Changelog

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

New important feature for your user security! You can now enable Double Factor Authentication for all the users of your organisation by using Google Authenticator or FreeOTP Authenticator (open source alternative). Check out more about 2FA in this blog post!

Features

• Administrators can enable 2FA

Main feature of this version, you can now create custom activities type ! Maybe you want to log meetings but also, lead qualification call, flights, etc.

Features & enhancements

• activities create custom activities type from configuration menu for administrators

Bugfixes

• UI forbid reserved keywords usage

Bugfixes

• UI raise UI calls limit to avoid missing information
• UI fix pagination when filters are applied on results
• opportunity modify landing URL after deleting an opportunity

Bugfix

• segment allows to segment contacts with tag is empty

Bugfixes

• You can now re-invite a deleted user (with same email address).

Main feature, the ability to assign owner on contact and opportunity creation as some UI improvements.

Features & enhancements

• UI save your display preferences on pagination
• contacts display owner field on creation
• opportunities display owner field on creation

Bugfixes

• UI raise UI calls limit to avoid not displaying results
• contacts add email format validation on import and API
• import merge contacts on import based on email address
• import fix issue on import when not mapping all column of the .csv  file

Hotfix related to the recent 3.0.60-atmt.

Bugfixes

• contact HTML display issue in timeline
• email fix the “play” icon path in the new video bloc

Main feature of this version, activities history is now available in the company’s view. In one look, get a global overview of your targeted company’s contacts and opportunity activities!

Features & enhancements

• contacts assign automatically contact creator as owner
• companies assign automatically company creator as owner
• companies a timeline is now available in the company page, it is grouping all related contacts and opportunities
• opportunities assign automatically opportunity creator as owner
• UI homepage is not your opportunities Pipeline
• dashboard becomes Statistics menu to prepare the new statistics features. Stay tuned!

Bugfixes

• contacts fix “gender” broken display
• roles hide unauthorised actions to users without permissions

Bugfix

• imports fix import issue on certain case of field mapping

Main feature of this version, you can see modification history of your opportunities to give you a better overview and understanding of your opportunity changes.

Features & enhancements

• API ability to edit API key to change callback URI and name
• API ability to regen API key lifetime
• companies enhance company page UI
• contacts on contact listing, display contact status (new) when freshly created by API or Forms (upcoming feature)
• opportunities display more information on opportunities thread (date created, renaming, amount modification, status change, end date change)
• opportunities show linked company & contact on opportunity activities
• roles enhance roles listing page UI

Bug fixes

• UI fix several typos in application and API doc
• imports set imported date value on contacts/companies when using .csv imports

New Webmecanik Automation release with some important new features around the email builder and the preferences center!

Features & enhancements

• email New video slot in email builder
• email Make public link to email preview disabled by default
• fields Add support for multiselect default value(s)
• integration Pipedrive: add option to enable/disable contact deletion
• landing page New default preference center theme
• landing page New preference center configuration to make it easier
• sms Add char. count in SMS creation UI
• UI Enhance company search bar criteria
• user Move user role assignment from Webmecanik Automation to Webmecanik Portal

Bugfixes

• calendar Translate calendar using user language
• campaign Fix campaign events reschedules lopping issue due to DST
• campaign Fix minor display issue in campaign builder UI 
• campaign Prevent campaign looping cases
• email Ensure using primary company field values when using company tokens
• email Enhance pending emails number calculation
• fields Update French regions list according to ISO_3166-2 (renaming La Réunion and Val-d’Oise)
• form Display only enabled fields in form field mapping
• import Fix not overwrite existing value option on imported company field
• integration Webikeo: add more cache on API queries to avoid slowness
• integration INESCRM: fix lead sync. when sync. companies 
• point Fix tag action in point triggers
• report Fix default UTC date conversion in report filter to avoid issues 
• report Fix group by if using count columns for assets download
• report Removed displayed date value (it shows today’s date) from segment membership report on date removed column when contact is still a segment member
• report Fix Ignored / Read / Failed emails email sent report charts
• segment Prevent contact segment membership issue in some cases of segment membership filters
• segment Fix is empty segment filter on date time field returning error
• sms Fix failed SMS chart
• tracking Truncate page hit title if longer than 191 chars. to avoid tracking error

Major feature of this version, Webmecanik Pipeline has now its own public and documented API  https://developers.webmecanik.com/pipeline!

All the information about API keys in our Webmecanik Pipeline documentation.

Features

• API fresh API to create/edit/delete contacts/companies/opportunities
• API API key manager in configuration menu
• API each user can create its own API key with same rights as user role
• activities ability to add notes for an appointment type activity
• activities display notes of activities in activities’ feed
• contacts add the ability to link a company to a contact from the contact page without having to create it at the same time. Useful in case your company has been creating before or already exists.

Bugfixes

• UI fixing some texts/translation keys wrongly displayed
• UI few pieces of art 🎨

It’s an important day, we just released Webmecanik Pipeline, the modern and simple CRM imagined as an opportunities pipeline manager!

You can now create a free account here! Checkout all the user documentation here!

Features

• Manage contacts
• Manage companies
• Manage opportunities
• Manage your opportunities pipeline
• User rights
• Sales activities management (appointment, calls, email, note) & calendar

It’s an important day for Webmecanik, we are proud to release our new software Webmecanik Pipeline, the modern CRM, 100% European and imagined for sales teams. At this time, we bring some new features in the Webmecanik Portal.

Features & enhancements

• On each user page, find a new “Softwares accesses” tab added to enable/disable access of the user to Webmecanik softwares. You need to have the Portal administrator’s rights to proceed this action.
• From this same tab, you can attribute the user role for each software. Now, when you enable user access, you can directly attribute him the right permissions.
• You can also change your user rights in-app from the software settings page, on Users tab.
• You can now open a Webmecanik Pipeline account!

This important update changes the way Webmecanik Automation users role are managed. You now attribute role to users from Webmecanik Portal, on the user page, software access tab. More information in this documentation about user role.

Features & enhancements

• api ability to update user role by API
• email label support for boolean/select contact field token with new parameter. More informations in this documentation.

Bugfixes

• form disable form cache for dynamic fields to avoid missing fresh data (like webinar list for instance)
• formfix “record utm tags” form action when form is inserted on a different domain than instance
• sms fix send of unpublished SMS
• contact remove points from properties for contacts import to avoid seeing points twice in mapping
• contact display labels for custom contact columns instead of values
• company enhancement company’s contacts search to get strict result
• import fix “overwrite with blank” parameter in imports for date type fields
• report fix assets download report showing only one asset in table
• integration several INESCRM integration improvements
• integration enhancement scoring synchronization for Pipedrive integration
• integration fix SugarCRM integration “push to integration” action form to create Lead/Contact
• integration avoid losing fields mapping when plugin authentication fails
• integration fix special fields display and order in plugin mapping

Features & Enhancements

• import new option to “do not erase existing value” when importing contact file
• landing page fix issue duplicating DOCTYPE in code mode landing pages when saving
• segment new relative segment filters with day and month to check only day or month from the date field value. More information about segment date filters here.
• segment change the way segments are calculated to enhance calculation performances
• integration INESCRM: add ability to force create lead from form, campaign and point actions
• integration Pipedrive: add sync. of contact points from form action
• integration Zapier: add new trigger type based on contact segment change event
• webhook add support for contact tokens in URL in Send a webhook campaign action

Bug fixes

• general fix html issue causing broken page in application
• dashboard fix rare javascript bug causing issue on displaying dashboard on a specific date range
• campaign fix contact value campaign condition on datetime field type
• campaign fix form field campaign condition with special character in value (like ampersand)
• field fix adding a default value on date (or date|time) type custom field
• contact fix contact timeline export not displaying all rows
• integration Webikeo: add cache to segment calculation to avoid slow segment edition when using webikeo filters
• integration Salesforce: fix issue in sync. when sync. of companies is disabled
• integration Livestorm: fix issue causing not displaying the upcoming webinars in segment filters, handle API limit given by Livestorm and problem to subscribe contacts to sessions from Automation forms
• email fix issue when inserting a double quote in email from name causing email not being sent
• email fix rare issue with mj-raw (code) slot type
• email fix display of padding in dynamic content slots

Partner area

A new partner area is available in your Webmecanik user interface if you’re a Webmecanik partner reseller. In this area, you will find some exclusive and private resources to:

• Train you using our softwares
• Support your sales activities
• Share information about security and customer data hosting

Features & Enhancements

• integration YellowboxCRM: ability to force create leads on push action even if contact already exists in CRM
• email add some new parameters to email code to enhance blind accessibility of emails
• role add segment permission definition in roles

Bug fixes

• email fix email translations lost and overwritten by parent email content when parent email modified
• email handle better sending of marketing message that could be sent several times if a translation of the email is existing and the translation is sent
• email fix email retrying send in certain cases
• contact add more restrictions on email format validation
• contact fix timezone on timeline to avoid event misordering
• company fix setting company field value if contains parenthesis on form submission
• forms fix conditional form field depending on radio group field
• widget fix unique vs returning visitors widget showing no returning visitors
• gated video fix displaying gated videos if tracking disabled by cookies disabled
• focus item hide form if we use notice type of popups
• integration GoToWebinar: add availability of upcoming webinars in segment filters and campaign actions
• integration Pipedrive: handle better issue of Pipedrive push to integration campaign action when company name is having only 1 character (Pipedrive requires a minimum of 2)
• integration Divalto CRM: change link to contact CRM page in contact details tab
• api improve boolean import/API to set NULL value if no value is sent in field instead of FALSE
• webhook add log display limit for webhook detail page to avoid slowness
• webhook updated webhook_url field to Text format to allow longer URL

Features & Enhancements

• API Enabling 2-legged authentication with OAuth 2 and deprecate OAuth 1
• integration New plugin for Livestorm (webinar manager)

Bug fixes

• email Fix issue when inserting an image in dynamic content slot for code mode email
• email Fix issue in dynamic content when using a custom field called “Region”
• email Fix issue in dynamic content when using a code mode email where you could create only one variation
• form Don’t count hidden form fields in the Progressive Profiling fields count
• import Improve import to avoid them to be blocked in certain cases
• API Fix data headers format for API import of contacts/companies