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Client Settings

Allow Edit for All Behavior Names

Restrictions on the Behavior UI in settings have been lifted to allow users to edit Behavior names at any time. Previously, only Behaviors that did not have any processed data were allowed to be edited.

Data Loader

Improved Performance on File and Template Search Pages

Users will see improved load times when viewing or searching for Files or Templates.

Soon to come: Improved Performance on FTP and Webhook Search Pages

Form Builder

Custom Error Messages Copied Over to Cloned Forms

When a form is cloned, any Custom Error Messages defined on the original form will now be copied over to the cloned form

Knowledge Base Home

Live Search
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Audience Builder

Tax Exempt Number Search Field in Audience Builder

Users may need to isolate records in Audience Builder by the Tax Exempt Number. This new field will need to be configured into the Audience Library and will be a text search field.

Lead Scoring Output

Lead Scoring results will now be available to be output through Audience Builder. Each Lead Scoring job can be configured into the Output Library. Once configured, the Score (number value) and/or Score description the record received can be output in their own fields. The field headers will Display the Lead Scoring Job Name to allow the user to determine which Lead Scoring Job is being output, when multiple Lead Scores are present.

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Campaign / Event Tool

Excel Output Lead Gen

Lead Gen can now output files in Excel format, allowing more automation options for users.

General

Prioritization for Consolidated Demos

The Consolidated Demo logic is currently set to assign consolidated responses based on the most recent response from the subscriber. This can result in undesirable responses overwriting the Preferred response. With this enhancement the mapping can be created to designate a Preferred response and a calendar range of 1, 2 or 3 years. Once set, if a new demographic response is recorded, the consolidated response will not be updated unless the demo date is older than the date range selected.

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