Modality

Changelog

What's new in Modality

New features, improvements, and fixes. We ship updates regularly to make Modality the best platform for managing events, contacts, and campaigns.

v2.0.0Feature

Invoices, Event Page Editor & Brand Kit System

  • Invoices & Payment Plans module with split payments, Stripe checkout, and public payment pages.
  • Full-page invoice creation with line items, companies, CC recipients, and payment terms.
  • Invoice email templates with customizable design via visual editor.
  • 5 automation triggers + 3 actions for invoice workflows.
  • Event page visual editor with drag-and-drop section reordering.
  • Desktop/mobile viewport toggle in event editor.
  • Accordion setup flow for events (like email campaigns).
  • Brand kit defaults flow across forms, events, emails, and invoices.
  • "Apply to All" bulk buttons on brand kit page.
  • AI website scanning and PDF guidelines upload for brand extraction.
  • Custom email sender name and logo across all workspace emails.
  • Merge tags organized by category with search in email editor.
  • Form builder: paragraph field, alignment controls, searchable font picker.
  • Professional invoice email design with merge tag support.
v1.8.0Improvement

Form Builder Enhancements

  • Paragraph/text display field (non-input) for adding instructional text to forms.
  • Alignment controls (left/center/right) on all field types.
  • Searchable font picker with 65+ Google Fonts.
  • Live font preview in editor canvas.
  • Editable form header with alignment.
  • Positional drag-and-drop (insert at drop position, not bottom).
  • Browser back button exits preview mode properly.
v1.7.0Feature

AI Workspace Generation

  • Describe your business in plain language and let Modality AI generate your entire workspace — custom objects, automations, forms, and event templates.
  • AI-generated configurations compile to typed structures validated against your data model.
  • Workspace generation uses 3 AI credits and can be re-run to iterate on your setup.
  • Added natural language chat for refining generated automations and campaign logic.
v1.6.0Feature

Custom Objects & Dynamic Schema

  • Define custom object types to model any entity — artist submissions, vendor applications, sponsor deals, and more.
  • Each object type supports custom fields (text, number, date, select, multi-select, URL) with full filtering and sorting.
  • Objects are tenant-isolated and accessible via the REST API at /api/v1/objects/[slug].
  • Custom objects integrate with automations — trigger workflows when records are created or updated.
v1.5.0Feature

Form Builder with Stripe Payments

  • New drag-and-drop form builder with support for text, email, phone, select, checkbox, radio, and file upload fields.
  • Attach Stripe payment collection to any form — deposits, registration fees, or ticket purchases.
  • Form submissions automatically create or update CRM contacts with configurable field mapping.
  • Embeddable forms via script tag or iframe for use on external websites.
v1.4.1Fix

Contact Import & Data Integrity Fixes

  • Fixed CSV import failing silently on files with BOM encoding or mixed line endings.
  • Resolved duplicate contact creation when importing contacts that match on email address.
  • Fixed tag assignment during bulk import not respecting workspace-level tag limits on the free plan.
  • Improved error messages for malformed CSV headers with actionable guidance.
v1.4.0Feature

Automation Engine

  • Build trigger-action automations with a visual editor — no code required.
  • Supported triggers: form submission, ticket purchase, contact tag added, event date approaching.
  • Actions include sending emails via connected ESPs, adding tags, updating contact fields, and creating tasks.
  • Automations run asynchronously and include execution logs for debugging.
v1.3.0Improvement

ESP Integrations — Brevo, Mailchimp, Klaviyo

  • Connect Brevo, Mailchimp, or Klaviyo as email delivery destinations for campaigns.
  • Two-way contact sync keeps your CRM and ESP lists in sync automatically.
  • Campaign orchestration in Modality, delivery through your preferred ESP — unifying analytics in one dashboard.
  • OAuth-based connection flow with automatic token refresh for Mailchimp and Klaviyo.
v1.2.0Feature

Campaign Management

  • Create, schedule, and send email campaigns to tagged contact segments.
  • Visual campaign editor with merge fields for personalization (name, event details, custom fields).
  • Campaign analytics: open rate, click rate, bounces, and unsubscribes tracked per send.
  • Draft campaigns are auto-saved and can be duplicated for A/B testing.
v1.1.0Feature

Event Ticketing with Stripe Checkout

  • Create events with public pages, ticket types (general admission, VIP, early bird), and capacity limits.
  • Stripe Checkout integration for secure, PCI-compliant ticket purchases.
  • Attendees are automatically added to your CRM as contacts with purchase history and tags.
  • Embed Spotify and Apple Music players on event pages for artist showcases.