Support embedded quotes within transactional email fields

Previously using a combination of brackets and quotes <strong test="one"> would cause the transactional email to fail. This update improves the encoding of the data before being sent to Campaign Monitor.

Negative numbers in Salesforce reports

This update improves support for negative numbers in Salesforce reports when importing via the import wizard.

Screen size issues with Field mapping transactional

Support for longer field names in transactional mapped fields.

Report overlapping "replace" import wizards jobs

This update improves support when working with the replace option on imports.

Support Platform User with the Import Wizard

This update provides added support for Platform User working with the Import Wizard.

Mailchimp Release

This ticket captures general updates in preparation for a live version of the Mailchimp app.

All clone invocable action to work with Salesforce record Id

This update adds support when working with the Salesforce record Id.

Improve syncing answers

This update adds better support and error handling when syncing answers.

Ignore field mappings when subscriber not active

This improvement will ignore field mappings when the subscriber is not active and syncing from Campaign Monitor to Salesforce.

Assign Leads Using Assignment Rules

This improvement allows newly created leads to use assignment rules.

Clone Events

This new feature allows you to clone an Eventbrite event from the corresponding Salesforce record.

Optionally re-parent previously linked Leads, Contacts and Accounts

This improvement allows you to re-parent previously linked lead, contact or account records as part of the full sync. When selecting a full sync you check to have records reparented.

Set Campaign to Active when Draft, Live or Started

When we create a Salesforce campaign it will now be marked active if the corresponding Eventbrite event is draft, live or started.

Eventbrite for Salesforce - auto create questions and mappings

Automatically create questions and mappings for new events based on previous mappings.

Currently, you can clone the mappings for an existing event via the questions/answers screen. There’s the potential for automating this via some central screen where the user selects an event to copy from, and possibly filter which events will be selected to have new mappings created.

Make syncing suppression list optional

The suppression list is required in Salesforce to prevent subscribers in a 'Deleted' status from being accidentally 'Resubscribed' if they are on the Campaign Monitor suppression. list.

In some cases, the suppression list can be very large, making it impractical to sync the list. The release enables the option to sync the Campaign Monitor suppression list, which can save storage in Salesforce.

Allow category and sub category to be mapped

This improvemennt allows an Eventbrite event category and sub category to be mapped to a Salesforce campaign.

Make it easier to see if subscriber rules are enabled

This minor change provide a banner to clearly show when a subscriber rule is enabled.

Make syncing suppression list optional

In some cases, the suppression list can be very large, making it impractical to sync to Salesforce. The release enables existing customers the option to turn off the Campaign Monitor suppression list sync, which can save storage in Salesforce. For new installs the option will be disabled by default.

Change the number of linked campaigns created

Currently we limit the number of Salesforce campaigns created each time the sync runs to five. This is largely to be respectful of Salesforce limits as each campaign can have multiple members. Should you wish this setting can now be changed in our maitenance settings.

Make syncing suppression list optional

In certain instances, the size of the suppression list may be so extensive that syncing it becomes impractical. To address this concern, our latest release now provides the flexibility to choose whether or not to synchronize the Campaign Monitor suppression list. This feature could prove valuable in conserving Salesforce storage space.

Direct user to settings if not connected

If the Salesforce Org is not connected to any Eventbrite Orgs, then a message will appear on the main Eventbrite Events list that directs the Salesforce user to sync settings.

Automatically set Marketing User when Campaigns enabled.

If you enable the auto create Salesforce campaigns option you need to have the marketing user checked on your Salesforce user. This improvement will attempt to check the marketing user for you if it is not already enabled.

SMS Consent To Track

This new option allows you to map SMS Consent To Track field from Salesforce to Campaign Monitor via our import wizard or field mappings.

Delete subscriber list via invocable action

This new invokable action allows you to delete one subscriber list at a time. It will also delete all subscriber members, it should be fully understood and used with caution.

Allow synchronous calls for add contact and lead invocable actions

Allow the add contact and lead invocable actions to be called synchronously. This can be enabled by setting the direct parameter on the invocable method to true.

Increase the size of the progress modal for sync status

Minor design change to increase the size of progress modal.

Increase the size of the progress modal for sync status

Increase size of progress modal

Audit creating Campaigns from Campaign Monitor Campaigns

Audit creating Campaigns from Campaign Monitor Campaigns

Update Admin Settings menu labels

Update Admin Settings menu labels to provide some consistency to naming conventions.

Navigate to Campaign Monitor Templates from Campaign List

Navigate to Campaign Monitor Templates from Campaign List

Delete subscriber list via invocable action

Enterprise customers can make use of our invokable actions. This new action will allow you to delete one susbcriber list. Any subscriber list membership records will also be deleted. This object cannot be undone so it needs to be fully understood and tested.

Warning that object does not have activities

Some objects don't support Salesforce activites. In this case the option to create an activity will be disabled.

Improve support for multipicklist answers

This update provides mproved support for multipicklist answers.

Improve messaging when processing opportunities

Should there be an issuew when processing opportunities we now provide better messaging.

Suppression List SLM component

We have improved the subscriber list membership componet to show additional information including if a person is on Campaign Monitor suppression list.

Don't create Salesforce records for deleted orders

This update stops records Salesforce records being created when an order is deleted in Eventbrite.

Add Suppression List Date and Reason

To help when performing an audit we have added the date and reason a person was added to the suppression list.

Add Date Joined to Members List

We have added the date joined to Members List.

Minor Transactional Email Improvements

This item relates to a minor technical improvement with transactional emails.

Display tooltip on tickets sold

This update adds a tooltip on tickets sold to indicate only admission tickets are counted. I.e. Discount, Add-ons etc are not counted.

Improved Smart Email Search

Searching for templates now supports mixed cases. Previously you could only search for Smart Email templates in lowercase.

Minor maintenance screen improvements

This update improves the general layout and adds the reports button directly to the maintenance screen.

Allow Campaign members to be refreshed for a Linked Campaign

Via a Campaign Monitor Campaign record you can refresh the linked Salesforce Campaign.

Delete unused Apex Schedules

If a Salesforce user no longer has any active import wizard schedules we will detect and remove the corresponding Apex Schedule Job.

Updates to Member Detail Page

Minor update to the member detail page to make the screen more consistent with our other screens.

Quantity on Campaign or Opportunity

This change adds the ticket quantity to the opportunity record when linked to an Eventbrite order.

Add expiry date to subscriber import report type

To help with reporting we have added the expiry date field to the subscriber import report type and subscriber import report.

Audit Modal on Subscriber Lists Screens

This update adds the audit screen to the subscriber list pages.

Improve reporting suppressed emails on Import Wizard

This update improves the results page you see as a dropdown on the import wizard.

Deprecate group fields on Emma audience record

The problem here, raised on case 0037345 is we don't populate those fields I think because of an API limitation.

Should we try to deprecate those fields in some way?

Full refresh just for email tracking history

Could we add something to maintenance to allow a full refresh for just email tracking history?

SMS Support

Campaign Monitor now offers SMS as one of their features. Although initially the feature is only available on certain accounts and countries. SMS support means that you can use our import wizard or field mappings feature to add a mobile number from Salesforce to a Campaign Monitor subscriber. In addition to help with formatting via our general settings tab you can ensure the correct country code is being added to the data we pass to Campaign Monitor.

Add Event Organiser to Campaign Mappings

This update adds the Eventbrite event organise to the campaign mappings screen.

Adding standard tabs to Emma App

To help customers better navigate to standard Salesforce objects when using the Emma app we have added several standard tabs.

Support Journeys with a large number of emails

Campaign Monitor journeys can contain multilple emails. This update provides support should there be a large number of emails contained within a single journey.

Improve auditing of subscriber actions

This update improves the audit information we capture.

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

Add default values when mapping fields

In the “Contact Mapping” screen allow other Salesforce fields to contain default values.

E.g. Check a particular checkbox as true for every contact that is created by Eventbrite.

In addition the contact field we have had another request to have this set at the Salesforce campaign level.

Adding standard tabs to Eventbrite App

We have just added the general settings tab to the standard Salesforce Eventbrite app.

Contacts
Leads
Campaigns
Reports

Show tracking history on duplicate email addresses

It is possible to have more than one Salesforce contact or lead using the same email address.  This change will allow email tracking history to be shown on the duplicate contacts or lead records.

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

Prevent same Import Wizard from running in parallel

It is possible in rare circumstances that the import wizard could run the same import twice. To help we have put in some extra checks to prevent this from happening.

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

General Styling Improvements

General styling improvements when Salesforce is in comfy mode.

Provide warning when selecting Salesforce rules

Matching and duplicate rule are powerful Salesforce features which can be used with our Eventbrite product. If matching rules are selected we will provide additional guidance to Salesforce documentation.

Better messaging when an import wizard report exceeds 50,000 records

Salesforce has a hard limit of 50,000 records when working with reports. If you schedule the import wizard to work with a Salesforce report is possible that overtime you might hit this limit. This improvement will provide better messaging if the limit is hit via our maintenance tab, lightning notifications and on the schedule itself.

Improve audit logging for schedules

This improvement adds extra logging when updating schedules.

Improve audit logging for schedules

This improvement adds extra logging when updating schedules.

Allow member sync batch size to be tuned

This improvement allows the member batch size to be tuned via the maintenance tab. Generally the default value will work for most customers. But custom code or processes can impact the sync, and therefore tunning this setting can help.

Add exact date and time to summary view

This change to our lightning component will display the exact date/time of the activity when hovering over the relative date/time value when in a summary view.

Better support for formatting currency fields

This update aids formatting currency when passing data from Salesforce to Campaign Monitor.

Set an import wizard expiry date

This update allows an expiry date to be set in the advanced section of the import wizard.

Better message around transactional invalid message

This update provides better messaging for smart emails. Specifically should a status not be updated due to an incorrect Id or custom authentication not beening configured correctly.

Improve audit logging for schedules

This improvement adds extra logging when updating schedules.

Warning when too many reports scheduled to run via Import Wizard

We will now show warnings in maintenance when too many reports are scheduled to run via Import Wizard

Add category to invokable actions

To help when using flows our invokable actions will appear under the category Campaign Monitor.

Eventbrite Opportunity Contact Roles

If you choose we can automatically create Salesforce opportunities based on Eventbrite Orders.  Additionally, when the opportunity is created we also create an opportunity contact role.  Via our mappings screen, you can select the type that is used - https://b12.d.pr/nch831

Improve Import Wizard error reporting

This improvement adds additional information when an import wizard job fails.

Link multiple Emma Members to same Salesforce Contact/Lead

It is possible to have multiple email addresses in Emma which could relate to a single Salesforce conact or lead.  This update allows you to connect multiple Emma audience membership records to the same Salesforce contact or lead.

Support Printing of Invoices

If you need to print a copy of your invoice we now provide an that option via our billing tab contained within the admin app.

Support Printing of Invoices

If you need to print a copy of your invoice we now provide an that option via our billing tab contained within the admin app.

Support email notification for maintenance messages

The update allows a Salesforce user to set an email address to receive an email notification when a log. entry is created in maintenance. To learn more please click here.

Warn user that scheduled jobs may be delayed

Warn user that scheduled jobs may be delayed if too many are set at the same time.

Remove queue items from Salesforce recycle bin

Queue items are used to manage requests to Campaign Monitor. This improvement removes queue items from Salesforce recycle bin to avoid it being cluttered with redundant information.

Add warning if Emma connection is broken

Although very rare should the connection between Emma be broken we now provide clearer messaging to help.

Improved page header styling

Minor improvements to page header styling.

General styling improvements

Minor improvements to align the page layout header.

Improve messaging when creation rule enabled but no fields are mapped.

To help with validation in addition to logging an error we now show a warning banner if the creation rules is enabled but no fields are mapped.

Improved page header styling

Minor improvements to align the page layout header.

Audit Deleted Subscriber Lists from within Salesforce

This improvement creates an entry in the audit log when a subscriber list is deleted from Salesforce. This will help identify who deleted the list and when.

Improved page header styling

Minor improvements to align the page layout header.

Minor styling improvement for status labels

Minor update improving how our status icons are formatted.

Review displaying purged members

Ignore purged deleted member numbers.

Improve sidebar menu icons

We have Improved our sidebar menu icons to make them clearer.

Allow Email Activity & Journeys lightning component to be tuned.

The Email & Journey email component currently has a set limit of 10 subscription lists a contact can be on before we need to apply a list filter. The reason we have to a filter when a person is on more than 10 lists is to be respectful of Salesforce limits. However, the limit of ten can now be tuned via our maintenace tab.

Improve sidebar menu icons

We have Improved our sidebar menu icons to make them clearer.

Improve sidebar menu icons

We have Improved our sidebar menu icons to make them clearer.

Exclude standard buttons from Event list view

This minor improvement excludes the standard buttons from the Event list viewin Salesforce.

Improve error message when Import Wizard report is deleted

If the underlying report for an import wizard is deleted, an error message will be sent to the primary user with the Salesforce Id of the Import Wizard job and the report that was deleted. This will make it easier to find which import job is failing.