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!
This version focuses on fixing some issues and doing a few enhancements.
email add support for “pubDate” field in RSS feed itemAPI add “simple=1” parameter on API routes to reduce metadata from responsesAPI add new api routes for Custom Objects feature to:
GET /api/custom/objectsGET /api/custom/fieldsGET /api/custom/items/api/custom/item/batch/new/{customObjectId}integration better handle company sync. on Webmecanik Pipeline integrationstage avoid logging duplicated stage change on contact timelinestage fix wrong display of funnel graphstage fix issue on UI when deleting a stagestage fix stage affectation based on Points as a triggeremail if UTM tags are added inside of the email, keep them instead of overriding with general email UTM valuesemail fix issue where non-admin users couldn’t see the dynamic content in email previewform fix display issue in form results table viewform update properly company fields on form submitsegment add time to filters on DateAdded and DateIdentified fields in segmentation as far as they are DateTime fieldsintegration on Pipedrive integration, catch certain cases where the contacts were not created in the CRMreport handle time in report filters for DateTime fieldssegment fix segments form submission filtertheme auto clear cache for theme updatesemail fix border options display for videoNew version bringing mainly some fixes. New features coming in the next weeks with a major release.
integration add feature ‘overwriting’ data in Webmecanik Pipeline pluginintegration add option to override with blank values in Salesforce pluginSMS 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 mappingintegration fix link between Contact & Company not syncedtags fix issue with duplicated tagsemail fix AI feature when using AB test which was forcing 10% of testing sample instead of set valueemail fix thumbnail generation on videoemail leave custom class for style in email themeemail on number fields value, display two decimals even if last number is a zeroresources be sure to display resource download from landing page in contact timelinegeneral fix setting a default date range in configuration for charts was blocked on 1 weektheme fix an issue making the theme being downloaded all the time in local app and making the app slow on browsingMore 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.
stages add stage action “Segment changed”🪄 AI - email automate AB testing on suggested email subjectsintegration fix issue with Contact and Company not being createdglobal add support of paragraph in descriptions of items (segment, campaign, etc.) for better readabilityemail remove the unpublish date set from UI if you switch to schedule modeemail change server configuration to avoid sending emails in parallel when you disallow email address duplicatesArtificial 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.
🪄 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 AIemail add ability to exclude segments from a segment emailemail support trackable links on phone numberemail make A/B testing phase more performing in email volume sendingstage add form action to modify stageform allow to append values from form submissions to multiselect field types without overwriting existing valuescampaign fix campaign condition based on preferred localecontact fix timeline display error on paginationcustom object fix segmentation for empty condition on custom objectsintegration fix Webmecanik Pipeline sync. on date fieldsintegration fix Hubspot sync. that could cause error 500 in some casesemail fix email dynamic content for in statement select fieldemail fix issue sending email on previously DNC marked contactsemail fix chart labels for AB tests being too long and making it unreadablereport fix generation of email report including DNC dataNew 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!
Minor update including a list of bug fixes.
form focus mouse on first invalid element of form on validation error to enhance accessibilityform add placeholder option to textarea fieldsSMS 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)campaign fix an issue happening sometimes that contact was not removed from segment by the campaign actionreport fix “start with” expression for datetime field formatintegration refactoring a part of the Livestorm plugin to avoid segment update troublesintegration review the way dates values where synced after Webmecanik Pipeline BCreport fix the segment filter on contacts reportemail fix bullet points in builder email doesn’t working anymorereport fix date range export cause exporting just a fraction of the contactsNumerous functional improvements including the complete overhaul of the Lead Staging feature.
stages add a brand new Trigger Stage submenu to define the Stage attribution rulesintegration improve error messages for Salesforce to better understand sync. errorsSMS add SMS counts to UI taking into account special charactersemail raise priority to Test Emails to make them delivered fastersegment add a dedicated strings to date(time) segment filters to make usage clearer on datesemail better handle soft bounces giving 3 tries before marking them as hard bouncesemail add X icon to builderpoints add ability from contact page to edit points from any point groupreport new Point Group reportnotifications add unique fields support for find contactemail add Email Address format validation before sending email to avoid email being stucked while sendingdashboard fix default date range is one day into the futurenotifications add verify token to app callback to avoid spam on One Signal routesUpdate mainly focusing on SMS sending enhancements with scheduling, SMS testing, and unit manual send from contact card. It also includes some bug fixes.
SMS schedule sending UI for segment SMS as you recently discovered it for emailsSMS add send example button for SMSSMS ability to send custom SMS to a single contact for its profileSMS add suggestion by dropdown for tokens in SMS text areareport speed up exportcampaign check that all nodes are connected into the campaign and warn user to avoid creating campaigns with unexpected side effectssegment add a segment filter Clicked a specific emailAPI add parameter on contact delete route to delete related Custom Itemslanding page fix Firefox ckeditor issue making impossible to add link in editorlanding page handle noscript tag from Google Analytics for page builder to avoid crashing the HTMLreport fix segment membership log filters on dateintegration update Webmecanik Pipeline sync. for multiselect fields due to some API changescompany fix displaying in some cases wrong contacts attached to the companytheme fix themes cache issue making the updated theme not being displayed to userNew 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.
Mainly performance and bug focusing we also start to introduce the new features around the Lead Staging reworked feature.
page add a setting to disable tracking on landing pagesasset do not track downloads from botssms add support for arabic languageform add support for multiple default values to multiselect fieldsintegration Livestorm: create webhooks from unpublished state of plugin and make it unconfigurated until webhooks are created to avoid sync. issuescampaign add creation date filter in campaign conditionemail add warning message if unsubscribe links are missing in emailsstage new Lead Staging chart and widget 🚀report speed improvementsreport ajaxify pager for reports to enhance performance on big data loadreport on select/multiselect fields, add include/exclude filters on reportsemail fix error when trying to change an image in the email builder in some casesemail limit variant email name to 30 characters to avoid A/B graph unreadabilityemail update image manager version to fix download image errorreport fix timezone issue on exported reportapi fix request ignoring seconds when date|time field value is changed by APIcontact fix timeline order problem of activities not being chronological sometimeswidget fix date range issue for dashboardNew 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!
companies special hierarchy between companies (see FAQ)statistics sales performancesstatistics sales activitiesstatistics opportunities progressstatistics sales activities shareMainly focused on minor UI/UX enhancements, we also introduce a new way to schedule your email sending.
form add language support on forms especially to automatically translate properly the “wait message” text on button on submitform new option to hide successfully submitted form on webpage and keep only success message displayedemail review entirely the scheduling properties and UI for segment emails. More information on this FAQ.email reduce tracking from bot email clicks or opensemail reset plain text content after clone to avoid having wrong content stored silentlyemail add email variant ID to the variants listing for a better UIemail add validator on winner delay of A/B testing with a minimum of 1 hour to avoid wrong resultingpage add Matomo device detector for bots to avoid ghost visitorspage add tracking on preference center pagecampaign add validator to avoid negative value in campaign action delay to avoid issuessegment add segment ID to segment membership label for a better UIreport add email type filter and column on email report and emails sent reportcustom object allow regexp operators for date fields of custom objectsform fix on progressive profiling + conditional + checkbox/radio buttons combination making the form impossible to submitreport improve report view if query failed due to too large data loadtheme decode JSON UTF-8 properly to avoid encoding issue on theme namecontact fix incorrect link to import history in contact timelineemail 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 companycustom object fix import if you select owner from import settingsMainly focusing on fixes and enhancements. We’re also preparing the Lead Staging rework for the next release.
form autofill support for company fieldsUI add an alert message when user put a unpublish date prior to the publish datestage add weight and contacts list column to stages overview pagestage add basic stage detail page with chart in time, list of contact, stage informationfocus remove click event anywhere to close modal, now need to click the closing crossreport fix reports failing on load when no company field displayedintegration with Sellsy, handle some Oauth issuesowner manager handle trigger actions if the user used in owner manager is deleted to avoid crashsegment fix birthday and raw date/datetime filterscontact fix contact page display issue if contact has a HTML field with broken HTMLimport refuse contacts with email address = 0 on importcustom object import fix for some casesintegration expired webikeo token better handling to avoid sync. errorswidget improve performance for upcoming emails dashboard widget making instance unavailablereport fix download tracked asset from forms missing in reportsImportant 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!
points add email click point actionpoints add sms click point actionpoints add reset point actionpoints add livestorm attended point actionform add point (score) group support & reset point supportform implement Cloudflare Turnstile CAPTCHA integrationsms add support for sms pending listemail mailto links are now trackablesegment add date filter validation to avoid adding a wrong date value in filterscustom field bulk create custom fields now that it happens in background to avoid waiting too longreport add date added to contact report type datacustom object add api endpoint to purge all custom items from a custom objectform avoid slow form submission when Livestorm integration is enabledform fix email form field autofill when email address contains a +form prevent upload file with same name removing previous file with same nameasset fix tracking download asset on email links could cause error 500campaign fix segment’s campaign share in % displayedcustom object fix custom item relative date for segmentationcustom field fix error 500 when trying to clone a custom field in certain casesUI 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.
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!
email automatic A/B testing (how to use it here)email preview variations for emailspages preview variations for landing pagespoints Points Groups introduction (how to use it here)segment add filter icon for segment with filterssms fix an error that could cause loop sending SMSsegment remove the warning message on unpublished segments and segments without filterssegment fix Salesforce integration segment filtersemail fix error 500 on email click when URL contains ?aform make reCAPTCHA submission working on 2nd attempt without refreshcampaign condition value was not saved when editedwebhook change segment normalize contact datareport export and send to email report if fails because of report weightintegration Livestorm: fix create webhook not working in certain case on first setup causing not fetching webinar participantsfields fix (un)publish toggle button not workingcompany ajaxify engagements chart for company view to avoid long load timeintegration add shortener services support with Bit.ly v3email add non-unique hits and tooltip on email click view tabletheme allow .ttf extension for upload themes to import fontsAPI add parameter on delete tag API route to force delete the tag even if used by contactsform make links to files in exported form submissions real linkswebhook avoid sending Webhook Contact Updated Event when contact is active without data updateemail avoid count click on email chart in certain cases where the URL visit doesn’t come from the email clickcustom object avoid some error 500 on edition in certain casescustom object switch description for custom object to longer typeAPI fix creating fields in background error when created by APIintegration add support of Microsoft Dynamics fields when they have strictly the same name between leads and contactsfocus item enhance styles coming from previewform fix remove DNC action not workingreport fix boolean format in report showing wrong valuereport allow multiple segments filters in reportreport fix report order by ratio showing percentages not sorted/displayed correctlywidget respect user timezone on best read hours widgetgeneral fix toggle button not working if trying to re-enable it just after disable and without page refreshThis new version has been focusing on your contacts/companies/activities listing pages. The UI has ben reworked and you can now edit the information on several elements at once. You also find new filters on activities listing (coming soon for your contacts and companies 👀).
Made in the Alps