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.
- 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.