Changelog

Here’s What’s New:

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• Intuitive Rule Builder – Create complex routing flows with a clean, easy-to-use interface. Add, duplicate, delete, or reorder rules effortlessly — no coding needed.
• AND/OR Logic Control – Combine multiple conditions to define exactly when and how visitors move through your funnel. Every rule can contain multiple conditions for full precision.
• Conditional Routing Across Steps – Apply logic not only on the same page but across several funnel steps — route visitors based on earlier answers or interactions.
• Priority-Based Execution – Rules are processed from top to bottom, giving you full control over which condition takes precedence and ensuring consistent behavior.

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Why This Matters:

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• Advanced Logic, Simple Setup – Build powerful, multi-step logic structures intuitively. Everything is drag-and-drop, so managing complex flows feels effortless.
• Cleaner Lead Qualification – Instantly route high-quality leads to the right follow-up pages or CRM workflows, and send others into nurture paths automatically.
• Dynamic Personalization at Scale – Tailor funnels to each visitor’s answers, goals, or location — all within one template that automatically adapts to every audience.

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Smarter logic. Better leads. More conversions. Advanced Linking gives you full control over every funnel journey — powerful, flexible, and easy to use. 🚀

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ℹ️ This feature is available starting from our Grow/Business Plan. Learn more about Advanced Linking here.

Here’s What’s New:

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• Access Contacts & Metrics – Fetch, create, or update contacts and retrieve key funnel performance data directly through the API.
• Flexible Data Connection – Use GET, POST, and PUT requests to connect Perspective to your CRM, BI, or custom systems.
• Custom Integrations – Build your own connections and workflows tailored to your specific needs — no middle tools required.

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Why This Matters:

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• Seamless Lead Management – Keep your contacts always up to date across systems without switching tools.
• Advanced Reporting – Pull detailed funnel metrics like conversion rates and visitor behavior straight into your dashboards.
• Endless Flexibility – Whether CRM, analytics, or messaging platforms — Perspective now fits perfectly into your existing tool stack.

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Start connecting Perspective with your favorite tools using the new API App today! 🚀

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ℹ️ This feature is available starting from our Volume/Scale Plan. Learn more about the API app here.

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Here’s What’s New:

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• Direct Integration with Zoho CRM – Connect your Perspective funnels directly to Zoho CRM — no need for Zapier or manual exports.
• Automatic Lead Transfer – Every new funnel lead is instantly sent to your Zoho CRM, including all custom fields and data points.
• Flexible Field Mapping – Map any funnel variable to your Zoho fields for complete, organized lead profiles.

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Why This Matters:

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• Save Time & Avoid Errors – No more manual imports or spreadsheet juggling — your leads flow automatically.
• Better Lead Management – Keep your CRM always up to date and ready for follow-ups in real time.
• Quick Setup – Create your Zoho Client once, connect it in Perspective, and start syncing leads in minutes.

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Start syncing your funnel leads to Zoho CRM effortlessly and keep your sales process running at full speed! 🚀

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ℹ️ Learn how to connect with our new Zoho CRM integration here.

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Here’s What’s New:
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• Simple OAuth Login – Connect HubSpot to your funnels in less than 2 minutes. No API keys, no complex setup – just log in once and you’re ready to go.
• Effortless Field Mapping – Map all your funnel variables directly to HubSpot contact fields inside Perspective.
• Complete Data Transfer – Sync everything: contact details, UTMs, Choice Question answers, file uploads, and more – all sent straight into HubSpot.

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Why This Matters:
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• Faster Setup, Less Hassle – the new API connection makes setting up your integration much quicker and more intuitive.
• Full Lead Profiles – Every funnel response is transferred, giving you richer data for segmentation, workflows, and reporting.
• Work Smarter in HubSpot – Start campaigns and automations without missing a single data point.

Connect your funnels with the new HubSpot API integration today and enjoy the smoothest HubSpot connection ever! 🚀  

ℹ️ Learn how to connect with our new integration here.

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Now available for Brevo, GoHighLevel, ActiveCampaign & HubSpot API
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Here’s What’s New:
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• Full Data Mapping – Transfer not just contact data, but all funnel information into your connected tools.
• Custom Fields Supported – Map specific details like budget, location, industry, or file uploads to external CRM fields.
• Seamless Setup – Automatically see all fields from your CRM during setup and map them with just a few clicks.
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Why This Matters:
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• Complete Lead Profiles – No more fragmented data, get the full picture of every lead.
• Smarter Segmentation – Use richer data for targeted campaigns and personalized marketing.
• Time Savings – Skip manual work and keep every dataset clean and accurate.

Start syncing all your funnel insights with Brevo, GoHighLevel, ActiveCampaign, and HubSpot API today! 🚀  

Here’s What’s New:
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• Custom Timing for Automations – Decide exactly when your automated emails or WhatsApp messages are sent: immediately, after hours, or even days later.
• Smart Follow-Ups – Schedule delayed follow-ups to stay in touch without sending everything at once.
• Hands-Free Reminders – Automate reminders (e.g. for deadlines or events) without needing to check back manually.
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Why This Matters:
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• More Relevant Communication – Reach leads and customers exactly when it makes the most impact.
• Less Manual Work – Set up messages once and let them run automatically.
• Higher Conversions – Timely, consistent touchpoints build trust and keep you top of mind.
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Start using Automation Delays today to create smarter, more effective message flows that work for you – even while you’re offline. 🚀  
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ℹ️ Learn more here.

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Here’s What’s New:
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• Conditional Triggers – Send automated emails or WhatsApp messages based on specific funnel answers, not just lead status.
• Personalized Messaging – Trigger messages tailored to user interests, quiz results, locations, and more.
• Multiple Conditions – Combine rules (e.g. answer + ZIP code) to fine-tune your automations.
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Why This Matters:
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• Hyper-Personalized Communication – Deliver the right message at the right moment, based on what your leads actually care about.
• Boosted Conversions – Relevant follow-ups drive action and increase funnel performance.
• Better User Experience – Show leads that you're listening by responding directly to their inputs – no delays, no detours.
• Internal Lead Routing – Automatically notify the right team member based on answers – fast handover, no manual sorting.
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Start using Automation Conditions today to create more relevant, powerful funnel experiences – with messages that react to your leads. 🚀
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ℹ️ Learn more here

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Here’s What’s New:
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• Automatic Timezone Tracking – Every contact in your CRM now gets a timezone property assigned automatically.
• Available in CRM & Automations – Use the timezone info directly for smarter communication and workflows.

Why This Matters:
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• Perfect Timing – Schedule calls, emails, and WhatsApp messages when your leads are most likely available.
• Higher Engagement – Reach people during their active hours for better response rates.
• Less Guesswork – No more manual checks or misaligned communication across different regions.

Start using timezone tracking today to connect with your leads at exactly the right moment!

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Here’s What’s New:
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• Color Palette Options – Select from a variety of predefined highlight colors that fit your funnel’s design.
• Custom Hex Codes – Enter your exact brand color code to keep everything perfectly consistent.
• Smooth Compatibility – Highlighting works reliably across browsers and devices, with yellow still set as the default.
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Why This Matters:
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• Consistent Branding – Match highlighted text to your design theme for a polished, professional look.
• More Creative Freedom – Go beyond yellow and choose colors that align with your brand identity or funnel mood.

Start creating funnels that are as unique as your brand – with highlight colors that truly fit your style!

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Here’s What’s New:
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• Smart Country Code Detection – The phone country code is now automatically set based on the visitor’s browser settings.
• No Manual Setup Needed – You no longer need to define a default country for each form.
• Personalized Experience – Every visitor sees the correct country code instantly, no matter where they are.
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Why This Matters:
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• Faster Conversions – Visitors can enter their phone number more quickly without adjusting country codes.
• Less Friction – Reduced errors and confusion when filling out phone fields.
• Global Ready – Perfect for agencies and businesses working across multiple regions.
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Start collecting phone numbers more smoothly with automatic country detection today!

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Here’s What’s New:
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• Navigation Buttons – Add up to two customizable call-to-action buttons that link to any funnel page or external URL.
• Sticky Mode – Keep your header always visible while scrolling – with optional transparent or solid background.
• Full Layout Control – Add or delete the header, place your logo/buttons left/center/right, adjust size, and more.

Why This Matters:
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• Website-Like Experience – Give your funnel a professional first impression with a clear, structured header.
• Frictionless Navigation – Guide your visitors directly to key sections like calendar bookings, job info, or application forms.
• Full Flexibility – Tailor the header exactly to your brand and use case – or remove it completely if you don’t need it.

Start building funnels that feel like real websites – with full control right from the top! 🚀
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ℹ️ Learn more here.

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Here’s What’s New:

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• WhatsApp Integration – Connect your WhatsApp Business Account directly to Perspective in just a few clicks.
• Automated WhatsApp Flows – Send fully automated WhatsApp messages to leads and candidates based on lead status.
• Central Inbox – Manage all conversations in one place: Your Perspective inbox.
• Message Templates – Create and reuse WhatsApp message templates right inside Perspective – no external tools needed.
• Multichannel Journeys – Combine WhatsApp and email in one seamless flow to guide leads from first touch to conversion.

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Why This Matters:

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• All-in-One Communication Hub – No more switching platforms. WhatsApp, email, automation, and CRM – all inside Perspective.
• Fully Automated Messaging – Build powerful, event-driven message flows that run 24/7 with zero manual effort.
• Lead Nurturing That Converts – Reach your contacts on the platform they actually use – with messages that feel personal and timely.
• Higher Response & Conversion Rates – WhatsApp has higher open and reply rates than email – helping you close more leads, faster.
• Perfect for Recruiting, Sales & Marketing – Whether you’re onboarding applicants or warming up cold leads – this is your new unfair advantage.

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Lead nurturing, redefined – with automated WhatsApp messaging, fully integrated in Perspective.

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ℹ️ This feature is available from the Advanced Plan onwards, Learn more here.

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Here’s What’s New:

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• Tag Support for GHL Leads – Add tags to leads coming from Perspective to trigger automations or assign them to the right pipelines.
• Automatic Tag Creation – Tags that don’t exist in GoHighLevel will be created automatically during lead submission.
• Auto-Filled Location ID – No more manual setup! The Location ID is now automatically assigned when connecting a GHL subaccount.

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Why This Matters:

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• Automated Workflows Made Easy – Use tags to instantly trigger workflows or assign leads to the correct place in GHL.
• Less Manual Work – No need to dig for Location IDs or manually enter them – we handle it for you.
• Top User Request Delivered – Tag support was the most requested improvement for our GHL integration.

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Start using smarter, more automated GHL integrations today! 🚀

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ℹ️ Learn more about our GHL integration here.

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Here’s What’s New:

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• 13 Fresh Funnel Templates – Designed for industry specific and modern use cases like solar quotes, property sales, and coaching offers.
• 5 Templates Evolved – We've reworked and improved outdated templates to meet today’s standards.
• Proven, Conversion-Focused Layouts – Every template is built to drive sign-ups, bookings, or sales right from the start.

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‍Why This Matters:

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• Built for Your Industry – These templates are tailored to solve real problems in real businesses.
• Designed to Convert – Each one follows a proven structure to turn visitors into leads, bookings, or buyers.
• Launch Fast with Confidence – Skip the blank page and get started with a funnel that just works.

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🆕 New Templates:

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• Solar Quote – Capture leads with a sleek, conversion-focused solar quote request flow.
• Course Sales – Sell your course with ease using a proven structure for enrollments.
• VSL Demo – Drive conversions through a compelling video sales letter demo.
• Coaching Offer – Present your coaching services with clarity and confidence.
• VSL Checkout – Combine a persuasive video with a frictionless checkout experience.
• Property Valuation – Attract real estate leads by offering free property valuations.
• Strategy Call – Book more strategy calls with a trust-building structure.
• Health Quiz – Qualify leads with an interactive, personalized quiz.
• Bundle Checkout – Optimize checkout for bundles or higher-ticket products.
• Skool VSL – Promote your Skool community with a powerful video pitch.
• Social Profile – Turn visitors into followers and clients with a personal brand funnel.
• Property Sales – Showcase listings with stunning visuals and lead capture.

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✨ Improved Templates:
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• Lead Magnet
• Experience Recruiting
• Appointment
• Express Application
• Live Webinar

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ℹ️ Browse New Templates

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Here’s What’s New:

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• Screenreader Compatibility (DE/EN) – Funnels are fully readable by screenreaders thanks to semantic HTML, correct lang attributes and meaningful ARIA labels.
• Automated Screenreader QA – We’ve implemented automated tests to maintain accessibility compliance and catch regressions when new blocks are released.
• Improved Keyboard Navigation – Visitors can navigate your entire funnel using only the keyboard or voice commands, with a clearly defined tab order.
• Alt Texts for All Images – Alt texts are now automatically generated during image upload using AI. You can later adjust or overwrite them anytime via the sidebar or media library.
• Color Contrast for Default Elements – All fixed funnel components like cookie banners meet WCAG 2.1 AA contrast requirements.
• Support for Lighthouse Accessibility Score – Our funnels now achieve 90–100 Lighthouse accessibility scores out of the box.
• Clear Labeling Across All Blocks – Inputs, buttons and interactive elements are labeled properly to ensure accessibility.

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Why This Matters:

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• EAA Compliance, Simplified – We’ve done the technical heavy lifting so you can build funnels that meet the EU’s new accessibility requirements
• Inclusive by Design – Every visitor, including users with disabilities, can now navigate your funnels more easily and with full access to content.
• Better User Experience – Accessibility boosts overall usability for everyone, including mobile users, keyboard-only users, and screenreader users.

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Build with confidence knowing your funnel is already WCAG 2.1 AA compatible – and ready for the EAA. ♿

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Here’s What’s New:

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• Adjustable Button Width (Desktop) – Choose whether your button spans the full width or just fits its content for a cleaner, more flexible layout.
• Logo Bar Sizes – Select between Medium (M) and Large (L) logo sizes when using the Logo Bar block to better fit your branding.
• Filename on Hover – See the original file name when hovering over images or videos in the media library – works in both the sidebar and modal.
• Persistent Funnel Overview Filters – We now retain pagination and search filters when navigating back to the funnel overview, saving you extra clicks.
• New Font Sizes – Two new headline options (48px and 64px) give you greater control over typography in your funnel.

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Why This Matters:

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• Better Visual Control – Fine-tune the appearance of buttons, logos, and text to match your design perfectly.
• More Efficient Editing – Quickly identify files without second-guessing based on previews.
• Smoother Funnel Navigation – No more repeating search filters or scrolling through pages after editing a funnel.

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Make your funnel building faster, cleaner, and more precise with these editor enhancements!

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Here’s What’s New:  

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• New Video Question Block: Add a personal touch with a real person speaking directly to your funnel visitors via video.
• Mobile-Optimized Format: Best viewed in portrait (9:16) format, with a simple tool to set the visible focal point of your video.
• Familiar Functionality: Works just like the Choice Block, but with a video background – simple, yet powerful.
• Available from the Advanced Plan: Start using the Video Question Block with any funnel on the Advanced Plan or higher.

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Why This Matters:  

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• More Emotion, More Conversions: Replace static questions with face-to-face communication – voice, expression, and eye contact build instant connection.
• Smooth User Guidance: Lead users through your funnel in a way that feels more like a conversation than a form.
• Clearer Product Explanation: Use video to explain complex topics or offers without relying on endless text.
• Stronger Mobile Engagement: Quickly grab attention with video and let users respond with a tap – ideal for short attention spans.

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Start creating more engaging, emotional, and high-converting funnels with the new Video Question Block today!

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ℹ️ Learn more here



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Here’s What’s New:  

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• Reveal Voter Percentages: You can now enable a reveal option in all question blocks (Quiz, Multiple Choice, and Choice).
• Show Real-Time Stats: After a visitor selects an option, they’ll instantly see what percentage of other users picked each answer.
• Toggle On or Off: Decide per question whether to show results — full flexibility, no code needed.

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Why This Matters:  

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• Build Trust: Seeing what others voted for creates transparency and fosters confidence in your funnel.
• Drive Engagement: People love to compare their answers – this feature adds a social, interactive layer that keeps them involved.
• Expand Use Cases: Perfect for quizzes, feedback collection, opinion polls, and more community-driven funnels.

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Turn on Quiz Reveal and give your funnel audience the power to see how they stack up!  

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Here’s What’s New:  

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• Google Maps Integration: Address fields are automatically completed to reduce typos and missing info.
• ZIP Code Detection: Automatically detect and validate ZIP codes for easier lead segmentation.
• Field-Level Control: Enable autocomplete for specific fields like Street, City, Country, or ZIP only.

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Why This Matters:  

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• Higher Lead Quality: Complete and accurate address data improves your CRM and downstream processes.
• Faster Form Completion: Less manual typing means a smoother experience and lower drop-off rates.
• Better Segmentation: Validated ZIP codes make location-based follow-ups more effective.

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Start using Address Autocomplete to enhance user experience and boost the quality of your leads (available from the advanced plan onwards).  

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ℹ️ Learn more here



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Here’s What’s New:

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• Automatic Redirection: Redirect visitors to the next funnel page or external URL automatically, without any clicks required.‍
• Animated Icons: Use smooth, animated icons or custom loaders to enhance the user experience while they wait.‍
• Flexible Delay: Choose between a 4, 8, or 15-second delay before redirection happens.

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Why This Matters:

• Seamless User Flow: Visitors are redirected without having to interact, ensuring smooth transitions through your funnel.
• Professional Look: Animated icons and loaders improve the appearance of your funnel, making it feel polished and smooth.
• Increased Trust: By showing visitors that their input is being processed, you can build trust and potentially boost conversions.

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Start creating smoother, more engaging funnel experiences with automatic redirects and animated icons today! 🎉

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ℹ️ Learn more here

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Here’s What’s New:

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• Email Validation: Visitors must confirm their email via a one-time code, reducing fake addresses and boosting deliverability.‍
• Phone Validation: Numbers are checked via SMS verification, ensuring only real, contactable leads.‍
• Less Spam, More Real Conversions: No more bots, typos, or fake sign-ups – just real people interested in your offer.

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Why This Matters:

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• Higher Lead Quality: Every email and phone number is verified before entering your database.
• Better Campaign Performance: Reach the right audience and increase engagement.‍
• Seamless User Experience: One-time verification keeps the process smooth while securing valuable data.

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Enable email and phone validation today for cleaner, more effective lead generation!

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📧 Learn more about E-Mail Verification

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📱Learn more about Phone Verification

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Here’s What’s New:

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• Direct Payments in Your Funnel: Offer a smooth checkout experience without redirecting to external platforms.‍
• Fast & Secure Transactions: Powered by Stripe, ensuring reliable and safe payments.‍
• Available on All Plans: No additional costs – just connect your Stripe account and start selling.

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Why This Matters:

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• More Conversions, Less Friction: Keep visitors in your funnel and increase sales.‍
• Perfect for Digital & Physical Products: Sell e-books, courses, coaching sessions, or even physical goods.‍
• Real-Time Payment Tracking: View transactions directly in your CRM and access Stripe details with one click.

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This update makes it easier than ever to monetize your funnel with integrated payments!

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ℹ️ Learn more here

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Here’s What’s New:

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• Instant Lead Sync: New leads from your Perspective funnel are automatically added as contacts in GoHighLevel.‍
• No Manual Data Entry: All lead information is synced in real time – no need for copy-pasting.‍
• Easy & Secure Setup: OAuth authentication allows a quick, hassle-free connection – just log in and authorize.

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Why This Matters:

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• Streamlined Workflows: Automate lead management and keep your pipeline organized without extra effort.‍
• More Time, Less Hassle: Focus on closing deals instead of manually transferring data.‍
• 100% Secure & Reliable: No API keys needed – just a one-time login for full integration.

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This update makes it easier than ever to connect your funnels with GoHighLevel and supercharge your lead management!

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ℹ️ Learn more here

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Here’s What’s New:

• Fixed or Repeating Countdown: Set your countdown to end on a specific date or have it repeat (weekly, monthly, etc.).‍
• Customizable Display: Choose to show or hide labels and seconds for a cleaner, more focused look.‍
• Perfect for Events or Deadlines: Ideal for creating urgency around application deadlines, special offers, or upcoming events.

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Why This Matters:

• Boost Engagement: Encourage action with a visible countdown that drives urgency.‍
• Flexibility: Whether you need a one-time deadline or a recurring timer, the Countdown Block has you covered.‍
• Full Customization: Adjust the appearance to suit your funnel’s needs.

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Start creating countdowns that drive action today! 🚀

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Here’s What’s New:

• Direct File Forwarding: Forward uploaded files directly via webhook or Zapier without needing to download them first.‍
• Seamless Integration: Automatically integrate files into your automations with platforms like Make or Zapier.‍
• Efficient Processing: Files are processed instantly, saving time and improving workflow efficiency.

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Why This Matters:

• Optimized Automation: Skip the extra download step and directly integrate uploaded files into your systems.‍
• Faster Workflows: Use files immediately in your automations without any detours.‍
• Simple Setup: Easily set up file forwarding with a simple server request or through Zapier integration.

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Start automating file forwarding today for a more efficient workflow! 🚀  

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ℹ️ Learn more here

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Here’s What’s New:

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• Built-in Video Hosting: You can now upload videos directly to your funnel using the new Video Library – no need for external video platforms like YouTube or Vimeo.
• Professional Look & Full Control: Easily select and customize thumbnails, trim videos, and ensure a seamless viewing experience for your audience.
• Direct video uploads (up to 2GB): Supporting popular formats like MP4, AVI, and MOV.

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Available from the Advanced Plan onwards

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Why This Matters:

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• Faster, More Reliable Video Integration: No more relying on third-party hosting – keep everything in one place for a smoother funnel experience.
• Better User Experience: Control autoplay, video quality, and branding without external platform restrictions.
• Seamless Conversion Optimization: Keep leads engaged with high-quality, in-funnel video content without distractions or ads.

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This update makes video integration easier than ever, giving you more flexibility and control over your funnel content!

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ℹ️ Learn more here

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Here’s What’s New:

• Customizable Dashboard: Arrange your KPIs and charts to focus on what matters most.‍
• Advanced Funnel Metrics: Track visitor behavior, conversion rates, and engagement trends.‍
• Date Filters & Data Reset: Analyze specific time periods or clear your data when needed.

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Key Metrics Explained:

KPIs

• New Conversions – Number of successful conversions in your funnel.
• Conversion Rate – Percentage of visitors who complete a desired action.
• Completion Rate – Percentage of users who reach the final step of your funnel.
• Views – Total number of funnel visits.
• Completion Time – Average time taken by visitors to complete the funnel.

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‍Charts

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• Activity by Time of Day – See when your funnel gets the most engagement.
• Button Clicks – Track which buttons users interact with the most.
• Page-to-Page Conversion Rate – Understand where visitors drop off or proceed.
• Status Distribution – View lead status breakdowns.
• Dwell Time – Measure how long users stay on different pages.
• Top UTM Sources – Identify which traffic sources drive the most conversions.
• Device Distribution – See how many users access your funnel via mobile, desktop, or tablet.

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Start analyzing your funnel performance with the new Metrics Dashboard today! 🚀  

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Here’s What’s New:

• Forward UTMs & Variables: Pass UTMs and custom variables from your funnel to external URLs for enhanced tracking.
• ‍Flexible Integration: Link funnel data with external tracking tools, CRMs, or for personalized landing pages.‍
• Customizable URL Query: Easily add UTMs and variables to your external URLs using simple query strings.

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Why This Matters:

• Improved Campaign Tracking: Gain more insights by forwarding UTMs to external tools, helping you analyze campaign performance better.
• Personalized User Experience: Pass user data for personalized landing pages or experiences.
• Seamless Data Flow: Effortlessly link funnel data with external systems, improving automation and reporting.

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Start forwarding UTMs and variables to external URLs for smarter tracking and personalization today! 🚀  

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ℹ️ Learn more here

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Here’s What’s New:

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• Post-Capture File Uploads: You can now add documents, images, or videos to CRM contacts at any stage of your sales or recruitment process.‍
• All in One View: No more scattered files – keep every relevant document directly attached to your lead.‍
• Supported Formats: Upload PDFs, Excel files, images, and even videos (up to 25MB per file).

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Why This Matters:

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• Better Lead Management: Store important contracts, ID copies, or additional materials effortlessly.‍
• More Flexibility: Request and upload files even after a lead has entered your CRM.‍
• Seamless Workflow: Everything stays organized and accessible when you need it.

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Start uploading files to your CRM today! 🚀

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Here’s What’s New:

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We're excited to introduce Email Automation, a powerful new feature that allows you to automate personalized email responses to your leads and applicants after they interact with your funnels. This tool enhances follow-ups, engagement, and user experience by saving you time while ensuring timely and relevant communications.

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What You Can Do with Email Automation:

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• Follow-Up Emails: Send your leads free resources, additional information, offers, next-step instructions, or just a simple thank-you message, all triggered automatically after their interaction with your funnel.‍
• Automated Flow Based on Lead Status: Create and trigger follow-up messages based on the lead’s status in your funnel.‍
• Sender & Domain Setup: You now have the option to connect your own email sender address and domain to ensure your automated emails come from your branded email.‍
• Track Your Sent Messages: In the CRM section, view the sent messages for each lead, including whether they’ve opened the email or clicked on any links. Access a detailed activity timeline for each message, allowing you to track the exact time an email was sent, opened, and interacted with.

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Why This Matters:

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• Save Time: Automating follow-up emails means you no longer need to manually send them after each interaction, freeing you to focus on higher-value tasks.
• Consistency: Automated emails ensure your leads always get the right message at the right time, enhancing their experience and your engagement.
• Personalization: Use variables to send tailored messages, creating a more personalized and professional interaction with each lead.

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This feature is available for all Perspective users and can be easily set up to enhance your communication flows, improve lead conversion, and boost applicant engagement.

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ℹ️ Learn more here

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Here’s What’s New:

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We’ve expanded our collaboration capabilities by introducing Roles and Permissions. Now, you can invite teammates with tailored access levels to streamline teamwork while maintaining privacy and security.

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Introducing Four Distinct Roles:

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1️⃣ Global Admin

• Full Access: All workspaces, funnels, contacts, settings, and billing.
• Ideal for agency owners or team leaders who manage entire operations.
• Now, multiple team members can share admin responsibilities.

2️⃣ Workspace Admin

• Scoped Access: Full access to funnels and CRM within a specific workspace only.
• Perfect for managers overseeing individual projects or departments.

3️⃣ Content Editor

• Limited Access: Build and edit funnels without access to CRM or lead data, ensuring GDPR compliance.
• Designed for marketers and designers focused on funnel creation.

4️⃣ Contacts Manager

• Access to CRM only.
• Ideal for clients or external collaborators managing leads.

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Why This Matters:

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• Custom Collaboration: Invite team members with access tailored to their responsibilities—no more, no less.‍
• Privacy Compliance: Restrict sensitive data access to comply with regulations like GDPR.‍
• Enhanced Teamwork: Collaborate effectively across teams, agencies, and clients without compromising control.

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Here’s What’s New:

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• Unified Workspace Overview: Access an overview of all your workspaces, including key data on funnels, contacts, conversion rates, members, and more.

• Quick Workspace Navigation: Easily find and switch between any of your workspaces directly from the workspace selector/dropdown.

• Effortless Workspace Creation: Create new workspaces directly from the All Workspaces page or the workspace selector/dropdown, streamlining your workflow.

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Here’s What’s New:

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• Move Archived Funnels to a Different Workspace: You can now move archived funnels between workspaces, giving you more flexibility in organizing and managing your projects.

• Increased Favicon Limit: The limit for stored favicons has been increased from 24 to 35, allowing you to access and manage a larger variety of favicons across your funnels.

• Subscription Settings Show Workspace Usage: The Subscription Settings page now displays your workspace usage, providing better transparency and helping you monitor your team’s activity.

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Here’s What’s New:

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• New "Logo Bar" Block: We’ve added a new “Logos” block to your editor’s basic blocks, making it simple to showcase brand logos on your funnels.
• Brandfetch Integration: Introducing Brandfetch integration in our image library, allowing you to search for brands and easily find and add their logos.
• Use Your Own Logos: You can still use your existing logos from your image library without needing to use Brandfetch.
• Seamless Experience: The new Logos block works flawlessly from editing to publishing on a live funnel.

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Why This Matters:

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• Build Trust and Credibility: Quickly add brand logos to your funnels to enhance trust with your audience.
• Save Time: Easily find and add logos without the need to search for them externally, streamlining your workflow.
• Enhanced Customization: Effortlessly showcase partnerships, client logos, or featured brands to personalize your funne

Here’s What’s New:

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• Outlined Button Styles: You can now apply outlined styles to your buttons via the editor, giving you more design flexibility and enabling cleaner, more modern funnel designs.
• ‍Part of Landing Pages Initiative: This feature is part of our ongoing efforts to enhance landing page customization and provide you with more styling options.

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‍Why This Matters:

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• Improved Aesthetics: Outlined buttons help your calls-to-action stand out and align better with your overall design theme.
• ‍Enhanced User Experience: Offering more button styles allows you to create a more engaging and intuitive funnel for your visitors.

• Kanban Card Selection State: We’ve added a blue border to clearly indicate the currently open Kanban card, improving navigation and clarity.
• Default CRM View: The Kanban view is now set as the default in the CRM to better highlight our CRM functionalities. This change aims to improve visibility for users who were previously unaware of this feature.
• Funnel ID in Webhooks and Make.com: Added Funnel ID to enhance filtering and identification in automations, making your integrations more precise.
• File Deletion in CRM: You can now delete files uploaded by contacts directly in the CRM, a feature that was previously limited to custom fields. This gives you better control over data management.
• Improved Insights Accuracy: We’ve refined our calculations in “Insights” to prevent totals from exceeding 100%, ensuring more accurate reporting.
• Tracking V4 for Funnel Insights: Upgraded to Tracking V4, further improving the accuracy of our insights and analytics.

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Here’s What’s New:

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• Customizable Default Workspace: Your Perspective Home is now a normal workspace that you can fully customize. Change the name, update the icon, and make it reflect your brand or team’s identity.
• Invite Team Members: You can now invite people directly to your default workspace, enhancing team collaboration from the get-go.
• Easy Access to Workspace Settings: Click on the workspace selector (dropdown) to access Workspace Settings, where you can make all these customizations.
• Improved Workspace Creation Flow: Creating a new workspace is now more intuitive. Simply click on the workspace selector (dropdown) and select the “Add new Workspace” button.

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Why This Matters:

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• Enhanced Personalization: Tailor your default workspace to suit your preferences or company branding, making your workspace more familiar and user-friendly.
• Streamlined Collaboration: Inviting team members directly to your default workspace simplifies the onboarding process and promotes efficient teamwork.
• Simplified Navigation: With easier access to workspace settings and an improved creation flow, managing your workspaces is more straightforward than ever.

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Here’s What’s New:

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• Advanced Filtering Options: You can now filter leads by specific criteria such as date ranges, contact status, and form input fields
• Customizable Search Operators: Use different fields and search operators to refine your lead searches, helping you focus on the most relevant contacts.
• Show or Hide Candidate Statuses: Adjust your lead management view by showing or hiding various candidate statuses, allowing you to concentrate on contacts who are in the active hiring or sales process.

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Why This Matters:

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• For Recruiters: Quickly find the best candidates streamlining your hiring process.
• For Marketers: Effectively target the most promising leads by filtering based on their responses.
• Improved Efficiency: Save time by easily exporting contacts based on date ranges and other specific filters, reducing manual effort and increasing productivity.

Here’s What’s New:

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• Automatic Compliance with Privacy Regulations: Google’s Consent Mode allows your funnels to adjust data collection and advertising behaviors based on users’ consent choices, ensuring compliance with GDPR and the Digital Markets Act (DMA).
• Integration with Google Tag Manager and Google Analytics 4: We’ve released Google Consent Mode for our Google Tag Manager and Google Analytics 4 integrations, setting four new parameters that respect user consent.
• No Setup Required: You don’t need to adjust any settings within the app to activate Google Consent Mode V2. It automatically works with our cookie banners.
• Test with Google Tag Assistant: You can test the Consent Mode implementation using the Google Tag Assistant.

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Works with All Funnel Cookie Banners:

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• Advanced Cookie Banner: To grant consent and set all parameters to “Granted,” funnel visitors need to accept all cookies.
• Simple Cookie Banner: To grant consent and set all parameters to “Granted,” funnel visitors need to interact with the page.

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Why This Matters:

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• Respect User Privacy: Consent Mode communicates users’ consent status to Google, affecting how tags like Google Analytics and Google Ads behave. If consent is denied, tags do not collect personal data, and conversion modeling is used to fill data gaps.
• Maintain Effective Campaigns: Consent Mode helps maintain the effectiveness of ad campaigns and data analytics while respecting user privacy. It can recover significant amounts of conversion data that would otherwise be lost if users decline cookies.

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Here’s What’s New:

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• Customizable Backgrounds: You can now add images to the backgrounds of your funnels, allowing for greater personalization and visual appeal.
• Dynamic Storytelling: Use background images to visually complement your message, emphasize key content, and maintain brand consistency throughout your funnel.
• Versatile Application: Background images can be applied to layouts and framed columns, giving you flexibility in how you design your funnel.

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Why This Matters:

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• Increase Engagement: Captivate your audience by creating a memorable first impression with visually rich backgrounds.
• Boost Conversion Rates: A well-designed funnel with compelling background images can significantly enhance user experience and improve conversion rates.
• Brand Consistency: Maintain a consistent brand image across your funnel by incorporating your brand’s imagery and style.

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Here’s What’s New:

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• Additional Font Sizes: The text editor now offers more advanced font sizes beyond the standard S, M, L, and XL.: 14px (smaller than S), 18px (between S and M), 40px (larger than XL)
• Easy Access to New Sizes: The new font sizes are available via the sidebar and the floating text editor menu.
• Optimized Typography: We’ve optimized letter spacing for larger font sizes and improved line heights for all font sizes to enhance readability.

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Why This Matters:

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• Better Landing Page Designs: Create more precise and impactful designs with greater control over font sizing.
• Enhanced Text Hierarchy: Establish a better type system in your funnels and landing pages to guide visitor attention effectively.
• Versatile Styling Options: Use the smallest font size (14px) for subtle meta information and the largest size (40px) for short but prominent headlines.

Here’s What’s New:

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• Insert Variables into HTML Code: You can now add variables into your HTML code to pass collected data directly into embedded widgets or forms.
• Trigger Page Navigation from HTML: Embedded HTML code can now initiate funnel page navigations, such as “next page” or “go to first result page,” enhancing interactivity within your funnels.

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Why This Matters:

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• Personalized Embeds: Embed calendar booking widgets or custom forms with prefilled data like name and email, providing a seamless experience for your users.
• Interactive Calculators: Build custom widgets like BMI calculators that display results based on data entered in forms, increasing engagement and value for your visitors.
• Advanced Customization: These new features allow for greater flexibility and functionality within your funnels, enabling you to create more dynamic and personalized experiences.

• Fast Publishing: Publish your funnel changes with a single click or shortcut directly from within the editor. This speeds up your workflow, especially when checking and testing changes.
• Support for TTF and OTF Custom Fonts: Installing custom fonts is now easier with support for all common file formats, including TTF and OTF.
• Links in Forms Open in New Tab: Links added in checkbox input fields will now open in a separate tab by default, preventing visitors from leaving your funnel forms while filling them out.
• Persistent Icon Style Selection: When editing graphics and icons, the sidebar now remembers your selected style, allowing for a more consistent editing experience.
• Increased Favicon Storage Limit: You can now store up to 18 favicons, doubling the previous limit of 9, for quicker access to your frequently used icons.
• Domain Connection Video Tutorial: While connecting a new custom domain, you can now watch a video tutorial to help make the setup process faster and easier.
• Gradient Options for More Elements: The gradient color option is now available for choice, multi-choice, webinar, and form elements, providing more styling variety for your funnel’s clickable elements.
• Adjust Corner Radius via Theme: Change the corner radius of elements to impact the style of your funnel—from very rounded and friendly to super straight and edgy.
• Logo Cropping: The logo image in the header block can now be cropped just like all other images in your funnel.

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Here’s What’s New:

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• File Upload Property: You can now add a file upload property to your CRM, allowing you to upload files directly to contacts. This is especially helpful when you need to add files later in the sales or recruiting journey.
• Supports Multiple File Types: Upload documents, images, and video files up to 25MB per file.

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Why This Matters:

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• For Sales and Recruitment: Easily attach files received from contacts when qualifying them, such as CVs, certificates, report cards, and more.
• Streamlined Workflow: No need to ask for files in the initial funnel; you can now add them directly to the contact’s profile in the CRM whenever you receive them.

Here’s What’s New:

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• Revamped Referral System: We’ve overhauled our referral program to bring back lifetime affiliate commissions, allowing you to earn more by promoting Perspective as the best funnel solution.
• Extended Free Trial for Referrals: People who sign up via your referral link now get a 4-week free trial instead of the standard 2 weeks.
• Generous Commission Rate: As an affiliate partner, you’ll earn 30% of the subscription price for every customer who becomes a subscriber through your referral link.

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Why This Matters:

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• For Affiliate Partners: Build a sustainable income by participating in our revenue share program when you bring new customers to Perspective.
• For Agency Owners: Offset your own costs by earning affiliate commissions for every client you introduce to Perspective as a tool.

Here’s What’s New:

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• Reusable Status Templates: Create sets of status labels once and apply them to any funnel’s CRM with a single click, saving you time and effort.
• Cross-Workspace Compatibility: Use your custom status templates across different workspaces, ensuring consistency in your lead processing workflow.
• Efficient Management: No more manual adjustments of status labels for each new funnel—streamline your setup process and focus on what matters most.

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‍Why This Matters:

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• For Users Managing Multiple Funnels: Quickly apply your preferred status labels without the repetitive task of setting them up each time, enhancing productivity.
• Consistent Lead Processing: Maintain a uniform process across all your funnels and workspaces, making it easier to manage and track leads.

Here’s What’s New:

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• Visual Diagram of Contact Status: You can now see a diagram displaying the number of contacts in each status per funnel, providing a general view without needing to check each individual CRM.
• Quick Identification of Unprocessed Contacts: Easily spot where unprocessed contacts are across your funnels at a glance.
• Accessible in Table View: To see and use the diagram, simply activate the table view in the Funnel Overview.
• Interactive Hover Details: Hover over the bars in the diagram to see the total number of contacts for each status.

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Why This Matters:

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• For Recruiters and Salespeople: Quickly visit a workspace and see which funnels have collected new applications or leads that need your attention.
• For Team Managers: Monitor your team’s progress by viewing how many contacts are in each status per recruiter or salesperson, ensuring consistent processing of applications and leads.

Here’s What’s New:

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• Advanced Text Styling: Enjoy new options like strikethrough, highlighting, and coloring single words to make your content more engaging.
• Spell Check and AI Assistance: Ensure your text is error-free with built-in spell check. Leverage AI features like Translate, Change Tone, Rephrase, and Generate to create better copy.
• Emojis Made Easy: Type ':' to quickly insert emojis and add personality to your text.
• Universal Application: The new text editor applies to all areas where you edit text within the funnel—text blocks, buttons, form headers, lists, FAQ blocks, and more.
• Inline Editing Toolbar: While the regular text styling settings in the sidebar are still available for changing the whole text of a block, you’ll now see a toolbar when selecting specific words for more precise editing.

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Why This Matters:

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• Professional Appearance: With spell check and AI assistance, you can ensure your funnel content is polished and professional, enhancing the experience for your visitors.
• Improved Engagement: More styling options allow you to emphasize important information, increasing the chances that visitors will read and interact with your content.

Here’s What’s New:

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• Customizable Kanban Cards: You can now adjust the Kanban view in the CRM to display as many properties as you want on each card. This means you can process leads without needing to open their individual profiles.
• Quick Lead Assessment: Display additional information such as the date of application, presence of a resume, or any other relevant properties directly on the Kanban cards.
• Enhanced Workflow Efficiency: With more details visible at a glance, you can make faster decisions and manage your leads more effectively.

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Why This Matters:

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• For Recruiters: Quickly assess the status and relevance of each candidate without creating multiple status categories. This streamlines your hiring process and saves time.
• Simplified Pipeline Management: Having more information visible on the Kanban cards helps you maintain a cleaner and more organized workflow.

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How to Use This Feature:

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• Access the Settings: Navigate to the CRM Kanban view and click on the three-dot menu at the top right corner.
• Select Properties: Choose which properties you want to display on the Kanban cards to tailor the view to your specific needs.

Here’s What’s New:

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• Host Funnels Directly on Your Root Domain: You can now connect your Perspective funnel directly to your main domain without the need for subdomains or slugs, providing a seamless and professional branding experience.
• Remove Funnel Slugs: Customize your Perspective funnel with a custom domain or a Perspective subdomain and eliminate the slug from your funnel URL for a cleaner look.
• Simplified Branding: Make your funnel available via your original domain to maintain a consistent and professional brand appearance.
• NameCheap Integration: Root domain connection currently works exclusively with NameCheap domains, making the setup straightforward for NameCheap users.

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Important Considerations:

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• Website Conflicts: If you have an existing website on your domain and use the same domain for a funnel, your original website may present a 404 error. Ensure that you want the funnel to replace your existing site on that domain.

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Here’s What’s New:

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• Easy Embedding Options: You can now embed any Perspective Funnel directly onto your website or landing page. Whether it’s a contact form or an event sign-up, integrate it effortlessly.
• Customizable Embed Settings: Choose to display or remove the header and footer to match your website’s design. Adjust the funnel height to automatic, a specific pixel value, or a percentage to ensure a perfect fit.
• Flexible Embed Types: Opt for a full-page embed to fill an entire landing page—ideal for comprehensive contact forms. Alternatively, select an in-line embed to include the funnel within a page that has additional content, like an event sign-up form alongside other information.
• Centralized Lead Processing: Utilize our CRM to process all data collected from embedded funnels, streamlining your workflow and keeping all your leads in one place.

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Why This Matters:

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• For Recruiters and Marketers: Easily collect data from potential candidates or customers directly on your website without redirecting them elsewhere.
• Enhanced User Experience: Keep visitors engaged by providing interactive funnels within your site, improving conversion rates.
• Time-Saving Setup: Find the embed option conveniently on the publish page of each funnel, making setup quick and straightforward.

Here’s What’s New:

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• Comprehensive Activity Tracking: We’ve introduced an activity log within the contact profile, enabling you to see when contacts were captured, which data points were collected during different sessions, and when notes or properties were added—and by whom.
• Chronological Event Display: Navigate to the new “Activity” tab in the contact profile to view all changes and activities displayed in chronological order for easy tracking.
• User and Contact Actions Logged: Monitor all property edits made by users (admins and invited users) and see the edits contacts have made via funnel field filling after lead capture.
• Notes and Comments: Keep track of all user-made comments and notes, ensuring important information and communications are easily accessible.
• Lead Capture Data Grouping: View initial lead capture data as a single grouping, providing a quick overview of the contact’s starting information.

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Why This Matters:

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• For Agency Owners: Easily retrace and understand any changes clients make to contacts, helping you troubleshoot and maintain data integrity.
• For Marketers: Gain insights into when leads entered data through the funnel, allowing you to identify multiple sessions and better understand lead behavior.

• Streamlined Integration Setup: We’ve introduced detailed profiles for each integration, providing step-by-step instructions and important considerations right where you need them—within the connection settings.
• In-Context Guidance: No more searching for setup guides. Access all the information you need to connect your favorite apps to your funnels directly from the integration page.
• Consistent Setup Experience: While the general setup steps remain the same, the new profiles make the process more intuitive and user-friendly.
• Update on Integrations: As part of this enhancement, we’ve removed the Google Ads integration to focus on optimizing other app connections.

• Connect Perspective to over 1,500 apps via Make, streamlining your workflow by automating the transfer of data from Perspective funnels to any third-party software.
• Quick Setup: Set up the connection once, using the API key you can find on your Integrations page, and start building integrations to all your favorite apps
• No-Code Automation: Use Make's visual interface to create workflows easily, no coding required.
• Triggers & Actions: Automate processes by setting triggers from Perspective, like new leads, to initiate actions such as data transfer.

Add more delightful moments to your Funnels! Upload .webp or .gif files in your image block, and crop or resize them like you already do.