the numbers they're seeing and act on them faster.

We've resolved an issue that was affecting widget groups in the dashboard and service account setup screens, ensuring they now load and behave consistently every time.

This means fewer interruptions when adding templates or configuring service accounts, so your team can move through setup workflows without hitting unexpected snags.

The new Settings Activity Dashboard gives admins a visual breakdown of who's doing what across the platform, with a doughnut chart summary and an "Other" grouping for less frequent actions.

Why it matters: quickly spot adoption gaps, identify power users, and understand how your team is actually using Optakit — no more guessing where to focus training or license investments.

Data Kitchen is a new data transformation layer that turns raw provider data into analytics-ready datasets using reusable "recipes". Combine tables, standardize schemas across providers, or blend two systems into one — like unifying Meta, Google, and GA4 into a single ad performance source, or joining ActBlue with your CRM to see donation data alongside supporter stats.

Why it matters: instead of writing custom SQL for data source, your team can now standardize how data is combined, joined, and mapped — cutting hours of prep work and reducing the risk of inconsistent metrics across dashboards.

Saved filters now let you pick any column to filter on — like Donor State or Refcode or Fundraising Team — and leave the values blank. The filter will automatically pull every distinct value from that column into a ready-made dropdown, so you don't have to type out each option by hand.

Why it matters: setting up a new filter used to mean knowing every value in advance. Now you just point the filter at a column, and it builds the option list for you — accurate to your actual data, and instantly ready to use on the dashboard.

• Change filter values without leaving the dashboard
• Cached results for faster response times
• Shared state across dashboard widgets

You can now write custom SQL directly against any of your sources — no more exporting data or bouncing between external tools to prototype a query. Preview results instantly, and when you're not sure how to write the SQL yourself, ask Albie to draft it or adjust your existing query in plain English.

Why it matters: this puts ad hoc analysis and one-off data pulls in reach for anyone, not just SQL-fluent analysts. Albie handles the syntax, so your team spends less time debugging queries and more time getting answers.

Optakit has been upgraded to Nuxt 4, bringing improved performance, better stability, and a stronger foundation for upcoming features.

Why it matters: pages load faster and behave more predictably, which means less waiting and fewer surprises when you're deep in analysis.

We've added dedicated health check endpoints and uptime monitoring across the platform so issues are detected the moment they occur.

Why it matters: faster detection means faster resolution. Your team gets a more reliable experience and clearer visibility into system status when things do go wrong.

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.

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.

Tier 3 and Enterprise clients can now create their own custom database across all their sources. Start pulling data and insights directly from all your sources combined, or only select the tables that are relevant to you.

With improved validation and flexible configuration, creating a custom database is faster and more powerful than ever.

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

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.

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.

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.

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.

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

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.

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.

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'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 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 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.

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

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.

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.

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.

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

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

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