v2023.18 Release Notes

Our September 12th 2023 release, v2023.18, introduces: enhanced Custom Alerts received when you create them in your Dashboard; increased Import Dashboard granularity for metrics related to Imported files; the ability to download Customer Account metrics per file in your Imports Dashboard; more user-friendly Landing Page Form validation error messages; Customer Attribute information viewing in your Data Source Mappings; and the name of a Split Path when viewing a Split Path Entered Event in Customer Trail and Exports.

For additional information on these updates please read the Dashboard, Landing Pages, Data Source Mappings, and Events sections of this article.

For bug fixes, please read the Bug Fixes section of this article.


Dashboard

Learn more - Dashboard

There are a number of updates that have occurred in your Dashboard.

Starting with the changes, the date range will now default to 12 AM of the current day and will end at 11:59 PM of the current day. The “Records” column has been renamed to “Processed.” The “Status” of a particular file will show as “In Progress” until all Customer Account records have finished been created, updated, or failed. Custom Alerts have been enhanced so that by default they will include the Organization Name, and Alert Name in the subject line of the Alert. Lastly, they have also been enhanced so the body of the Alert will include the name of the Client, Organization, Alert Name, time of the Alert, and a link to the Custom Alerts Dashboard.

Moving to the additions, there have been a number of enhancements that have been made to the granularity of viewing your imported files to allow you to better understand what is occurring during import. Firstly, each file is now listed with its own metrics when viewing the Dashboard, along with additional metrics. The additional metrics are the End Time of the import, the duration, Account Updates, Account Failures, and New Accounts. The duration will not include the processing of any Campaign or Playbook updates. Lastly, if you would like even more information on the New Accounts, Updates, or Failures, each of these metrics will have the option to download the underlying information.

You can see all of the Import updates in the following screenshot:

Dashboard

Description

Dashboard

Description

What’s New

  • The ability to view and download the following information in your Imports Dashboard on a per-file basis:

    • End Time

    • Duration

      • Duration does not include the processing of any Campaign or Playbook updates

    • Account Updates

    • Account Failures

    • New Accounts

What’s Changed

  • The start date range when filtering a dashboard defaults to today, instead of the previous day

    • Starting at 12 AM of the current day, and ending at 11:59 PM of the current day

  • The Records column have been renamed to Processed

  • Status will show In Progress until all Customer Records have been created, updated, or failed

  • Custom Alerts will include the following information by default in the subject line:

    • Organization Name

    • Name of the Alert

  • Custom Alerts will include the following information by default in the body:

    • Client Name

    • Organization Name

    • Alert Name

    • Time of Alert Trigger

    • Link to the Custom Alert Dashboard

What’s Removed

  • N/A


Landing Pages

Learn more - Landing Pages

Previously validation was added which would cause a validation error if a Landing Page Form modified the same attribute in multiple places via Input or Modify Attribute Blocks. The validation itself did not display a user-friendly error message and would simply tell you there was a validation error. This has been updated to now include a user-friendly error message.

The message can be seen in this image:

Landing Pages

Description

Landing Pages

Description

What’s New

  • Mulitple Form Input Blocks or Modify Attribute Blocks that target the same Customer Attribute now display a user-friendly error-message

What’s Changed

  • N/A

What’s Removed

  • N/A


Data Source Mappings

Learn more - Data Source Mappings

In the previous release, we introduced the ability to add a description to any new Customer Attributes. However, at the time, this value was not surfaced anywhere within the Platform. There are also other attributes of attributes such as if they are personally identifiable information. (PII)

In order for you to better understand the intention behind an attribute, the name, data type, category, description, and PII status will be visible for any attribute when clicking on them in your Data Source Mappings.

You can see an example of this information screen in this screenshot:

Data Source Mappings

Description

Data Source Mappings

Description

What’s New

  • Clicking an attribute will display the following properties:

    • Name

    • Data type

    • Category

    • Description

    • PII Status

What’s Changed

  • N/A

What’s Removed

  • N/A


Events

Learn more - Events

For most users viewing a Split Path Entered Event, you will have noticed a Split Path Property that a GUID populates. Still, you will not have many practical options to translate that into an understanding of exactly which path was taken. Therefore we have modified the Property to display the name of the path that was entered. Due to this being in Events, you will notice this change present in both Customer Trail and your Exports.

You can see an example of this in the following image:

Events

Description

Events

Description

What’s New

  • N/A

What’s Changed

  • The Split Path property of the Split Path Entered Event now displays the name of the path entered, instead of the GUID

What’s Removed

  • N/A


Bug Fixes

Platform Area

Description

Platform Area

Description

Dashboard

  • Downloading a file would result in the name being a GUID instead of a reader-friendly name due to the presence of a colon in the timestamp