v2023.22 Release Notes

Owned by Parker Hutcheson (Deactivated), created
Last updated: Nov 08, 2023
4 min read

Our November 8th 2023 release, v2023.22, introduces:

For the complete list of changes, please read the Features Summary section, and for bug fixes please read the Bug Fixes section of this article.

Custom Alerts

Your Dashboard now has two new Custom Alerts that are available for configuration. The first is for duplicated creation of Customers. The second is for messages that have been queued but have not been sent.

The first alert is for duplicated customer creations. It has been introduced because duplicated customers can cause a number of complications within the Platform. If this is to occur, you will want to take action immediately. The threshold represents the number of customers and utilizes a Rolling Monitoring Period.

The second alert is for messages dispatched to a message provider, but not sent. Like duplicated customer creations, this is something that you would want to immediately action. You would likely want to action this by checking the message provider for any outages or issues with rate limiting. A message is considered “not sent” if the provider has not provided our Platform confirmation that they have dispatched a message within 30 minutes. If a message has been dispatched but was not successfully delivered, it is still considered sent, even if it was not received. The threshold represents the number of messages and utilizes a Rolling Monitoring Period. Both email and SMS are included in the count.

Extensible Channel Control

Introduced in our previous release, Extensible Channel Controls are a way for you to configure any method of communication with your Customers. This release extends the Extensible Channel Control to capture custom Events, which are critical for understanding the success or failure of the message delivery. Additionally, it allows for Customer engagement data to be stored directly within the Platform.

For this release, visibility to engagement Events within the Platform is limited and requires custom reports built by members of the Symend team. Therefore, the use of Extensible Channel Control Custom Events is limited to a small group of individuals for the time being. Please keep an eye out for a future release where this capability will be available to a broader audience.

Settings

We have introduced a new setting for Message Send Rate in your Channel Integrations. In this area, you will be able to deactivate or reactivate the sending of your messages if you have the Channel Admin role. You will also be able to view the rate that has been configured for your Organization. If you have the Channel Viewer role, you will be able to view this page, but you will not be able to modify the settings. If sending has been deactivated, all users when viewing your organization will see a notification at the top of the screen informing them. Those with the Channel Admin or Channel Viewer roles will also see a warning icon in their left-hand navigation menu within their settings. This setting will affect your SMS, emails, and anything configured for your Extensible Channel Controls.

You can see what a Channel Admin would see, where to find this, and the notifications when sending is disabled in the following image:

Features Summary

Area

Description

Area

Description

Dashboard

  • Infinite loop alerts will no longer trigger more than once for Platform-initiated events such as a Campaign making a modification to a Customer Attribute

    • User-initiated events like landing page submissions, file imports, or re-publishing a Playbook will allow another Infinite Loop Alert to trigger

  • New Duplicate customer(s) created alert

    • Threshold represents the number of customers

      • Occurs when two accounts share the same Account Key, but have different Account IDs (Account ID is a database GUID)

    • Utilizes a Rolling Monitoring Period

  • New Messages queued but not sent alert

    • Threshold represents the number of messages

      • Both email and SMS included

      • Not sent is when the message provider hasn’t called the Platform to confirm a message dispatch within 30 minutes

    • Utilizes a Rolling Monitoring Period

Playbooks

  • Extensible Channel Controls can now ingest Custom Events, but this is released only for a small audience for the time being

Customer Trail

  • Split path entered Events now display the split path name in the summary line to the left of the information icon in the form of {Playbook} / {Campaign} / {SplitPath}

    • If the path is the fallback campaign, this will be left blank and show {Playbook} / {Campaign} instead

Data Workspace

  • The tables in the SYMEND_DATA_MAPPING schema are no longer available as a source when importing from Data Workspace

  • Warnings and information have been added to many areas when defining your Data Source Fields for importing, such as when adding a new field or column to a table that already exists

  • SYMEND_CORE now updates every 2 hours

Settings

  • New Message Send Rate setting in Channel Integrations

    • Able to activate or deactivate the sending of your messages

      • Includes email, SMS, and extensible channels

    • Need the Channel Admin role to activate or reactivate

    • Able to view the configured message rate

    • Need the Channel Viewer role to view

    • If sending has been deactivated, all users will be notified at the top of their screen when viewing the organization

      • Channel Admin and Channel Viewers will also see a warning icon in their left-hand navigation menu within their Settings

Bug Fixes

Platform Area

Description

Platform Area

Description

Data Workspace

  • Headerless files being imported into Data Workspace would fail, which no longer occurs

  • Creating a mapping into Data Workspace and a Customer Account with the same file name causes a logical conflict, file names can no longer be shared between the two