October 2024 - 5.10

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Notable Updates

Marketing Tools

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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.

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

• Status
  colour Yellow title Delayed to November release

  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.

Data & Reporting

• Supporter lookup: SMS transactions (SBC) are now visible on the Supporter Lookup page under ‘Transactions History’. Please note you will need to adjust gadget settings to include those transactions in the view.

• Keywords reporting: A downloadable SMS keyword usage report has been added to address the need for more robust keyword reporting. Users will also be able to define the report timeframe for more targeted reports:

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• Revoke tokens of deleted users: When deleting a user, we will now delete any private tokens created by this user. A confirmation modal will pop up and require the admin to click ‘Delete’ before proceeding.

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• Scan Date Display in Scan Results Report: We've added the scan date to the scan results report user interface, making it easier to see when the last scan was run and understand your recent activity at a glance. You can also see this report by template now.

Salesforce

• Mapping Rules: The default set of Mapping Rules made available on installation has been updated with the improvements seen in 1.3+ packages.

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We are excited to begin including release notes for our new peer-to-peer product, which has been in beta for some time. We now have several clients using it and we recognize the importance of providing clear documentation on the changes and updates being made to this new area of our tools. By sharing release notes moving forward, we aim to increase transparency, keeping our users informed about new features, bug fixes, and enhancementsIf you are interested in checking out the new peer-to-peer tool, please reach out to your Account Success Manager.

• Include Goal and Participant Type Items in the PFRP Transaction Row: Provides additional information on the registration transactions so that CRMs can easily extract goal, goal setting, participant type, participant type id.

• Allow .cookielaw.org as a Third-Party Cookie Management Tool: Adds support for the use of https://www.cookielaw.org/ for cookie management across peer to peer sites

• Locale Improvements to Expose Validators to Non-en-US Clients: Ensures validators work for clients operating in locales other than en-US.

• Fields with HTML Labels Not Rendering Correctly: Fixes an issue where HTML field labels were incorrectly rendered as placeholder text instead of above the input field.

• Offer a Class to Override Default Image on Fundraiser Profile Image: Allows clients to use custom avatars if no profile image is uploaded for fundraisers.

• Offer a Class to Override Default Image on Leaderboards and Search Results: Similar functionality as the fundraiser profile image override, but for leaderboards and search results.

• Organizations at the Site Level Are Not Unique for Teams: Fixes an issue where organizations were not correctly associated with teams at the site level.

• Leaderboard Gadget ‘Search’ Link Points to the Incorrect Place on Site Creation: Fixes a bug where the leaderboard gadget links to the wrong page on new site creation.

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