Ortto

Changelog

Follow up on the latest improvements and updates.

RSS

new

1.17

What's new:
  • Added merge option for CSV import to not create new contacts
  • Manage which users receive account notifications, and include people outside of Ortto or slack notifications
  • SPA websites using Capture can now force close all widgets to ensure url-based exclusions can be respected
  • Allow calculations and operations with merge tags using liquid in Update field Journey action
  • "Long text" type fields and activity attributes can now be used in filters
  • Add rate limiting/throttling to the Webhook Journey action shape to reduce system load
  • Added tracking code Javascript function to get basic details of current user
  • Added backfill option to Facebook/Meta data source
  • Shopify data source merge strategy can now be edited
  • Suppress the email address of a contact via the "Archive contact" journey action
Fixes
:
  • New talk messages sometimes not appearing in Inbox until page refreshed
  • Draft talk messages saved despite losing internet connectivity
  • Normalised custom scores correctly display emoji-scale rather than number when used in Ledger reports
  • Campaigns scheduled to send in another timezone would show wrong date (but still send at right time)

new

1.16

What's new:
  • Target capture widgets at anonymous users and known users meeting a filter
  • Control which objects to run the backfill for in Salesforce data source, instead of forcing all objects
  • The "brand prefix" setting for SMS can now be switched off
  • New option to expire a capture widget when contact leaves the journey
  • Added support for dozens of additional currencies throughout the application
  • New API endpoint - Update custom field
  • New API endpoint - Get contact activities
  • Control the "Find strategy" used in the Hubspot data source
  • Option to automatically archive records when matching contact in Hubspot is deleted
Fixes:
  • Attempting to apply a tag to all visible contacts/orgs would silently fail
  • Disconnected Webhook data source settings can be edited so you can fix auth errors ahead of reconnecting

new

1.15

What's new:
  • Specify a secondary field to check for all unique identifiers, e.g. "secondary email"
  • Journey shape frequency settings added to the Edit mode of all action shapes
  • Change report precision when grouping a report by a date/datetime field or activity attribute
  • Talk conversations added better support for Email-based communications
  • Include HTML in the "Compose conversation" API method
  • Include or exclude specific field values when grouping by field in a Pie chart report
  • CSV import now supports using "match all merge keys" find strategy
  • Segment data source - Control what date format to apply to date fields in Identify and Track activities
  • Shopify data source - Added "Order updated" activity
  • "Email name" attributes now include which version of the AB test in campaign activities
  • Share a public link to view a campaign even after it has been sent
  • When resending an email to contacts who didn't open, include those who were excluded due to hitting email frequency protection limits
  • Track visits to external pages or file downloads as part of website sessions
  • Stripe data source - updated authentication method to meet security requirements
Fixes:
  • If a phone number field is included, and marked as required in a Capture form, force the country code portion to be required too

new

1.14

What's new:
  • Trigger capture widgets in journeys
  • NPS block for capture widgets
  • Prioritise capture widgets
  • Attribution for capture widgets
  • More flexibility in associating Salesforce objects via parent objects and linking to organizations
  • Filter archived contacts against field data
  • Import a CSV with Organization data only
  • Updated the "start from scratch" capture widget template designs

new

1.13.1

What's new:
  • Can now duplicate an audience
  • Extra activity streams can now be added as a billing add-on
  • Edit a journey email with an in-progress AB test
  • "Conversation closed" activities now include First response time and Total conversation time, only counting time during selected office hours
  • Added a button to copy the content from Version A into version B of an email AB test, and vice versa
  • Journey history now tracks when a shape was turned OFF and when an AB test winner was decided
  • Added an "Entered shape" column to split and condition shapes on the audience view of a journey
  • Set campaign name when duplicating an existing campaign
  • We now track the date a contact was archived, allowing for easy filtering
Fixes:
  • Subfolders now showing when selecting to replace a journey asset with existing asset

new

1.13

What's new
:
  • Show an inbox preview on the Campaign setup step
  • Define "office hours" for your teams in Talk to easily control online status
  • Added support for new link url tags '#orttonochange' and '#orttonotrack' which will prevent utms being added or link tracking applied to specific links respectively
  • Can now edit the dynamic row condition logic built using the "Builder" modal
  • Allow using a merge tag for the Campaign ID in a Salesforce campaign membership condition shape
  • New API endpoint to get a list of sent campaigns, like on the "Calendar" view in-app
  • Added a "total shapes" counter when adding shapes to Journey to help see how close to the limit you are
  • Build a "value contains X" filter against a multi-select field
  • Added an alert to a Contact's page if their email address is present in your Email suppression list
  • Clearer language when starting a Talk conversation that it won't send until your contact details are provided
  • Add a notification for the agent when a Conversation email handoff bounces
  • Added a "Logs" tab to the Tracked form capture widget to see failed submissions
Fixes
:
  • Errors with your dynamic content JSON endpoint are now returned when you try to send a test email

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
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