Changelog

Features & enhancements

• integration add an option in plugin configuration to fetch only approved registrants from GoToWebinar
• integration bring support of multicompanies management (for a single contact) to Salesforce plugin
• segment new filter “any” for Livestorm webinar event
• segment new filter for campaign current membership
• segment new filter for last email sent date
• segment new filter for has been member of campaign
• segment new filter for form submitted

Bugfixes

• integration avoid Salesforce creating duplicated contacts in certain cases
• focus item avoid CSS rendering conflicts
• report fix issue generating large exports sent from reports
• GDPR remove cookie tracking set after form submission if enabling cookie manager with tarteaucitron.js

Feature

• activities you can now edit your activities in batch from the UI. This new way to handle mass modification will be soon extended to contacts, companies, opportunities! More information here.

Feature

• opportunity when you disable an opportunity status, all your opportunities are automatically requalified to the previous status. More information here.

Features & Enhancements

• email support translations (depending on instance language) for date/datetime contactfield token
• form add progressive profiling for company fields
• general field background creation feature to avoid error 504 (timeout) when creating field (if database already have a lot of data)
• custom objects API route to create new item
• custom objects add alias to item view in custom object
• custom objects add decimal type field
• SMS enable possibility to remove DNC status for SMS

Bugfixes

• report crashed after adding a new filter in certain cases
• contact fix change date modified field if was only last_active date hit
• segment name does not support < character
• company fix some company fields not updated when doing contact import
• segment new segments are created twice when cloned
• integration fix Pipedrive plugin creating duplicate companies in some cases

Bugfixes

• form change Google reCAPTCHA load for a better token expiry handling before submit
• report fix reports with select/bool fields showing value instead of label
• email disabled send button from emails list if is sending in background to avoid sending duplicates
• form make working gated video without mtc.js (if cookies are refused)
• custom object add API route to delete a custom item
• custom object fix token usage on URL type field of custom object
• report fix report crashing when adding a chart

Fixes

• category fix locked category which cannot be modified if created by another user
• api fix api limit issue
• email unsubscribe email header just for email channel
• email links in emails were retroactively changed with URL custom field if field value was changed. Now the link in email if “frozen” with value on send
• email A/B tests various fixes with repartition and statistics
• integration fix Yellowbox company duplicated creation
• integration new Pipedrive integration various fixes
• integration fix support of boolean type fields with Microsoft Dynamics

After the ability to synchronise your activities with your Google Agenda for a few months, you can now synchronise your events with all Microsoft services. This feature is available in your Webmecanik Pipeline PRO plan.

Features

• integration synchronise your activities in Microsoft agendas: Outlook, 365 & Exchange.

Features & enhancements

• roles new permission to allow or not the user to re-open an opportunity
• opportunities autocomplete company when selecting a contact on opportunity creation
• contacts assign your company directly on contact creation form

Enhancements

• performance add several cached information to improve significantly loading performances on UI, tracking and forms

Fixes

• segment fix timezone issue on segment rebuilt based on date
• campaign fix reply to email decision for email address with suffix
• email fix dynamic content values for some OR conditions
• email fix link tracking issues dynamic content
• email remove unexpected padding added to text slots by builder

New in this version, you can now visualize your Pipeline from a Monthly view! With this, you can quickly understand which opportunity is the closest to be won and anticipate your futur turnover.

Features & enhancements

• opportunities monthly view for your opportunities
• opportunities add intelligent closing rate to your pipelines
• opportunities you can now end your opportunity with a won/lost status

Important release highlighting our CRM integration with Webmecanik Pipeline while Webmecanik Pipeline PRO has been announced and a deep update of our Pipedrive integration.

Features & enhancements

• integration Webmecanik Pipeline integration for the PRO plan users.
• integration new Pipedrive plugin offering the ability to sync. Automation activities in the CRM. Checkout the documentation here.

Bugfixes

• integration fix an issue with GoToWebinar generating an error on form submission if the contact is already registered to the webinar with same email address
• email when creating email by API, you can now set a theme using recent email builder (launched in 2020)
• email generate email content from theme even if the email with created without opening the email builder

Features

• email create a new email token “today”, very useful if you want to insert the day you send the email. You can also use several today relative dates. More information here.

Bugfixes

• email fix sorting by email ID screen freezing
• report fix sending empty file from reports
• contact re-add dynamic content events on the contact timeline
• campaign fix update contact action on date field while using variable date (like “today”)

Great news for your Webmecanik Pipeline account, our first integration with an agenda is out 🚀.
Try now our integration with Google Agenda 📅.

Features & enhancements

• integration connect your Google Agenda to create, edit, delete you events. Invite your contacts, leads and customers directly in the event and follow all your interactions in your contact events history! More information in our Google Agenda integration documentation.
• fields ability to set a default field value.

Bugfixes

• calendar hide activities in calendar for disabled activities types.
• activities fix display issue for Call and Email event type.
• opportunities avoid deleting the opportunity attached to a deleted contact.

Features & enhancements

• email new enhancement on the feature importing content in your emails. You can now select to add link to the URL on the headers and description in one click!
• email add reply-to address on manually sent emails from contact page

Bugfixes

• integration permits to unlink contact from a company in Automation when unlinked in integration
• campaign fix campaign condition filter on date field with “empty” value on date or date|time field
• sms allow removing unsubscribe from SMS channel on contact page
• contact handle bounces if the email address has an uppercase in Automation
• contact handle instance timezone effect on time field value on contact page (instead of displaying as UTC)
• asset fix asset save with distant URL

Features & enhancements

• email you can now automatically import content from a blog post into an email column! I’ll automatically replace elements of your column (image, first text as a title, second text as description, link on button) including the content grabbed from the blog post page.

Bugfixes

• page re-introduction of the token selector in the page builder UI
• campaign fix campaign loop for jump action to decision
• campaign fix remove from campaign action to prevent looping
• campaign fix field value condition issue with apostrophe
• integration fix datetime interval in UTC timezone for integrations blocking synchronisation of some contacts
• integration fix issue making impossible to open ZohoCRM plugin

Bugfixes

• segment fix behavioural issue when drag and dropping and removing some filters

Bugfixes

• segment fix company date/datetime fields returning error when filter is empty/not empty

Bugfixes

• form fix issue when attaching a file in form submission
• email fix dropdown list display on dynamic content condition based on a boolean field

Features & enhancements

• fields you can now attribute a default value to your contact, companies and opportunities fields.

Bugfixes

• calendar fix a broken link when clicking on the name of an activity.

Features & enhancements

• email improve performance for clicks emails statistics
• segment support French and English for date filter strings in segments no matter the user language
• company change link from edition to visualisation once company modification has been saved (in top right notification)
• api ability to add tags to contacts from api/contacts/importCsv route
• report add default group by on form submissions report to have a clearer statistic overview
• integration add faster API calls to Webikeo webinars list
• integration extend create lead action to campaign push to integration action for Everwin integration
• integration fetch complaints from Dolist integration
• integration add additional fields to sync. on Pipedrive integration (Contact’s timeline link, Do not contact by email, Contact ID)

Bugfixes

• contact fix UI issue when trying to create a new tag from contact edition page in certain cases
• segment fix segment membership empty/not empty filters issue on some cases
• report fix Contact Point Log reports when adding a filter on segment
• email avoid public preview URL of email being inaccessible once segment email expire
• email fix style issue on dynamic content slots after email clone
• role fix email publish own permission
• form fix issue saving value to contact field from a form checkbox type field
• form enhance order of form fields display
• form fix company tokens for Send email to user action
• form fix Dynamic Content load with forms including condition fields
• campaign when contact are coming from forms, add the contact only to enabled campaigns
• campaign support special characters in form value condition
• integration avoid Livestorm event breaking contact timeline
• integration handle non ASCII chars in email address to avoid creating duplicates
• api processing raw data for select/multiselect by API to support chars. like >
• api fix issue linking company and contact when importing CSV by API when a field was boolean