Changelog

This version focuses on fixes ahead of an important functional update in the coming weeks 🤩.

Features

• integration Mutual deletion of contacts between the two apps, Webmecanik Automation and Webmecanik Pipeline, if the feature is enabled in the plugin configuration.
• API Added a route to retrieve merged contacts: GET contacts/merged.
• API On the POST contacts/new and POST contacts/batch/new routes, the ability to attach linked custom objects.
• email Added the X logo for emails.
• integration New integration with our partner Cegid XRP Flex, for which Webmecanik Automation is the only referenced marketing automation solution!

Fixes

• segment Fixed segmentation issue related to the form submission date.
• data Made it possible to set 0 as a label for a boolean field.
• email Added the ability to create variations in segment emails.
• email Fixed an issue with ineffective dynamic content on postal codes using the “starts with” filter.
• email Fixed timezone handling for dates coming from RSS feeds.
• API Fixed pagination result on the GET contacts/activity route.
• API Prevented the parallel execution of two identical API requests causing an error.
• API Fixed a response issue with POST contacts/batch/new, where it returned the old company value instead of the new one.
• form Improved phone number format validation.
• form Created a company upon submission even if no unique company field is provided.
• campaign Added a filter to segment “has been a member of a campaign” to include deactivated campaigns for retroactive filtering.
• integration Various fixes in synchronization with the Pipedrive plugin.

New for users of PRO plans and above: Business Goals.

Every day, you use your CRM to manage your sales opportunities. Now, you can also set your business goals and regularly track whether you’ve achieved them throughout the year!

Find out more on this page.

This version focuses on fixing some issues and doing a few enhancements.

Features

• email add support for “pubDate” field in RSS feed item
• API add “simple=1” parameter on API routes to reduce metadata from responses
• API add new api routes for Custom Objects feature to:
  • List custom objects GET /api/custom/objects
  • List custom objects fields GET /api/custom/fields
  • List custom object items GET /api/custom/items
  • Create a list of items on custom object POST /api/custom/item/batch/new/{customObjectId}

Bugfixes

• integration better handle company sync. on Webmecanik Pipeline integration
• stage avoid logging duplicated stage change on contact timeline
• stage fix wrong display of funnel graph
• stage fix issue on UI when deleting a stage
• stage fix stage affectation based on Points as a trigger
• email if UTM tags are added inside of the email, keep them instead of overriding with general email UTM values
• email fix issue where non-admin users couldn’t see the dynamic content in email preview
• form fix display issue in form results table view
• form update properly company fields on form submit
• segment add time to filters on DateAdded and DateIdentified fields in segmentation as far as they are DateTime fields
• integration on Pipedrive integration, catch certain cases where the contacts were not created in the CRM
• report handle time in report filters for DateTime fields
• segment fix segments form submission filter
• theme auto clear cache for theme updates
• email fix border options display for video

New version bringing mainly some fixes. New features coming in the next weeks with a major release.

Features

• integration add feature ‘overwriting’ data in Webmecanik Pipeline plugin
• integration add option to override with blank values in Salesforce plugin

Bugfixes

• SMS handle timeout local mobile network to not mark as DNC and display the local issue in timeline (with Retarus)
• integration fix issue with mandatory fields in Webmecanik Pipeline plugin mapping
• integration fix link between Contact & Company not synced
• tags fix issue with duplicated tags
• email fix AI feature when using AB test which was forcing 10% of testing sample instead of set value
• email fix thumbnail generation on video
• email leave custom class for style in email theme
• email on number fields value, display two decimals even if last number is a zero
• resources be sure to display resource download from landing page in contact timeline
• general fix setting a default date range in configuration for charts was blocked on 1 week
• theme fix an issue making the theme being downloaded all the time in local app and making the app slow on browsing

More and more AI in Webmecanik Automation 🪄.
Start using now all the power of  LLM to generate email subjects and associate it with the science of AB Testing to use only the most powerful subject.
No more inspiration breakdown and the warrantee to use the most performing subject.

New communication channel: WhatsApp Business!
Diversify even more your communication using the Meta services. More information in this FAQ.

Features

• stages add stage action “Segment changed”
• 🪄 AI - email automate AB testing on suggested email subjects

Bugfixes

• integration fix issue with Contact and Company not being created
• global add support of paragraph in descriptions of items (segment, campaign, etc.) for better readability
• email remove the unpublish date set from UI if you switch to schedule mode
• email change server configuration to avoid sending emails in parallel when you disallow email address duplicates

Artificial Intelligence features incoming in Webmecanik Automation 🪄.
First, you can now let the AI choose sending time for you to boost your open rate, see how in this article. You can also now use LLM (like ChatGPT), directly integrated into Webmecanik Automation to generate Email Subject automatically depending on your email content.
Much more coming soon.

Features & enhancements

• 🪄 AI - email schedule emails on time found by AI using the optimised timeframe for each contact
• 🪄 AI - email suggest several email objects for your email using AI
• email add ability to exclude segments from a segment email
• email support trackable links on phone number
• email make A/B testing phase more performing in email volume sending
• stage add form action to modify stage
• form allow to append values from form submissions to multiselect field types without overwriting existing values

Bugfixes

• campaign fix campaign condition based on preferred locale
• contact fix timeline display error on pagination
• custom object fix segmentation for empty condition on custom objects
• integration fix Webmecanik Pipeline sync. on date fields
• integration fix Hubspot sync. that could cause error 500 in some cases
• email fix email dynamic content for in statement select field
• email fix issue sending email on previously DNC marked contacts
• email fix chart labels for AB tests being too long and making it unreadable
• report fix generation of email report including DNC data

New for users of the PRO plans and above, it is now possible to apply advanced filtering rules in the views of contacts and companies. It is also possible to save and share these filtered views to more quickly find a selection of contacts or companies based on numerous criteria!

More information in this FAQ.

Minor update including a list of bug fixes.

Features & enhancements

• form focus mouse on first invalid element of form on validation error to enhance accessibility
• form add placeholder option to textarea fields
• SMS add segment names to detail view of the SMS (to avoid editing it to see who was targeted)
• email add one-click unsubscribe in email header for a better delivrability (RFC 8058)

Bug fixes

• campaign fix an issue happening sometimes that contact was not removed from segment by the campaign action
• report fix “start with” expression for datetime field format
• integration refactoring a part of the Livestorm plugin to avoid segment update troubles
• integration review the way dates values where synced after Webmecanik Pipeline BC
• report fix the segment filter on contacts report
• email fix bullet points in builder email doesn’t working anymore
• report fix date range export cause exporting just a fraction of the contacts

Numerous functional improvements including the complete overhaul of the Lead Staging feature.

Features & Enhancements

• stages add a brand new Trigger Stage submenu to define the Stage attribution rules
• integration improve error messages for Salesforce to better understand sync. errors
• SMS add SMS counts to UI taking into account special characters
• email raise priority to Test Emails to make them delivered faster
• segment add a dedicated strings to date(time) segment filters to make usage clearer on dates
• email better handle soft bounces giving 3 tries before marking them as hard bounces
• email add X icon to builder
• points add ability from contact page to edit points from any point group
• report new Point Group report
• notifications add unique fields support for find contact

Bug fixes

• email add Email Address format validation before sending email to avoid email being stucked while sending
• dashboard fix default date range is one day into the future
• notifications add verify token to app callback to avoid spam on One Signal routes

Update mainly focusing on SMS sending enhancements with scheduling, SMS testing, and unit manual send from contact card. It also includes some bug fixes.

Features & enhancements

• SMS schedule sending UI for segment SMS as you recently discovered it for emails
• SMS add send example button for SMS
• SMS ability to send custom SMS to a single contact for its profile
• SMS add suggestion by dropdown for tokens in SMS text area
• report speed up export
• campaign check that all nodes are connected into the campaign and warn user to avoid creating campaigns with unexpected side effects
• segment add a segment filter Clicked a specific email
• API add parameter on contact delete route to delete related Custom Items

Bug fixes

• landing page fix Firefox ckeditor issue making impossible to add link in editor
• landing page handle noscript tag from Google Analytics for page builder to avoid crashing the HTML
• report fix segment membership log filters on date
• integration update Webmecanik Pipeline sync. for multiselect fields due to some API changes
• company fix displaying in some cases wrong contacts attached to the company
• theme fix themes cache issue making the updated theme not being displayed to user

New feature, you can now store attachments in your activities feed for contacts and opportunities. As a reminder, the company activities feed is the sum of the related opportunities and contacts.

• FREE Plan: up to 5 files
• PRO and ENTERPRISE Plan unlimited!

Mainly performance and bug focusing we also start to introduce the new features around the Lead Staging reworked feature.

Feature & enhancements

• page add a setting to disable tracking on landing pages
• asset do not track downloads from bots
• sms add support for arabic language
• form add support for multiple default values to multiselect fields
• integration Livestorm: create webhooks from unpublished state of plugin and make it unconfigurated until webhooks are created to avoid sync. issues
• campaign add creation date filter in campaign condition
• email add warning message if unsubscribe links are missing in emails
• stage new Lead Staging chart and widget 🚀
• report speed improvements
• report ajaxify pager for reports to enhance performance on big data load
• report on select/multiselect fields, add include/exclude filters on reports

Bugfixes

• email fix error when trying to change an image in the email builder in some cases
• email limit variant email name to 30 characters to avoid A/B graph unreadability
• email update image manager version to fix download image error
• report fix timezone issue on exported report
• api fix request ignoring seconds when date|time field value is changed by API
• contact fix timeline order problem of activities not being chronological sometimes
• widget fix date range issue for dashboard

New PRO and ENTERPRISE feature, you can add a hierarchy link between two companies like for partners or subsidiaries. Check out more on this blog post. You will also find new charts on your statistics menu!

Features

• companies special hierarchy between companies (see FAQ)
• statistics sales performances
• statistics sales activities
• statistics opportunities progress
• statistics sales activities share

Mainly focused on minor UI/UX enhancements, we also introduce a new way to schedule your email sending.

Features & enhancements

• form add language support on forms especially to automatically translate properly the “wait message” text on button on submit
• form new option to hide successfully submitted form on webpage and keep only success message displayed
• email review entirely the scheduling properties and UI for segment emails. More information on this FAQ.
• email reduce tracking from bot email clicks or opens
• email reset plain text content after clone to avoid having wrong content stored silently
• email add email variant ID to the variants listing for a better UI
• email add validator on winner delay of A/B testing with a minimum of 1 hour to avoid wrong resulting
• page add Matomo device detector for bots to avoid ghost visitors
• page add tracking on preference center page
• campaign add validator to avoid negative value in campaign action delay to avoid issues
• segment add segment ID to segment membership label for a better UI
• report add email type filter and column on email report and emails sent report
• custom object allow regexp operators for date fields of custom objects

Bugfixes

• form fix on progressive profiling + conditional + checkbox/radio buttons combination making the form impossible to submit
• report improve report view if query failed due to too large data load
• theme decode JSON UTF-8 properly to avoid encoding issue on theme name
• contact fix incorrect link to import history in contact timeline
• email fix dynamic content issue when the value set is incorrect making the email not saveable (eg: if you edit the list of possible values of a custom select field)
• import fix “skip if not exist” option for import contact’s company
• custom object fix import if you select owner from import settings

Mainly focusing on fixes and enhancements. We’re also preparing the Lead Staging rework for the next release.

Features & enhancements

• form autofill support for company fields
• UI add an alert message when user put a unpublish date prior to the publish date
• stage add weight and contacts list column to stages overview page
• stage add basic stage detail page with chart in time, list of contact, stage information
• focus remove click event anywhere to close modal, now need to click the closing cross

Bugfixes

• report fix reports failing on load when no company field displayed
• integration with Sellsy, handle some Oauth issues
• owner manager handle trigger actions if the user used in owner manager is deleted to avoid crash
• segment fix birthday and raw date/datetime filters
• contact fix contact page display issue if contact has a HTML field with broken HTML
• import refuse contacts with email address = 0 on import
• custom object import fix for some cases
• integration expired webikeo token better handling to avoid sync. errors
• widget improve performance for upcoming emails dashboard widget making instance unavailable
• report fix download tracked asset from forms missing in reports

Important release including a lot of great new features related to scoring after the multiscoring feature released recently. You can also take advantage of several enhancements and the new CAPTCHA integration more GDPR compatible for your forms!

Features & enhancements

• points add email click point action
• points add sms click point action
• points add reset point action
• points add livestorm attended point action
• form add point (score) group support & reset point support
• form implement Cloudflare Turnstile CAPTCHA integration
• sms add support for sms pending list
• email mailto links are now trackable
• segment add date filter validation to avoid adding a wrong date value in filters
• custom field bulk create custom fields now that it happens in background to avoid waiting too long
• report add date added to contact report type data
• custom object add api endpoint to purge all custom items from a custom object

Bugfixes

• form avoid slow form submission when Livestorm integration is enabled
• form fix email form field autofill when email address contains a +
• form prevent upload file with same name removing previous file with same name
• asset fix tracking download asset on email links could cause error 500
• campaign fix segment’s campaign share in % displayed
• custom object fix custom item relative date for segmentation
• custom field fix error 500 when trying to clone a custom field in certain cases
• UI remove HTML shown in item description (segment, campaign, etc.)

As promised in 2023, May, filtered views on Contacts and Companies are now available after you Activities.

Features

• contacts filtered views on contacts index (FAQ)
• companiesfiltered views on companies index (FAQ)

This great release introduces a large amount of big new features. You can not setup an automatic decision on your email A/B testing, you can preview your email or landing pages as in real condition from the eyes of any of your contact and you can also create Points groups (categories) to score different type of interest depending on your business.
All the information of this release in the blog post!

Features & enhancements

• email automatic A/B testing (how to use it here)
• email preview variations for emails
• pages preview variations for landing pages
• points Points Groups introduction (how to use it here)
• segment add filter icon for segment with filters

Bugfixes

• sms fix an error that could cause loop sending SMS
• segment remove the warning message on unpublished segments and segments without filters
• segment fix Salesforce integration segment filters
• email fix error 500 on email click when URL contains ?a
• form make reCAPTCHA submission working on 2nd attempt without refresh
• campaign condition value was not saved when edited
• webhook change segment normalize contact data
• report export and send to email report if fails because of report weight
• integration Livestorm: fix create webhook not working in certain case on first setup causing not fetching webinar participants
• fields fix (un)publish toggle button not working

Features & enhancements

• company ajaxify engagements chart for company view to avoid long load time
• integration add shortener services support with Bit.ly v3
• email add non-unique hits and tooltip on email click view table
• theme allow .ttf extension for upload themes to import fonts
• API add parameter on delete tag API route to force delete the tag even if used by contacts
• form make links to files in exported form submissions real links

Bugfixes

• webhook avoid sending Webhook Contact Updated Event when contact is active without data update
• email avoid count click on email chart in certain cases where the URL visit doesn’t come from the email click
• custom object avoid some error 500 on edition in certain cases
• custom object switch description for custom object to longer type
• API fix creating fields in background error when created by API
• integration add support of Microsoft Dynamics fields when they have strictly the same name between leads and contacts
• focus item enhance  styles coming from preview
• form fix remove DNC action not working
• report fix boolean format in report showing wrong value
• report allow multiple segments filters in report
• report fix report order by ratio showing percentages not sorted/displayed correctly
• widget respect user timezone on best read hours widget
• general fix toggle button not working if trying to re-enable it just after disable and without page refresh