Ortto

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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