This improvement will ignore field mappings when the subscriber is not active and syncing from Campaign Monitor to Salesforce.
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.
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.
This minor change provide a banner to clearly show when a subscriber rule is enabled.
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.
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.
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.
This new option allows you to map SMS Consent To Track field from Salesforce to Campaign Monitor via our import wizard or field mappings.
Minor update to the member detail page to make the screen more consistent with our other screens.
If a Salesforce user no longer has any active import wizard schedules we will detect and remove the corresponding Apex Schedule Job.
To help with reporting we have added the expiry date field to the subscriber import report type and subscriber import report.
This update adds the audit screen to the subscriber list pages.
This update improves the results page you see as a dropdown on the import wizard.
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.
Campaign Monitor journeys can contain multilple emails. This update provides support should there be a large number of emails contained within a single journey.
This update improves the audit information we capture.
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.
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.
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.
This update aids formatting currency when passing data from Salesforce to Campaign Monitor.
This improvement adds extra logging when updating schedules.
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.
This update allows an expiry date to be set in the advanced section of the import wizard.
To help when using flows our invokable actions will appear under the category Campaign Monitor.
We will now show warnings in maintenance when too many reports are scheduled to run via Import Wizard
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.
Minor update improving how our status icons are formatted.
Minor improvements to align the page layout header.
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.
We have Improved our sidebar menu icons to make them clearer.
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.
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.
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.
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.
Post some updates on Campaign Monitor API we have been able to add the date a subscriber joins a list to our audit screen.
Improved performance when adding and updating Salesforce campaigns and campaign members.
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.
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.
We no longer run mailing rates if the "Disable Campaigns and Tracking Stats" option is checked.
We have improved the validation of a list view when running 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.
To help with debugging we have moved important information to the top of the log.
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.
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.
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.
When displaying the open or click rate in Salesforce we now round the percentage to avoid too many decimal points.
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.
A general enhancement to error handling for transactional emails.
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.
We have improved the process within our application to allow customers to update the card details.
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.
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.
This change improves the way we handle timouts when viewing the Campaign Monitor tab within Salesforce.
The subject line of an email will now be shown in the email template preview.
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.
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
We have added the BackgroundOperation permission to our admin permission set. This will allow users to view the background jobs.
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.
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.
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.
When testing a smart email we now check to make sure the example record matches the root object Id.
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.
We have improved the styling of in-app tool tips.
Semi colons in Salesforce reports now have special treatment to allow them to be mapped across to Campaign Monitor.
The disconnect process has now been improved to show that the sync has been properly disconnected.
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.
We have added an option to our an import wizard schedule to access the source Salesforce report with one click.
You can now access the smart email template in Campaign Monitor via a button found on our Salesforce mappings screen.
When a value is added to to Campaign Monitor we use the Salesforce label rather than the API name.
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.
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.
In addition to a refresh button appearing on the Smart Email tab you can now refresh email variables on a specific template.
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.
This minor change will stop a template appearing in a chatter global action if there is no receipients specified.
We have improved how tasks are created when working with Smart Emails.
Additional support added for Campaign Monitor subscribers unconfirmed status.
Using Salesforce inbuilt notifications we are able to alert users to different messages.
Improved the audit search feature by removing extra spaces.
Improved message alerts providing our users with in app help.
We have improved error handling to show additional Campaign Monitor errors for example when a transactional email domain has not been registered.
Minor update to update the Campaign Monitor App icon when using Salesforce classic.
We have split our maintenance messages so that you can now see user changes under a new tab called audit.
The audit log is a new feature the helps administrators keep track of changes to settings or features.
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.
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.
As part of the import wizard you can now create a segment automatically to learn more click here.
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.
This new feature add a search bar to the smart email page making it easier to find a template, to learn more click here.
The validation button will run a complete import from Campaign Monitor to Salesforce, it will return:
To learn more click here.
