Changelog
Follow up on the latest improvements and updates.
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new
1.22
What's new:
- Renamed "Organizations" to "Accounts"
- Sync permission field data from Ortto to Salesforce
- Sent email activities now include a 30-day link to view email as received by contact
- When syncing "Sent email" activity to Salesforce, include a 30-day link to view email as received by contact
- Capture widgets can now trigger a callback script so custom code can be run on form submissions
- New API method - Get all campaigns
- All contact tables now have sticky headers and easier scrolling
new
1.21
What's new
- Use a merge tag for the recipient email of Journey notification email shape
- Update a specific Salesforce record by providing the object ID in the Update record journey shape
- Filter reports index based on whether report is used in a dashboard or not
- New "Dashboards" column on reports index to see which dashboard(s) a report is used in
- Searching from the base campaign folder now searches all folders
- CSV imports will now report on how many organizations were created or updated, separately to the contact update metrics
- IP addresses used for Email sending can now be viewed in Email settings page
- Searching Saved replies in Talk now searches the reply content as well as title
- View a log of all account notification emails sent via the Notifications settings page
- Improved formatting in activity feed for JSON object attributes
- Added a "(resend)" suffix to campaign activities for resent campaigns
- New campaign filter options: "Has not started" and "Has not left" campaign
- Rearrange the outcomes in AI decision shape
Fixes
- If Calendly data source enters Needs Attention state, the notification email wasn't sent
new
1.20
What's new
- AI filter prompts - Turn a text prompt into an Ortto filter
- AI Enrichment journey shape - Write an AI prompt to populate missing contact data
- AI Decision journey shape - Use AI to categorise a contact based on your prompt
- Export campaign metadata
- New Data source - Amazon S3
- New Data source - WhatsApp (Beta version)
- Journey shapes switched off by a disconnected data source will automatically switch back on if data source reconnected within 3 days
- Maximum journey timeouts increased from 1 year to 2 years
- Specify a sample JSON payload when sending a test email
- Improved data validation for Capture forms
- Segment data source - Control to make Segment source of truth for email/sms permissions
- View a log of all system notifications sent for the account
- Export activity feed for an individual contact
- Send emails via the API
- Click on a segment in a Pie chart report to view the associated contacts
- Control whether a contact's phone number with missing country code uses the account fallback code, or the code for their last known location
- Added merge tag support for contacts who are a member or subscriber of an audience
- "Abandoned cart" email block has a new "table" style layout option
- Support multi-currency field type for campaign attribution
- Zapier data source - added ability to backfill custom activities by providing 'Created' timestamp
Fixes
- Campaign conversion rates were using total counts not unique counts
- Fix the bounce rate calculation in campaigns to consider total sends not delivers
new
1.19
Whats new
- New journey shapes: Subscribe to audience & Unsubscribe from audience
- New journey action option - Tag the Organization a contact belongs to
- Emails, playbooks and journeys containing an A/B test can now be turned into Templates
- Emails with content from a HTML file upload can now be saved as a template
- Sitemaps automatically generated for knowledge base sites
- Export people matching a filter that includes data retention-enabled activities
- Background images in HTML email templates can be updated via a placeholder tag
- Email sending limit to not send on specific days now lets you specify time on the next day to resume sending
- Keyboard shortcuts added to Talk inbox for basic text formatting commands
- New Talk activity, Conversation updated, including number of replies in the last hour
- Add a description to custom fields to share field purpose with other users
- Add a description to custom activities to share activity purpose with other users
- When sending a Transactional SMS in a journey, the opt out link can be removed when not using a Sender ID
- 3 new API methods: Get emails on the suppression list, add emails to the suppression list and remove emails from the suppression list.
- API requests can now support a 3rd 'merge_by' field
- Journey "version history" can now be searched and filtered for easier navigation
- Filter for campaigns switched ON or OFF on the campaigns index
- Control if links in Knowledge base articles open in a new tab or existing
- Toggle between kms and miles when building a proximity filter
Fixes
- Allow grouping a report containing activities and fields by an attribute shared by those activities, whether the fields have changes tracked or not
- Attempting to load a report or campaign that doesn't exist anymore will now redirect to the index
- Notification-type capture widgets are no longer blocking page interactions before being dismissed
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
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