Release-20230214 Release Notes

Symend's primary focus is currently on performance, but despite this, we still have some features that have been added with our February 15th 2023 release. The first is the ability to download .CSV files based on the entries or exits from your Campaigns directly in the Assignments and Sending section of your Dashboard. The second is that we have purged Customer Trail data older than the 13th of January 2023. On the 21st of February 2023, we will also turn on automatic removal of data for anything older than 32 days. The data is not lost, this only pertains to what you will see in Customer Trail. And lastly, we refined some of the rules around attribute to attribute comparisons when creating Segments.


Dashboard

Learn more - Dashboard, Assignments and Sending

When you view the Assignments and Sending section of your Dashboard, you have the capability to download information based on their outreach channel, email or SMS. Getting information based on the entries or exits from your Campaigns would not have been directly available in the Assignments and Sending section, until now.

Assignments and Sending

Description

Assignments and Sending

Description

What's New

  • .CSV File Downloads for Entries and Exits by Playbook

What's Changed

  • N/A

What's Removed

  • N/A

 


Customer Trail

Learn more - Customer Trail

Gaining insights into your customer's journey is important, and we would love to be able to tell you that information since the beginning of time, but in practice, it is not currently realistic. For the sake of our system's current limitations, we have had to purge Customer Trail data older than the 13th of January 2023. On the 21st of February 2023, we will also turn on automatic removal of data for anything older than 32 days. Rest assured, this only pertains to what you see in Customer Trail. You can still find this information in other ways such as Analysis and Reports. We have also added a loading screen when viewing an individual's Customer Trail to make sure you know that your information is being retrieved.

Customer Trail

Description

Customer Trail

Description

What's New

  • Loading screen when viewing an individual's Customer Trail

What's Changed

  • Customer Trail data older than 32 days will be automatically removed, this will be enabled on the 21st of February 2023

What's Removed

  • Customer Trail data older than the the 13th of January 2023 has been purged


Segments

Learn more - Segments

Our January 17th release introduced attribute to attribute comparisons in your Segments. In this release, we refine it further by removing the capability to use the was and is in for date time attribute to attribute comparisons. This is because these comparisons refer to something that occurred in the past or future, and would not result in valid configurations. As an example, you could say that "your birthday is in 2 days," but it would not make sense to say "your birthday is in your friend's birthday."

Segments

Description

Segments

Description

What's New

  • N/A

What's Changed

  • was and is in operators have been disabled for date time attribute to attribute comparisons

What’s Removed

  • N/A


Bug Fixes

Platform Area

Description

Platform Area

Description

Dashboard, Downloads

  • Files that were being prepared for download, but were not yet ready, would display that they expire 53 years ago. Now, they will display a blank value when being prepared

Playbooks

  • If an outreach control was set as an immediate outreach, the playbook was published, customers had gone through the respective immediate outreach control, the control was set to a scheduled outreach, and then the playbook was republished, then the customer would not receive the re-published scheduled outreach. Now if this case occurs, the customer will receive the outreach