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• Duplicate blocks: Clients can now duplicate a block when editing a broadcast message or template. This will aid the efficiency of the content creation process by adding the ability to reuse already inserted content.

• Broadcast text editing: Additional insert tools will allow users to insert email and telephone links in email messages.

• Marketing Automation: Clients can now define at the individual automation level whether supporters active in a particular automation should be included in Marketing Tools bulk emails.

• Keywords case sensitivity: SMS keywords are now case-insensitive, removing the need for users to worry about capitalization in their replies.

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• Survey report: Non tagged data fields were previously not included in the downloadable survey report. This has been resolved.

• External reference data: There was an issue with exported files for transactions where only External Reference 7 was enabled at the account level. This has now been fixed.

• Supporter lookup:  In the transactional history gadget on a supporter record, ECS and FRU transactions were displayed using incorrect transaction codes. This has been resolved.

• SMS webhook: We now check the supporter’s phone number based on starting with or without a ‘+’ symbol when tracking SMS webhook events.

• Keyword report modal: The keyword report modal was rendering at 100% width. That has been reduced to look better.

DAF

• Custom notification filter: When a custom notification email was configured with a donation amount filter, the email notification was sent regardless of donation amount when Chariot DAF was the payment type. This has been resolved.

• Notification email: The donation amount listed in the notification email for Chariot DAF transactions omitted the decimal (5.00 was shown as 500, for example). This has been resolved.

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August 2024 - 5.9.1

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