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Release Notes for V20.10

Audience Builder

Most Recent Engagement Roll Up Date

A new field has been added to Audience Builder called the “Most Recent Engagement Date”. This will be a roll up date of the most recent activity of any of the following date fields: Email Opened/Clicked, Subscription Verification, Behavior (non-Olytics), and Olytics Visit. This field will need to be configured in and can be found in the Customer Contact Section. The roll up is based on customer ID and is not affected by contact rules.

Donor Email and Donor Encrypted ID Available for Output in Audience Builder

Donor email address and Donor Encrypted ID are now both available for output from Audience Builder and the invoice and renewal output. These fields will need to be configured to be available for output.

Reports

Behavior Analysis Report Now Available

The Behavior Analysis Report provides users with a detailed summary of behavior attributes in a given time frame. The report is behavior-centric to provide a more detailed summary of behavior attributes since an individual customer can be listed multiple times. Exporting the report allows users to see all behaviors a customer engaged in, unlike the Audience Builder export, which only exports the most recent behavior. The report includes customer ID, behavior date, product, individual behavior name, action and behavior attribute(s).

Data Loader

File Origin Search Filter

A new search option called “Origin” will be available in the Data Loader UI, between “Status” and “Archived”, allowing a user to isolate files that have either been loaded through FTP or manually loaded. This new field will display in the search results on the far left side.

Ignore Mapped Values

Users will now have the ability to set defined mapped values to ignore. This will allow the user to be able to ignore a less desirable response in order to not overwrite an existing response.  

Un-Mapped Values

Un-mapped Values will now be displayed with red text and be considered an error that the user must correct before processing. If the response is not wanted, the user can map the response and set to Ignore.

Edit Mapping: Error Tracking

In the “Edit Mapping” UI, users can get various warnings and errors from the different validations that exist. These errors will now be populated when the user loads up “Edit Mapping” without the need of loading each component.

FTP View Directory

A new tab has been added to the FTP sites section of the Data Loader UI for File Directory. This section will allow the user to view a list of files that exist on the FTP site. This listing will display the file’s name, size, last modified date, the active Tracking Match, and the status of the file. The user will be able to search by the Tracking Match, FTP file status, and Filter. The displayed status options are: 

  • Available – file is waiting to be picked up
  • Uploading – file is currently uploading
  • Uploaded -file is uploaded but did not meet the criteria to process, additional mapping is required
  • Processing – file is currently processing
  • Processed – file completed processing. In this instance, the file is likely in:
    • Completed
    • Completed w/ Errors
    • Completed w/ No Rows
  • Failed – something went wrong somewhere in the process  

FTP Directory Actions – Go to File and Go to Template

From the FTP Directory tab the user will have a path to view Uploaded, Uploading, and Processed files directly in the Edit File Mapping UI. If the file has been matched to a Tracking Criteria, then there should be the option to “Go to Matched Template”. This will take them to the Edit Templates screen for that file.

Nightly Overview Mailing

A new system generated email will now be available for the FTP Site portion of the Data Loader UI. Users can now choose to get an “Overview” email that will give a summary breakdown for FTP actions that happened that night per FTP site. This will include the file name to allow the user to easily distinguish between files. 

FTP Mailing Lists – Information Screen for what each Mailing List Entails

Help bubbles have been added to the FTP Mailing Lists UI to better help the user understand each of the types of system generated emails they are requesting and the frequency they can expect to receive them.

FTP Directory Action – Track File

From the FTP Directory tab, the actions menu will allow the user to track a file and update the current tracking for a file. A link to the FTP Sites Knowledge Base can be found here.

Odyssey

Move Condition Labels to Second Segment and Replace with Icons

Odyssey condition labels have been changed from text descriptions to icons. This will simplify the voyage canvas and prevent overlap between labels. Text descriptions of the condition can be viewed by hovering over the icon and can be toggled to “On” to view all labels and include them in PDF files. 

Web Services API

Allow Merge_code to Be Passed Through API for New Records Only

New Customer records created via the API can now be flagged as merge able or not merge able. This flag can also be accessed via lookup APIs.

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