Allow user to restart autoresponder via invokable action

Hello,
Hope all is well!

Does Beaufort12 have plans to add functionality for setting RestartSubscriptionBasedAutoresponders to true on new subscribers?

Having it on the "Add Lead to a Subscriber List" Process Builder Apex Action would be really convenient for web forms where the same customer fills it out in different months.
The issue is well described here on Campaign Monitor's website:
https://help.campaignmonitor.com/journey-triggers#how-many-times

Love the product.

Thanks,
Sam Foxhall

If an org is deleted/disconnected, delete all related records from Salesforce

If an org is deleted/disconnected, delete all related records from Salesforce

Reset Eventbrite Mappings in a Salesforce Sandbox

Support sandbox developer orgs (where data is not copied across from the production org).

Improve Validation

Improve Validation. Currently, we provide validation based on example data and also validate rule data, but just for Attendees.

Consider adding to the recent live Attendee validation rule - E.g. open a modal that allows you to test Orders, Opportunities, Campaigns and Campaign Members.

Report on Ticket types against Campaign Members

Add lookup to the Attendee object from the Campaign Member object. This allows for improved reporting around attendees and related records (such as Eventbrite tickets).

Add support for person accounts

In addition to creating and update Salesforce contacts and leads the Eventbrite integration now works with person accounts.

Support mixed cased emails

Previously, when using transactional emails whilst creating tasks or email messages, only lower cased emails would be linked (Salesforce typically sets emails to lower case). This fix supports multi-cased emails when linking to a task or email message.

Tool tip look and feel has been improved

We have improved the styling of in-app tool tips.

Navigate to Report directly from the Import Wizard

There is now a new menu item on the import wizard job that allows you to jump directly to the associated Salesforce report.

Support semi-colons when using Salesforce report

Semi colons in Salesforce reports now have special treatment to allow them to be mapped across to Campaign Monitor.

Disconnect process

The disconnect process has now been improved to show that the sync has been properly disconnected.

Audit Archived Members

If you tried to audit a deleted/archived record, we would return an error saying {{"error": "User not found."}}. We have updated the code so that now it will audit the record.

Add the affiliate field to an order.

This release includes an update to allow the Eventbrite affilate field to be mapped to Salesforce.

Access the source report for the import wizard.

We have added an option to our an import wizard schedule to access the source Salesforce report with one click.

Identify email address when sending a transactional email to multiple receipents

This feature adds a new field the smart email object in Salesforce called smart email receipent.  This will store the email address of the person the email was sent to.

Preview Smart Email Template

You can now access the smart email template in Campaign Monitor via a button found on our Salesforce mappings screen.

Pick list values now use Salesforce labels

When a value is added to to Campaign Monitor we use the Salesforce label rather than the API name.

Create Salesforce emails when a smart email is sent

Previously you could choose to create a Salesforce task when a smart email was sent. This update allows to select a task or an email record to be stored in Salesforce.

Delete subscriber from list when purged directly from Campaign Monitor

Campaign Monitor now allows you to directly delete subscriber from a subscriber list in Campaign Monitor. When this is detected the associated subscriber list membership record in Salesforce is also deleted.

Transactional Global Action appears even if mappings have not been setup.

This minor change will stop a template appearing in a chatter global action if there is no receipients specified.

Add copy Id button to smart emails

To make it easier to copy the Salesforce ID from a smart email when using with flows or process builder we have added a copy button.

Refresh Transactional Emails Variables

In addition to a refresh button appearing on the Smart Email tab you can now refresh email variables on a specific template.

Audit Log

The audit log is a new feature found within our maintenance tab. It allows administrators to see what settings have been updated by users.

Transferred values added to opportunitiy stages.

We have added transferred as a new option to map via our opportunity stages.

Add Event Type and Category fields to the Eventbrite Event object

We have added more information to the Salesforce Eventbrite Event Details section including the type and category.

Smart email enhancements for task creation

We have improved how tasks are created when working with Smart Emails.

Support Unconfirmed States

Additional support added for Campaign Monitor subscribers unconfirmed status.

Show the Event Organiser on the Eventbrite Event Details page

Show the Event Organise on the Eventbrite Event Details page

Update Salesforce when an attendee or order is deleted or refunded in Eventbrite

We have provided additional support when an order or attendee is updated. In particular we provide updates when orders are deleted or refunded, in addition we update the corresponding attendee records.

Additional support when changing email addresses

Changing the email address of a record in Salesforce to update Emma is quite complicated and there are few variations.  To help we have documented them here.


Check for invalid Salesforce Ids in Custom Fields

Invalid Salesforce Ids can be mapped to the Salesforce Id field in Emma, which can conflict with update processes. We now have additional checks in place to help make sure the Ids are valid.

Notify users of maintenance messages

Using Salesforce inbuilt notifications we are able to alert users to different messages.

Display data type and help against mapping fields

To help better see which data types are being used when mapping fields we have added some icons.

Trim white space when searching via email audit

Improved the audit search feature by removing extra spaces.

Create missing picklist values for SOQL queries

Create missing picklist values for SOQL queries. Previously picklist values were only created for imports based on Reports, Campaigns and List Views.

Notify users of maintenance messages

Improved message alerts providing our users with in app help.

Eventbrite Edit button on the Salesforce Campaign

We have added a new ‘Edit’ button (that opens Eventbrite) on the Campaign page

Improved validation.

We have improved contact matching validation to help when working with Salesforce matching rules.

Notify users of maintenance messages

We have improved the notification process when working with our maitenance messages.

Validate matching rules

We have added a new feature which will will validate matching rules when creating contacts of leads via our mapping screen.

Improved messaging for Campaign Monitor errors

We have improved error handling to show additional Campaign Monitor errors for example when a transactional email domain has not been registered.

Improve invalid email check

We have improved invalid email addressing checking to help when matching or creating records in Salesforce.

Update Emma App Icon

Minor change to update the Emma App icon.

Map "Keep me updated"

We have added the ability to map the "Keep me updated" field in Eventbrite to Salesforce.

Update Campaign Monitor App Icon in Classic

Minor update to update the Campaign Monitor App icon when using Salesforce classic.

Audit Log / Filtered Notifications

We have split our maintenance messages so that you can now see user changes under a new tab called audit.

Audit Log

We have split our maintenance messages so that you can now see user changes under a new tab called audit.

Prevent multiple upgrades occurring at the same time for the same package

If multiple packages are release for the same package within the same week, then we can end up with multiple packages attempting to upgrade orgs on the same date - where as we only want the most recent package developed that week to be updated.



Prevent multiple upgrades occurring at the same time for the same package + date + push type.

I.e. only push the most recent version.

Prevent multiple replace import wizards

To stop imports from competing, if you are using the replace feature, we have added additional messaging and error handling.

Prevent multiple replace import wizards

To stop imports from competing, if you are using the replace feature, we have added additional messaging and error handling.


Platform Events

Spring 21 included some new feature for Salesforce ISVs to work with platform events. These will help the product in regard to error reporting and will be a feature we build upon going forward.

Audit Log

The audit log is a new feature the helps administrators keep track of changes to settings or features.

Platform Events

Spring 21 included some new feature for Salesforce ISVs to work with platform events. These will help the product in regard to error reporting and will be a feature we build upon going forward.

Better Error Reporting when creating Contacts or Leads

If mappings are configured to create Leads or Contacts, we now report any errors in the Maintenance logs. E.g. if a mapped field like Country does not exist in Salesforce.

Order maintenance messages by date

Order maintenance messages by date to make it easier to view recent log entries.

Eventbrite Questions & Answers

Eventbrite Questions and Answers have received a major update. It is not possible to:

1. Create Questions

2. Clone Questions from another Event

3. Map Answers to Contacts or Leads

To learn more please check out the dedicated support article - https://www.beaufort12.com/eventbrite/support/question-answers

Additional field support

We have now added the following fields to the Eventbrite Order object so they can be mapped into the Opportunities.

  • Event Start
  • Event End
  • Event Name

Net Sales and Tickets sold.

To aid reporting in Salesforce we have added net sales and tickets sold fields to our event object. This will allow you to create reports and dashboards.

Support for online event links

If the event is online, a button will now display on the event details page that navigates directly to the Online home page for that event within Eventbrite. The page shows any links, zoom calls, youtube videos etc associate with the event.

Improve automated page layout setup

We automatically update your Salesforce page layouts when you install our product. Some times we run into a conflict and one or more pages will not be updated. This change will make the process more robust. To learn more about page layouts please click here.

New fields to capture the organiser of the event.

We have added new fields to capture the organiser of event in Salesforce

Add net sales and tickets sold to Event Detail

Add net sales and tickets sold on the Eventbrite event objects so they can be queried directly in Salesforce.

Allow the Eventbrite event Id to be copied

Allow the Eventbrite event Id to be copied by clicking the event name. After clicking the name, a confirmation notification will appear and the Eventbrite event id will be copied to the clipboard.

Link from Attendee and Order to Salesforce detail

We currently link from the Attendee to a Lead or Contact from the Orders/Attendees page, however, this new link goes directly from an Attendee to Eventbrite detail stored within Salesforce - this avoids and extra step via the Lead or Contact and also allows you to see these details without a Lead or Contact being added.

Uninstall Process for Emma

To help make the process of uninstalling our product as easy as possible, should the need arise, we have provided an automated process. Click here to learn more.

Expose disable trigger options

Although it is very rare you might need to disable our product triggers. This new feature allows you to turn triggers on or off easily, to learn more click here.

Uninstall Process

To help make the process of uninstalling our product as easy as possible, should the need arise, we have provided an automated process. Click here to learn more.

Improve Email Tracking History

Some customers will have a number of email tracking history records. We continue to tune the underlying processes to make this as efficient as possible.

Automatic Segment Creation

As part of the import wizard you can now create a segment automatically to learn more click here.

Auto create JIRA version and assign Items

This is a *bold description*. An [Important Link|http://www.google.com].
And this is on another line.

# one
# two
# three
# *strong* text

Auto Upgrade Pilot

See if it’s possible to self upgrade a managed package. I.e. a user could upgrade a managed (but not security reviewed) package from within Salesforce).

Validation for individual email addresses

The validation button will run a complete import from Campaign Monitor to Salesforce, it will return:

  1. Success - i.e. no validation errors when importing the subscriber from Campaign Monitor
  2. Campaign Monitor failure - this is a failure message returned form Campaign Monitor.
  3. Salesforce failure - a generic Salesforce error, like required field not populated.

To learn more click here.

Smart Email Search

This new feature add a search bar to the smart email page making it easier to find a template, to learn more click here.