What's New on Delightree

Automatically Create Locations from HubSpot Deals

‍Automatically create a new location in Delightree when a deal is marked “Closed Won” in HubSpot. The location is created in Launching or Prelaunch status using deal information such as documents, notes, and (soon) user details. Existing owners are linked to avoid duplication.

This one-way sync keeps Delightree your operational source of truth and eliminates re-entry delays between sales and ops.

➡️ To enable this integration, reach out to your Delightree Customer Success Manager.

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Connect QuickBooks to Track Financials in Delightree

Franchisees can connect their QuickBooks accounts and map financial metrics like income, expenses, profit, and royalty fees.Franchisors get real-time access to financial performance across locations, improving transparency and simplifying oversight.

➡️ To enable this integration, reach out to your Delightree Customer Success Manager.

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Set Submission Windows for Tasks
You can now define specific windows of time when a task can be submitted. This helps enforce SOPs, prevent late submissions, and improve data accuracy for time-sensitive workflows.

Send Forms to External Users

Share secure form links with users outside your organization, like vendors and contractors. No Delightree login needed. This makes collaboration easier without compromising platform security.

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Preview Form Responses and Export as PDFs

Form submissions can now be exported as structured PDFs that include responses, timestamps, and user info.Submitters can export their own response once after submission. Admins and creators can export anytime, with all export actions logged for audit tracking.

Transfer Ownership of Forms, Paths, and More

Admins can now reassign ownership of key content like Forms, Audits, Training Paths, Compliance docs, Knowledge Base entries, and Chat Channels. This avoids content loss when team members leave or change roles, keeping everything running smoothly.

Customize Training Notifications

Decide which training updates trigger notifications. Get alerted on what matters most to your role, and reduce notification noise.

Smarter Compliance Reminder Targeting
Compliance reminders are now sent only to the users selected in the reminder modal, ensuring they’re timely and relevant. If no reminder was set manually, a default alert will automatically go to the appropriate roles: Master Admin, Admin, User, and Location Admin (Owner) as soon as a document expires. This reduces noise and improves accountability across the team.

Compliance Nudge Before Launching Locations
Admins now receive a smart prompt to review any pending compliance documents before making a location live. While they can still choose to proceed without reviewing, this reminder ensures the decision is intentional and informed. It helps reduce the risk of compliance gaps during location activation.

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Automatic Access to All Assigned Training Content
‍Training Path assignees now automatically gain access to all chapters and forms within their assigned path, even if those items were not originally marked as visible. This update ensures a smooth training experience by removing access barriers and eliminating the need to reach out to the Training Path creator.

More Accurate Training Progress Tracking

Training progress indicators are now more precise and meaningful. Updated status markers give supervisors and admins a clearer view of learner momentum at a glance.

Filter Member Analytics by Location and Score

You can now apply filters to narrow down Member Analytics within a specific Training Path. Filter by both location and individual member score to surface performance insights more easily.

Improved Milestone Creation Flow

Creating milestones in a Training Path is now more visually guided. A new instructional GIF walks users through setup, and default title copy helps reduce friction and speed up configuration.

Next/Previous Navigation Buttons for Content

Navigating Training Path content is now easier. Next and Previous buttons are always visible, eliminating the need to search or scroll to continue.

Improved Empty State Messaging for Evaluations

We’ve refreshed the empty state message shown to supervisors when no Training Path evaluations are pending. The new copy is clearer, friendlier, and helps set expectations for next steps.

Edit Training Paths Without Opening Them Fully

You can now edit specific sections of a Training Path directly from the tracking page. This reduces clicks and saves time when making quick changes.

Clearer Empty State Messaging on Tracking Page

When a supervisor has no training assigned for oversight, the page now displays a clear and helpful message. This avoids confusion and creates a more intuitive experience.

Monthly and Cumulative Completion Views

You can now toggle between monthly and cumulative views of training completion rates. This gives you flexibility in reporting short-term results or long-term progress across locations.

Clearer Partial Credit Messaging

Assessment results in Training Paths now show exactly how much partial credit was earned. This helps learners understand their score and makes grading more transparent.

Standardized Progress Status Labels

The term "In Progress" is now used consistently throughout the platform. This replaces previously mixed terms like "Ongoing" to avoid confusion and maintain clarity.

Simplified Training Path Reactivation

Reactivating a Training Path is now cleaner and faster. You can do it with or without edits in just a few clicks.

Jump to Skipped Content Before Completion

Users can now click a red-ribbon CTA to review skipped content before marking a training complete. This ensures nothing important is missed and gives learners more flexibility.

Navigation Warning When Creating Paths

A warning prompt now appears if you try to leave the page while creating a Training Path. This helps prevent accidental loss of work by giving you a chance to save.

Lock Preview on Specific Question Types

When building Training Paths, you can now click a question type to preview it without hover-triggered switching. This gives you more control and time to evaluate each option.

View Chapter Descriptions from Timeline Page

You can now see each chapter’s description directly on the timeline page of a Training Path. This offers a faster way to understand chapter content without clicking through.

Send Overdue Training Reminders from Nexus

You can now send overdue training reminders to all Location Admins from the Nexus. No need to switch screens—sending a reminder is now one click away.

Updated Tooltip Copy for Frequency on Tracking Page

Hovering over the ‘Repeat’ icon now shows clearer copy for each training frequency type. This improves comprehension of how scheduled training works.

Clearer Frequency Tooltips in Scheduling Flow

We’ve improved the tooltip copy for frequency during scheduling. Users now get immediate clarification while assigning Training Paths.

Improved Quiz Image Viewing

Images in quizzes can now be clicked to enlarge and easily browsed in one window. No need to exit the overlay. Just swipe through all visuals with ease.

Tooltip Added for Rematch-Type Questions

We’ve added a helpful tooltip to rematch quiz questions. This guides users on how to rearrange items correctly, reducing confusion.

Search and Filter Within Path Analytics

You can now search and filter inside each item in Path Analytics. This makes it easier to find relevant data or users quickly.

Clearer Labels for Training UI

We’ve renamed key UI elements to reduce ambiguity. “Play Path” is now “Preview Path,” and “My Progress” is now “Path Content.”

Deeper Quiz Analytics for Creators

Training Path creators can now see which quiz questions are most often missed or answered correctly. This highlights knowledge gaps and helps improve content.

Auto-Drafted Access Requests for Knowledge Base

If a user can’t access a linked Knowledge Base article in a Training Path, the system now drafts a message to the creator. The user can send it with one click to request access.

User Role Names Updated for Future Permissions

We’ve renamed and restructured user roles to better support advanced permissions. While the underlying permissions remain the same, labels are now more accurate and easier to understand.

Here's what's changed:

New Role: Master Admin
Previously called Super Admin. Master Admins have full backend access and are now the only users who can assign Admins. They can only be created by the Delightree Customer Success team.

Renamed Roles:

• Super Admin → Admin
• Admin → User
• Location Owner → Location Admin
• Worker → Staff

A few important notes:

• No permission behaviors have changed. This update is purely about role names.
• Users can only create new users with lower permission levels than their own.
• Master Admins, Admins, and Users cannot initiate chat messages to Staff roles.
• Location Admins can still message any team member directly.

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Transfer Chat Channel Ownership

Channel owners can now transfer ownership to another member directly from the Members tab. This gives teams more flexibility and control.

Express Yourself with GIFs, Stickers, and Mentions

Chats now support GIFs, stickers, emojis, and @mentions. Conversations are more expressive and engaging than ever.

Restrict Contact from Location Admins to Corporate

You can now prevent Location Admins from messaging specific corporate users. This ensures only approved contacts are reachable and keeps communication aligned.

Improved Channel Settings and Member Visibility

Channel owners now appear first in the member list, with other names sorted alphabetically. Users who can view members but not edit them will see new guidance. Pre-shipped channels now show who will be auto-added and can no longer have notifications disabled.

Default Off for Location Profile Login

Location Profile Login is now disabled by default for new locations. It can still be enabled on request by contacting the Customer Success team.

Auto-Generated Location Channels

A channel is now auto-created as soon as a Location Admin (Owner) signs up. That person becomes the channel owner, streamlining communication setup from the start.

Enhanced Member Analytics Status Filters

More status filters have been added to Member Analytics. This allows supervisors to isolate users more accurately based on their training progress.

Cleaner Draft and Time Visibility in Analytics

Time spent is now shown in a cleaner format. Completion dates are only shown when a chapter is marked complete. Drafts created by Master Admins and Admins are now split into ‘My Drafts’ and ‘All Drafts’ for better organization.

Improved Deactivation Flow for Training Paths

Marking a Training Path as inactive is now clearer and easier. Improved CTAs and supporting copy walk users through the process confidently.

Streamlined Chapter & Asset Workflow
Media uploads are now labeled “Assets,” clearly separating them from “Chapters.” You can build a chapter from scratch, upload a single image as its own chapter, or preview everything in either List or Grid view.

Zip-Code Smart Location Setup
‍Adding a new location now requires only the zip code. Location Launcher fills in city, state, and country automatically. If the zip is unknown, it lets you enter the HQ details with one click as a placeholder.

Relaxed CSV Import Requirements

CSV imports relax address and contact-detail validation, so bulk uploads move forward even when some information is still pending.

Automatic Time-Zone Detection with Manual Override
‍When you enter a zip code, Location Launcher automatically assigns the correct time zone, eliminating manual look-ups and reducing scheduling errors. Admins can still adjust the time zone by hand, preserving full control.

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Audience-Specific Visibility Controls for Articles

Article visibility now uses a dual-checkbox model: one box ensures every open location can read the article, and a second box extends access to launching locations if desired. Combine those presets with individual site selections to fine-tune distribution. Documentation reaches the right people while proprietary playbooks stay protected.

‍Contributor Permission Tooltip Clarity
‍A new tooltip appears when someone edits or completes a form, spelling out exactly what contributors can and cannot do.
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Audience-Specific Visibility Controls for Forms
‍Visibility settings now offer two check boxes: show to all members at open locations and optionally include members at locations that are still launching. Admins can also add or remove individual sites to create any custom audience they need. This precision keeps sensitive content private while making sure every operator sees the material that applies to them.

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Delete Confirmation Safeguard
‍Deleting a chat channel now triggers a quick confirmation dialog. The extra step prevents accidental loss of conversation history and keeps collaboration on track.

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Custom Go-Live Report Export
‍Operations leaders can download a spreadsheet directly from Location Launcher that lists each site’s planned go-live date and contact information.

‍Task Search and Filter Navigation
‍A new search bar and filter set let corporate admins and location owners jump straight to the tasks they care about. Less scrolling means faster, more accurate launches.

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Hide Inactive and Pending Users
‍A toggle now removes inactive or pending users from view, giving managers a clean roster of who is actually active in the system.

‍Bulk Invite Resend and Mass Delete
‍After filtering for inactive or pending status, admins can resend every outstanding invite or delete those accounts in one click. Housekeeping that once took hours now finishes in seconds, keeping user lists accurate and secure.

Evidence Attachments for Flagged Responses
‍When an auditor flags a response, they can immediately attach photos, documents, or a written note as evidence. The context travels with the issue so store managers see exactly what needs fixing.

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What's New for You?

• The dashboard now shows new metrics like launch rate and time in each phase.
• You can assign and track a “Signed On” date for documents and milestones.
• Each location displays a go-live date, pulled from Location Launcher or manually editable.
• Locations can now be grouped and filtered by assigned board.

Important Things to Know

• Go-live dates are defaulted but editable by Superadmins only.
• Locations display and group by board for better organization.
• Task steps within Launcher can now be reordered.

Who Will Benefit

• Franchise operations teams tracking launch timelines and team accountability.
• Support teams coordinating launch phases and documentation.
• Field leaders aligning tasks to board-specific workflows.

How to Get Started

• Review metrics, go-live dates, and Signed On dates in the location profile.
• Group and filter locations by assigned board.

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What's New for You?

• The Leaderboard now includes a Training tab to surface completion insights.
• You can search across Training Paths (v2).
• Training logs and video uploads are now more robust.

Important Things to Know

• No setup needed. These updates are available automatically.
• Video upload limit raised to 600 MB.
• Assignee change logs now accurately reflect updates.

Who Will Benefit

• Training managers tracking completions at a glance.
• Ops teams ensuring new employees meet requirements.
• Franchisees improving onboarding efficiency.

How to Get Started

• Head to the Leaderboard > Training tab.
• Use global search in Training Paths v2.
• Upload updated training content with the new file size limit.

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What's New for You?

• PNG images with white backgrounds now render cleanly within chapters.

Important Things to Know

• Applies across all existing and future PNG uploads in Knowledge Base.

Who Will Benefit

• Content creators looking for visually clean documentation.

How to Get Started

• No action needed. Formatting is automatic.

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What's New for You?

• You can now reorder task steps, making workflows easier to manage.
• Subtasks are now draggable for better hierarchy control.

Important Things to Know

• Works inside task templates and live task lists.

Who Will Benefit

• Franchise leaders fine-tuning SOPs.
• Managers improving task clarity for teams.

How to Get Started

• Edit any task template or live task. Try drag-and-drop reordering.

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What's New for You?

• Forms now support reordering of options, sections, and subtasks.
• New forms show at the top of the list for easier access.

Important Things to Know

• No additional configuration needed — this works system-wide.

Who Will Benefit

• Admins creating efficient form structures.
• Franchise teams customizing workflows more quickly.

How to Get Started

• Open the Forms section, and explore the new reordering tools.

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What's New for You?

• The Leaderboard now:
  • Shows last updated timestamps for each metric.
  • Offers clear, easy-to-understand definitions.

Important Things to Know

• All metrics are updated automatically and visible by default.

Who Will Benefit

• Executives needing snapshot-level insights.
• Ops teams benchmarking performance across locations.

How to Get Started

• Head to the Leaderboard and review the updated layout.

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What's New for You?

• Image galleries in the Nexus dashboard now include source links.
• Each image can be traced to its original audit or Google review.
• Audit questions and sections are now reorderable.

Important Things to Know

• Google Places links are now embedded for easier location verification.

Who Will Benefit

• Field teams tracking audit quality.
• Support teams validating customer feedback or reviews.
• Regional managers assessing trends from image galleries.

How to Get Started

• Visit the Nexus dashboard, and click on any image to trace its source.

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Platform Enhancements

• Videos now default to landscape mode on mobile and tablet.
• The Notification Center now allows multi-select actions.
• Chat channels sort more intuitively, making it easier to follow conversations.
• Chat threads are now sorted in descending order, showing newest first.
• Bugs can now be reported from directly within the platform

Fixes

• Video thumbnails now render properly even with special characters in filenames.
• Go-live date editing is now restricted to Superadmins only (intended behavior).
• Tooltip copy updated for the attrition tab for clarity.
• Newly created forms now appear at the top of the list for faster access.

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What's New for You?

• Restrict location members from interacting with each other: Staff can no longer view or message teammates outside their own store, protecting data privacy and ending cross-location chatter.
• Prevent Accidental Knowledge Base Deletions: A confirmation prompt and 30-day “Recently Deleted” folder make accidental Knowledge Base deletions easy to undo.
• Shareable Video Chapters: Distribute training videos with a public link or limit access to members who already have permission, giving you flexible and secure sharing options.
• Brand Color Library: Save your brand color palette in the chapter editor; authors choose from preset swatches so every chapter stays perfectly on brand.
• Inline Image Downloads: Images that were added inline in chapters were not downloadable, forcing users to add them as file attachments. Now those images can be downloaded too, so you can build in-chapter galleries your readers can save.
• Custom Chapter Thumbnails: Add your own thumbnail images to make key chapters stand out and easier to spot.

Important Things to Know

• No setup required; each feature is live in every workspace now.
• Deleted Knowledge Base items remain recoverable for 30 days, after which they’re permanently removed.

Who Will Benefit

• Content creators publishing SOPs, manuals, or training modules.
• Training managers who rely on video-based lessons.
• Brand teams enforcing visual consistency across hundreds of chapters.
• Franchisees who need quick access to downloadable reference images.

How to Get Started

• Head to Knowledge Base, then create or edit a chapter to test the new tools.
• Delete a test chapter, confirm the warning, and restore it from Recently Deleted to see the safety net in action.
• Click the Color Palette icon in the chapter editor toolbar to set or use your brand colors.
• Add an inline image, save, and download it to verify the new download option.
• Upload a thumbnail in Chapter Settings to refresh the chapter’s cover image.

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What's New for You?

• Cumulative Leaderboard Metrics: All tabs on the Nexus leaderboard (except Attrition) now show cumulative scores instead of monthly scores.

Important Things to Know

• Historical data has been back-filled, so you’ll see accurate cumulative totals from day one.
• Attrition remains a monthly metric to highlight short-term staff turnover trends.

Who Will Benefit

• Field coaches tracking long-term performance at a glance.
• Operations leaders comparing quarter-to-date results across locations.
• Franchisees motivated by seeing their progress stack up over time.

How to Get Started

• Open Leaderboard and toggle through the tabs to confirm cumulative totals.

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What's New for You?

• Restrict location members from interacting with each other: Staff can no longer view or message teammates outside their own store, protecting data privacy and ending cross-location chatter.

Important Things to Know

• Applies automatically across web and mobile; no configuration needed.

Who Will Benefit

• Compliance teams concerned about data sharing between franchisees.
• Franchise owners who want clearer staff boundaries.
• HR and legal teams focused on privacy best practices.

How to Get Started

• Nothing to enable; continue using Delightree as usual and notice that cross-location interactions are no longer available.

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