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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 Users will not be able to edit the form once it has been archived.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.
Builder
Ability to Save a Query Field That Uses a Query Field
The restriction to save a query field that contains a query field has been lifted, allowing users to save 1 level of “nesting” in a query. This should simplify the building of some advanced multi group queries for our users.
Olytics “Page Title” Search Requires 3 Characters
A search limitation has been placed on the “Page Title” search in the Olytics section. Users are required to use at least 3 characters to perform the search.
Data Science Added to Audience Builder to Query
The Data Science Fields of Email Engagement, Overall Engagement, and Web Engagement have been added to Audience Builder allowing for deeper analytics of customer data. These fields are currently available in beta for a smaller test group of clients and will eventually be opened up to a larger group.
Form Builder
Allow Export URL to Post With Body
Form Builder now supports an additional content type when exporting to an HTTP post, allowing for integrations with different APIs such as Convertr.
Lead Scoring
New Product Lead Scoring
A new product has been developed for internal and external access called Lead Scoring. This new product will require authorization in settings to “Lead Scoring” for users to see this new UI. The UI itself will be located in the Campaigns Tab and will allow users to set up rules to score Leads. These rules can be set up based on customer engagement like Email Opens, Email Clicks, Form Submits, and Web Page Visits or they can be based on other metrics like Demographics or Product Membership. Once a Lead Scoring Event is set you will easily be able to see the max score a Customer can achieve if they meet the qualifications for the max score for each Rule by looking at the “Max score” field. Then after the Lead Scoring field is configured into the Audience Builder LFS and the job has run (nightly job) these Leads can be queried in Audience Builder. Some details to note: A Customer can only qualify for single Condition within a Rule. If a Customer meets more than one condition at the time the score is calculated they will be given credit for the one with the Max Score. Several of the same Rule Type can exist for a single Lead Scoring Event but there cannot be duplicates for same exact qualifying condition (deployment type, demographic, etc.)
Odyssey
Support Testing Dynamic Content
In the Email Element Testing Pleat, if a Dynamic Content Tag is populated in the HTML, a Dynamic Content Version can be selected for each tester and seed. The tester/seed will receive the test email or seed email with the selected Dynamic Content Version Populated. Each tester can also have multiple versions of the test email sent with different variations of Dynamic Content populated in the test emails.
Allow Merging Paths from Email Elements to a Wait
Multiple Email elements can now merge into the same Wait element if preceded by a split. This allows audience marketers to further simplify their voyage flow and prevent duplicating elements unnecessarily.
Audience – Allow Preview of Existing Queries
In the Audience Element, when an existing Audience Builder query is selected, users now have the option to ‘View’ the query from the Audience Builder selection modal.
Allow Cloning Email With Dynamic Content
The Dynamic Content Tags and Versions will now be included when an Email element or voyage is cloned. This prevents users from needing to recreate their tags and versions for additional emails. Note: Dynamic Content Tags and Versions will only be visible after the Email element is Published.
Olytics
Meter Persistent Display Option Allows Ability to Prevent Close
In Metering, the close option can be disabled for persistent bar display types. This allows the message to persist throughout a user’s time on the page.
Allow CDP Users to Manage Link Tracking for Individual Personalizations
Personalization users can now choose to automatically apply click tracking to the links present within each Personalization. In the Global Settings modal, audience marketers can check the box for ‘Automatic Click Tracking’ and on save of a Personalization, links will be wrapped in the Olytics Click Tracking Script. For individual Personalizations, audience marketers can click Manage Click Tracking to disable, or enable, and change how the link opens.
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