Release 2.7.5
This release sharpens the advocate experience and gives admins more control end to end — advocates can curate their own portal, surveys and screenshots become reusable content, levels can be earned by topic, and two new integrations join the platform. Plus five quality-of-life touches that take the friction out of everyday work.
Let advocates clear asks that aren't for them
Advocates can now dismiss an ask that isn't relevant to them — a quiet "not interested" that clears it from their home without answering it. Dismissed items move to a Dismissed tab, where an advocate can reactivate any of them at any time.
Faced with an ask that didn't apply, an advocate had two poor options: ignore it and let it clutter their dashboard, or answer it just to make it disappear. Answering to dismiss skewed your reporting — and on multi-step asks it landed in your Action center as work to review, for something the advocate never meant to act on.
A focused portal is an engaged portal. When advocates can curate away what's irrelevant, the asks that remain feel personal — and your engagement and completion numbers reflect genuine intent instead of noise.
Turn it on per portal program in Customer portal design → General settings. Advocates then get a "Not interested" action on any ask. Dismissing an ask inside a journey clears the whole journey; dismissing a recurring ask stops it from coming back. Dismissals never reach your Action center and never touch points.
Dismissing is entirely separate from rejecting or declining — it records no response and changes no points. It's off by default for existing programs and on by default for new ones, so nothing changes until you enable it.
Social wall improvements
Two upgrades to the content that fuels your social walls: surveys can now become reusable references, and the summaries behind every piece of content got a lot smarter.
Turn survey answers into reusable references
A survey ask can now save its responses as referenceable content. Turn on "Save responses as referenceable content" on a Survey ask, and every submission after that becomes a reference you can find, filter, and reuse — an uploaded image with the written answers attached, or a written testimonial on its own.
Surveys were a dead end for reuse. An advocate could upload a photo and describe their experience in the same survey, but that material never appeared where your team looks for approved customer content — so strong testimonials sat unused.
The best proof often arrives inside a survey. Capturing it as content means marketing and sales can pull it onto social walls and into campaigns like any other reference — no manual copy-and-paste.
On a Survey ask, enable Save responses as referenceable content. New submissions appear in the Referenceable content report under the Survey response type, ready to preview, download, and reuse.
Only surveys you explicitly opt in start creating content, so your library stays clean — and it applies to submissions made after you turn it on.
Smarter summaries from links and screenshots
The engine that reads a piece of content and writes its AI summary got a major upgrade. Links that used to come back empty or garbled — review sites, maps listings, posts behind logins — now extract the real content far more often. And screenshots, the single largest slice of collected content, can now be read and summarized directly with AI vision.
For a large share of links, the old extractor returned a cookie wall, a "please enable JavaScript" placeholder, or marketing boilerplate instead of the actual review or post — which became an empty or misleading summary. Screenshots weren't summarized at all, even though advocates often screenshot the very review a link won't load.
Reliable summaries make your whole content library searchable and trustworthy. When the summary reflects what's actually in the review or the screenshot, finding the right reference for a moment takes seconds instead of opening item after item.
Summaries you've written or edited yourself are never overwritten.
Levels, by topic
Reward sustained engagement across a subject — not just raw points — with a new tag-based level condition, backed by ask tags you can now keep private.
Reward breadth of engagement with tag-based levels
A level can now be earned by completing a set number of asks that carry specific tags — a third way to qualify, alongside points and badges. Want "Tier 2" to mean "complete 5 review-or-event asks"? Now you can say exactly that, and optionally limit it to a date window.
Levels only understood points and badges. To reward engagement across a topic — reviews, events, references — you had to proxy it through points, which every activity earns. There was no way to say "complete five of these specific asks."
Points measure volume; tags measure focus. Tag-based levels let you design programs around the behaviors you actually care about — and advocates see exactly which open asks move them toward their next level.
In a level's configuration, turn on Completed asks by tags required, set the number of asks and the tags that count, and optionally add a timeframe. On the portal, advocates see their progress ("3 of 5") and a "Counts toward your next level" marker on the relevant asks.
Each qualifying ask counts once, and the marker only reflects an advocate's very next level, so the guidance stays clear.
Group asks privately with internal tags
Any ask tag can now be marked internal — fully usable across the admin for grouping, filtering, and reporting, but completely hidden from advocates. An internal tag never appears as a filter pill, on an ask card, or on a completed activity.
Every tag was advocate-facing. The moment you created a tag just to organize asks for your own tracking, it leaked onto the portal as a filter pill — cluttering the advocate's experience with categories that meant nothing to them.
You get a clean internal taxonomy without touching the advocate's view. It's also what makes tag-based levels practical — you can build a level around a "Reviews" grouping the advocate never has to see.
In Settings → Customize → Ask settings → Ask Tags, switch the visibility control on any tag. The ask itself is never hidden — only the tag chip is removed for advocates.
A personalized greeting on the advocate home page
The fixed "Start exploring" heading on the advocate home page is now an editable, personalized greeting. Write your own title and subtitle, drop in advocate fields like first name, and each advocate sees their own version — "Hey Sarah, how are you today?" — filled in automatically.
The heading above asks and journeys was fixed and impersonal — and it only appeared when an advocate had pinned items, so some advocates saw no greeting at all.
A named, on-brand welcome sets the tone the moment an advocate lands. Personalization is one of the simplest ways to make a portal feel built for the individual, not the crowd.
In Customer portal design → Messaging, edit the Home page greeting and insert advocate fields from the token picker. Set it per program. Missing values read cleanly — "Hey," with no stray placeholder — and once configured the greeting always shows.
Existing programs keep today's behavior until you edit the greeting — nothing changes visually until you personalize it.
Send corporate gifts through CorporateGift
CorporateGift joins your list of reward providers. Connect your account and its gift catalog becomes available to fund and send as rewards straight from Base — no separate tools, no manual fulfillment.
More provider choice means you can match the reward to the moment and the region. Corporate gifting is a high-impact way to recognize your most valuable advocates.
In Settings → Rewards → Settings, open CorporateGift and add your key. Once connected, its gifts are available when you create a reward, and orders are placed automatically when an advocate redeems.
Sync data with Airtable, both directions
Airtable is now a Data Sync connector. Connect with a personal access token, pick a base and table, and sync records into Base — or push Base data back into Airtable, updating existing rows instead of creating duplicates.
Teams keep a lot of operational data in Airtable. Getting it into (or out of) Base meant exports, scripts, or manual copying that drifted out of date the moment someone edited a row.
One connection keeps Base and Airtable in step on a schedule you control — with the same mapping, scheduling, and run tracking as every other connector.
In Settings → Customize → Data syncs → Connectors, choose Connect a platform → Airtable, paste your personal access token, and Test connection. Then build a sync job: pick the base and table, map fields, choose create / update / upsert, and set a schedule.
Upsert matches on a key field you choose, so re-runs update existing rows rather than duplicating them.
Quality-of-life improvements
Five smaller changes that take friction out of everyday work — from dashboards you can dig into, to a portal address you can finally copy.
See exactly who's behind every number
On the Asks dashboard, the Targeted, Total views, Engaged, and Completed counts are now clickable. Click any number and a panel slides in listing every advocate in that group — name, email, account, and the date they hit that milestone — searchable, sortable, and exportable to CSV.
Click any count greater than zero on an ask row. A count of zero stays non-clickable.
Confirm you're targeting the right people
The target-audience preview now shows Email and Account columns next to each name, so two similarly-named advocates are easy to tell apart. An Export button beside the total downloads the full targeted list.
Open any audience's members in one click
From the Target Audiences list, the user counts are now clickable (there's also a "View users" action). Either opens a panel listing everyone in that audience — with a Manage columns control to choose what you see, plus search and export — without stepping into the builder.
Reject reasons that no longer fail silently
The reject-reason field now shows a live character counter and stops you at the limit. Previously a too-long reason quietly failed, and the rejection looked like it simply didn't work. It applies to both single and bulk rejects.
Find and share your portal address
Your customer portal address now appears — read-only, with a one-click Copy — at the top of Customer portal design. Previously it lived behind the scenes and only Base staff could see it.
