Hot Off the Build

What's new?

Dashboard templates are now easier to discover and apply, helping you start from guided, prebuilt dashboards instead of building everything from scratch. You can use templates built around common product and customer goals, such as: Feature engagement, User activation, User retention, Free-to-paid conversion, and Expansion revenue.

More flexibility for reporting

Now, you can use system dashboards, such as Feature Engagement, User Retention, and User Activation, as templates. After creating a dashboard from a template, you can customize it to fit your needs by adding new content, removing reports, or editing the default reports.
This change gives teams a faster starting point while still keeping the flexibility to tailor dashboards around their own goals. Instead of building everything from scratch, you can start with a recommended dashboard structure and then adjust it based on the metrics, reports, and insights that matter most to your team.

New retention metric report type

We're also introducing a new Retention Metric report type. This allows you to track retention as a single metric for a specific period, such as Day 1, Week 1, or Month 1 retention. It gives teams a faster way to monitor key retention KPIs without needing to analyze the full retention trend or table every time.

Here's what's new

Userpilot can now automatically detect screens in your mobile app through the SDK, reducing the need to manually track each screen through code. Once enabled by your engineering team, captured screens will appear under Data → Mobile Screens → Untagged Screens, where you can review, tag, and organize them before using them across Userpilot.

With tagged mobile screens, you can

• Trigger mobile experiences on specific screens
• Target users based on where they are in your app
• Analyze screen-level performance
• Build more accurate reports and segments

Important note

This is especially helpful if your mobile app has many screens, frequent screen changes, or if you want to reduce engineering dependency when setting up mobile screen tracking.

If you're currently tracking mobile screens manually and want to switch to auto-capture, your existing screen names may not match the new auto-captured names. To avoid targeting or reporting issues, check the detailed migration guidance in this article before switching.

What's next

A detailed article is also available if you'd like to learn more about setup, tagging, and best practices. We're also working on Mobile Event Auto-Capture 🔥, coming soon to help you capture mobile user interactions with less manual tracking.

What are Cards?

Embeds introduce Cards — in-page content blocks that appear directly within your UI to guide users, highlight actions, and organize information. You can create up to 4 Cards in a single Embed, helping you structure content within the same UI area.

Where to find it

From the navbar, go to Engagement → Embed to start creating Cards or Banners. There is also a detailed article available if you would like to learn more.

What shipped

• Design Library images everywhere: You can now use uploaded images from the Design Library across all Userpilot features, including Mobile, Resource Center, and Checklist icons. This makes it much easier to keep branding and visuals consistent across experiences.

• Exclude specific users or companies: You can now exclude selected users or companies from seeing Userpilot content. Perfect for use cases like hiding experiences from internal or test accounts, running targeted experiments, and preventing beta content from showing to specific customers.

• Mobile content throttling is here: Slideouts and carousels now support their own throttling settings, separate from push notifications. This gives teams more flexibility and better control across mobile channels, making it easier to fine-tune frequency without impacting push campaigns.

Paths Improvements

• Hide Metrics from a Path Report: You can now hide specific events that are irrelevant to the journey you're investigating—removing the noise so you can surface the next most common steps in your users' paths and zero in on meaningful interactions.
• View Breakdown of 'Other Events': The "Other events" category is no longer a blind spot. You can now drill into exactly which events make up that group at any step in your Path report—giving you a complete, accurate picture of everything your users are doing, even when it falls outside the primary flow.
• Support Mobile Screens in Path Reports: Alongside web events, you can see exactly where mobile screens appear in your users' journeys—giving you a complete, cross-platform view of how users navigate through your product.

Breakdown Improvements

• Multiple Breakdowns (Stack Two at Once): You can now layer two breakdowns on top of each other within a single report. For example, break down feature adoption by user segment to see who's engaging—then add a second breakdown by Country or Plan Type to understand why usage patterns differ.
• Bucketing in Breakdowns: Group similar property numeric values into buckets. For example, instead of seeing 50+ individual screen height values when analyzing device usage, group them into meaningful ranges, instantly revealing which screen sizes the majority of your users are on, without having to wade through a wall of raw numbers.
• Baseline Comparative in Breakdowns: Put your breakdown data in context with two new comparison modes: <strong>Compare to a baseline</strong> — pin your best-performing property value as a reference point and see how all other values stack up; or <strong>Compare to Overall</strong> — view each property value as a percentage of the total, giving you a clear picture of relative contribution across the board.

Trend Improvements

• Frequency Filters: Get precise about how often users are doing something, not just whether they did it. Add inline frequency filters to any metric—for example, isolate users who started fewer than 3 sessions per month (churn risk) or more than 10 (power users)—and compare them side by side in the same report.
• Comparative View of Total Value Charts: Overlay a comparison of the same metric from the previous time period directly on your total value charts—making it easy to see at a glance whether performance is trending up, down, or holding steady over time.

Sessions Improvements

• External Sharing of Sessions: Session replays can now be shared externally—generate a link and send it to teammates or stakeholders outside your Userpilot workspace, no login needed.

What's next

✨ This release continues our commitment to making Userpilot Analytics more flexible, more powerful, and more collaborative. There's plenty more in the pipeline—stay tuned for what's coming next!

Smarter Mobile Push Testing

• Test to specific users: You can now send test push notifications to a specific user by selecting them directly. This makes it easy to validate content on real devices without impacting your full audience.
• Staging & Production separation: We also separated Staging and Production mobile app setups, so each environment can be configured independently, reducing risk and setup errors.

Design Library Now Available in Email

Your design library is now fully supported inside the Email feature. Use your predefined colors, button styles, and uploaded images directly in emails to keep everything perfectly on-brand, with much faster styling and setup.

Email CTA Breakdown

Get deeper visibility into email performance with CTA Breakdown. You can now see exactly which links users clicked and the engagement metrics for each one.

Expanded Signals Coverage

Signals now support all event types, including custom events, feature tags, and labeled events, giving you broader and more flexible tracking across your user activity.

More control, more insight, and faster workflows, more updates coming soon. Stay tuned ✨

External Sharing With Public Links

With external sharing, you can now generate public links for Dashboards and Reports, or choose the specific emails that should be able to access — making it easy to share insights with teammates who don't have a Userpilot account. Navigate to Settings to enable this functionality.

Trend Templates for Faster Reporting

Getting started is now quicker than ever with predefined Trend templates that can then be manipulated using filters and breakdowns. Templates include: Top 10 Users, Top 10 Companies, Top 10 Events, and Top 10 Pages.

Scatterplots for Deeper Pattern Discovery

We've introduced Scatterplots when using numerical breakdown properties—unlocking a clearer view of ranges, distributions, and outliers. Scatterplots show the actual numeric values, helping you identify trends that were previously hidden.

Sortable Tables in Events & Pages

You can now sort tables by any numeric or date column, making it easy to surface most or least triggered events, highest or lowest occurrences per user, and recent vs. historical activity.

Custom Date Ranges on Dashboards

Dashboards now support Custom Date selections, giving you precise control over the time periods you analyze.

Break Down Different Metrics by Different Properties

You're no longer limited to using the same breakdown logic across metrics. You can now break down different metrics by different properties within the same report, opening the door to more nuanced, multi-dimensional analysis.

New Event Property: Page & Path

We've added Page and Path as event properties, making it easier to analyze behavior based on where users are in your product. This gives you more flexibility when filtering, breaking down, and understanding in-context user actions.

✨ Update 3 continues our mission to make Userpilot Analytics more collaborative, flexible, and insight-rich. And we're not stopping here—more enhancements are already on the way. Stay tuned!

What's New

• CRM field mapping: Map any Userpilot user or company property directly to a CRM field in HubSpot or Salesforce.
• Custom event sync (HubSpot): Push Userpilot custom events into HubSpot as contact activity, giving sales full visibility into in-app behaviour.
• Scheduled sync: Configure automated syncs to run on a set schedule so your CRM data is always fresh — no manual exports needed.
• Segment-to-CRM list sync: Send Userpilot segments to HubSpot lists or Salesforce campaigns to power targeted outreach.
• Bi-directional property sync: Receive CRM contact and account data back into Userpilot to enrich user profiles and targeting.
• Sync history & status logs: Review a full log of sync runs, see what was sent, and quickly diagnose any issues.

Availability & Pricing

Enterprise plan: Advanced Integrations are included at no extra cost. Growth plan: Available as a paid add-on — reach out to your account manager or our support team to get access.

How to find out more

Head to Integrations → HubSpot or Integrations → Salesforce inside Userpilot to get started. Full setup documentation is available in our Help Center, and our team is on hand if you need any help configuring the integration.