Changelog
Follow up on the latest improvements and updates.
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new
1.18
What's new:
- Talk messenger and notification emails now support multiple languages
- When updating a Salesforce multi-select field in a journey action, choose to append new values or overwrite
- Add a fallback reference ID when mapping Salesforce objects
- Salesforce journey action shapes now have an option to rate limit requests to spread out impact on Salesforce API limits
- Clear the value of Salesforce single-select fields in journey actions
- Stripe data source "Charge" activities now include the metadata field content
- New Shopify data source activity for "Processed Order"
- User sessions with no UTM fields will recognise Google's 'gclid' parameter as a source
- Capture widgets will now force a max length for mobile phone numbers respective of the limits for each country
- Capture widgets can now be closed by pressing the ESCAPE key
- Asset ID and 24h resend ID added to Get Campaign Calendar API endpoint
- New API method, get SMS asset details
- Can now modify the Find strategy used for these data sources: Chargebee, Calendly & Typeform
- Added Github social link option for email footer
Fixes:
- Merge tags weren't always being replaced in SMS previews
- Changing the scheduled switch-on time of a journey wasn't being honoured
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
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