v2023.20 Release Notes

v2023.20 Release Notes


Summary

Our October 11th 2023 release, v2023.20, introduces Import Completed and Infinite Loop Custom Alerts available in your Dashboard; the ability to see and download Infinite Loop metrics from your Dashboard; the ability to delete drafts of Playbooks, Emails, Segments, SMS, and Landing Pages; an increased Email subject line character limit; an increased 90-day date range for Customer Trail; and the ability to import files directly into your Data Workspace.

For additional information on these updates please read the Dashboard, Playbooks, Content, Audience, and Data Automation sections of this article.

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

Due to an unexpected complication, Infinite Loop Custom Alerts will be released on October 16th.


Dashboard

There are three major updates that have occurred within your Dashboard. The first is a new Custom Alert for completed Imports, the second is a new metric now being surfaced for Infinite Loops, and the third is Custom Alert for Infinite Loops.

The first new Custom Alert is “Imports completed.” This has been added so that you know when something has gone right. Previously, you could have used the “Customer info didn't process during time frame” to get an alert when something has gone wrong. Although very similar functionally, you can now use either or both depending on your preferences. The threshold when configuring an “Imports completed” alert refers to the number of files that the Platform successfully ingested during your specified monitoring period. It uses a Rolling Monitoring Period. You can see an example of this alert in the following screenshot:

The second update is the metric for “Accounts held in Infinite Loop(s)” in your Assignments and Sending section. Like all metrics, this can be downloaded for more detail on the Customers this is occurring for. An Infinite Loop is when a Customer continuously and repeatedly experiences a Control within a Playbook without interruption. If an Infinite Loop occurs, your Customer may then also receive a message repeatedly. For this reason, our system will pause the Customer treatment at the next Modify Attribute or other control that would cause a re-evaluation. As a whole, this both safeguards your Customer experience and highlights potential logistical issues with your Playbooks. This metric also comes with the ability to download the underlying information, which will allow you to investigate, should this occur. As an example, you can see an Infinite Loop in this image:

By default, an Infinite Loop is triggered after a single loop occurs, but the tolerance may be set for up to three loops before the event is triggered. This higher “loop tolerance” is set through the API.

The third update to Custom Alerts, is the “Accounts held by infinite loop” Alert. This way instead of having to manually check if this event is occurring, you can get a notification via email or SMS. When creating the threshold for this Alert, the value represents the number of customers that are caught in an Infinite Loop. Like with the “Imports completed” Alert, it uses a Rolling Monitoring Period. Selecting this Alert will give you a very similar screen to Infinite Loops:

This Alert will be released on October 12th due to an unexpected complication.

Dashboard

Description

Dashboard

Description

What’s New

  • Infinite Loop metric in Assignments and Sending

    • Occurs after a single loop

    • Downloadable for additional diagnosis

  • “Imports completed” Custom Alert

    • Threshold represents quantity of files

    • Rolling monitoring period

  • “Accounts held by infinite loop” Custom Alert

    • Threshold represents quantity customers

    • Rolling monitoring period

What’s Changed

  • Custom Alert wording:

    • "Batch file(s) not processed during expected range" is now "Customer info didn't process during time frame"

    • "Exports not completed during expected time" is now "Data didn't export during time frame"

    • "Customer records fail to insert / update" is now "Customer records didn't update"

What’s Removed

  • N/A


Playbooks

There are many reasons why organization is important, and for that reason, draft Playbooks can now be deleted by those with the “Playbook Designer” role. If a Playbook has been published in the past, it will not be able to be deleted. You can delete a draft Playbook by clicking the kebab menu to the right as shown in this screenshot:

Playbooks

Description

Playbooks

Description

What’s New

  • Draft Playbooks can be deleted

    • Playbook Designer role must be present for this deletion

  • Error messages will now display for referenced draft Content or Segments that have been deleted

What’s Changed

  • N/A

What’s Removed

  • N/A


Content

There are two major updates to Content. The first is draft deletion and the second is larger subject lines in your Emails.

As stated in the Playbooks section of this article, draft deletion of SMS, Emails, and Landing Pages has been implemented to allow you to remove clutter, assuming you have the “Content Designer” role. Also like Playbooks, once the Content has been published, it can not be deleted. Notice in this example image that the draft available for deletion does not have a publish date in the right-most column:

The second update in Content is for your Emails and their subject line length. In the past, this was 255 characters. This could be problematic, primarily if you were utilizing DotLiquid as it tends to include a larger number of characters. To combat this it has been increased to 4000 characters which should be sufficient for any DotLiquid needs:

Content

Description

Content

Description

What’s New

  • SMS, Email, and Landing Page draft deletion

    • Draft only

    • Must have the “Content Designer” role

  • Landing Page eligibility criteria that includes a deleted draft Segment will give an appropriate error message when attempting to publish the Landing Page

What’s Changed

  • Increased Email subject line length from 255 to 4000

What’s Removed

  • N/A