Product Releases
October 2026
October 30, 2026
Capture Unlimited Seat Management
Capture Unlimited now includes dedicated Admin and Member seat types, with seat assignment, filtering, and management available through User Management and Account Details. This release also expands HubSpot ownership synchronization controls, adds attendee name ordering for the momencio API, streamlines email template creation and editing, and updates IntelliStream activity timestamps and Outlook campaign preheader handling.
Capture Unlimited Seat Management — Manage Admin and Member seat types, assign seats individually or in bulk, and review Admin-seat allocation with unlimited Member seats.
HubSpot Company Owner Addition — Updated the HubSpot integration with a combined “Update HubSpot Contact and Company Owners” setting to control ownership synchronization for both Contacts and Companies.
momencio API Attendee Name Order — Choose First Name, Last Name or Last Name, First Name ordering when configuring attendee data in the Event Wizard.
Email Template Creation & Editing Flow — Streamlined template creation and editing into a single-screen workflow with modal settings, inline preview, and Archive / Activate controls.
IntelliStream Activity Time Accuracy — Updated activity timestamps to prioritize the user profile timezone, followed by the tenant timezone and browser timezone.
Outlook Campaign Preheader Handling — Refined Outlook campaign email generation to include a single hidden preheader per email, including multi-recipient campaigns.
October 14, 2026
Passwordless Login via Sign-in Magic Link
Users can now sign in to momencio using a secure, one-time magic link sent to their email address, with navigation returning them to their originally requested page. This release also introduces a dedicated Contact Notes workspace, expands calendar availability controls for Office 365 and Google integrations, adds AI-enriched data to Lead Capture Forms, and refines login and multi-tab session handling.
Passwordless Login via Sign-in Magic Link — Sign in using a short-lived, one-time email link without entering a password.
Contact Notes Workspace — View, add, edit, and delete contact notes in a dedicated tab with tags, author details, event information, and Smart Tags support.
Calendar Integration Availability Controls — Configure calendar availability based on the connected email provider, with custom scheduling hours and shared-calendar selection.
AI-Enriched Data in the Lead Capture Form — Populate eligible empty Lead Capture Form fields with AI-enriched contact data after business card or badge capture.
Login & Multi-Tab Session Reliability — Refined login, session handling, and page restoration across multiple portal tabs while preserving existing passwords during incomplete reset flows.
October 07, 2026
Cell Phone Field in Lead Capture
The Lead Capture Form now includes a dedicated Cell Phone field alongside the existing Work Phone field, allowing users to review and update both numbers when capturing business cards. This release also refines the Neglected Contact logic and indicator to account for recent outbound engagement activities, including calls, meetings, emails, SMS, presentations, and follow-ups.
Cell Phone Field in Lead Capture — Added a dedicated Cell Phone field to the Lead Capture Form for reviewing and updating mobile and work phone numbers.
Neglected Contact Logic & Indicator — Updated the Neglected filter and indicator to recognize qualifying outbound engagement while retaining the 10-day minimum age for new contacts.
October 01, 2026
Calendar Booking for Digital Business Cards & LiveMicrosites
Digital Business Cards and LiveMicrosites now support calendar booking, using an integrated Office 365 or Google calendar or an external scheduling URL for the LiveMicrosite Calendar Widget. This release also refreshes notification settings and user management, adds clearer activity labeling for imported contacts, and updates presentation asset selection.
Calendar Booking for Digital Business Cards & LiveMicrosites — Connect Digital Business Cards to an integrated Office 365 or Google calendar and configure the LiveMicrosite Calendar Widget with an integrated calendar or external scheduling URL.
Notification Settings Experience — Manage in-app notifications, real-time email notifications, and daily or weekly email summaries through the refreshed notification settings.
Users List & Forms Experience — Updated the Users list and forms with plan-seat usage, enrichment credits, user details, permission groups, status controls, and account access.
Presentation Subcategory Asset Selection — Presentations display only the assets explicitly selected within a configured subcategory.
Imported Contact Activity Labeling — Imported contacts now include a “Contact Captured (Import)” entry in their activity history.
September 2026
September 24, 2026
Email Template Archive Filtering
Email template management now keeps new templates active by default and adds an Archived toggle for viewing archived templates when needed. This release also improves performance across the app’s Leads, Notes, and Surveys lists and updates automated follow-up, Outlook calendar availability, and survey conditional logic.
Email Template Archive Filtering — New email templates remain active by default, with an Archived toggle for displaying archived templates.
App Leads, Notes & Surveys List Performance — Improved performance across event Leads, Notes, and Surveys lists in the app.
Event Wizard Automated Follow-Up — Updated automated follow-up settings so they can be disabled and re-enabled during Event Wizard setup without requiring a Simple email template when it is not part of the saved configuration.
Outlook Multi-Day Calendar Availability — Updated meeting availability to account for existing Outlook calendar commitments on later days of multi-day events.
Survey Conditional Logic — Conditional survey sections display when configured response criteria are met in the app.
September 15, 2026
Event Setup Step 3 — Lead Capture Form Preview
Event Setup Step 3 now includes a live preview of the Lead Capture Form that reflects how the configured form will appear inside the app. Administrators can review the form as fields and sections are configured before using it at an event.
Event Setup Step 3 — Lead Capture Form Preview — Preview the Lead Capture Form in Event Setup as fields and sections are configured.
September 9, 2026
New Presentation Experience for App & Web View
The momencio app and web view now include a new presentation experience with richer lead capture, in-session qualification, Smart Tags, signals, notes, next actions, and event activity lists. Reps can also book meetings during interactions, share digital business cards, and follow event activity through live dashboards.
New Presentation Experience for App & Web View — Capture richer lead information, qualify contacts, apply Smart Tags, record signals and notes, and take next actions within the presentation experience.
In-Session Qualification & Next Actions — Qualify leads, apply Smart Tags, capture signals and notes, and move to the next action during an active interaction.
Calendar Booking in App & Portal — Book meetings from momencio during event interactions and create, view, or edit bookings through the portal calendar.
Digital Business Card — Create a personal digital business card with contact details, social links, visual settings, a shareable URL, and meeting scheduling options.
Event Leads, Notes & Surveys Lists — Review available event leads, shared notes, survey completion status, and saved survey responses from the app.
Real-Time Analytics — Track leads captured, sessions completed, surveys filled, meetings booked, and progress toward the event sales goal in real time.
September 5, 2026
HubSpot Contact Widget & Event Intelligence Dashboard
HubSpot now includes a momencio Lead Summary widget with contact qualification, engagement signals, event activity, notes, surveys, assets, follow-up history, and related opportunities. This release also expands the HubSpot Event Intelligence Dashboard with event performance, engagement, opportunity pipeline, asset, and post-event activity data.
HubSpot Contact Widget — momencio Lead Summary — View momencio contact qualification, engagement, event activity, notes, surveys, assets, follow-up history, and related opportunities from the HubSpot contact record.
HubSpot Event Intelligence Dashboard — Review event metrics, engagement funnel data, top engaged contacts, opportunity pipeline, assets, post-event engagement, and recent activity in HubSpot.
Landing Page Asset Selector Titles — Updated asset title formatting to preserve spaces between words in the Landing Page Asset Selector.
September 1, 2026
Lead Capture Form & Contact Record Updates
Event setup now includes an upgraded Lead Capture Form configuration for adding system, custom, and integration-synced fields and setting them as required or optional. This release also introduces a reorganized contact record sidebar with editable sales workflow attributes, quick actions, and expanded lead-list filtering and exports.
Lead Capture Form Setup — Configure lead capture forms with supported system, custom, and integration-synced fields and mark added fields as required or optional.
Updated Contact Records — Sidebar View — Review contact information, update Qualification, Lead Status, Stage, and Importance Level, and access common contact actions from the reorganized sidebar.
Lead List Filters & Exports — Filter lead lists and export contacts using the new sales workflow attributes available in the contact sidebar.
August 2026
August 17, 2026
LiveMicrosites Builder Feature
LiveMicrosites now includes a visual landing page builder with Full Width and Sidebar layouts. Users can build pages with header banners, content banners, slideshows, assets, and social media content, with controls for colors, backgrounds, text, imagery, alignment, and layout styles.
LiveMicrosites Builder — Create and customize LiveMicrosite landing pages with flexible layouts, content elements, and element-level visual controls.
July 2026
July 24, 2026
Email Integration Monitoring Feature
Users are now notified when an email integration requires authentication or re-authentication through banners, notifications, profile indicators, and My Profile. This release also adds email template archiving, strengthens email authentication validation, moves Android initial synchronization to the background, and refreshes email template and campaign list management.
Email Integration Monitoring Feature — Alerts users when email authentication or re-authentication is required and checks authentication during login, email creation, and profile updates.
Email Authentication State — Improved provider authentication validation and requires authentication before saving profile changes when needed.
Email Template Archive — Archive and restore email templates without affecting existing automations.
Android App Performance — Initial synchronization now runs in the background.
Email Templates & Campaign Lists — Refreshed the management interface for email templates and campaign lists.
July 7, 2026
Import CRM Fields from HubSpot
HubSpot administrators can now import CRM properties directly into momencio and create matching custom fields with supported field types and mappings. This release also adds manual CRM value re-synchronization and expands HubSpot country mapping for more reliable synchronization.
Import CRM Fields from HubSpot Import HubSpot CRM properties directly into momencio with matching field types, values, and CRM mappings.
CRM Value Re-synchronization Manually synchronize CRM-linked field values, update renamed values, remove obsolete options, and review mappings before applying changes.
HubSpot Country Mapping Expanded country support, standardized country names, removed duplicate entries, and improved mapping between momencio and HubSpot.
July 2, 2026
Survey Report Excel Export
Survey results can now be exported to Excel in three formats for flexible reporting and analysis. This release also improves HubSpot and Mailchimp synchronization, enhances QR code lead capture, and updates event duplication.
Survey Report Excel Export — Export survey data as a Summary Report, Contact View, or Response View with filtering and customizable contact fields.
HubSpot Notes Synchronization — Enhanced note synchronization when contact owner information is unavailable or unmapped.
Mailchimp Integration Reliability — Improved contact imports, duplicate prevention, active integration validation, and integration cleanup.
QR Code Lead Capture Enhancements — Updated lead matching to use attendee information instead of QR identifiers across supported providers.
Parent Event Duplication — Event duplication now retains automated email templates, delivery delays, and associated email configuration.
Ampersand Character Encoding — Improved handling of encoded special characters in exported and displayed data.