Changelog
Follow up on the latest improvements and updates.
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new
1.12
What's new
:- An email Suppression list to keep track of emails you don't want to message without having them count towards your contact limit
- Add sunset policies to automatically unsubscribe or archive unengaged contacts and keep your lists clean
- Multi-currency fields can now be used in reports, including automatic conversion to the instance currency for accurate comparison
- Use multi-currency field attributes in activities for attribution
- Set your Sender ID and preferred From Number per SMS campaign/shape
- Use editable tags to update imported HTML email content in Asset Manager flow
- Added "email permission" field to Capture widget so users can choose instead of always automatically opting-in
- An easy-to-use, dynamic content rule builder for email rows
- New API endpoint to get a Campaign or asset report
- Allow using Charge and Invoice Stripe data source activities as conversion activities
- Remember previous field mapping when editing a Tracked form capture widget
- Customers using an SPA can verify a new Talk session without requiring a page reload
- Use Saved replies when composing a new Talk conversation
- Users belonging to multiple teams can specify which team to create new conversations from
- Option to remove "reply in messenger" link to Talk email notifications
- Snapshot ledger reports export increased to include 10,000 rows
- Include browser and device data with all capture widget-related activities
- Pre-fill the current user's email address as the recipient when sending a test email
- Support using number and phone attributes to match activities with entry activity in journeys
- Customer's phone number country code is used to apply "waking hours" check when location doesn't match
- Order of emoji reactions in Email footers have been swapped to run left-to-right
- Option to remove language drop down in preference centre
Fixes
:- Fields selected in mapping stage of Salesforce setup couldn't be used in Selective sync step
- Allow setting decimal and currency type fields to 0 via Update field journey action
- When exporting a report from the dashboard, the new timeframe was not reflected
new
1.11
What's new
:- All outgoing emails for Talk will now collect replies via the authenticated from email address to increase brand trust and deliverability
- Control how default primary records are selected when managing duplicate records
- Chargebee transaction activities now support multi-currency transactions and correctly convert back to the account's default currency
- New Pipedrive actions: Add a lead and Update organization field
- Add multiple advertising accounts within a single Facebook data source
- Choose whether a Talk conversation summary is included in Email notifications
Fixes
:- Allow using Talk inbox only for emails, without turning on the chat messenger
- Trying to distribute the sending of a bulk email campaign in small batches across long intervals was using a larger-than-selected batch size
- Tracked forms were not included in the list of options to build Journey entry criteria when selecting "They submit a form or survey"
- All system activities with Geolocation data are now selectable when building a Geo report
- All web/user session attributes are now included when sending activity to Salesforce
new
1.10.2
What's new
:- Tag users who fill out a capture form
- Choose whether Knowledge base article feedback generates a conversation or not
- Host files directly within Knowledge base (rather than linking to a hosted file URL)
Fixes:
- Date field was blank for Reports when grouping by date
- Knowledge base article preview was blank in Safari browser
new
1.10.1
What's new:
- Use your own domain for link tracking with SMS
- Added an application toggle to our Help site search to filter results for Ortto vs Autopilot articles
- Salesforce journey condition for checking Campaign membership status can now match against multiple statuses at once
- Can now control whether you want to track campaign attribution against sends, opens or clicks
- Control whether customers replying to an old Talk conversation will re-open that conversation or start a new one
- Campaign name added to Salesforce task title and status updated to be completed
- Filter Talk conversations by "not rated"
- Added a "move to category" button to the knowledge base articles index and when viewing an individual article
- Folders now support 3 levels instead of 2 across the application
- Add current term start and end date to Stripe "Subscription change" activity
Fixes:
- Contact subscription preference changes made on non-US region accounts may not have been saved
- Filters built using the "tag added" activity and a 'Where" clause were not returning any results
- Journeys using recurring day triggers with timezone optimization would schedule the contact's unique entry time but not re-check criteria for last-minute changes
- Pasting content into a Knowledge base article did not create relevant table of contents items
- Liquid code added to a campaign "from name" was not being evaluated in the preview
new
1.10
What's new
:- Group the counts for each individual item selected, not the specific collections, in a multi-select field/attribute when building a report
- Talk chat window now shows all recent conversations, instead of just opened, so it's easy to see recently closed conversations
- Use the 'Price' custom field type to store specific currency values
- Control full timing and behaviour of an A/B test for a Journey message
- Added a region selector when setting up a Segment webhook data source to control where data is sent
- Multi-path condition filters can now be linked to the journey entry activity or specified to have happened since the contact entered the journey
- Duplicate or rename a path within a multi-condition journey shape
- Added 'clear_fields' option to Merge Person API call to explicitly clear existing field values before applying new values
Fixes
:- Email preview was broken when viewing email online, reacting or forwarding
- Talk saved replies with unsupported characters would cause a crash when inserting the reply
- Can now create an 'aggregate' custom field from the custom field index
- Capture widgets that are auto-translated by browsers will now submit the original button value, not the translated version
- 'Conversation assigned' activity was not recorded when a conversation was auto-assigned by an assignment rule
- A report created within a folder was incorrectly added as unfiled
new
1.9.1
What's new:
- Edit the content of tagged elements in your HTML files uploaded for email campaigns
- Chose to sync Ortto activities to Salesforce as activities or tasks
- Exported table reports now include 500 rows (up from 100)
- All Salesforce objects besides Contact are now optional to sync
- Campaign review step now includes link text on links summary to help identify link source
- Re-authenticate Salesforce data source with a new user without disconnecting
Fixes:
- Using a Selective Sync on a Salesforce object and choosing to unsubscribe contacts who no longer meet the selective sync wasn't working
new
1.9
What's new:
- Greater customisation is now possible on Preference Centre content, style and translations
- Easily view data retention usage breakdown across activities
- Send a Slack notification on Capture form submission
- Added submission URL to Tracked form submission activity
- New option to capture Tracked form submissions on pages containing a certain URL snippet
- Can now set the Find_Strategy for your Tracking code
- Merge strategy configuration section added for Recurly data source
Fixes:
- Salesforce data source wasn't saving Organisation Merge strategy changes when lead conversion was turned on
new
1.8.1
What's new:
- You can now update contact field data by setting details in response to a Journey webhook action
- Can now create subfolders in Campaigns, Reports, Capture etc
- Dashboard reports now load one by one as they are ready, rather than waiting for all reports to be ready (improves performance on large accounts)
- SMS support added for sending to the Philippines
- Control whether to load the Talk chat widget automatically on page load (and option to show/hide it as needed)
- Multi-path condition shape for Journeys
- Send email notifications in Journeys to users outside of the account
- Include a summary of where the search term is used in the article under the article title when searching Knowledge base
- Update selected custom field data in session association through the tracking code
- Include article details in conversation when customer starts a conversation from a knowledge base article
- Improved UI for version history in the Journey builder
- Allow modifying the knowledge base article URL slug
Fixes:
- Fix ordering on the Campaigns tab for a contact
new
1.8
What's new:
- Capture submission activities now include attributes for any UTM parameters when the capture was viewed
- Whitelist which domains your tracking script can be used on to prevent tracking activity on look-alike sites
- Hubspot, Pipedrive and Intercom data sources now support a Selective Sync filter on which records to import
- Talk - The customer can now view all their past conversations
- Capture widget buttons can now be configured to use Mailto: links for sending emails
- Original campaign details added to Subscription activity when contacts subscribe via a forwarded email
- Zapier integration now allows choosing the merge strategy when creating a record or custom activity
Fixes:
- Fixed Dashboard export of Autopilot campaign metrics
- Add a warning modal if you try to leave the Salesforce Data source page with unsaved changes
new
1.7.3
What's new
:- Can now choose to preview your assets using merge tag fallbacks or with the raw liquid code
- Knowledge Base articles can now have a Callout note inserted within a list
- Get the HTML of Knowledge Base articles via our API
- Max delay between email batches in a Journey increased to 30 days
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