Release Notes February 2023

Notable Updates

Marketing Tools

• Sample templates can now be customized and saved.

• New email senders can now be added directly on the Message Editor.

• The workflow for managing profiles for inner conditional content has been simplified.

• The TipTap rich text editor has been restyled, including new grouping of editing icons. 

• New hover-over tooltips are available for quick guidance.

• UI updates to the message testing page to improve workflows to test, schedule and send.

• The Preview text editable field has been added on the Message Settings tag.

• New UI for switching between conditional SMS messages.

• Improved save and discard button workflows across multiple pages.

• Additional help copy has been included on various pages to improve user experience.

• Unsubscribe metrics have been added to the Message send report.

Billing integration

• Clients will now have the ability to see their current invoices in the Engaging networks dashboard.

Page builder page rendering

• Going forward only domains listed in Allowed Domains list will allow pages to render.

Improvements

Salesforce Connector

• New audit trails are available, logging:

  • Connecting/disconnecting users through OAUTH

  • Contact mappings (i.e. named Salesforce users linking or unlinking a named account.)

  • Transaction mappings (i.e. a named Salesforce user imported, exported, or updated a named set of records.)

  • Settings (i.e. a named Salesforce user enabling or disabling a particular setting)

• Under Account Structure: Fields are now checked if used in contact mapping or lead forms prior to deleting

Security

• Advanced Fraud Detection has been integrated into the Stripe Gateway Payment Intents workflow

• Uploaded files are now checked against OPSWAT’s Reputation API for malware. Files deemed suspicious or malicious will be rejected from upload.

Receipting

• Replacement receipts issued are now available in the Single Transaction Receipts download.

Marketing Automation

• The list view of marketing automations can now be sorted by status using the column toggle.

Page builder and emails

• Dynamic year tag is now available to insert the current year in pages, emails and autoresponders. The tag to use is ${page~currentYear}.

Images and files library

• We have added support for .webp images

Bug Fixes

Page Builder

• The recurring donation date merge tag was not pulling in properly in autoresponders. This has been corrected.

• The ‘inform’ in memoriam URL parameters were not populating the fields. This has been fixed.

• One-click FOC transactions were 1) missing the receipt number in the Campaign Data 18 column; and 2) they were missing credit card expiration dates in the transaction history. Both fixes have been applied.

• Locales were not applying language-specific changes in the upsell lightbox. This has been fixed.

• Stripe Gateway:

  • Values passed into the recurring end date field using a triple text or triple select field were recorded as an FCS instead of an FCR transaction. This has been fixed to record as FCR accordingly.

  • Emails are trimmed to remove any trailing spaces after sending the data to Stripe. This has been updated to send Stripe the trimmed emails.

• Paysafe Gateway: Profile ID will be pulled from Paysafe using merchantCustomerId (SupporterId) to avoid duplication.

• Google Pay: The Google Pay window was not closing after landing on the thank you page. This has been fixed.

API

• A new endpoint has been added to allow bulk updates for supporter suppressions and status updates.

Supporter Management

• Adding members of a household was producing an error. This has been fixed.

Email

• Merge tags were not populating on subscription pages from email. This has been resolved.

Reporting

• Finance Reports were not including refunds for ‘credit card single transactions.’ This has been fixed and is included. 

Advocacy

• Contacts could not be removed from the ETT Target Settings tab. This has now been updated to allow.

Marketing Automation

• When duplicating an automation, the selected supporter field for conditions was not retained. This has been corrected.

Marketing Tools

• Deleting all HTML in a block was not producing a validation warning. This has been updated to display before confirming deletion.

• When selecting additional actions, content blocks with a long overhang were remaining in view on screen. This has been fixed.

Profiles

• When adding multiple email Engagement Score filters to a profile, the values were not retained when saving. This has been fixed.

• When creating a profile with the membership purchases filter, the membership types were hidden before saving. This has been fixed.

Supporter Hub

• Validation has been added  to prevent supporters from being able to set 0 as the donation amount or recurring frequency in the Hub donations gadget. 

Peer-to-Peer Updates

ℹ Peer-to-Peer Version 4.4.1

New Features

• Fundraisers can now quickly send emails to the default Contact lists in their dashboards. This includes: All Contacts, Never Emailed, To Be Thanked, Donors and Non-Donors.

• If a Question was deleted after adding it to a P2P Form, the Form Save function will now warn you and not allow you to save the form.

• Added “Second” Contact fields into P2P field lists.

• Added a default Privacy Policy Page to all sites: To meet Facebook requirements, all sites have a

• Privacy policy page in the footer of the site. Clients can edit this page to meet Organization standards.

• API update: Ability to fetch appeal code from Supporter

Bug Fixes

• Opt-in on Fundraiser Profile Form not prefilling with fundraiser selection and not saving properly

• Creating Menu Items: Issue creating Menu Pages on sites with a private domain

• Task Widget: Errors saving when unselecting pre-selected tasks

• Fundraiser Email templates: Saving an email template was not working correctly when composing an email in the pop out window.

• Reports: Errors occurred when removing Fields from reports

• Removed the “Add to Home” Mobile feature

• Removed Google + as a share option in widget

• Issue with Campaign Activation Email going to Team Captains: If the Team Captain new group member notification was on, the Campaign Activation email was being sent to the Team Captain instead of the registrant.

• Creating External Menu pages: There was an issue with going back and forth in changing internal/external types.