Our April 11th 2023 release, v2023.07, introduces: improved error messages when downloading failed import records from your Dashboard; Playbook visual enhancements for validation and higher information density; column sorting and increased page sizes in Content; and reply Events for your SMS, available in both your Customer Trail and Exports.

See the respective sections of this article for additional information and more minor changes.

See the Bug Fixes section of this article for any fixes accompanying this release.

Dashboard, Download

Learn more - Dashboard

When using your Dashboard to monitor your imported files, records can fail to be imported for various reasons, such as incorrect mapping, or an empty account key. It is important that the reason for failure is communicated clearly, therefore we have improved the error messages you will find when downloading failed records.

Downloads	Description

Downloads	Description
What’s New	N/A
What's Changed	Improved error messages when downloading failed records Previously, the message would read:"Failed to parse message for Batch [GUID]Error: CSV row failed to parse and map for Filename: [FILEPATH]/[FILENAME] for Index: [INDEX] with Row could not be mapped!" Now, you will potentially see an error that reads:"A record from Data Source [DATASOURCENAME] failed to import due to a parsing error.Row [ROWNUMBER] from the file [FILENAME] could not be successfully mapped because a source field did not match the mapped attributes data type. Please correct this row and re-import the record to resolve the issue."
What’s Removed	N/A

Playbooks

Learn more - Playbooks

A Playbook is the sequence of actions that will move your customers through your desired experience. As this is critical for creating a positive experience, it's important to be able to see the bigger picture. As a result, we have made numerous visual changes to Playbooks with the intention of increasing information density. You should now be able to view the bigger picture with more convenience.

Additionally, if validation of a Playbook fails, the node causing the failure can be clicked and will automatically be centered for you.

Playbooks	Description

Playbooks	Description
What’s New	Jump to Playbook settings" in the bottom-right, which will reset your zoom and re-adjust your viewport to have your Playbook settings node in the top-left of your screen
What's Changed	When editing a node, tooltips are no longer displayed on the other "locked" nodes Increased visual node size Increased maximum zoom-out to 0.25x Decreased maximum zoom-in to 1.25x The "fit to window" button in the bottom-left of the screen will show more of your Playbook nodes Middle truncate long campaign names A very long campaign name" would instead display "A very...name" Clarify wording in various areas "Add control" has now been changed to "Insert" or "Insert Campaign" where appropriate "+ Expand" and "+ Collapse" are now respectively "Show all controls " and "Hide all controls ^" When validation of a Playbook fails, the node causing an error will be centered automatically.
What’s Removed	N/A

Content

Learn more - Content

With the March 21st 2023 release, we introduced pagination in Content. Although this has an impact on the overall performanc e of the platform, some users found that they could no longer search a page quickly for the content they wanted to access. The first step we took is to allow for page sizes of 250 and 1000, which can then be searched. The second step we took was to allow sorting on any column in ascending or descending order. The third step will be adding the ability to search your Content, which you will see in a future release.

Content	Description

Content	Description
What's New	Column sorting Click the button on the desired column to sort in ascending or descending order Loading animation when loading or sorting a page Page sizes of 250 and 1000
What's Changed	Margins in Landing Pages automatically include "px"
What's Removed	Page size of 10

Customer Trail

Learn more - Customer Trail

Customer engagement is the cornerstone of effectiveness when it comes to successful interactions. Therefore we have added the Replied to SMS event to the Customer Trail for investigatin g what your customers may be attempting to communicate with you. Though this iteration will not include the exact response of a customer in Customer Trail, this will be iterated on with future releases.

Customer Trail	Description

Customer Trail	Description
What's New	Replied to SMS events
What's Changed	N/A
What's Removed	N/A

Data Automation Events

Learn more - Events

Some of your customers may reply to your emails or SMS. As this could include insightful information when engaging with them, we have now included SMS and email replies as Events, which you can utilize when configuring an Export. However, in the case of Replied to Email, although you will see it in the event sources, is currently nonfunctional until the next release.

Events	Description

Events	Description
What’s New	Replied to SMS and Replied to Email events have been added
What's Changed	N/A
What's Removed	N/A

Bug Fixes

Platform Area	Description

Platform Area	Description
Dashboard	Under the Imports tab, selecting a time range and viewing the "Records updating existing customers" metric would previously also show the updates as a result of your Playbooks or Content. Now this will only display updates that have occurred as a result of imported data Additionally, if an import makes multiple changes to a customer account, this will only be treated as one update. Previously, multiple changes to an account would be counted as separate updates
Playbooks	Some lines would not be rendered between the different controls in a Playbook
Content	Content Viewers were able to see a button for duplicating content when they should not have been able to
Customer Trail	Unpublished Playbooks no longer appear as a possible filter when viewing an individual's Customer Trail
Data Automation	Creating a data source, assigning it to an account key and customer attribute, then attempting to delete it, would produce the error message "This file has mappings assigned to it and cannot be deleted" twice, for both the account key and customer attribute. Now there is a respective error message for account keys and customer attribute mappings Creating an Export that was scheduled for once a month, on any day except the last day of the month, would result in an error, which no longer occurs

Symend Knowledge Base

v2023.07 Release Notes