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.

Improve permission error reporting

Previously, if a user didn’t have access to certain fields, the error message would return “Insufficient permissions: secure query included inaccessible field”. With this improvement, the actual field name will be returned - making it easier to check which permissions the user is missing.

When creating leads for person accounts, keep company name blank

When creating leads for "personal accounts", keep "company name" blank when it's not provided. Previously it would be populated with [Not Provided].

Report Missing Field Permissions

Customers may get “Insufficient permissions: secure query included inaccessible field” if we are unable to read fields using SOQL.

Consider adding which fields couldn't be queried.

Locked Records

When our code runs it, like all code, can be conflicted with by other processes running in the Salesforce org. For example if we are trying to update a Salesforce contact it is likely this will trigger other code. If that code is updating the record in some way Salesforce can lock the record to prevent changes until the process has completed, this will in turn stop other code like ours from working. This update improves how our code works with locked records when we are trying to update Contacts, Leads and Campaign Members

Improve timeout when viewing Campaign Monitor tab

This change improves the way we handle timouts when viewing the Campaign Monitor tab within Salesforce.

Show subject line of email

The subject line of an email will now be shown in the email template preview.

Add Event Name to the Order Layout

Add Event Name to the Order object so it can be used natively on Salesforce related lists.

Open rate and click rate on Email Tracking Component

The open and click rates will now be shown at the bottom of the email tracking component. The rates are calculated on the visible sents, opens and bounce statuses. For more information please see - https://www.beaufort12.com/campaignmonitor/support/email-tracking-statistics#Lightning-component

Bounces and Email Activity Detail

The email tracking history lightning component can now show bounced information. To see this simply click on activity details, which is available for campaign or journey email tracking history. The underlying email tracking history will need to be stored in Salesforce, so if this screen is empty it means that the email tracking history has not been synced or is stored in Salesforce.

Provide better messaging around inactive Import Wizard users

If the Salesforce user associated with the import wizard is inactive, this will now show within the status column. It makes it easier for users to see why an import might not be running.

Warn multiple replace import wizards

When working with a subscriber list you have the possibility of setting up more than one import wizard. If you have more than one import wizard and are also using our replace feature the two imports will compete. To help we now show a friendly warning with additional information if this happens.

Add marketing user check for users with full access permission set

When working with Salesforce Campaigns the marketing user checkbox needs to be checked. This is often missed even though the person affected is generally a Salesforce system administrator.  To help we have added the permission to our full access set to enable access to the Salesforce Campaign object.

Improve permission error messages when running primary sync

Previously, if the user didn’t have access to certain fields, the error message would return “Insufficient permissions: secure query included inaccessible field”. With this improvement, the actual field name should be returned - making it easier to check which permissions the user is missing.

Add the BackgroundOperation permission to admin permission set

We have added the BackgroundOperation permission to our admin permission set. This will  allow users to view the background jobs.

Report Missing Field Permissions

Salesforce has a complex security model which must be obeyed by products like ours. If you are trying to add or update records using Salesforce data it is possible that the user running the process will not have access to all the fields required for it to complete. The process to find which fields or objects are no accessible is not an easy one. This update improves upon the process to attempt to show which fields or objects are no accessible.

Optionally exclude archived records from being re-added to Emma.

Via our general settings tab within options you can now choose if records that are archived in Emma are re-imported via the import wizard.

Optionally use the Error state to set the Email Opt Out

You can now optional set the Salesforce Email Opt Out status based on an Emma Member state of Error (this is in addition to using the Emma Member state of Opt-Out).

Resetting a sandbox will only disconnect from Campaign Monitor

We have improved the sandbox reset process using wbsendit.sendItAPI.resetSettings(); The improved proess will only disconnect from Campaign Monitor.  To learn more please click here.

Improve messaging when testing transactional emails

When testing a smart email we now check to make sure the example record matches the root object Id.

When an Eventbrite account has been disconnected or deleted clear out the copied Salesforce records.

This update improves how we remove Eventbrite records store in our Salesforce custom objects should the associated Eventbrite account be deleted or disconnected.

Reset Eventbrite Mappings in a Salesforce Sandbox

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

Report on Ticket types against Campaign Members

We have added a new lookup between thecampaign member and attendee objects. 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.