Changelog

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

Bug fixes

• integration INESCRM integration enhancements
• integration Sellsy integration enhancements
• integration increase Webikeo timeout to avoid issue on data sync.
• integration fix issue where Webikeo was creating contact duplicates

Features & enhancements

New CRM integration with Sellsy CRM.

• segment add a UI alert when disabling a segment used in another segment
• segment add ability to filter on contact creator
• segment allows user to paste a list of values from spreadsheet (Microsoft Excel, Google Sheet) in a segment filter with “(not) contain” operator. Documentation here.
• report add ability to filter on contact creator
• email add a parameter in general configuration to send segment email only once to duplicated contacts created on purpose
• forms allows to add a form validation message longer than 191 characters
• email add ability to follow RSS feed item order without following publication date. More information here.

Bug fixes

• report avoid displaying duplicates in contacts reports
• report fix display issue for 0 values of boolean fields in reports
• segment fix display issue of the amount of contacts in segments in certains cases where the cache has expired and is not updated
• import modify link on import result to redirect to companies instead of contacts
• forms remove display by default first value of dropdown fields to be able to display empty value by default
• forms display in form send result action, label form field instead of value form field for select and multiselect fields
• company enhance search bar performances
• company enhance contact count assigned to a company that could include contacts from other companies with partial same name
• widget fix display of “sent emails” widget
• widgetfix display of “report graph” widget
• webhook fix webhooks trigger on points when point action is coming from forms

Features

• integration new INESCRM by Efficy plugin to synchronise your data with CRM

Fixes

• email change the builder behaviour to avoid changing the design of your email when integrating dynamic content in certain cases

Features & Enhancements

• company you can now import a list of company value targeting a segment. All the contacts with a company assigned having the values listed in your import will be added to your segment.
• report enhance display performance of email stats reports
• integration you can now synchronise Everwin “Prospect” companies type

Bugfixes

• points avoid error 500 when saving point action in certain cases
• report avoid displaying duplicated results in reports
• report display NULL values in report results when it was missing in certain conditions (with certain filters)
• landing page display gated video on page preview URL
• import fix an issue of the imported date which was set +1h
• asset make mandatory language definition to avoid error
• form make mandatory to define a recipient of form action “send form result to user” to avoid issue
• contact change link to related to company from ‘edit’ to ‘view’ URL
• notification for mobile notifications, make mandatory subtitle (important for iOS) and display better the error in contact timeline
• focus item allow inserting a multi-page form in focus item
• email allow using special characters in alt attribute of image

Features

• Remove the ability from admin user to modify any user password
• Display your Webmecanik Academy statistics on your profil and you company Academy details

Bugfix

• Force the custom domain name to be in lowercaps to avoid issue on custom domain name configuration

Bugfixes

• report enhance the way date range are handle to optimise loading performances
• fields allow storage of large HTML data in HTML custom fields

Features & enhancements

• email MJML templates support <mj-style> tags
• tracking save UTMs from visited pages
• integration add to Microsoft Dynamics CRM mapping the fields of following types; picklist, multiple picklist and lookup
• UI review some missing translations

Bugfixes

• report issue displaying charts on contact reports with a filter on a company field
• integration avoid Salesforce sending DNC information multiple times and polluting contact timeline
• campaign error on condition based on a company select field
• report display now non given values (NULL) in report results
• dynamic content fix displaying dynamic content depending on a date type field
• email delete a modification done by the app on HTML code when using a dynamic content which could modify the end user result in mailbox client