new
1.6
Apologies for the delay in updates to our changelog, we have still been releasing several great updates, as you can see below.
We will now be getting back to a regular cadence of sharing these updates through our changelog.
What's new:
- Talk now supports a Table view for managing messages
- Pre-fill fields in capture widget forms via URL and hide the field if the value is already known
- We now support Portuguese and Ukranian translation for your email preference centre
- Added a shortcut for accessing Talk actions and saved replies via the slash "/" menu
- Include the ability to map hidden fields when mapping a Tracked form Capture widget
- Added a New Journey condition shape for Salesforce - "Is a member of campaign"
- Talk conversations now have a unique ID for easy filtering/searching
- Report on how many times a Talk saved reply was used via activities
- Extra merge strategy options added for all data sources to not create new contacts
- Preview links of draft campaigns can be shared publicly for review
- Knowledge Base - Our AI-supported help docs
- Campaign reports now offer 2 new variants of the click report (base url and raw url)
- Eligible reports now have a 2-week precision option
- Email campaigns can now be sent as Transactional
- Include the campaign name directly in the title of campaign-related activities sent to Salesforce
- Squarespace integration
- Journey filter shapes can set a max timeout for the condition to be met
- Table reports can apply uniqueness key against the Group By option
- Rate limiting option added for SMS shapes in a journey
- Business addresses now have an easy lookup to save typing
- BigCommerce integration can now also sync BC custom fields to Ortto
- Salesforce data source selective sync filters for Contacts and Leads are now split into 2 separate filters for easier use
- Enable basic filtering of existence and contents of JSON object fields and activity attributes when building a filter
- Talk conversation capture widget has an option for a "large" preview size
- Can now export the HTML of a Draft email campaign with an A/B test enabled
- Tall Bob SMS provider integration
- Allow connecting multiple Facebook data sources on one account
- Show the brandbook styling changes in the preview if selected when choosing to use a template
- Talk inbox now more responsive for small windows
- Increase allowable time between batches for delivery load distributed campaigns
- Allow managing Autopilot Journey custom fields within Ortto
- Added extra timeframe options for the conversion window of a Funnel report
- Inbox messages can be expanded into a wider preview
- Edit customer's existing Talk messages to remove sensitive information
- Include all Org custom field values when performing "all values" export of People
- New system activities - Added/Removed tag
- Preview capture widgets on different devices
- Build more advanced filters on Page urls to display Capture widgets
- Journeys Time condition update - can now filter on time of day/week
- Removed 'Wait' option from Journeys 'Time condition' shape
- New options for Magento data source - Set Find strategy, fallback country code and Email subscription status
- Added option to sync 'Feedback submission' object for Hubspot
- Added current/existing details to the user log for changing playbook criteria
- Improved controls for assigning a conversation to an agent/team
- Display who reacted to a message in your conversation on hover
- Edit single/multi select fields in the sidebar of the conversation
- See what time a customer has seen your chat message by hovering on "seen"
- New Journey option: "Jump to shape"
- Intercom integration
- Export a transcript of a Talk conversation from the inbox
- Use Ortto Unique Identifiers for merging Stripe contacts
- Updated design for creating a Capture Widget from scratch
- Journey conditions and filters can apply a "since entering journey" criteria on all activity-based filters
- Option to automatically archive records who no longer meet the "selective sync" criteria - Salesforce, Pipedrive, Intercom & Hubspot
- "Task" object in Salesforce data source no longer treated as a default (i.e. mandatory) object for syncing
- The "Archive contact" journey shape now deletes contact from Autopilot Journeys side of account as well
- Add a 'Copy' button next to the recipient's email address in the Talk inbox
- Add a 'Copy' button next to the email address when looking at a contact's profile
- New Journey shape - Archive contact
- Build a journey delay based on a date field or activity date attribute
- Improved preview controls for Capture widgets
- Added "Conversation tagged/untagged" activities for Talk
- Blocked sending International SMS to UK contacts (per new carrier restrictions)
- Edit message frequency rules, Transactional setting and rate limiting for journey and playbook messages within the Setup flow (for better visibility)
- Sync Salesforce using a "many to many" relationship
- "Due date" and "Due time" fields now optional for Pipedrive "Schedule activity" journey action
- Merge contacts via the API using "person_id"
- Send Transactional SMS via the API
- Return the options of single/multi select custom fields via the Get custom fields API
- Updating the 'No movement for X days" journey exit criteria now applies to contacts already waiting at a shape
- JSON object fields now accept and can loop through JSON arrays directly without needing to be mapped first
Fixes:
- When updating audience entry criteria, the preview now correctly updates to show new matches
- The table report scroll bar is now anchored to the bottom of the report, not the bottom of the page
- Don't block a CSV import for data mismatch, so we can still import all the other valid data
- Slack notification actions were outputting decimal + currency field data incorrectly
- Audiences don't show on the Audience index page on Mobile devices
- Fixed bug asking to upload a 2nd HTML file on A/B test when only testing subject
- Include Autopilot Journeys emails in the Asset Manager search
- Brandbook settings were always applied to templates, whether the checkbox was selected or not
- Reports were not displaying contact phone numbers missing the country code
- Add audience name to "Unsubscribe from email audience" activity
- Fix sorting on Talk - Saved replies table
- Copy/paste of text into a Talk conversation no longer loses formatting
- Manually entering liquid code into a capture widget now displays correctly in the preview
- Show "Winning" label on AB test campaign version by comparing open rate not total opens
- Talk widget was always displaying "no one online" message
- Should only receive one sound alert for a multi-format Talk reply
- Some Capture widgets displaying the Close button in the wrong location
- Allow updating the Email field via the Journey Update field action
- Prestashop integration was not capturing all events in non-US clients
- Allow selecting future dates when building a filter on datetime fields