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Release Notes Version 8.6

8.6.0 [May 2017]

US Data Center: Cloud - May 07, 2017; Solution - May 08, 2017
EU Data Center: Cloud - May 22, 2017; Solution - May 23, 2017
AU Data Center: Cloud - May 22, 2017; Solution - May 23, 2017

Note: Not all features are available for all versions of CRM.

For instructions on how to update, see this article. There is no additional charge to update and updating is quick. The column furthest to the right shows if the specific update was already automatically made for you (Cloud) or if you must update your solution file to get the update (Solution). 

REMINDER ANNOUNCEMENT: The Web Tracking script has been updated. You should update your web site at your earliest convenience. The current script will work, but there are items in the old script that are being depreciated by some browsers. You can find the new script for your account in ClickDimensions Settings > Web Tracking.For more information see this article.

 

  New Feature Campaign Automation: Business Hours

The Date Timer and Wait Timer now have a business hours option! Choose specific days of the week and times of the day that the participant can progress past the Campaign Automation timer!

Available for CRM 2011+ only

Cloud
  New Feature

Campaign Automation

Now use Campaign Automations to manage your subscriptions with the new Submitted Subscription Trigger! Trigger a campaign automation once a Posted Subscription arrives in CRM and take actions like adding and removing the participant from the correct marketing lists via the decision node based on what the visitor submitted! Read More.

Available for CRM 2011+ only

Cloud
  New Feature

Campaign Automation

Now run a Campaign Automations when a Survey is submitted! Using the Submitted Survey trigger, run anyone who submits a specific survey through different actions. Choose different action paths based on the answers given using the decision node. Read More.

Available for CRM 2011+ only

Cloud
  New Feature

Campaign Automation

Use the new Removed from List Trigger to automatically run participants through a Campaign Automation if they have been removed from a particular static Marketing List. Automatically notify your team, run a CRM workflow, and more to make sure participants don't fall through the cracks.

NOTE: A customization change was made in 8.6.1 that supports this trigger, therefore the solution update is required.

Available for CRM 2013+ only. ClickDimensions version 8.6.1+ required.

Solution

 

  Improvement Campaign Automation: Attended Event Trigger

The Attended Event Trigger now how a negative path option for an inner point trigger. If a participant of a Campaign Automation did not attend your event send them down a separate path from those who did attend the event!

Available for CRM 2013+ only on version 8.5.1+ of ClickDimensions.

Cloud
  Improvement Campaign Automation: Send Email Action

In the Send Email action if you choose an Email CNAME and save and publish. Then at some point that Email CNAME record is deleted in CRM, you will get a notification about this in the builder.

Available for CRM 2011+ only

Cloud
  Improvement Campaign Automation: Send SMS Action

The Subject field on the Send SMS Action action now checks what the max length of the subject field is on that entity in CRM to make sure the content will fit and send the message.

Available for CRM 2011+ only

Cloud
  Improvement Campaign Automation: Series

The Series now has a counter on it that shows how many actions are inside of it. The look if it has also changed a bit.

Available for CRM 2011+ only

Cloud
  Improvement ClickDimensions Settings

The CRM version we have listed on our side for your environment is now shown in Settings > ClickDimensions Settings. If this does not match the actual version of CRM that you have, please submit a support ticket so we can update that on our end. Read More.

Cloud
  Improvement Editors

The editors have all been slightly updated. There is no new functionality but they look a bit different and the updates will fix a few small issues.

Cloud
  Improvement Email Send

The Send and Test buttons will not show in the ribbon once the email has already been sent. This clears some space for the relevant statistics buttons.

NOTE: A customization change was made to the ribbon, therefore a solution update is required.

Available for CRM 2013+ only

Solution
  Improvement Email Send

Scheduled bulk emails will no longer be throttled.

NOTE: A customization change was made to the Execute Send workflow, therefore a solution update is required.

Available for CRM 2013+ only

Solution
  Improvement Error Trace

The Error Trace in ClickDimensions Settings has been updated to run much faster. As a result, errors from before the update will not show up here any more. All errors going forward will show.

Cloud
  Improvement Export/Import Email Templates

The Export/Import functions in ClickDimensions Settings for Email Templates now also includes the Preheader field.

Cloud
  Improvement Posted Surveys & Visits

When a Posted Survey is submitted it is now linked to the web Visit record in CRM. This helps in getting better reporting!

NOTE: A customization change was made to add an 1:N relationship between Visits and Posted Surveys, therefore the solution update is required.

Available for CRM 2013+ only

Solution
  Improvement Profile Management Data Sync Error Trace

For the new Profile Management Data Sync feature released in 8.5, there is now error logging in Settings > ClickDimensions Settings > Error Trace.

Cloud
  Improvement Quick Send

The Quick Send window will now only show active Email Templates in the drop down options. Inactive Email Templates will no longer show in order to help keep this list manageable.

Cloud
  Improvement Share Domain Records

Export and import select Domain records from one CRM environment to another in the ClickDimensions Settings areas. 

Cloud
  Improvement Share Email Templates

Export and import select Email Templates from one CRM environment to another! You could always export and import Email Templates from one CRM environment to another, however you could only export/import ALL Email Templates from the environment. Now you can choose specific templates.

Cloud
  Improvement Share Form Fields

Just like above, it is now possible to export and import specific Form Field records rather than just ALL form fields.

Cloud

 

We will update this with more bug fixes as we double confirm that others have been resolved.

  Bug Fix 79196 Block Editor When using Google Chrome, the Block Editor's Image Manager would not display any images. Cloud
  Bug Fix 86586 Campaign Automations Clicks on links within a Block Editor Email Template containing a Microsite Link were not detected by Email Interaction triggers. Cloud
  Bug Fix 83312 Click Heat Map For some accounts, the Click Heat Map for Email Templates containing conditional freemarker would display all percentages on the same link. Cloud
  Bug Fix 87334 Click Heat Map Favicon code would break the Click Heat Map. Cloud
  Bug Fix 86208 Email Sends Freemarker would not pull the specified value from a connected record into any Email Send Field unless the Email Template also contained freemarker referencing the connected record. Cloud
  Bug Fix 87767 Event Connectors Duplicate Lead and Event Participation records would be created when registering for an Event, waiting for the records to sync, and then registering for the Event again with the same email address. Cloud
  Bug Fix 86210 Forms The Auto Responder Action's Email Template lookup window did not pull the Editor Type from the Email Template record. Cloud
  Bug Fix 89863 Forms Posted Field records for Checkbox Form Fields would not contain any value if the checkbox was submitted unchecked. Cloud
  Bug Fix 86400 Test Emails For some customers, Test Emails would always show the "MIME_HTML_ONLY BODY" spam rule, even when a Text Version was included. Cloud

 

Security Role Updates

See the full article on Security Role settings here. Security role updates are done for CRM 2013+ only and require a solution update.

ClickDimensions Core Changes
No changes.

ClickDimensions User Changes
No changes.

ClickDimensions Service Changes
No Changes.

ClickDimensions Lock Blocks Changes
No changes.

IP Address Additions

Here is the current list of IP Addresses you may need to unblock to allow ClickDimensions to work.

No IP changes.

Plugin Changes

No plugin changes.

 

8.6.1 [May 9, 2017]

US Data Center: Cloud - May 9, 2017;  Solution - May 09, 2017
EU Data Center: Cloud - May 22, 2017; Solution - May 23, 2017
AU Data Center: Cloud - May 22, 2017; Solution - May 23, 2017

  Bug Fix 92072 Campaign Automations The Removed from Marketing List trigger was missing steps in the plugin. The trigger would not actually trigger. Solution
  Bug Fix 92068 Social Profile The social profile on the contact/lead was giving a server error. Cloud

 

Plugin Changes

The Marketing List object with the RemoveMember SDK Message was updated

 

Cloud Update [May 9, 2017]

US Data Center: Cloud - May 10, 2017;
EU Data Center: Cloud - May 22, 2017;
AU Data Center: Cloud - May 22, 2017;

  Bug Fix 92112 Profile Management Settings Within the form builder, the Lead Attributes and Contact Attributes menus were not loading. Cloud

Cloud Update [May 11, 2017]

US Data Center: Cloud - May 11, 2017;
EU Data Center: Cloud - May 22, 2017;
AU Data Center: Cloud - May 22, 2017;

  Bug Fix 92185 Subscription Management If you filled out a subscription management page and checked some lists and not others, then submitted, and went back to the subscription page it showed all boxes as checked instead of what your preferences actually were. (The correct preferences were still being created in CRM/CD) Cloud
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1 Comments

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    Allison Macedo

    EU and AU Regions have been updated with this 8.6 release! All regions are now updated.

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