Pushing SMS data into CM

Push SMS Mobile Number data in Campaign Monitor.

Pushing SMS data into CM

Push SMS Mobile Number data in 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.

Improve verification validation process

Before you can connect Salesforce to Campaign Monitor you must have a verified Campaign Monitor account. Often this is overlooked, to help we have added some additional messaging and support to help with this process.

Support parent email addresses with SOQL Imports

If you are working with the import wizard and SOQL you may want to reference a related lookup and use the email field from the associated record. This update provides better support when the email field does not sit on the primary object you are querying.

Allow the number of scheduled import jobs to be tuned

If you have lots of import wizard scheduled they can compete for slots to process and Salesforce resource. This update allows to tune, from the maintenance screen, how many imports should run at the same time. If the number is exceeded then any imports missed will run on the next schedule.

Matching rules require a duplicate rule

For the matching process to work correctly a duplicate rule needs to be set up correctly. We now provide extra messaging to help.

Primary user permission set warning

If the primary sync user does not have our full permission set, which is required, a warning message now appears.

Open rate will not longer appear if tracking history is not being stored

Previously the open rate field would appear on our components. But as email tracking history is needed to calculate the rate, if they are not being stored the field will not appear

Better support for mixed case email fields

When working with the import wizard and SOQL the email field could be in a mixed case format. To help we detect and cater should this happen within this update.

Additional information boxes

To help provide guidance in-app we have updated our information boxes and applied clearer formatting.

Support add-ons

Added support for displaying Event add-ons (E.g. t-shirts etc). Add-On's can be viewed on the main Event details page and also in a new report named “Eventbrite - Add Ons).

Improve Audit history

Improved Subscriber Membership audit history

Audit Improvements

Post some updates on Campaign Monitor API we have been able to add the date a subscriber joins a list to our audit screen.

Salesforce Campaign and Campaign Member improvements.

Improved performance when adding and updating Salesforce campaigns and campaign members.

Improve logging around rules

Improve logging when processing attendee rules.

Improved logging when connecting to multiple clients

Improved logging when connecting to multiple clients. This improvement is primarily around troubleshooting connection issues where multiple Campaign Monitor clients are available for connecting.

Only create one Salesforce campaign member record

Previously if you had a lead and contact with the same email address, both would be linked as Salesforce campaign members to the linked campaign. This change means that only the contact record will result in a campaign member (essentially avoiding duplicate campaign members).

Add ability to tune system settings in Maintenance

Given the diverse customisations that can be applied to Salesforce, it may be required to tune selected backend settings to help with govenor limits. For example you might want to change the batch size of a particular job. To help we have added a screen which can be access via our maintenance tab to make these changes.

This operation is very advanced and should be fully understood before making any changes.

Enable Sandbox to be refreshed on creation

This feature allows you to run some code to refresh a sandbox either post or pre-refresh.

Add ability to tune system settings in Maintenance

Given the diverse customisations that can be applied to Salesforce, it may be required to tune selected backend settings to help with govenor limits. For example you might want to change the batch size of a particular job. To help we have added a screen which can be access via our maintenance tab to make these changes.

This operation is very advanced and should be fully understood before making any changes.

Add ability to tune system settings in Maintenance

Given the diverse customisations that can be applied to Salesforce, it may be required to tune selected backend settings to help with govenor limits. For example you might want to change the batch size of a particular job. To help we have added a screen which can be access via our maintenance tab to make these changes.

This operation is very advanced and should be fully understood before making any changes.

Limit number of campaign members synced

The new Campaign Monitor API now allows the number of campaigns returned to be filtered by date. This allows us to limit the number of campaign members synced each time the primary sync runs. Previously it would attempt to sync all members for all Campaigns for all time. Now it will only process campaigns that were sent in the last 365 days.

Improved error logging for async processing

Additional information has been added when reporting on any general async processing errors (this applies when performing bulk operations on contacts, leads and accounts where data may need to be synced with Campaign Monitor). The additional information will be available on the maintenance screen.

Improve error logging for transactional emails

We have added extra logging to help with transactional email errors. We recommend going to our options page (https://b12.d.pr/lTgsEm) within the Campaign Monitor admin app and clicking to enable debug logging. The additional information will be available on the maintenance screen.

Don't process mailing rates if stats are disabled

We no longer run mailing rates if the "Disable Campaigns and Tracking Stats" option is checked.

List View Validation

We have improved the validation of a list view when running the import wizard.

Improved logging

To help with debugging we have moved important information to the top of the log.

Exclude Bounces when adding via the import wizard

This improvement means we perform and additional check on records currently going through the bounced process in Campaign Monitor when the import wizard runs.

Display Event date filter on storage screen

Previously you had to open a a separate filter screen to change the event date filter. To make this setting a little more obvious we have moved the filter on to the page so it is directly visible.

Add numbered badge on campaign an opportunity filter buttons

When viewing the campaign or opportunity mappings screen it is not obvious that you may have filters already in place. To help we now show a badge to show if filters are being used and how many. Changing filters still works in the same way i.e. first edit the page and the click on the filter button.

Limit Campaigns returned into Salesforce

When the primary sync runs we create Campaign Monitor campaigns in Salesforce.  This new feature allows you to filter what campaigns are created in Salesforce either by a tag or the campaign date.

Support Campaign Monitor tags

Campaign Monitor allows you to set one or more tags against their Campaigns. This information will now be synced back to the Salesforce Campaign Monitor Campaign record. If you have chosen to automatically create Salesforce Campaigns we'll also update here as well.

Add literal event start, end and timezone fields

When working with multiple connected Eventbrite accounts across different timezones, it can be tricky to understand the actual time the Eventbrite event was intended for, given that Salesforce stores the time in UTC relative to the Salesforce user who synced the data vs the Salesforce user who views the data. To make this easier to understand, we have included the actual timezone of the event and several literal date values directly from Eventbrite without any conversion.

Improve Timezone formatting

We have improved the formatting of the start and end dates and times for events.

Allow a contact or lead to be unlinked from a membership record

This new feature allows you to easily remove the link between a susbcriber list membership record and a contact or lead. Simply click on a subscriber list membership record and the click on the icon next to the contact or lead to remove the link.

Improve validation checks on personal accounts

This update improves the validation checks on personal accounts when using the validate button on mappings.

Support multiple Personal Account Record Types

It is possible to set up multiple personal account record types. We have provided additional support, specifically when updating and creating personal account records based on Eventbrite attendees.

Auto adjust email opt batch size

The email opt-out class is responsible for updating the standard email opt-out field on the contact or lead objects. Essentially our code is just setting the field to True or False based on Campaign Monitor data.  We will tune the batch size of this class if we detect a problem, usually because of other processes or custom code on the contact or lead objects.

Open and Click rate precision

When displaying the open or click rate in Salesforce we now round the percentage to avoid too many decimal points.

Improve error handling of transactional emails

A general enhancement to error handling for transactional emails.

Disable syncing of Campaign Monitor Campaigns

You can now choose to disable the syncing of Campaign Monitor Campaigns in Salesforce via the options tab in general settings. Disabling the syncing of Campaign Monitor Campaigns will also stop email tracking history from being stored in Salesforce.

Show number of attendees in a Sandbox

To help understand costs better when testing our product in a sandbox we now show the total number of attendees this can be found via the billing tab.

Auto enable marketing user checkbox

The marketing user is required when working with Salesforce Campaigns. To help avoid errors we will automatically check this if you have chosen to auto create Salesforce campaigns.

Retain field mappings when copying questions

With this improvement you can copy questions from another Eventbrite event. If these questions have been mapped to Salesforce fields the mappings will also be brought across.

Set the contact or lead owner ID per list

You can now set the owner of contact or leads created by the integration at a list level. This can be set by adding a value for “OwnerId” within “Default Values” when creating contacts/leads.

Update Card Payment Method

We have improved the process within our application to allow customers to update the card details.

Report on Donations

Report on tickets that are marked as donations.

Update Card Payment Method

We have improved the process within our application to allow customers to update the card details.

Update Card Payment Method

We have improved the process within our application to allow customers to update the card details.

Date status changed

We have updated the label on our subscriber list membersip record to activity date. The date displays the last time the state of the subscriber was changed. E.g. active, unsubscribed etc.

Improve error reporting when updating Contacts/Leads/Person Accounts

Include the record Id when reporting update errors on Improve error reporting when updating Contacts/Leads/Person Accounts. This is specific to objects updated by the rules engine.

Records not created when Salesforce Country picklist is enabled.

Essentially to test this in beta:

1. I enabled the standard pick lists.
2. I set up a new attendee in Eventbrite and set the country value to the United States
3. Then ran the sync and got this error -

Date
24/09/2021, 14:34
User
ross.layton@beaufort12.com.beta
Support Code
EB4SF-048


Detail
Unable to create Lead. {"errType":"LEAD: FIELD_INTEGRITY_EXCEPTION","description":"There's a problem with this country, even though it may appear correct. Please select a country/territory from the list of valid countries.: Country. Fields: (Country)"}

But the values are the same, so I suspect the API is transforming it.