Changelog

We ship new features, fixes, and improvements to Formo every week

Wallet Clusters, Filter by Channel, Dashboard Templates, and Improved Geolocation

Here are this week's highlights:

  • Wallet Clusters

  • Filter by Channel

  • New Dashboard Templates

  • Improved Geolocation

  • Improvements and Fixes

Wallet Clusters

Introducing a new wallet Clusters tab on the Users page. Clusters are groups of wallets associated with a single user.

Using identity resolution, multiple wallet addresses are grouped into identity-stitched user clusters: one row per wallet cluster.

Clustering happens automatically behind the scenes with minimal setup required. Here's how clustering works:

  • First, an explicit user_id from the SDK identify event (for example, a Privy user ID or an in-app custom user id) merges every wallet identified under it into one cluster.

  • Then, wallets without an explicit user ID are still grouped by anonymous_id, using the earliest-seen canonical address as the cluster key.

  • Otherwise, the wallet stands as its own single-address cluster.

Each cluster row shows the sum of individual wallet data including net worth, socials, labels, first and last seen, volume, revenue, and demographics.

Filter by Channel

You can now filter data by channel based on a 12-channel taxonomy such as Organic Social, Paid Search, Referrals, and more.

The twelve channels are:

Channel

How it's classified

Paid Search

Paid signal + search-engine referrer (google.com, bing.com, etc.)

Paid Video

Paid signal + video-platform referrer (youtube.com, vimeo.com, etc.)

Paid Social

Paid signal + social-platform referrer (facebook.com, x.com, tiktok.com, etc.)

Email

utm_medium is email, e-mail, newsletter, or referrer is Substack / beehiiv / Paragraph

Referrals

utm_medium=affiliate or a ref= code is present

Display

utm_medium is display, banner, expandable, or interstitial

AI

Referrer is an AI assistant (ChatGPT, Claude, Perplexity, Gemini, DeepSeek, Copilot, etc.)

Organic Search

utm_medium=organic or search-engine referrer with no paid signal

Organic Social

utm_medium=social or social-platform referrer with no paid signal

Organic Video

Video-platform referrer with no paid signal

Referrers

Any other non-empty referrer not matched above

Direct

No referrer, no UTM, no click IDs (typed URL, bookmark, stripped referrer)

Filter by Channel works across every chart and metric on the overview page (top sources, top pages, top locations, top chains, top events, top wallets, KPIs, revenue, volume, wallets, transactions).

Learn more about Channels.

New Dashboard Templates

Three new dashboard templates are now available. Choose from the following templates when you create a custom board, to help you get started:

  • User Retention & Cohorts Dashboard

  • User Segments Dashboard

  • Feature Adoption Dashboard

Each template ships with prebuilt charts and SQL queries against your project's custom events so you can set up a working board more quickly. Pick a template and create your first custom board in a few clicks.

Need more help? Check out How to Build a Custom Dashboard.

Improved Geolocation

Improved country detection for sesions and users is now live with server-side geolocation. This works together with a browser-timezone fallback to improve data accuracy for users with non-default timezones and VPNs.

  • Audience insights, top countries, and country breakdowns across the dashboard report countries is now more accurate than before.

  • Analytics remains privacy-friendly: no IP addresses are logged or stored anywhere in Formo. Read more about what we collect.

This improvement is live today. No SDK upgrade is required.

Improvements and Fixes

  • Added dashboard template previews so you can see the charts inside a template before creating it.

  • Added a new Tracking Plan Generator free tool that outputs a recommended event taxonomy, property schemas, and SDK code snippets for web and mobile to help users get started more quickly.

  • Added page and session scopes to the Filter by Page filter, so you can fllter for both sessions that viewed page X and data for a specific page X.

  • Added a refresh button to the Users table so you can pull fresh data without reloading the whole page.

  • Improved Format SQL performance in the SQL editor, with faster formatting on large queries.

  • Improved the churn analysis section on the Insights page.

  • Fixed an edge case with Solana wallet profiling.

  • Minor UI and UX fixes.

  • Performance improvements and security fixes.

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