Release-20230110 Release Notes

Our 2023 January 4th release introduces the "Assignments and Sending" section of the Dashboard for viewing Campaign and outreach metrics. It also includes the ability to add a BCC address on your mailer for email outreaches, duplicate your outreaches and Landing Pages, add Form Input Blocks to Landing Pages, and API improvements. Lastly, this release includes performance increases to Customer Trail, Segments, Campaigns, and Playbooks.


Dashboard

Learn more - Assignments and Sending

If you are curious about the volume of customers moving in and out of your Campaigns, as well as the status of the messages from them, that information was not conveniently available. Now you are able to access the "Assignments and Sending" section of your Dashboard, which will give you all this information at a glance.

Dashboard

Description

Dashboard

Description

What's New

  • "Assignments and Sending" sub-section of your Dashboard, which allows you to view the following information: Campaign entries and exits, along with the Playbook that the Campaign belongs to

  • Text Message sends, fails, rejections, and expirations

    • Send is a successful send to the customer

    • Fail is the inability to send a message, such as an invalid phone number

    • Rejection is when the delivery provider refuses to send that message

    • Expiration is when a message is not able to be sent within it's send window

  • Email sends, deliveries, fails, rejections, expirations, bounces, blocks, or spam reports

    • Send, fail, rejection, and expirations are all the same as with text messages

    • Bounced is when a email destination is likely permanently unavailable, such as an invalid email address

    • Blocked is when the destination refuses an email, such as a spam filter

    • Spam Reported is when the recipient reports the message as spam

What’s Removed

  • N/A

What’s Changed

  • N/A


Playbooks

Learn more - Email Controls

We have added the ability to include a BCC address on a particular mailer, as highlighted in our Email Settings changes, and as a result that BCC address is displayed when one is present. In addition, we have made some performance increases in Campaign and Playbook execution.

Playbooks

Description

Playbooks

Description

What's New

  • When a BCC address is associated with a mailer, and that mailer is used in an Send Email Control, the associated BCC address is also displayed

What's Removed

  • N/A

What's Changed

  • Campaign and Playbook execution performance improvements

  • Outreach Controls (Email/SMS) configured to find the nearest eligible day if the outreach lands on a restricted send date will only send on a given day if the preceding days were restricted. Previously, if the preceding days were not restricted, a message would still be sent


Content

Learn more - Content

When creating various types of similar content, it can be time consuming when two pieces of content are only minorly different, but their overall structure is similar. Because of this inefficiency, Symend has added the capability to duplicate content.

Content

Description

Content

Description

What’s New

  • Emails, Text Messages, and Landing Pages all have the ability to be duplicated.

    • You are able to duplicate either the draft or published version.

What's Removed

  • N/A

What's Changed

  • N/A


Landing Pages

Previously Symend was supporting the modification of Customer attributes by using the Modify Attribute Form Block. In order to to further enable digital engagement, it is likely you would find it useful for a Customer to input information that will then be assigned to their Customer Attributes, which is why we have introduced Form Input Blocks.

Landing Pages

Description

Landing Pages

Description

What's New

  • When editing or adding a Form to your Landing Page, you will now find a "Form Input" Block, which supports user input to your Customer attributes

  • All data types are supported, which includes integers, numbers, dates, strings, and booleans

What's Removed

  • N/A

What's Changed

  • N/A


Data Automation

Learn more - Data Automation Events

For the sake of simplifying your reports, we have consolidated the SMS and Email Attributes for Name and Description into a singular Attribute.

Exports

Description

Exports

Description

What's New

  • Message Name, which consolidates the information from Email Name and SMS Name Message Description, which consolidates the information from Email Description and SMS Description

What's Removed

  • N/A

What's Changed

  • N/A


Email Settings

When sending an email, you may want to send the email to multiple addresses, therefore you can now add a BCC address when adding a mailer. You will option under the address details when adding an email address to a particular mailer domain.

Email Settings

Description

Email Settings

Description

What's New

  • BCC addresses can be added when adding a mailer

  • Existing mailers can not have a BCC address added Only one BCC address can be associated per mailer

What's Removed

  • N/A

What's Changed

  • N/A


Web Domain Settings

Learn more - Web Domain Settings

There were some instances of Web Domains returning without their protocol (https://), which is now guaranteed, avoiding any issues where the missing protocol keeping content from being rendered.

Web Domain Settings

Description

Web Domain Settings

Description

What's New

  • Web Domain protocol validation, all retrievals now have their protocol attached (https://)

What's Removed

  • N/A

What's Changed

  • N/A


API

Our API has changed the way you can download files, added a number of endpoints for monitoring, increased performance on Customer Trail and Segment endpoints, changed the Email Unsubscribe Event to be categorized as an account update, and a new endpoint was added to get account summaries.

API

Description

API

Description

What's New

  • GET /portauthority/v1/monitors allowing you to see the available monitors

  • GET /portauthority/v1/monitors/{slug} allowing you to see the shape of a specific monitor

  • POST/portauthority/v1/monitors/{slug}/actions/initiate-download which begins the process of downloading your monitor file

  • GET /portauthority/v1/imports for viewing the import custom monitor shape

  • GET /portauthority/v1/exports for viewing the export custom monitor shape

  • GET /customer/v1/accounts/ actions/getsummarylist to get account summaries

What's Removed

  • N/A

What's Changed

  • GET /config/v1/fi les/{id}/actions/download returns a download URL, instead of a file path to stream the file from GET /customer/v 1/segments /{segmentI d} performance increase Customer Trail Endpoints: Performance increase An Email Unsubscribe Event is now categorized as an accountUp date, instead of an emailActivity


Bug Fixes

Platform Area

Fixed Update

Platform Area

Fixed Update

Platform Area

Fixed Update

Platform Area

Fixed Update

Dashboard

  • The dashboard would incorrectly display an import as a failure when unsuccessful on the first attempt, but successful on an automatic retry

Playbooks

  • Account processing for the same account no longer happens concurrently preventing the possibility of duplicate outreaches

Content

  • When inserting a link, pressing space and continuing to type would be counted as an addition to the link text, but now pressing space will escape from editing the link text

Segments

  • If you attempted to publish a Landing Page using an unpublished segment, and then tried to reopen your unpublished segment, it would incorrectly throw an error

File Transfer Settings

  • The label in Encryption settings above the encryption key would say "GPG Public key" when GPG was selected, even though the key was in PGP format. GPG encryption can still use PGP keys, therefore selecting either PGP or GPG will have the label as "Public key" to avoid confusion

  • When using a large encryption key, saving it could result in an error for the key being too long, which no longer occurs

Email Settings

  • Shared domains could get "confused" with each other in some situations, such as when sending an email from subdomain.example.com, the email could come from example.com, if both domains were configured

Users and Permissions

  • When editing roles assigned to a user, prior to making any modifications to the assigned roles, the save button would be enabled, which is now disabled until changes are made

API

  • GET /config/v1/files/{id}/actions/download was missing the Account ID and timestamp on the date when used to download files on metrics, such as email bounces

    • The following endpoints no longer allow modification of an AccountKey: PUT /customer/v1/accounts PATCH /customer/v 1/accounts/ {id} PATCH /customer/v1/accounts/ {id}/actions/ update-immediate