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Release Notes Version 8.3.0 [January 2017]

8.3.0 [2017]

US Data Center: Cloud - January 22, 2017; Solution - January 26, 2017
EU Data Center: Cloud - March 5, 2017; Solution - March 6, 2017
AU Data Center: Cloud - March 5, 2017; Solution - March 6, 2017

Release Webinar Recording (combined with 8.4 material)

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). 

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 Email Statistics

A new tab has been added to the email statistics window called Click Report. This tab will show you all of the links in the email and how many people clicked on each. If you click on the link it will show you who clicked on that link and how many times each of them clicked on that link. Read More.

Available for CRM 2011+ only

Cloud
  New Feature Form Fields

Map text type form fields to any lookup field on contacts or leads. It will look for a record with the same name and set that as the value if there is one. If there is no matching record, the value will still be in the Posted Field. Examples for how to use this can be found here.

Cloud

 

  Improvement Account, Contact, and Lead

Removed some lines from the solution file (customizations.xml) so that we do not overwrite your settings. These lines include the settings for: IsDuplicateCheckSupported, IsRequiredOffline, IsMailMergeEnabled, IsVisibleInMobile, IsMapiGridEnabled, IsReadingPaneEnabled, IsDocumentManagementEnabled.

Available for CRM 2013+ only

Solution
  Improvement Account, Contact, and Lead

In the 2016 solution file there were default fields, views, and charts included for Account, Contact, and Lead. We removed those fields so that only ClickDimensions fields are included. The earlier solution files did not include this in the first place.

Available for CRM 2016+ only

Solution
  Improvement Campaign Automation

Campaign Response Action: Now automatically updates the "Received On" field in the Campaign Response record in CRM with the date/time it was created.

Available for CRM 2011+ only

Cloud
  Improvement Campaign Automation

Campaign Response Action: The Outsourced Vendor field can now be a Contact OR an Account.

Available for CRM 2011+ only

 Cloud
  Improvement Campaign Automation

Statistics Tab: If the numbers are over 10,000 it will be easier to read now.

Available for CRM 2011+ only

Cloud
  Improvement Campaign Automation

The Assign to User action has been renamed "Assign Owner" for easier understanding.

Available for CRM 2011+ only

Cloud
  Improvement Campaign Automation

Updated the Run Campaign Automation window accessed via the Contact or Lead so that the grid is sort-able and easier to use.

Available for CRM 2011+ only

Cloud
  Improvement Connectors

A "Status" column was added to show if a connector's credentials have expired. If they have expired, you will need to reauthenticate.

Cloud
  Improvement CRM Forms

Removed all non ClickDimensions forms from the solution file on out of the box CRM entities included in the solution.

Available for CRM 2013+ only

Solution
  Improvement Email Security

Increased security via TLS encryption updates.

Cloud
  Improvement Email Send

Increased the maximum length of the "Sent Email Statistics Data" field. This field is used to house the Email Client Statistics. For emails sent to a large number of people, sometimes the field was not large enough to house all of the data.

Available for CRM 2013+ only

Solution
  Improvement Email Send

Moved the Email Template field to the top of the form since this field auto populates other fields if it is filled. This makes the Email Send creation process a bit easier.

Available for CRM 2013+ only

Solution
  Improvement Event

Removed the "Clicked Registration" field from the GoToWebinar section because the GoToWebinar API no longer supplies this information.

Available for CRM 2013+ only

Solution
  Improvement Event

Removed "Organizer Name" and "Organizer Description" from the General section of the entity form because this information does not come in for GoToWebinar or WebEx. This section of the form was reorganized a bit because of this.

These two fields were added to the Eventbrite and Cvent sections since they do come in for those connectors.

Available for CRM 2013+ only

Solution
  Improvement Event

Created a new View for Canceled events to make it easier to see all canceled events in one place.

Available for CRM 2013+ only

Solution
  Improvement Form Field

Checkbox form fields have two options: True and False. True had a value of "checked" but when the Posted Field came in the value would say "on". We've updated this so that the value in the Form Field also says "on" for consistency.

Cloud
  Improvement Import Log

The Import Log entity is with in the ClickDimensions Import entity and shows the record for each contact or lead you imported or tried to import. The view has been updated to have more useful columns.

Available for CRM 2013+ only

Solution
  Improvement IP Organization

Updated the entity form so that the grids have their labels so that it is easier to know what you are looking at on the form.

Available for CRM 2013+ only

Solution
  Improvement Lookup Grids

All of the grids within the lookup field windows were updated so that they are easier to use and look nicer. This was updated for the following areas: Web Content Actions, Quick Send, ClickDimensions Import tool, RSS to Email Connector, and Split Test.

Cloud
  Improvements Form Fields and Form Attributes

The grid in the Form Field entity to choose what fields to map to, and the grid in the form attributes window (ribbon button in the form builder) were updated so they are sort-able.

Cloud
  Improvement Posted Forms

Increased the number of rows for the Posted Field grid on the main form of Posted Forms so in most cases you do not need to go somewhere else to see the rest of the fields.

Available for CRM 2013+ only

Solution
  Improvement Posted Survey

Increased the number of rows for the Survey Answer grid on the main form of Posted Surveys so in most cases you do not need to go somewhere else to see the rest of the answers.

Available for CRM 2013+ only

Solution
  Improvement Sent Email

Increased the maximum length of the "From Email" field on the Sent Email entity. This field was longer on the Email Send, so sometimes with long emails they would get cut off when transferred to the Sent Email.

Available for CRM 2013+ only

Solution
  Improvement SMS

Previously the SMS messages were automatically split by us if it was a large text message. We changed this so that we do not split it, and the split (if any) is left up to the SMS provider to do.

Cloud
  Improvement Subscription List

A grid of Marketing Lists was added to the Subscription List entity form. This allows for easier setup of Subscription Lists.

Available for CRM 2013+ only

Solution
  Improvement Survey Question

Made the "Question" field on Survey Questions searchable.

Available for CRM 2013+ only

Solution
  Improvement Unsubscribe

A grid of Subscription Lists was added to the Unsubscribe entity form. This allows for quick access to what Subscription lists someone is unsubscribed from.

Available for CRM 2013+ only

Solution
  Improvement User

Removed the User entity from our solution so that it does not change anything on your User entity.

Available for CRM 2013+ only

Solution
  Improvement Web Content

Improved the cache-control of headers in forms, surveys, landing pages, and subscription pages.

Cloud

 

  Bug Fix 66680 Block Editor In the Block Editor, an Image Map's Link Target would show "Target" when reopened. Cloud
  Bug Fix 81573 Block Editor Image on Left blocks would insert images into the text content area. Cloud
  Bug Fix 75064 Campaign Automations Campaign Automations beginning with an Email Interaction Trigger running on a scheduled or immediate Email Send would sometimes send Participants down a Negative Path before that path's timer had expired. Cloud
  Bug Fix 75080 Campaign Automations Date Timers would say that some future times were in the past. Cloud
  Bug Fix 78664 Campaign Automations The "Completed Instances" field would show a large, incorrect value when shown in a View. Cloud
  Bug Fix 78665 Campaign Automations The Campaign Automation Builder's Participant search would only search the first unsorted page of Participants. Cloud
  Bug Fix 78805 Campaign Automations A clone of a Campaign Automation containing a Form Submit Trigger would give a publish error, but then show as published on the Campaign Automation record. Cloud
  Bug Fix 81714 Campaign Automations Campaign Automations beginning with a "Run On Entire List" Added to List Trigger would run the Participants through two or more times each. Cloud
  Bug Fix 82233 Campaign Automations A Decision Node following a Form Submit Trigger would be empty if the Form contained a List Form Field with only one option. Cloud
  Bug Fix 82350 Campaign Automations A Create Task Activity set to assign to Participant's Owner would always assign the Task to the Service User. Cloud
  Bug Fix 83007 Campaign Automations Pausing a resuming a Campaign Automation that begins with a "Run On Entire List" Added to List Trigger would re-run all list members through the Campaign Automation. Cloud
  Bug Fix 84094 Campaign Automations When multiple Campaign Automations contained the same Trigger set up exactly the same way, only one of the Triggers would correctly detect when the trigger was completed. Cloud
  Bug Fix 75227 Click Heat Map Links containing dynamic parameters would not show percentages in the Click Heat Map Cloud
  Bug Fix 81815 Custom HTML Editor When using Mac Safari, the Custom HTML Editor would not insert images. Cloud
  Bug Fix 75948 Drag & Drop Editor The Check Freemarker feature would not give an error when entity was missing from freemarker. Cloud
  Bug Fix 77238 Drag & Drop Editor Images containing æ and some other special characters would break the Image Editor. Cloud
  Bug Fix 78666 Drag & Drop Editor In Mac Safari, global heading styles were not applied. Cloud
  Bug Fix 79205 Drag & Drop Editor Internal Anchor image links would not work in Outlook. Cloud
  Bug Fix 79528 Email Editors Within the Drag & Drop and Free Style Editors, replacing a linked file and re-setting the link would add unnecessary script to the file link URL. Cloud
  Bug Fix 80165 Email Editors The Spell Check button was missing from the Drag & Drop and Free Style Editors. Cloud
  Bug Fix 8045 Email Sends Setting the Track Email Events field to "no" would prevent an Email Send from sending. Cloud
  Bug Fix 61803 Email Sends Email Sends where all recipients were excluded would not show stats in "Sent" Email Send view before the Email Send record had been reopened. Cloud
  Bug Fix 69865 Email Sends Freemarker pulling for a Campaign Response record would fail. Cloud
  Bug Fix 79004 Email Sends Sent On Time calculated by OnLoad JavaScript was off by one hour. Solution
  Bug Fix 80237 Email Sends Links to CRM records would not work. Cloud
  Bug Fix 81589 Email Sends In CRM 2016, the Email Send's Full Screen button did not work. Solution
  Bug Fix 82226 Email Sends CRM Online could not send to >50,000 recipients. Cloud
  Bug Fix 82361 Email Sends Test emails would not send if the Email Template included cdi_emailsend Freemarker without the [0]!"" fallback code. Cloud
  Bug Fix 83569 Email Statistics Statistics Warehouse click rate was incorrect. Cloud
  Bug Fix 50123 Email Templates Personalization menus were generating all-lowercase freemarker, when the referenced field had a schema name containing uppercase letters. Cloud
  Bug Fix 79505 Email Templates The Email Template record's HTML Version iFrame would display heading-styled text incorrectly. Cloud
  Bug Fix 80671 Form Capture A Form Capture would fail if submitted email address only contained one character before @. Cloud
  Bug Fix 16551 Forms Date type Form Fields would include a time when auto populating with the value of a Date-Only CRM field. Cloud
  Bug Fix 21935 Forms Submitting a value that surpassed the mapped field's CRM character limit would prevent all of the Form's data from mapping. Cloud
  Bug Fix 61375 Forms Radio type Form Fields would not autopopulate. Cloud
  Bug Fix 66090 Forms On Forms, the Email field would not populate from $EMAIL parameter. Cloud
  Bug Fix 66301 Forms Changing User's language would remove customer fields from Form Field mapping menus. Cloud
  Bug Fix 75428 Forms A List Form Field's mapping could not be changed from Picklist to Text without selecting a Lead/Contact field. Cloud
  Bug Fix 76006 Forms A Posted Form Report's exported spreadsheet would store Date field values as general data, instead of date data. Cloud
  Bug Fix 79662 Forms Hidden Field picklist mapping did not work, and would break mapping for every other Form Field on the Form. Cloud
  Bug Fix 80162 Forms For Forms that used within a Campaign Automation, Posted Form and Posted Field records would not sync when the Web Content Campaign was different than the Campaign Automation Campaign. Cloud
  Bug Fix 82734 Forms Date Form Fields would always autopopulate with m/d/y format. Cloud
  Bug Fix 82735 Forms Mapping a List Form Field to a Two Option field would break the mapping for the entire Form. Cloud
  Bug Fix 54049 Free Style Editor In Firefox and Chrome, Ctrl+V would paste content before opening the helper window. Cloud
  Bug Fix 80166 Free Style Editor Adding %3Cstyle%3E to the Source would cause an extra set of tags to be added and for the code to be rearranged. Cloud
  Bug Fix 65420 Landing Pages Landing Page Form/Survey Blocks were not accounting for Form/Survey height changes caused by a decreased Landing Page block and/or container width. Cloud
  Bug Fix 75602 Landing Pages When using Internet Explorer, adding %3Clink%3E into a Free Style Landing Page would scramble the source code. Cloud
  Bug Fix 76377 Landing Pages JavaScript contained in Web Content that has been embedded as a widget would break the Landing Page Block Editor. Cloud
  Bug Fix 42548 RSS to Email Large images were not being resized properly. Cloud
  Bug Fix 82614 Solution Configuration Page The solution configuration page would load forever upon submission. Cloud
  Bug Fix 80495 Split Test Only the first 49 characters of the Split Test Wizard's Version B "From Email" field would be transferred to the Email Send's Version B "From Email" field. Cloud
  Bug Fix 82542 Subscription Management Unsubscribe records were not created when a Lead/Contact unsubscribed via an email's Global Unsubscribe link. Cloud
  Bug Fix 76499 Web Content Changes to a Web Content's post-redirect field would not save in Mac Safari. Cloud
  Bug Fix 79415 Web Content The Code Editor would encode angle brackets within CSS. Cloud
  Bug Fix 82238 WebEx Connector The "Opened Invitations" field was not visible in the WebEx section of Event records. Solution

 

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
Survey Question: Create privilege (organization level - full green circle) was added.

ClickDimensions Service Changes
On the Customization tab the following permissions were given organization WRITE privileges (full green circle): Field, Entity, Relationship, Customization, and View. Without these privileges the Lead Score settings could not be updated.

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.

Cloud Update [February 6th, 2017]

  Bug Fix 42255 Test Emails For some accounts, test emails were not displaying all relevant Spam Assassin rules. Cloud
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