Audience Search
Allow Title as a Search Option in Audience Search
The (text) Title field will now be available as a search option in the Audience Search UI. This field will function similar to the name search where a user can type a portion of the desired Title and return all records that match.
The text title field will be found in the Advance Search section of Audience Search.
In this image the user has searched on a portion of a word. The returned results are all records that have “pre” somewhere in the text title field.
Form Builder
New Actions List in Form Search
Use the Actions list to select what action to take on the selected form (Edit, Publish, Clone, etc). The Actions list will dynamically display the available options based on the status of the form.
Search for Forms Using Filters
Users can now use filters to easily navigate to a form. If users are unsure what the desired form name/context might be, they can use the Form Type (category), Status, Owner, and Product filters to narrow their search.
All Forms Displayed in New Forms List
The Form Search page no longer requires users to select a Product before navigating to a form. With the new forms list, all forms will display to the user, sorted by Last Modified Date. Only the first 100 forms will display to reduce load time, and the new search bar can be used to locate any form (beyond the first 100). The search bar will search for the entered text in the following columns: Title, Context, and Modified By.
New Form Statuses with Dynamic Actions
Draft – The form is not in production yet.
Available Actions include:
Edit: Make changes in the Builder or Setup page.
Publish: Push the form live to be accessible to customers.
Clone: Make a copy of the form under the same Product.
Copy to New Product: Make a copy of the form under a different Product.
Move to New Product: Move the current form to a different Product.
Archive: If the form is no longer in use, this will allow users to archive it. Users will not be able to edit the form once it has been archived.
Live – The form is in production and accessible to external viewers.
Available Actions include:
Edit: Make changes in the Builder or Setup page.
Clone: Make a copy of the form under the same Product.
Copy to New Product: Make a copy of the form under a different Product.
Move to New Product: Move the current form to a different Product.
Restore Previous Live Version: This will take the configurations of the previous live version and re-publish it. This option will not be available if the form has only been published once.
Remove from Production: Form will no longer be accessible to customers.
Archive: If the form is no longer in use, this will allow users to archive it. Users will not be able to edit the form once it has been archived.
Embed Code: Copy the provided code to iFrame the form onto your webpage. The code provided in the JavaScript tab will automatically size the form based on the content displayed on the form. The code in the iFrame tab will allow you to set a specific width and height for the iFrame.
Edit – The form is in production, accessible to external viewers, and is being modified.
Available Actions include:
Edit: Make changes in the Builder or Setup page.
Revert Recent Changes: Write over any changes made since the form was last published. This will create a copy of the current live version where users can make new modifications.
Publish: Push the modified form live to be accessible to customers.
Clone: Make a copy of the form under the same Product.
Copy to New Product: Make a copy of the form under a different Product.
Move to New Product: Move the current form to a different Product.
Archive: If the form is no longer in use, this will allow users to archive it. Users will not be able to edit the form once it has been archived.
Embed Code: Copy the provided code to iFrame the form onto your webpage. The code provided in the JavaScript tab will automatically size the form based on the content displayed on the form. The code in the iFrame tab will allow you to set a specific width and height for the iFrame.
Archive – The form is not in production and is uneditable (unless restored).
Available Actions include:
Restore Archived Form: Restore the form from an archived state to reuse. Users can edit, clone, publish, etc. once restored.
Form Builder’s Error Log
The Error Log helps Form Builder users troubleshoot failed form submissions when testing newly created/edited forms, or after receiving a customer inquiry. Users are able to view the full API response in the Error Log after receiving an error upon form submission.
Junk/Vulgar Text Custom Error Messages
If Vulgarity Check and/or Hold Junk Names is enabled, and a customer fills out a form using suspected junk or vulgar text, an error will now display letting the customer know they cannot submit the form using this text. The error message can be customized in the Custom Error Messages menu option in Builder.
Promo Keys Retained on Gift Recipient Records
When a promo key is populated on a Gift Subscription form, that promo key will now be retained on Gift Recipient records for improved promotional tracking.
Odyssey
Ability to Add New Elements to Continuous Voyages While On Hold
When a continuous voyage is On Hold, users can add new elements and connections to the voyage. New connections will display as a dotted line while the voyage is On Hold. When the voyage is resumed, audience members in the voyage will advance to the new elements like they would any pre-existing elements in the voyage.
Release Notes for V21.4
API
Client-Facing API Usage Report
A new client facing report has been developed to recap API usage over a designated time period. The data will be broken out by successful calls, failures and total calls, allowing problems to be identified quickly. This report will require authorization to access it.
The API Usage Report can be found in the Data Reports Section of the Reports & Analytics UI
Add LastPaymentDate and LastPaymentAmount fields to Subscription/Customer Lookup API’s
New fields have been added to both the Subscription and Customer look up API’s. Lastpaymentdate and lastpaymentamount will now be returned when the API’s are called.
Create New “Gift Lookup by Donor ID” API
A new API has been created that will allow the user to pass Donor ID and return relevant info about the gift recipient(s) and their subscription(s).
Audience Builder
Olytics Action Counter Displayed in Query Conditions
The selection criteria for the Olytics Action count will now be displayed on the RHS of the Audience Builder Query. This will allow users easy access to this information without having to navigate to the LHS to find the selection folder to see it.
Designation Field Added as a Query Option in Audience Builder
The Designation field will be available as a query field in Audience Builder. The designation field is unique to the email deployment and opt out type of products.
Dashboard
Make New Dashboard Default Homepage
Upon login, users will no longer be directed to the legacy dashboards but will instead go to the new dashboards (legacy dashboards will still be accessible via link on the new dashboards page).
Email Builder
Expanded Character Limit for the Deployment Defaults Web Tracking URL Field
In Deployment Defaults, the Web Tracking URL field has been expanded to store up to 1500 characters.
Email Builder and Odyssey WYSIWYG Editor Version Update
The Email Builder and Odyssey WYSIWYG editor has been updated to the newest version.
Form Builder
New Form Builder Element Added for Original Order Date
An element has been added to Form Builder Standard Fields to display the date a subscription was first ordered.
New Form Builder Elements for Last Payment Date and Last Payment Amount
Elements have been added to Form Builder Form Elements > Payment to display the date and amount of only the most recent payment.
New Form Builder Element to Display Number of Issues Remaining
An element has been added to Form Builder Form Elements > Payment to display the number of issues remaining on a given subscription.
Add Postal Account Number, Term, and Transaction Key elements for Confirmation Page
Elements have been added to Form Builder to display Account Number, Subscription Term, and Transaction Key on confirmation pages/emails. (Standard Fields > Account Number, Form Elements > Payment > Term, Standard Fields > Transaction Key)
Add PayPal Pay Now as Payment Type to Form Builder
PayPal Pay Now is now an available payment option for paid forms (note: this does not include recurring payments via “PayPal Subscribe.”)
Odyssey
New Email Designer Options to Disable or Reverse Mobile Stacking
The designer tool in Odyssey, will now allow users to disable or reverse mobile stacking.
Requirements for Published Voyage Status Changes Have Been Loosened
The requirements for a published voyage have been loosened so that email elements can be published if only the deployment type is selected.
Update to Done Status Handling for Static Voyages Where an Element Will Not Be Visited
Odyssey Voyages that contain one or more elements that will not be visited due to an unmet condition will now move to the done status if all other visited elements are done.
New A/B Test Element for Static Voyages
A new element, A/B Test, will now be available for static voyages. Within this element, users can select the Audience Test Size and the Win Condition as well as a test time period. When passengers reach this element, the test audience will receive one of the connected Emails. After the test period has elapsed, the winning email will be chosen, and the remaining passengers will advance to the winning email.
Olytics
Metering Testing Enhancements to Provide Simplified Testing Option and Instruction Updates
The Metering Tester tab will now include a simplified tester option so users can test the Meter Message flow, without creating a specific Tester record. The instructions have also been updated for clarity.
