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.
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.
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.
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.
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:
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.
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.
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.
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:
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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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. 📊
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. 🕐
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.
You now have the ability to control widget data updates at the dashboard level, giving you finer-grained control over when and how your widgets refresh.
This means You can now manage refresh behavior for an entire dashboard in one place — reducing unnecessary data processing and giving you more control over performance outcomes.
Meta Ads, Google Ads, and Scale2Win now support per-account data sources.
Previously, these connections pulled all your subaccounts into one combined source. Now you can split them out individually — so each account gets its own source, making it easier to build cleaner reports and more targeted dashboards per client.
List Tracking has been upgraded to version 4 with significant improvements to how lists are normalized, cached, and visualized across your dashboards.
These changes make list tracking more reliable and performant — so you can trust the data and spend less time waiting for it to load. 📊
No more copy-pasting dashboards for every client.
We've rebuilt Dynamic Dashboards so you can reuse the same layout across different data sources — swap out the source, and your widgets stay exactly as you built them.
You can now search across your entire Optakit workspace from a single, unified search bar in the top navigation. Whether you're looking for a dashboard, a source, or a setting — just start typing and get there in seconds.
No more clicking through menus to find what you need. Global Search dramatically cuts navigation time so you can stay focused on the work that matters. ⚡
Dashboard text widgets just received a huge feature upgrade and now support all of the most common formatting options. Allowing your organization to not just visualize data beautifully, but to analyze the data beautifully as well.
Albie is designed to make it as easy as possible to get answers to your most common questions. Simply ask Albie a question about any source on a dashboard (that you are directly permissioned to) and Albie will try to provide you an answer.
Albie is designed to make it as easy as possible to get answers to your organizations data questions, and will always show exactly how it got to the result that it's responding with. In addition, you can easily draft a widget out of the analysis plan so that you never have to ask Albie the same question twice.
You can now update and fine-tune pipeline processing controls directly from the settings, giving you full flexibility over when and how your pipelines run. You can adjust pipeline schedule frequency from your organization's Processing settings page.
Managing pipeline schedules previously required workarounds or support requests. With this update, schedule frequency and processing policies can be adjusted on the fly through the UI.
Tables now support long text fields and clickable URLs, so you can preview and access content without leaving the table view.
We updated our Meta Ads connection to more simply show all of the sub-accounts that are currently connected to your Business ID.
We also added more streamlined instructions to make it easier to instruct sub-clients with how they can add their sub-account to your organization's Meta Business ID, and clear instructions for adding your organization's Meta Business ID to ours!
You can now filter using Last X Days and Current Cycle time range options, giving you more flexible ways to slice your data without manually picking date ranges.
Similarly, we've added "Current Cycle" as a preset dynamic filter option.
We're excited to introduce a brand-new Mailchimp connection! 🎉 You can now pull both campaign-level data and get a domain level data to help with evaluating your program's deliverability performance.
📊 You can now subscribe to scheduled dashboard reports and receive reports directly over email or text. Stay informed with daily automated reports — no need to manually check your dashboards.