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Follow up on the latest improvements and updates.

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NewLANA

Integrations: Claude Integration

Overview
We're excited to introduce the Claude AI integration for LANA CRM, allowing you to connect your LANA account directly to Claude!
Using Model Context Protocol (MCP), you can now interact with your CRM through natural conversations with Claude, making it easier to retrieve information, manage records and complete everyday tasks without constantly switching between platforms.
Whether you're looking up contacts, reviewing opportunities or managing follow-ups, Claude can help you streamline your workflows and work more efficiently.
Requirements
To use this feature, you will need:
  • LANA Software
  • Claude Account (Admin Access)
What's New?
The Claude integration introduces another way to interact with your LANA CRM using AI.
With this integration, you can:
  • Manage Contacts:
    Search, retrieve, create and update contact information.
  • Access Conversations:
    Review supported conversation history and customer interactions.
  • Manage Opportunities:
    View and update opportunities across your pipelines.
  • Access Calendars:
    Retrieve appointment information and check availability.
  • Manage Tasks:
    Create and review follow-up tasks.
Retrieve CRM Information: Ask Claude questions about supported information in your LANA account.
All through simple, conversational requests!
How It Works
The integration securely connects Claude to your LANA account using MCP.
Once enabled and authorised, you can ask Claude to interact with supported areas of your CRM.
For example, you could ask:
  • "Show me all open opportunities in my sales pipeline."
  • "Find the five most recently created contacts."
  • "Summarise my recent conversations with John Smith."
  • "Create a follow-up task for this contact tomorrow."
Claude uses the available integration tools to retrieve information or complete supported actions based on your request.
Please note:
Available functionality depends on your account permissions and the actions supported by the integration.
Knowledge Base
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
NewLANA

Integrations: ChatGPT Integration

Overview
We're excited to introduce the ChatGPT integration for LANA CRM, allowing you to connect your LANA account directly to ChatGPT!
Using Model Context Protocol (MCP), you can now interact with your CRM through natural conversations with ChatGPT, making it easier to retrieve information, manage records and complete everyday tasks without constantly switching between platforms.
Whether you're looking up contacts, reviewing opportunities or managing follow-ups, ChatGPT can help you work more efficiently.
Requirements
To use this feature, you will need:
  • LANA Software
  • ChatGPT Account (Admin Access)
What's New?
The ChatGPT integration introduces a new way to interact with your LANA CRM.
With this integration, you can:
  • Manage Contacts:
    Search, retrieve, create and update contact information.
  • Access Conversations:
    Review supported conversation history and customer interactions.
  • Manage Opportunities
    : View and update opportunities across your pipelines.
  • Access Calendars:
    Retrieve appointment information and check availability.
  • Manage Tasks:
    Create and review follow-up tasks.
  • Retrieve CRM Information:
    Ask ChatGPT questions about supported information in your LANA account.
All through simple, conversational requests!
How It Works
The integration securely connects ChatGPT to your LANA account using MCP.
Once enabled and authorised, you can ask ChatGPT to interact with supported areas of your CRM.
For example, you could ask:
  • "Show me all open opportunities in my sales pipeline."
  • "Find the five most recently created contacts."
  • "Summarise my recent conversations with John Smith."
  • "Create a follow-up task for this contact tomorrow."
ChatGPT uses the available integration tools to retrieve information or complete supported actions based on your request.
Please note:
Available functionality depends on your account permissions and the actions supported by the integration.
Knowledge Base
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
ImprovedLANACalendars

Calendars: More Settings, Export & Staff Colours

Overview
The calendar view now gives you more control over how it looks and what you can do with it. A new Calendar view settings panel brings your display preferences together in one place, export lets you take the exact view you're looking at out of the product, and filters and event colors are easier to work with. These are display and workflow improvements only. Availability, booking rules, and what customers see on your booking page don't change.
What's New?
Calendar view settings, one click away
Open the more options (3 dots menu ⋮) menu next to Manage view in the calendar toolbar and select Calendar view settings to open a single panel for your display preferences. Your choices are saved for the next time you open the calendar.
Preferences you can tune
  • View appointments in:
    Show times in the timezone you choose throughout your calendar screens. It also applies to your appointment-related emails. Note : This setting is just for you and doesn't affect availability, how others book, or the preferences for other team members or customers.
  • Default grid interval:
    Choose how granular (15,30,60 min) the day and week grids are on the calendar view.
  • Grey out hours outside working time:
    Shade non-working hours for each staff member using their schedules for that date.
  • Hide empty rows and columns:
    Keep the view focused on booked resources and hide the ones without any appointments.
  • Show buffer time:
    See buffer time before and after staff appointments wherever a slot is blocked by buffers.
Timezone now lives with your other view settings
The "View in timezone" setting moved out of Meetings Preferences and the Services/Rentals Global Settings. Any timezone you set before carries over automatically.
Staff colors for admins
Admins get a Staff colours tab to recolor how appointments for the staff members look.
Color events by calendar, service, or staff
Choose whether the event tile is filled with the calendar/service color or the assigned staff color. The other color shows on the tile's left strip.
A wider color strip
The left color strip is wider, so you can tell which staff member or calendar an event belongs to at a glance.
Export what you're looking at
From the same more options (⋮) menu, choose Export to PDF or Export to CSV to export the current view with the same filters and date range.
How It Works
  • On the unified calendar, open the more options (⋮) menu next to Manage view and select Calendar view settings to adjust your preferences.
  • Admins can open the Staff colors tab to recolor staff.
  • To export, open the same menu and choose Export to PDF or Export to CSV.
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
ImprovedLANAAd ManagerMeta

Ad Manager: Sync Meta Ads

Overview
Edit a campaign in Ad Manager or in Meta Ads Manager, and we’ll keep both in sync automatically. You can now manage, edit and report on every Meta campaign from one place.
Already connected to Meta? Turn on two-way sync in your Ad Manager settings, and your existing campaigns will appear in Ad Manager.
Requirements
To use this feature, you will need:
  • Meta (Facebook/Instagram) Integration
What's New?
  • Your Meta campaigns, ready instantly:
    Connect your Meta ad account and you can also choose which campaigns to sync by campaign status and time period. Your campaigns, ad sets and ads come into Ad Manager in the background, so you can keep working while they sync.
  • Edit anywhere, stay in sync:
    Changes made in Ad Manager go to Meta, and changes made in Meta come back to Ad Manager, automatically.
  • See where each campaign came from:
    Your Campaigns page now shows two sections, Created in Ad Manager and Synced from Meta, plus an All Campaigns view. A badge on each campaign shows where it was created.
  • Edit in the builder you already know:
    Synced campaigns open in the same full-screen Ad Manager campaign builder you use today, and your advanced Meta settings stay untouched.
  • All your results in one report:
    Your campaign statistics - Impressions, Clicks, Spend, Conversions, Leads, CTR, CPC, CPL and more are reported the same way for every campaign, wherever it was built.
  • Refresh or update your selection anytime:
    Click Refresh under Meta Account Settings to pull in the latest Meta changes on demand, or change which campaigns you sync whenever you like. Your changes sync nearly instantly.
How It Works
New to Ad Manager? Connect your Meta ad account
  1. Go to Ad Manager → Link Meta Ad account.
  2. Choose to import all existing campaigns or select the campaigns to sync by campaign status and time period.
  3. Click Connect account. Your campaigns start syncing in the background.
Already connected to Meta? Turn on sync
  1. Go to Ad Manager → Settings → Meta Ad Account.
  2. Turn on the Sync toggle.
  3. Choose the campaigns to sync by campaign status and time period, then click Save.
image
Manage your synced campaigns
  1. Go to Ad Manager → Campaigns → Synced from Meta.
  2. Click a campaign to open it in the builder, or expand it to see its ad sets and ads.
  3. Make your changes and save. They're sent to Meta automatically.
image
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
New

Ad Manager: Launch Tiktoks

Overview
TikTok Ads is now in Ad Manager, alongside Meta, Google and LinkedIn. You can build, publish, manage and measure TikTok Lead Generation campaigns without leaving. Your TikTok Ads Campaign collects leads through Instant Forms and TikTok Direct Messages.
Requirements
To use this feature, you will need:
  • Tiktok integrated
What's New?
  • TikTok in the campaign builder:
    Create TikTok Lead Generation campaigns in the same ad campaign builder along with existing channels
  • Collect leads your way:
    Choose where your leads come in:
  1. Instant Forms: Pick one of your existing TikTok Instant Forms so people can submit their details right from your ad.
  2. Direct Messages: Let prospects message your TikTok account. Build a message template with a greeting and suggested questions, or set up an automated chat that collects contact details.
  • Ad group controls:
    Set your budget and schedule, bidding strategy and reach the right people with targeting based on detailed interests and behaviors.
  • Carousel image and video ads:
    Upload multiple images or one video per ad, and see a live preview of how it will look in the supported TikTok placements before you publish.
  • Performance in one place:
    TikTok results now appear in Statistics next to your other channels.
  • Easy campaign management:
    Your TikTok campaigns show up in the Campaigns table you already use. Edit, pause, resume or duplicate them in a click.
  • Connect and manage your TikTok account:
    Connect and manage your TikTok Business Center and ad account right from Ad Manager settings.
How It Works
Connect your TikTok account
  1. Go to Ad Manager → Settings → TikTok → Ad accounts and click Connect account.
  2. Click Connect TikTok Lead Ads, sign in with your TikTok account and approve the requested access.
  3. Select your Business Center and Ad account, then click Save.
Launch a campaign
  1. Go to Ad Manager → Campaigns → Create Campaign → TikTok → Start from scratch.
  2. In the Ad Group, choose your Conversion location - Instant Form or Direct Messages, then set your budget, schedule and audience.
  3. In the Ad, pick your Destination (Instant Form or Direct Message Template), select the TikTok account, upload your creative, and add your ad text and CTA.
  4. Click Review → Publish.
Knowledge Base
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
Improved

Email Marketing: New Look!

Overview
Get to your campaigns, templates and email results sooner. Email Marketing now has a fresh, consistent look across the screens you use every day, a faster start when you open your email tools, and a smoother experience while you create.
image
What's New?
  • A refreshed experience across Email Marketing:
    Create campaigns, manage templates, review email statistics and access settings in one consistent interface. The builder feels part of the same experience, with smoother drag-and-drop editing.
  • Get into your email tools sooner:
    Spend less time waiting when you visit Email Marketing or open the builder. Your email tools load up to 7x faster on a first visit.
  • Pick up where you left off faster:
    Coming back to edit another email? Your email tools reuse what's already loaded, so returning to Email Marketing and reopening the builder feels quicker.
  • Campaigns:
    Create and manage emails, with filters, sorting, and list or grid views.
  • Templates:
    Find and reuse your saved designs, or start a new one.
  • Statistics:
    Review overall email performance.
  • Campaign details:
    Inspect the performance of a sent campaign.
  • Settings:
    Access your email configuration.
  • Email Builder:
    Design your email with integrated editing controls.
How It Works
  1. Go to Marketing > Emails.
  2. Explore Campaigns, Templates and Statistics.
  3. Open Settings from the gear icon.
  4. Create or open an email to use the refreshed builder.
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs.
Improved

Email Marketing: Mobile View Controls

Overview
Your desktop design is only half the picture. Mobile View Controls let you fine-tune how an email looks on a phone, with separate styling for supported sections and elements.
What's New?
Design for desktop and mobile independently:
Switch between Desktop and Mobile within supported styling sections. Mobile settings inherit your desktop design until you change them, so you can make targeted adjustments without rebuilding the email.
Give content room to breathe:
Adjust mobile padding and margins for sections and supported elements. Tighten oversized gaps, add space around content and shape the layout for smaller screens.
Make your call to action stand out:
Choose mobile button alignment, including full width, and adjust button typography and spacing so the action is easy to see and read.
Keep visuals in proportion:
Set mobile alignment, dimensions and padding for images, logos and videos. Aspect-ratio locking preserves proportions. Social icons also get mobile alignment, size and spacing controls.
image
How It Works
  1. Go to Marketing > Emails and create or open a campaign or template in the Design Editor.
  2. Select a section or a supported content element.
  3. Open Style and use the device selector beside the setting you want to change.
  4. Choose Mobile, adjust the values and review the mobile preview.
  5. Save, click the eye icon to open Preview, then switch between Desktop and Mobile to review both designs.
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs.
Improved

Email Marketing: Spam Check

Overview
You can now check your email campaigns for spam risks before you send them, with the new Pre-Send Spam Check in Email Marketing campaigns.
The check reviews your email content, sender setup, and trust & reputation signals, then gives you specific recommendations so your campaign has the best chance of landing in the inbox instead of the spam folder.
What's New?
Pre-Send Spam Analysis
  • Run a spam check right from the send screen, before a single email goes out.
  • Results are grouped into three tabs (Content, Sender setup, and Trust & reputation), each showing how many recommendations were found.
Content Checks
  • Scan your subject line and email body for spam-like phrases, scam patterns, excessive urgency, misleading guarantees and unsubscribe wording.
See the exact phrase to remove or change.
Sender Setup Checks
  • Review your sender name, sender domain and sender email configuration.
  • Get recommendations such as selecting a verified sending domain or aligning your sender email with it.
Trust & Reputation Checks
  • Identify links and other elements that can reduce how much mailbox providers trust your email.
Risk Levels & Recommendations
  • Each recommendation shows the issue detected, a risk level (High or Medium) and the suggested fix.
  • Fix High risk items first, then click Check again to confirm they're resolved.
How It Works
  1. Go to Marketing > Emails > Campaigns and create or open an email campaign.
  2. Build your email in the email builder.
  3. Click Send or schedule in the top-right corner.
  4. Fill in the sender name, sender domain, sender email and subject line.
  5. Scroll to the bottom of the send screen and click Check now on the spam check banner.
  6. Review the recommendations, make your changes and click Check again.
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
Improved

Email Marketing: Brand Board

Overview
The old flow sent you away from what you were working on just to set up a brand board, and a lot of users never came back to finish. Now you can create and customize a board in a few clicks, and your brand colors show up as swatches in the color picker immediately - without losing your place in the email you're building.
What's New?
  • Create a board without leaving the builder:
    Clicking "Create brand board" from the email builder's color picker used to redirect you to a new tab. It now opens a quick-create modal right in place.
  • Import your brand automatically, or start from a preset:
    Paste your website URL to pull in your brand colors, logo, and fonts instantly, or pick from a set of ready-made style presets (or start from blank) to begin.
  • Fine-tune colors, fonts, and logo before saving:
    Once you've picked a starting point, adjust brand colors, add fonts, and upload your logo - all within the same modal.
How It Works
  1. Open the email builder and go to the color picker.
  2. Click "Create brand board" (Only visible when you do not have any brand boards setup)
  3. Paste your website URL to import your brand automatically, or choose a preset style to start from.
  4. Adjust colors, fonts, and logo as needed, using the tabs on the left.
  5. Save - your brand colors now appear as swatches in the color picker.
Knowledge Base
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
Improved

Email Marketing: Branded Templates

Overview
Picking a template used to mean choosing a generic design, then manually recoloring it to match your brand afterward. Now you can see exactly how a template will look in your brand colors before you even select it, so there's no rework afterwards.
What's New?
  • See a template in your own brand colors before choosing it:
    The template modal's preview now shows a list of your Brand Boards on the right, so you can preview any template styled with your brand colors before selecting it.
  • Brand applied on load:
    Once you pick a brand board from the list, the chosen template loads already recolored to match.
How It Works
  1. Open the template modal from any supported builder.
  2. Select a template to preview.
  3. In the preview, choose a Brand Board from the list on the right.
  4. The preview updates to show the template in those brand colors.
In case you do not have a brand board, check out this article
  1. Click on 'Choose template' to apply it with your brand colors already in place
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs
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