Changelog

Here are this week's highlights:

• Behavior Filters Based on First-Seen

• Transaction Frequency Chart

• Query Parameter Redaction

• Sticky Referrer Tracking

• Improvements and Fixes

Behavior Filters Based on First-Seen

Behavior filters now support First-seen relative time windows to make targeting much more precise.

Until now, behavior filters were limited to rolling windows ("did X in the last N days"). You can now anchor windows to each user's first-seen timestamp, so you can ask questions like:

• Users who visited the Trading Competition page within 2 hours of their first session (attribute engagement directly to the campaign that brought them in).

• Users who connected a wallet, deposited, and clicked "Enroll" within their first 24 hours (first-day activation funnel).

• Users who came back to transact more than 7 days after first-seen (true returning users vs. same-session conversions).

Together these mean better attribution to specific campaigns, sharper onboarding activation analysis, and more targeted segments.

Learn more in the Wallet Segmentation guide.

Transaction Frequency Chart

A new transaction frequency chart on the Users page show you how often your users transact.

View the distribution of transaction counts per wallet to distinguish one-time users from power users, spot drop-off between first and second transactions, and target wallets by activity tier.

Query Parameter Redaction

You can now strip sensitive query parameters before events are stored or sent. Pass a list of query parameter names and the SDK redacts matching keys (case-insensitive) from event properties.

Learn more in the Web SDK docs.

Sticky Referrer Tracking

The Web SDK now keeps first-touch referrer sticky across an entire session, so internal navigation no longer overwrites the source that brought a user in.

This means cleaner channel reports, more accurate first-touch attribution, and no more "self-referral" noise from internal page-to-page navigation.

Improvements and Fixes

• Hardened AI Insights generation so Acquisition, Activation, and Behavioral cards reliably render on the page and in the weekly email.

• Improved Ask AI response quality with an eval-and-review harness, tighter prompt rules, and better date and tool-selection handling.

• Extracted volume, revenue, and points to typed columns on events for faster, more reliable revenue and volume queries across dashboards and the SQL Explorer.

• Fixed a bug with filtering by Referrer URLs.

• Steered invited users to join their team's existing workspace during onboarding instead of accidentally creating a new one.

• Added wallet icons (via RDNS) to the Top Wallets chart for quicker visual identification of which wallets your users are connecting with.

• Standardized all destructive-action confirmation modals to a single "type the resource name to confirm" pattern across projects, workspaces, dashboards, charts, and API keys.

• Added an upgrade button to the Usage page, mirroring the Billing page placement.

• Upgraded @formo/analytics to v1.32.0 across all 17 example apps.

• Improved infrastructure monitoring for faster incident detection.

• Performance and security improvements.

Here are this week's highlights:

• Filter by Page

• Angular SDK support

• Crossmint and OpenFort examples

• Improvements and Fixes

Filter by Page

You can view the performance of specific pages with the new Page filter. The Overview and Activity pages now support filtering by Page, such as specific vault or campaign page.

You can also click any row in the Top Pages chart to apply the page filter inline, the same way segments work elsewhere in the dashboard.

Angular SDK support

The Web SDK now supports Angular. Non-React frameworks (Angular, Vue, Svelte, vanilla JS) can now use Formo without React types. React and Next.js apps continue to work as before.

See the Angular example and the docs for more details.

Crossmint and OpenFort examples

The examples repo now includes end-to-end integrations for Crossmint embedded wallets and OpenFort smart wallets.

• Crossmint is a platform for companies and agents to integrate stablecoin rails — including wallets, onramps, stablecoin orchestration & more.

• OpenFort is the wallet stack for agentic and stablecoin payments —one open-source SDK instead of five vendors.

Improvements and Fixes

• Added Angular SDK support.

• Added Crossmint and OpenFort wallet examples to the examples repo.

• Added "Filter by Page" to the Overview and Activity pages.

• Added a rolling curve view and richer tooltip to the Retention chart.

• Refined bounce rate to an engagement-aware definition so single-page sessions with real engagement no longer inflate the metric.

• Replaced the cohort-analysis Insights with volume and revenue Insights.

• Added ENS name support to the public profiles API.

• Added a copy button to Top Pages chart rows in the Analytics Overview.

• Restricted the Formo MCP OAuth flow to Scale and Enterprise plans, matching API key access.

• Restricted Weekly Insights emails to paid workspaces.

• Fixed the referrer URL filter not applying on the overview page.

• Fixed funnel conversion-window editor display drifting from execution.

• Fixed a datepicker visual glitch when selecting a date range.

• Fixed the Retention chart so still-maturing weeks render as blank instead of 0%, removing the false churn cliff on the newest cohort. AI insight rules and weekly email prompts were updated in the same pass so missing weekly retention is no longer misread as churn.

• Fixed token-gated forms SIWE verification for smart-contract wallets on non-mainnet chains.

• Fixed empty segments dropdown on public boards.

• Fixed invalid MCP tools list error.

• Migrated all SDK repos to pnpm 11 with a 7-day minimum release age for stricter supply-chain protection.

• Hardened GitHub Actions across SDK repos (SHA-pinned third-party actions, command-injection fixes in the release workflow, protected credentials.)

• Performance and security fixes across the platform.

Here are this week's highlights:

• OAuth on Formo MCP

• Segments on Funnels

• Event Exclusions in Flow Charts

• Improvements and Fixes

OAuth on Formo MCP

The Formo MCP server now supports OAuth, so you can add it as a remote MCP connector in Claude, ChatGPT, Cursor, and other clients. Connect your Formo account with the tools you already use.

Learn more in the MCP docs.

Segments on Funnels

You can now filter Funnels by any saved segment, the same way you can on the Users and Activity pages.

Pick a segment from the chart controls and the entire funnel recomputes against that cohort, so you can compare conversion across audiences without duplicating charts.

Learn more in the Segments docs.

Event Exclusions in Flow Charts

Flow charts (user paths) now support an event exclusion filter. Pick events to leave out of the path entirely and the chart reflows around only the events you care about.

This is the fastest way to clean up noisy flows without changing what you instrument.

Improvements and Fixes

• Added cmd+enter keyboard shortcut to submit on all code editors.

• Added unsubscribe controls usage limit alerts.

• Fixed Ask AI stopping after the initial request.

• Fixed datepicker not rendering on the Number charts edit preview.

• Fixed errors when deleting a newly created board.

• Fixed flow chart undercount where long converters were dropped from the end-step branch.

• Fixed device, browser, and OS aggregations losing unknown values.

• Fixed minor billing UI bugs.

• Fixed orphaned instance page events in the Web SDK.

• Fixed a Formo MCP tools/list 400 error.

• Performance and security fixes across the platform.

Here are this week's highlights:

• Performance improvements

• Last-touch attribution for funnels

• Funnel and Flow public API endpoints

Performance improvements

We've completed significant performance improvements across the platform, including wallets, transactions, top pages, top sources, funnels, and flow charts.

Last-touch attribution for funnels

Funnels now support last-touch attribution as a first-class breakdown option, letting you credit the most recent source, campaign, or referrer before a user converted.

This complements first-touch attribution and gives growth and marketing teams a clearer view of which channels are actually driving conversion at the moment of action, rather than only the channel that introduced the user.

Open any existing funnel and toggle the attribution type to last-touch to see how your numbers shift. Learn more in the Funnels documentation.

Funnel and Flow public API endpoints

Funnels and Flows are now available through the public Query API, so you can pull conversion and user-journey data programmatically into dashboards, notebooks, and downstream systems.

The OpenAPI spec has been updated alongside the new endpoints, making it easy to generate clients and explore the schema. If you build internal tooling on top of Formo, point your scripts and integrations at the new endpoints.

See the API overview for more.

Here are this week's highlights:

• AI SQL Helpers

• Ask AI Follow-up Questions

• Funnels Compare Mode

• Area Chart

• Global Search

• Profile Side Panel

• Query API

• Improvements and Fixes

AI SQL helpers

Three new AI helpers now sit next to the SQL editor on both the Explorer page and the create/edit chart page

• Explain this Query describes what a SQL query does in plain English.

• Generate SQL turns a prompt into SQL.

• Format SQL cleans up an existing query in place.

Ask AI Follow-up Questions

Every Ask AI response now ends suggested follow-up questions you can click to keep digging.

The suggestions are generated from the conversation so far and the project's saved charts, events, and segments, so they stay relevant to the data you're actually looking at instead of pulling you off-topic.

Funnels Compare Mode

The funnel chart now has a Compare mode toggle in its date controls, mirroring the one on the overview page, so you can put two date ranges side by side.

Each step now also shows the median time to convert from the previous step, so you can see where users stall, not just where they drop.

Area Charts

You can now create Area Charts.

Area charts support stacking out of the box. It's available alongside Line, Bar, Number, and the other existing chart types.

Global Search

Hit Cmd+K (or Ctrl+K) anywhere in the app to open a command palette. Jump to key pages, custom boards, segments, past chats, and settings even more quickly.

If your query does not match a known action, ask the question directly to Ask AI.

Profile Side Panel

On the Users page, clicking a user now opens its profile in a side panel instead opening a new tab for a smoother experience.

The side panel keeps your filtered list visible so you can scan a cohort and dip into individual wallets without losing context. A link to the standalone profile page is still there when you want to bookmark and share it.

Query API

The full Query API is now live, with 18 public endpoints that expose the same backed data that powers every chart on the Formo dashboard. Use this to build internal tooling and dashboards with Formo data.

Improvements and Fixes

• Added standardized public API error codes.

• Added Idempotency-Key support on writes to public API.

• Added new Formo CLI profiles update and profiles labels create/delete commands.

• Added a user_id field to wallet profile data so server-side identifiers can be carried alongside wallet identity.

• Added a Send Test Alert action to alerts so you can verify your webhook endpoint and payload.

• Added URL validation for external SSO and OAuth redirects for security.

• Refactored account and workspace onboarding flow.

• Standardized filter field naming across the public API surface.

• Fixed sticky table column rendering and users filter bar UI issue.

• Performance improvements and fixes.

Here are this week's highlights:

• User Properties and Labels

• Workspace Audit Log

• Improved Wallet Search

• Improvements and Fixes

User Properties and Labels

You can now add first-party user properties and custom user labels for wallet profiles, on the dashboard and the API.

Set a custom display name, email, socials, avatar, location, and other identity fields on a wallet profile. Tag wallets with custom labels (VIP tier, KYC status, etc). Custom user labels work with all existing features including segments, filters, and charts out of the box.

With first-party data alongside the web, product, and onchain data Formo already collects, you can now use Formo as the single source of truth for your DeFi app. No more manually stitching together a separate CRM, analytics tool, and internal database. Push user properties and labels into Formo's customer data platform, then use the unified profile across product analytics, attribution, segmentation, and outreach.

Workspace Audit Log

Workspaces now record an Audit Log of who did what: invites, role changes, project updates, billing changes, and other key actions.

This is designed for SOC2 readiness and is useful for any team that wants visibility into workspace changes, especially when multiple team members have admin access.

Improved Wallet Search

You can now search wallets from social profiles on the Users page and Profile Search API . Search based on a partial address, ENS name, Twitter handle, or any social identifier and Formo will find the matching wallet profile.

Improvements and Fixes

• Added confirmation step to destructive deletes on projects, segments, boards, contracts, and API keys.

• Added a row-limit control to SQL Explorer so you can control the size of large queries.

• Added raw results table to charts so you can inspect the underlying numbers behind them.

• Added volume to weekly email reports so you can see week-over-week change at a glance.

• Added MCP and API setup instructions to the API keys page so it's easier to get started.

• Added a feedback link to the sidebar so it's easier to share what's working and what isn't.

• Added 2FA status to the workspace members page.

• Added ENS name support to the Activity page search bar.

• Added time-based sorting to the Activity page.

• Added a tooltip to the board global datepicker explaining how the selected range applies to charts.

• Replaced the underlying engine for Sankey visualizations for faster, more consistent rendering.

• Improved handling for unknown values from device, browser, and OS tracking.

• Improved label value filtering to be case-insensitive.

• Improved error handling and API key validation across the API.

• Improved Ask AI's handling of date variables in queries and charts.

• Improved Web SDK location detection to only emit valid country codes.

• Fixed an issue with SQL Editor exports to JSON and CSV.

• Fixed an issue with the weekly email report.

• Performance and scalability improvements across the platform

Here are this week's highlights:

• Extra Usage

• Ask AI Gets Smarter

• Top Channels

• Click IDs for Paid Attribution

• Install-Time Mobile Attribution

• Improvements and Fixes

Extra Usage

Workspaces with a payment methodcan now go above their plan's MAU limit without missing any data.

This means growing projects no longer lose data during a spike, and teams don't need to keep upgrading mid-cycle to keep tracking users.

Overages are billed as a one-time charge at the end of the cycle, and you can set a monthly spend cap so there are no surprises.

Ask AI Gets Smarter

A big batch of Ask AI improvements landed this week.

Here is a summary:

• Ask AI can now answer product, SDK, and API questions by searching and citing the exact doc pages it used, instead of bouncing you to the docs.

• The system prompt was updated with the latest SQL functions and variables introduced last week.

• Chart proposals now enforce per-chart date ranges and tighter SQL validation.

• Raw aggregate states are no longer leaked into answers.

• You can save individual charts from an Ask AI dashboard to an existing board, instead of saving the whole dashboard.

• New guardrails keep Ask AI focused on analytics questions it can actually answer well.

Top Channels

You can now see a Channels chart alongside Referrers and UTM.

Referrers, UTMs, and other properties are grouped into marketing channels like Organic Social, Paid Search, Direct, Referral, and Email, so you can see traffic composition by channel without having to bucket domains yourself.

Click IDs for Paid Attribution

The Web SDK now captures and persists click ID parameters from landing page URLs alongside UTMs, so paid traffic from Google, Meta, TikTok, LinkedIn, Reddit, and X is attributed correctly to the campaigns that drove it.

Twelve vendor parameters are supported including gclid, gad_source, gbraid, wbraid, dclid, fbclid, msclkid, yclid, ttclid, twclid, li_fat_id, and rdt_cid.

Install-Time Mobile Attribution

The React Native SDK now automatically captures install-time attribution from:

• Google Play Install Referrer API on Android

• Apple AdServices on iOS

This means you can see incoming traffic source fields (utm_source, utm_medium, utm_campaign, and friends) to your mobile app.

Deep link attribution still takes precedence, and the merge logic only fills empty fields, so real deep links never get overwritten by install referrer data.

Improvements and Fixes

• Added more breakdown dimensions for charts and funnels

• Added vertical resizing to the SQL Query Editor

• Added per-request nonce-based Content Security Policy for tighter frontend security

• Added the ability to remove saved payment methods on the free plan

• Fixed double-counting of protocol-issued token values in wallet events

• Fixed stale Tinybird tokens after pipe renames by auto-refreshing on scope errors

• Fixed email notification defaults to use the local timezone instead of UTC

• Fixed a bug where deleting a chat made links unclickable on the page

• Fixed weekly insights emails sending duplicates with missing insights

• Improved performance across the platform and dashboard pages

Here are this week's highlights:

• Multi-Anchor Flows

• Compare Previous Period

• Ask AI Dashboard Creation

• Edit Dashboard Layout

• Move Charts

• Duplicate Charts

• SQL: Dynamic Date Variables

• SQL: Price Oracle Functions

• Formo CLI

• Improvements and Fixes

Multi-Anchor Flows

Flow charts now support multiple anchor steps, letting you visualize how users flow through several key events rather than just one.

This gives you a more complete picture of the user journey across your DeFi app.

Compare Previous Period

You can now compare data with a previous time period on the Overview page to compare performance across consecutive periods.

For example, when 30D is selected, all charts on the overview page will compare with the previous 30D period.

This makes it easy to spot trends, measure the impact of changes, and understand whether metrics are improving or declining relative to a prior window.

Ask AI Dashboard Creation

Ask AI can now create entire dashboards for you from a prompt. Describe what you want to track and the AI will generate a complete dashboard with relevant charts, saving you the time of building each chart manually.

You can then save the charts as a new dashboard.

Reorder Charts

You can now reorder charts on your custom dashboard.

Freely rearrange your layout to put the most important metrics front and center.

Duplicate Charts

You can now duplicate any chart in your custom dashboard.

This saves time when you want to create variations of an existing chart with different filters, time ranges, or breakdowns.

Move Charts Between Dashboards

Charts can now be moved from one dashboard to another.

This makes it easy to reorganize your dashboards without having to recreate charts from scratch.

SQL: Dynamic Date Variables

Charts now support dynamic date range filtering through new template variables in your SQL queries.

Instead of hardcoding date ranges, you can set charts to automatically adjust based on a shared date picker, making dashboards more interactive and easier to explore across different time windows.

SQL: Price Oracle Functions

You can now use a price oracle function in your SQL queries.

Convert token amounts to USD values directly in your analytics queries without needing to join external price data manually.

Formo CLI

The Formo CLI (@formo/cli) is now available. The CLI gives you an agent-friendly terminal-based interface for working with Formo, from querying data to creating charts and more.

Install it via npm to get started.

Improvements and Fixes

• Added Solana support to profile search and fetch endpoints

• Added how-to guides to the docs such as How to Build Conversion Funnels

• Added CLI documentation

• Added a Tempo Accounts SDK example project.

• Added SDK security documentation with architecture, data collection, and supply chain security measures

• Added AI insights citations showing the data, queries, and methodology of each insight

• Improved team invite validation and error handling

• Unified mobile screen events with web page views in the React Native SDK, so charts and attribution work seamlessly across web and mobile

• Fixed stale charts shown on custom dashboard after updating a chart

• Authorization checks and security improvements

• Other performance improvements and UI fixes

Here are this week's highlights:

• Volume and Revenue Timeseries

• Historical Wallet Data

• Solana Wallet Profiles

• Solana SDK: Framework Kit Integration

• React Native SDK: Mobile Lifecycle Events

• Improved Slack Alerts

• Improvements and Fixes

Volume and Revenue Timeseries

You can see how your users' volume and revenue changes across time with a new volume and revenue timeseries chart.

Available on the profile page, the chart shows full attribution of which events, referrers, UTMs, and referrals contributed to volume and revenue.

This makes it easier to understand your highest-value users, identify key revenue signals, and understand the history of individual wallets within your app.

Historical Wallet Data

You can now view past snapshots of a wallet's net worth, apps, and tokens on the wallet profile page. Just choose a date from the dropdown.

Historical wallet data gives you a clearer picture of how your users onchain activity portfolio have changed over time.

Solana Wallet Profiles

Formo now supports Solana wallet addresses alongside EVM wallets.

Turn anonymous Solana addresses into actionable rich profiles, with social data and token balances.

Solana SDK: Framework Kit Integration

The Solana integration now works with framework-kit and @solana/kit. This stack supersedes web3.js + wallet-adapter approach.

React Native SDK: Mobile Lifecycle Events

The React Native SDK now automatically captures install, update, open, and background events following the standard mobile lifecycle spec.

Improved Slack Alerts

Slack alerts have been redesigned for better readability.

You can also now customize which event properties are displayed in each alert with a live preview.

Improvements and Fixes

• Added AI-powered Insights to the weekly performance email

• Added public API endpoints for alerts, boards, and AI chat

• Updated Overview page chart breakdowns to sort by each metric (wallets, transactions, volume)

• Improved wallet profiles Twitter/X handle resolution with fallback data sources

• Fixed Funnels failing to filter custom events by volume

• Fixed Activity page event timeseries timeout for high-volume projects

• Fixed tooltip not displaying for negative volume values on the Overview page

• Fixed missing icons for browser filter dropdown items

• Fixed SDK storage fallback for environments local / session storage is unavailable

• Optimized load times across dashboard pages

• Other improvements and fixes

Here are this week's highlights:

• Wallet Profile Search

• Insights: Cohort Analysis

• Cross-Subdomain Tracking

• Improvements and Fixes

Wallet Profile Search

You can now search and view wallet profiles even if they haven't visited your app. The new search page lets you look up any wallet by address.

If a wallet hasn't been profiled yet, Formo will trigger profiling on-demand that returns results in less than a minute. Use this to enrich lead lists and target prospective users.

You can also import wallets via CSV and filter for imported users, making it easy to target and analyze specific wallet lists from external sources.

Insights: Cohort Analysis

The AI-powered Insights page now includes a cohort analysis section.

Uncover insights from user behavior across different dimensions:

• Acquisition Quality: Which channels produce users with the highest retention?

• Activation (Aha Moment): Which early action predicts long-term retention?

• Revenue Insights: Are recent customers more valuable?

• Churn Prediction: What behaviours signal a user is about to churn?

Cross-Subdomain Tracking

The Formo Web SDK (v1.28.3) now supports cross-subdomain tracking:

• Cross domain tracking: see what users do as they move between your marketing site, app, docs, and other subdomains.

• Accurate attribution: attribute conversions to the correct channel, even when users cross subdomains.

• Automatic migration: the SDK migrates existing host-scoped cookies to the apex domain so visitors are not double-counted.

To get started, upgrade to the latest SDK version.

Improvements and Fixes

• Added volume, revenue, and points filters to the activity page

• Add channel filter (web, mobile, onchain, import, api) for users and events

• Added a Turnkey integration example

• Added outlier filtering for revenue, volume, and points metrics

• Fixed segment switching not displaying the correct selected filters on the Users page

• Fixed wallet profiler returning incorrect net worth for low-decimal tokens with invalid balances

• Fixed duplicated app and protocol tokens appearing on the wallet profile page

• Fixed Twitter/X Connect not persisting on form pages after OAuth redirect

• Fixed behavior filter operators edge case for less/lessOrEqual conditions

• Fixed SDK blocklist bypass via mixed-case checksum addresses

• Fixed SDK storage fallback infinite loop and session cookie unbounded growth

• Fixed SDK events being lost on page hide and page-leave data loss race conditions

• Fixed session duration calculation for sessions with inactivity periods