v2024.20 Release Notes – Sep 24, 2024

Here’s a summary of what we shipped in Release v2024.20 (September 24, 2024):

Released


Engagement Overview Dashboard

EngagementDashboard.mov

New feature

“Engagement” tracks how recipients interact with emails, text messages, and landing page content. This data gives Playbook Designers and other platform users insight into the performance of their resources, offering high-level summaries with options to explore deeper for actionable improvements.

The Engagement Overview Dashboard displays KPIs that show the effectiveness of content across emails, text messages, and landing pages. Users can filter results by Playbook, Campaign, and time frame.

Key benefits:

  • Performance Insights: Gain visibility into the effectiveness of emails, text messages, and landing pages.

  • Data-Driven Decisions: Identify trends and improvement areas to make informed adjustments to content.

  • Flexible Filtering: Zoom in on performance by Playbook, Campaign, or time frame for deeper analysis.

  • Custom Alerts: Use the pulse feature to set up personalized alerts that notify users when metrics exceed set thresholds or when anomalies are detected.

Need Access? To access the new Analysis & Reports features, follow these two steps:

  1. Confirm that the Reporting and Analytics capability (non-legacy version) is enabled for your organization.

  2. Request Insight Dashboard Viewer permissions for your organization (learn more here).


Improvements

Platform Area

Description

Platform Area

Description

Export Playbook

Exporting a Playbook now provides progress feedback during the process.

Import Playbook

The name of the Playbook you’re importing is visible now. There’s more context in the “Send from Email address” to help make the correct selection. And, finally, feedback and input validation happens sooner in the flow, so that errors are clear and can be corrected easily.


Fixes

Platform Area

Description

Platform Area

Description

Export Playbook

Fixed a bug that prevented users from exporting a Playbook from the Playbook Designer.

Import Playbook

Fixed an issue where Attributes with the same name but different data types prevented users from Importing Playbooks.