Our 2023, January 17th release introduces: the capability to download a .CSV file from your Dashboard metrics; Landing Page Section and Form corner radiuses; Divider height, width, color, and alignment settings; link embedding in images for both email and Landing Pages; superscripts in our rich text editor; full width buttons in both emails and Landing Pages; CSS Classes for all Landing Page Content blocks; Segment Rule attribute to attribute comparisons; the ability to see events directly in the platform, Customer Trail; an Event Source for Landing Page clicks; 15 minute intervals for Exports; and Data Source error checking.

Dashboard

When viewing your Dashboard, either Imports or Assignments and Sending, it is useful to get a better understanding of what events are contributing to the overall metrics that you are viewing. As a result, we have added the ability for you to download the contributing events in a .CSV format. You can prepare a file for download from either Imports or Assignments and Sending, after which, it will be available in the Downloads tab and will expire after one day.

Download a file by navigating to the Downloads tab and clicking Download.

Dashboard	Description

Dashboard	Description
What's New	Queue a .CSV file for download in Imports or Assignments and Sending Information is dependent on the particular download Currently the AccountId is the customers GUID within the system, this will be replaced by their Account Key at a future date Download the file by navigating to the Downloads tab Files expire after one day
What's Changed	N/A
What's Removed	N/A

Content

Customizing your Landing Pages to suit your branding or similar visual needs is crucial to properly representing your company. As a result, Symend has enhanced the capability to make your desired style choices. We have added: corner radius to Landing Page Sections and Forms; Divider height, width, color, and alignment settings; link embedding in images for both email and Landing Pages; superscript s in our rich text editor; the ability to make a button full width in both emails and Landing Pages; and CSS Classes for all Landing Page Content Blocks. In addition, we have had made some relatively minor usability enhancements. To utilize your CSS Classes, add a Custom HTML Block.

Content	Description

Content	Description
What's New	Corner Radius has been added to the settings for Landing Page Sections and Form Blocks CSS Classes have been added to all Landing Page Content Blocks To use the CSS Classes, add a Custom HTML Block, include a <style></style> element, and target your CSS classes using the .class selector. Landing Page Dividers now have height, width, color, and alignment settings Links can now be added to Image Blocks in both Emails and Landing Pages Text Blocks can now have superscripts added via the rich text editor Custom styling is not supported by DotLiquid, do not use superscripts within your DotLiquid code Margins in Content Blocks now contain a help icon to describe their syntax Error messages have been added to Forms when input constraints are invalid, specifically when the maximum size is smaller than the minimum size for a string, integer, or number
What's Changed	Email and Landing Page Buttons have the ability to go full width and fit to text, instead of just fit to text Full width means 100% width Email and Text Message description max length has increased to 255 from 128 Default minimum and maximum integer values for Forms have been removed as they are optional fields
What’s Removed	N/A

Segments

Learn more - Segments

When defining the rules for your Segments, it may be useful for you to compare your customer attributes to another one of their attributes of the same data type. As an example, you may want to ensure that a customer who has requested a payment reminder does not receive that reminder if they have already payed. Therefore, we have enhanced our Segments to allow you to just that.

Segments	Description

Segments	Description
What's New	When creating Segment rules, you can now compare customer attributes against other attributes whereas previously attributes were limited to comparison against static values Comparisons must be made between attributes of the same data type
What's Changed	N/A
What's Removed	N/A

Customer Trail

Learn more - Customer Trail

The journey that an individual customer has gone through is important for deeper investigations into their experience. Therefore, we have added the Customer Trail. This is roughly equivalent to seeing the same events that you would within our Data Automation Exports. The distinction being, Exports show events across all customers, the Customer Trail specifically views the events for that individual customer, saving you time digging through potentially extraneous data. If you have the Customer Trail Viewer role, you can find the Customer Trail under the "Audience" portion of your navigation menu, and after searching for an account, click into the details of their trail.

Customer Trail	Description

Customer Trail	Description
What's New	You can now view the Customer Trail, which will allow you to see the events that have occurred for a particular customer Requires the Customer Trail Viewer role Searching the Customer Trail is done by their Account Key, Email Address, or Phone Number You must search with at least 3 characters Clicking into a customers details will allow you to filter by a combination of date range, Playbook, or Campaign The range that can be filtered over is 1000 days Additional information when viewing a customers details will come in the future
What's Changed	N/A
What's Removed	N/A

Data Automation

Learn more - Export Event Sources

As an enhancement to the existing data on your engagements, we have added event sources for Landing Page clicks. We have also ordered Source Attributes alphabetically, increased import and export performance, removed deprecated sources, and added the ability to schedule exports to run every 15 minutes.

Data Automation	Description

Data Automation	Description
What's New	Event Sources for Landing Page clicks have been added to Exports and Customer Trail You can now schedule exports to run every 15 minutes This means it will run 96 times per day
What's Changed	Event Source Attributes in Exports are now ordered alphabetically Performance increases in importing and exporting files Various wording around "File Sources" in Data Source Mappings have been changed to be more aligned with "Data Sources" as we prepare to allow for mapping from a Data Workspace
What's Removed	Event Source Attributes for Email Description, Email Name, SMS Description, and SMS Name have been deprecated due to the creation of Message Description and Message Name from the previous release Due to a bug, they still appear in the UI Deprecation is backward compatible, no breaking changes have been made to Exports

Data Source Mappings

You may want to make changes to your data before it is imported into the system, such as stripping the middle name when someone inputs "Sally Joe" as their first name. We added this capability through Data Workspaces, which will allow for data manipulation in and out of the system, before or after it interacts with the platform. Data Workspaces live in Snowflake, where you can interact with it in the same way that you would any other SQL database. Due to internal complications, the information provided with this release will be limited. However, please check back for information in the near future as we resolve the previously mentioned conflicts. We have also added error checking if a breaking change to your Data Workspace is introduced, and made the warning more prominent when making a Data Source Mapping that an Account Key can not be changed once the mapping is active.

Data Source Mappings	Description

Data Source Mappings	Description
What's New	Data Workspaces is available as a Data Source Users will be able to enable and manage their Data Workspace directly. Allowing them to connect via a connection string, then read and write data to tables or views within their organizations Data Workspace Changes to a Data Workspace that breaks a mapping will display an error when the breaking change has been made This will apply to both missing Data Sources and Source Fields
What's Changed	Modify the warning that an Account Key can not be changed once a mapping is activated to be more prominent, as well as adding a warning that the Account Key must also be present in all Data Sources
What's Removed	N/A

Bug Fixes

Platform Area	Description

Platform Area

Description

Playbooks

Previously when validating your Playbook, errors could occur, but some UI elements may prevent you from seeing the direct feedback of that error. Now when validation catches Playbook errors, those errors will occur on the left side of the screen preventing any of the UI from hiding that direct feedback Early Exit Conditions within a Playbook are optional, however once they were set, there was no way to clear them, a button has now been added to clear your Early Exit Conditions

Symend Knowledge Base

Release-20230117 Release Notes