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!
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.
activities create custom activities type from configuration menu for administratorsUI forbid reserved keywords usageUI raise UI calls limit to avoid missing informationUI fix pagination when filters are applied on resultsopportunity modify landing URL after deleting an opportunitysegment allows to segment contacts with tag is emptyMain feature, the ability to assign owner on contact and opportunity creation as some UI improvements.
UI save your display preferences on paginationcontacts display owner field on creationopportunities display owner field on creationUI raise UI calls limit to avoid not displaying resultscontacts add email format validation on import and APIimport merge contacts on import based on email addressimport fix issue on import when not mapping all column of the .csv fileHotfix related to the recent 3.0.60-atmt.
contact HTML display issue in timelineemail fix the “play” icon path in the new video blocMain 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!
contacts assign automatically contact creator as ownercompanies assign automatically company creator as ownercompanies a timeline is now available in the company page, it is grouping all related contacts and opportunitiesopportunities assign automatically opportunity creator as ownerUI homepage is not your opportunities Pipelinedashboard becomes Statistics menu to prepare the new statistics features. Stay tuned!contacts fix “gender” broken displayroles hide unauthorised actions to users without permissionsimports fix import issue on certain case of field mappingMain feature of this version, you can see modification history of your opportunities to give you a better overview and understanding of your opportunity changes.
API ability to edit API key to change callback URI and nameAPI ability to regen API key lifetimecompanies enhance company page UIcontacts 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 activitiesroles enhance roles listing page UIUI fix several typos in application and API docimports set imported date value on contacts/companies when using .csv importsNew Webmecanik Automation release with some important new features around the email builder and the preferences center!
email New video slot in email builderemail Make public link to email preview disabled by defaultfields Add support for multiselect default value(s)integration Pipedrive: add option to enable/disable contact deletionlanding page New default preference center themelanding page New preference center configuration to make it easiersms Add char. count in SMS creation UIUI Enhance company search bar criteriauser Move user role assignment from Webmecanik Automation to Webmecanik Portalcalendar Translate calendar using user languagecampaign Fix campaign events reschedules lopping issue due to DSTcampaign Fix minor display issue in campaign builder UI campaign Prevent campaign looping casesemail Ensure using primary company field values when using company tokensemail Enhance pending emails number calculationfields Update French regions list according to ISO_3166-2 (renaming La Réunion and Val-d’Oise)form Display only enabled fields in form field mappingimport Fix not overwrite existing value option on imported company fieldintegration Webikeo: add more cache on API queries to avoid slownessintegration INESCRM: fix lead sync. when sync. companies point Fix tag action in point triggersreport Fix default UTC date conversion in report filter to avoid issues report Fix group by if using count columns for assets downloadreport Removed displayed date value (it shows today’s date) from segment membership report on date removed column when contact is still a segment memberreport Fix Ignored / Read / Failed emails email sent report chartssegment Prevent contact segment membership issue in some cases of segment membership filterssegment Fix is empty segment filter on date time field returning errorsms Fix failed SMS charttracking Truncate page hit title if longer than 191 chars. to avoid tracking errorMajor 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.
API fresh API to create/edit/delete contacts/companies/opportunitiesAPI API key manager in configuration menuAPI each user can create its own API key with same rights as user roleactivities ability to add notes for an appointment type activityactivities display notes of activities in activities’ feedcontacts 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.UI fixing some texts/translation keys wrongly displayedUI 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!
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.
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.
api ability to update user role by APIemail label support for boolean/select contact field token with new parameter. More informations in this documentation.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 instancesms fix send of unpublished SMScontact remove points from properties for contacts import to avoid seeing points twice in mappingcontact display labels for custom contact columns instead of valuescompany enhancement company’s contacts search to get strict resultimport fix “overwrite with blank” parameter in imports for date type fieldsreport fix assets download report showing only one asset in tableintegration several INESCRM integration improvementsintegration enhancement scoring synchronization for Pipedrive integrationintegration fix SugarCRM integration “push to integration” action form to create Lead/Contactintegration avoid losing fields mapping when plugin authentication failsintegration fix special fields display and order in plugin mappingimport new option to “do not erase existing value” when importing contact filelanding page fix issue duplicating DOCTYPE in code mode landing pages when savingsegment 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 performancesintegration INESCRM: add ability to force create lead from form, campaign and point actionsintegration Pipedrive: add sync. of contact points from form actionintegration Zapier: add new trigger type based on contact segment change eventwebhook add support for contact tokens in URL in Send a webhook campaign actiongeneral fix html issue causing broken page in applicationdashboard fix rare javascript bug causing issue on displaying dashboard on a specific date rangecampaign fix contact value campaign condition on datetime field typecampaign 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 fieldcontact fix contact timeline export not displaying all rowsintegration Webikeo: add cache to segment calculation to avoid slow segment edition when using webikeo filtersintegration Salesforce: fix issue in sync. when sync. of companies is disabledintegration 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 formsemail fix issue when inserting a double quote in email from name causing email not being sentemail fix rare issue with mj-raw (code) slot typeemail fix display of padding in dynamic content slotsA 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:
integration YellowboxCRM: ability to force create leads on push action even if contact already exists in CRMemail add some new parameters to email code to enhance blind accessibility of emailsrole add segment permission definition in rolesemail fix email translations lost and overwritten by parent email content when parent email modifiedemail handle better sending of marketing message that could be sent several times if a translation of the email is existing and the translation is sentemail fix email retrying send in certain casescontact add more restrictions on email format validationcontact fix timezone on timeline to avoid event misorderingcompany fix setting company field value if contains parenthesis on form submissionforms fix conditional form field depending on radio group fieldwidget fix unique vs returning visitors widget showing no returning visitorsgated video fix displaying gated videos if tracking disabled by cookies disabledfocus item hide form if we use notice type of popupsintegration GoToWebinar: add availability of upcoming webinars in segment filters and campaign actionsintegration 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 tabapi improve boolean import/API to set NULL value if no value is sent in field instead of FALSEwebhook add log display limit for webhook detail page to avoid slownesswebhook updated webhook_url field to Text format to allow longer URLAPI Enabling 2-legged authentication with OAuth 2 and deprecate OAuth 1integration New plugin for Livestorm (webinar manager)email Fix issue when inserting an image in dynamic content slot for code mode emailemail 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 variationform Don’t count hidden form fields in the Progressive Profiling fields countimport Improve import to avoid them to be blocked in certain casesAPI Fix data headers format for API import of contacts/companiesintegration INESCRM integration enhancementsintegration Sellsy integration enhancementsintegration increase Webikeo timeout to avoid issue on data sync.integration fix issue where Webikeo was creating contact duplicates
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