CollegeVine Platform changelog and product updates. Stay up to date with new features, improvements, and fixes we ship for partners.
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August was launch month. Many of you brought student-facing help desks live for the first time, so most of the work went into what your students experience in webchat, and into making launches easier.
On the task activity page, clicking a constituent row opens a side drawer showing every email, phone call, and SMS that occurred for that constituent via the task. That means you can review the full communication picture for any individual without leaving the task view.
The Constituents tab now has a Filters panel. You can filter by source, by property value, or by segment membership, and combine any of those with a name search, so you can pull up exactly the students you are looking for.
When a constituent completes a goal defined by a property value, their task is automatically marked as completed and any pending task-related communications are canceled, so there’s no unnecessary outreach.
Your agent’s escalation tools now support two new capabilities: you can send escalations via SMS, and you can send to multiple contacts at once. Routing by issue type still works exactly as before, and existing email-only setups carry over with no changes needed.
When you upload a constituent file through manual import, you can now check “Create a segment from this file” and name the segment before you submit. The name starts as a tidied version of the file name, so you can keep it or change it.
Typing into a segment filter now searches every value on your records instead of only the first 25. If a value exists, you can find it.
A knowledge base with hundreds of assets now opens quickly instead of stalling, and searching it is faster too.
Goals used to offer a narrow set of choices. They now use the same properties and the same match options you already have when building a segment, so you can define a goal as precisely as you can define an audience.
A mission you set up but never launched used to show as finished, which made it easy to think it had already run. Drafts now stay drafts.
The “Ask a question” launcher used to disappear for anyone who had recently chatted with you. You can now choose to keep it visible, with your own wording beside it, so returning visitors always have a way back in.
Long field names in your import and export mapping were cut off, so different fields looked identical. Hover over one to see its full name and confirm what it is mapped to.
Activity and messages now link back to the task that created them, including email opens and clicks. You can see exactly what a task sent and what came back.
July was the pre-term build. You were assembling audiences and setting up call routing for the fall, so the work concentrated on more expressive segmentation, phone routing that matches how your offices actually work, and accessibility.
The segment editor now suggests the opt-out filters you are most likely to want, and you can search your segment list by name instead of scrolling it.
It is now clear to a visitor when webchat is continuing a previous conversation rather than starting fresh.
Keyboard navigation now stays inside the chat window where it belongs, and screen readers announce new messages as they arrive. This matters if you are working to a state accessibility standard.
Adding a page that is already in your knowledge base is now caught as you upload it, so you stop collecting the same content twice.
Segment filters could only be joined with AND, so a student had to match every condition. Filters now sit in groups: conditions inside a group share one operator, and you can add more groups and choose AND or OR between them. So you can finally build something like “Business majors OR 2026 admits with a high GPA.” This was one of your most requested changes.
When your agent escalates something to your team, the email now comes from that agent’s own inbound address. Replies land back with the right agent instead of going astray.
When a student’s opt-out status changes you can see it on their timeline. The change also brings them into your next export, even if nothing else about them has changed.
Viewing all SMS or all email now shows the most recent first, so the conversation you are looking for is at the top.
You can now switch all images on or off for a particular type of email your agent sends, which helps when you have a lot of media and want a lighter message.
Your agents can now text Canadian and Puerto Rico numbers, alongside the US and India.
You can save changes to a staff interview without creating the knowledge item yet. Versions are kept and colleagues at your institution can see them, so you can draft together and publish when it is ready.
If you would rather the chat window open as the page loads than sit collapsed, you can add one attribute to the webchat code on your site. Most useful on mobile, where a collapsed button is easy to miss. Ask us and we will send you the snippet.
You can change the name your students see on webchat yourself, without asking us. Lead source is now available in your exports too, so you can tell whether a student first arrived by phone, email, or chat.
June was about the new cycle. You were refreshing student populations and integrations for the year ahead, so the work went into how your email presents, where your calls go, and how far your agent can reach into your own CRM.
Search on the Constituents tab now matches a full name, not just a first or last name. Windows like Email Trainer and Cancel Task scroll properly now too, so nothing is cut off on a smaller screen.
Imports only pull records that changed since last time, so mapping a new Salesforce field used to leave your existing records empty for it. The new Re-import All Records button pulls every record and fills that field in across your whole database. Keep using Run Import Now for day-to-day syncing, and this for the occasional full refresh.
You used to have to delete existing student records before you could bring in new ones. Now you don’t. Historical engagement and analytics stay intact, and you can change who you’re targeting without clearing out what came before.
You can set up call transfer numbers and escalation email addresses yourself. Create a destination with instructions, an escalation email and your working hours, then attach it where you want it used. It covers calls your agent makes and calls it receives.
You can set the sender name for each kind of email your agent sends. Every email used to go out under one name for your whole account, which often made a message look like it came from a single recruiter rather than from the Office of Admission. Leave it blank to keep things as they are.
