Releases

Generate an email with AI

In the visual designer, click Generate with AI on the Email Content card and describe the email you want, for example “an event invitation with our header, three short sections separated by dividers and a Register Now button.” Datascout drafts the copy and a subject line, and lays the email out with the same blocks you’d use yourself: headings, paragraphs, dividers, buttons and images. You’ll see an outline of the layout first. Choose Apply to place it in the editor, where every block stays fully editable, or Regenerate to try again. Details you don’t include, such as a date or venue, appear as clearly marked placeholders for you to fill in, and bilingual emails get both an English and a French version in one step.

Generated emails don’t include a footer of their own. Every email already ends with your sender signature and its unsubscribe link, which are added when the email is sent, so you won’t see your address or contact details twice.

Your logo or header, brand colours and font

Save your organization’s email logo URL and header HTML once under Settings → Organization Settings, and they’re ready whenever you generate an email. In the Generate with AI window, choose what goes at the Top of email: your HTML header, your organization logo, or neither. The header and logo each fill the same spot, so you pick one. The Email branding section always shows these options. Anything you haven’t set up yet is marked not set up, with a link to Organization Settings. Your header is added as a normal editor block that you can still adjust in any single email. When you edit your logo URL, a preview of the image appears right away, so you can confirm it loads before you save.

Add up to five Email brand colours, most important first, and generated emails use them automatically:

1. Buttons
2. Headings
3. Divider lines
4. The email background
5. Body text

Each colour has a colour picker and a hex code field, and you can reorder them at any time. To keep emails readable, a colour is skipped where it would be hard to read. For example, a dark colour won’t be used as the background. Button text switches between white and dark to suit the button colour. You can also choose an Email font from a list of fonts that display reliably in every email client.

Questions and answers, added for you

When you turn on Question & Answers for an email that’s already designed, Datascout now adds the ##QUESTION_ANSWERS## placeholder to the email for you, just above the first button. You no longer have to type it in yourself. To show your question somewhere else, move the placeholder.

When Question & Answers is on, generated emails always include a spot for your question and answer buttons. If your description in the Generate with AI window mentions questions, responses, a poll or an RSVP while Question & Answers is off, a note asks you to turn it on, with a button that does it in one click. That way you get real one-click answer buttons rather than “just reply to this email” text.

One Email action, two modes

Templated Message and Template Builder are now a single Email action. When you add an action or set up a trigger, choose Email and then a mode:

• Simple message reads like a personal note from someone on your team and always includes a question with one-click answer buttons. It’s best for personal, one-to-one outreach.
• Visual designer is a branded, newsletter-style email built with drag-and-drop blocks or generated with AI, and adding a question and answers is optional. It’s best for newsletters, announcements and event invites.

Your existing actions and triggers are unchanged and open in the matching mode.

Other updates

Settings → Context has been renamed Organization Settings. It now lists every setting Datascout uses with a short description, so you no longer need to know a setting’s key to fill it in. The email footer HTML setting has been removed, because your sender signature already closes every email.

When you add an action, the Short Code is now created from the action title as you type, so “Annual Meeting Invite” becomes annual-meeting-invite. You can still type your own, and existing actions keep theirs.

Everywhere Datascout Engage used to say “Kanban”, it now says Engagement Board, the name you already know from the menu.

Triggers are now driven by a tag

A trigger now starts from a Defining Tag — pick one from a searchable list of the tags your members already carry — plus a Resend Timeframe so no one is messaged again too soon, and a Sender. You write the message with the same formats as campaigns (Templated Message or Template Builder, including one-click response buttons), then choose Automatic to have it approved and sent for you or Manual to review each message first in Requires Approval.

Evaluated every morning, or run on demand

Each day at 5:00 AM in your account’s time zone, Datascout creates a message for every member with the tag who hasn’t been messaged within the resend window; members who have unsubscribed never receive one. Don’t want to wait? Run Now does the same thing immediately and reports how many members matched, how many messages were created, and how many were skipped (and why), including which members weren’t messaged if a run only partly succeeds.

A Trigger Run History

A new Trigger Run History page lists every daily evaluation and every Run Now — whether it was Scheduled or Run Now, who started it, how many members matched and messages were created, and the outcome, with the reason shown for any run that didn’t succeed.

Approved emails go out once a day, on your schedule, and we’ll tell you if they don’t

Approved emails are now sent once per day at the send time and time zone you set under Settings → Sending (administrators; the earliest time is 5:30 AM), whether they came from a campaign or a trigger. Anything that reaches the Approved Queue after that day’s send waits for the next one, and Send All is still there whenever you’d rather not wait. If the daily send fails or delivers nothing, a banner on the Approved Queue and Run History pages and an Action needed badge on Messages explain what happened, so you can retry with Send All or contact support@datascout.ai.

A tidier menu and smoother editing

Campaigns, Triggers and Trigger Run History now sit together in a Campaigns section above Delivery Reports, and Settings and Context are visible only to administrators and managers. Saving a trigger now returns you straight to your list, and if a save can’t go through — a name that’s already in use, for example — you’ll see what to fix.

Organize segments into sub-folders

Segment folders can now hold sub-folders, up to three levels deep — for example Events › 2026 › Gala. Choose New Sub-folder from a folder’s ⋯ menu, then drag segments into whichever level fits. When you save a segment, the folder list shows each folder’s full path so it’s easy to pick the right one. Folders can also be deleted from the same menu; nothing inside is lost — the segments and sub-folders move up one level. Long segment and folder names now stay on one line in the sidebar, with the full name shown when you hover over it.

Segments are protected from accidental edits

Editors and Chapter users can now rename, change, move or delete only the segments and folders they created themselves. Managers and Administrators can still change any segment or folder. Everyone can still open, export and Duplicate a colleague’s segment to save their own copy. Segments and folders created before this release can be changed by Managers and Administrators.

Remove users from User Management

Administrators and Managers can now remove a user with the new Delete button on User Management. It removes the user from the account you’re viewing; if that was the only account they had access to, their login is deleted entirely. The confirmation tells you which will happen before anything changes. Managers can’t remove Administrators, and no one can remove themselves.

Import contacts from a spreadsheet

You can now bring new contacts into Datascout Engage yourself. Click Import on the Segments page, choose a CSV file, and match its columns to email, name and tags (plus company, city and language if you have them). Before anything is saved, Datascout shows you exactly what will happen — how many contacts are new, which already exist, and any rows that can’t be imported — so you can go ahead with confidence. Existing contacts only gain tags; their details are never overwritten.

Every contact in an import is tagged with the import’s name, so View as segment takes you straight to the group you just added, ready to message. A new Imports page in the sidebar keeps a history of every import, lets you resume one that stopped partway, and lets you undo an import by deleting it. Contact import is turned on per account; if you don’t see the Import button, contact support@datascout.ai.

See everyone who unsubscribed

Delivery Reports is now a menu with Campaign Reports (the reports you already know) and a new Unsubscribes page. It lists everyone who has unsubscribed from your emails, with when they unsubscribed, their name, email and member ID, the campaign and email they clicked unsubscribe in, and any comment they left. Search by name, email, member ID or subject, filter by campaign, and Download CSV to share the list.

Never miss a release with the “What’s new” banner

When we ship new features to Datascout Engage, a What’s new banner now appears at the top of the app to let you know, with a link straight to these release notes. It stays in place until you dismiss it, so you’ll see it even if you don’t log in for a few days after a release, and it comes back each time there’s a new release to announce. Want to catch up later? A permanent What’s new link in the sidebar footer brings you back to the release notes any time.

A template gallery for the Template Builder

Starting a new Template Builder email no longer means beginning from a blank canvas. Choose Template Builder for a new action and you’ll see a gallery of ready-made starting points to pick from — or start blank if you’d rather build it yourself. Designed something you’d like to reuse? Save to Gallery adds it to your own collection of templates, ready to pick again next time.

Question & Answers blocks in the Template Builder

Emails built with the Template Builder can now include a question and one-click response buttons — the same interactive format available in Templated Messages — placed exactly where you want them in your design. Define your question, an emoji, and each response button (with routing to Concierge, a form, tags, or kanban changes), then drop a placeholder into any block in your email to choose where they appear. Generate with AI is available here too, so you can describe what you want to ask and let AI draft the question and responses for you.

A “View in browser” link for your emails

Emails created with the Template Builder can now include a “View in browser” link — the same convention you may know from tools like Mailchimp. Turn it on for any action, and every email that goes out includes a link recipients can click to see that exact email, personalized just for them, rendered as a normal webpage. Not every inbox renders an email exactly as designed, so this gives recipients a dependable fallback, and makes it easy to reopen or share the email later without digging back through their inbox.

Confirm before unsubscribing

Clicking an unsubscribe link in an email no longer unsubscribes a recipient immediately — they now land on a confirmation screen and have to choose “Yes, unsubscribe me” before it takes effect, guarding against accidental clicks (including from email clients that pre-scan links). Once confirmed, we also automatically tag their record datascout-donotsend, so it’s easy to see or filter for anyone who’s opted out.

Cleaner send activity in Delivery Reports

The Delivery Reports table now hides runs sent to 10 or fewer recipients — typically test sends — so your view stays focused on real campaign activity. Need to check one of those smaller runs? Flip on Show all runs to bring everything back into view.

A quieter repeat-send warning

The warning that flags an action sent more than once in a scope is now collapsed by default, showing a quick one-line summary instead of a full list. Expand it any time to see exactly which actions ran more than once, and how many times.

Clearer results when a send includes unsubscribed recipients

Sending to a list that includes unsubscribed recipients used to show up in the Approved Queue and Run History as an unexplained “0 sent, 0 skipped” if everyone on the list had opted out. Send results now call out how many recipients were excluded for being unsubscribed, right alongside the sent and skipped counts.

Consistent one-click response button order

Fixed an issue where the one-click response buttons in an email (for example “Yes, I’d like to apply” / “Remind me later” / “No, Thank You”) could occasionally render in the wrong order. Buttons now always appear in the order they were configured, in both English and French messages.

Multi-chapter access & a revamped user management interface

Organizations with multiple chapters or regions can now assign a Chapter role that scopes staff access and segments to a single chapter. The admin User Management page has also been overhauled to make getting people set up easier: add a single user directly, or import a whole list at once via CSV — both with chapter and role assignment built in — plus a way to search across every account by email.

A Manager role for self-serve team management

Added a new Manager role: managers get full access to Engage for the clients they’re responsible for, including User Management, so they can add, import, and manage their own team’s members directly — without the ability to grant or change Admin access.

Tighter default access for new sign-ins

New users signing in through single sign-on no longer get access to the Engage dashboard automatically. An administrator now has to explicitly grant access before a new sign-in can reach Engage, so every user in your dashboard is there on purpose.

Embeddable Concierge widget

The Concierge chat experience can now be embedded directly on your own website with a lightweight script, so members can reach it without leaving your site.

Faster Delivery Reports

Fixed a database performance issue that could cause large Delivery Report runs to time out instead of loading.

Broader SSO login support

Members whose organization’s iMIS username isn’t formatted as an email address can now sign in through SSO without issue.

See delivery health at a glance

A new Deliverability Reports area (marked Beta, found under Segments) gives each campaign or action run its own report: sent, delivered, bounced, and engagement rates summarized in a single health view, with a funnel showing where recipients drop off along the way.

Drill into any run

Open a run to see a full, filterable recipient list, along with breakdowns by bounce reason and receiving provider to help spot delivery issues at a glance.

Export what you need

Download the full recipient detail as a CSV, or export a clean, single-page PDF summary to share with your team.

Faster, more reliable bulk sends

Sending to a large list now runs through a concurrent delivery pipeline instead of sending one message at a time, so large sends complete faster. If a send is interrupted partway through, it can pick back up instead of starting over.

A history of every send

Every bulk send — Send All, Send Selected, or a Test Email — now shows up in a new send history view, so you can watch an in-progress send’s status or look back at what went out and when.