Solution Release 2.1.0: New Features
- A whole host of new data available at your fingertips
The 'Custom Reports' entity has become 'Concep Reports'! Here, you can access all the data collected in the Concep backend for your campaigns and surveys, as well as any custom reports you've created. Find out more about Concep Reports here.
NB: Data found in the 'Concep Reports' entity updates in realtime. If you notice a discrepancy between the data here and the data in other areas in CRM, it's likely due to the sync schedule between platforms which runs every 20 minutes.
- Dashboards have been revamped
We've made 3 big changes to dashboards:
- they're smaller, making them easier to interpret no matter the size of your screen
- they now filter out email campaigns with less than 3 recipients, ensuring your metrics aren't skewed by test data
- they're interactive, enabling you to select a timeframe to display which is more relevant to your KPIs
More information available here.
- Opt out reasons now available in CRM
We now sync the opt out reasons back to CRM, so you have full transparency when it comes to understanding why your contacts are unsubscribing.
- Make sure you're not sending to inactive contacts
There is a new setting on the account level which - if toggled to “no” - will filter out inactive contacts when importing contacts from MSD to Send.
NB: For any existing accounts, the setting will have to manually toggled to exclude inactive contacts. For any new accounts, the “send to inactive contacts” setting will be toggled to “no” by default.
- Adjusted the logic when importing contacts from CRM
When contacts would sync from MSD to Send, the old logic only updated fields if the contact field still contained a value - it didn’t account for if a contact field once contained a value which had now been removed entirely (i.e. the field is now blank in CRM). We’ve changed the logic to replace the contact fields when contacts sync between systems. This means every time they sync, we will sync the fields exactly as they are stored in CRM.
- Check the status of your List Sync
You can now check at a glance whether List Sync is running successfully. There is a new setting which sits on the Send account which enables you to check this. If you are an admin, navigate to: the "Settings" area, the "Send Accounts" entity, and click on the Send account. You will see there is a new setting called "Automatic Contact Sync Status" which will tell you whether the last sync was a success or whether it failed.
- Select a campaign response when sending to individual contacts
You can now associate a campaign response when sending to individuals, so long as the campaign is tied to a Dynamics campaign. Previously, you could only associate a campaign response if you were sending to a marketing list.
NB: In this release, this only works when sending an in-progress email campaign. We're working on developing this functionality for sent campaigns.
- Check which collector a contact used to submit their response
This is data which was already stored in the backend, but will now also be synced to CRM, enhancing the level of survey reporting in Microsoft Dynamics. There is a new pie chart within the submission report for a survey which shows the high-level distribution of responses per collector. You can also see with collector an individual respondent used by checking the new "Collector" field in the respondent's survey response.
Unfamiliar with collectors? More information is available here.
- Searchable field mappings in classic mode
When creating a field mapping, you can now search for the contact fields in classic mode. Previously, it was a free text field so you would have to copy the exact syntax from the Dynamics advanced settings.
NB: This is already available in UCI.
Solution Release 2.1.0: Bug Fixes
- Problem when trying to export more than 550 responses from CRM
There was a bug which prevented users from exporting over 550 responses for a survey via the “Submission: Information” view. This has been resolved.
- Visual bug: “x recipients do not have an email address and have been removed”
Upon sending an email, some users reporting receiving an error message which advised that some contacts did not have an email address and that they were removed from the final list. This was purely a visual bug - the contacts did have an email address and did receive the campaign. This only affected those using classic mode. This has been resolved.
- Data not populating in the campaign response list view
In previous versions, campaign responses would only display in the list view if the campaign response was opened. We’ve adjusted the logic so that the campaign responses load without the user having to manually open each one.
- Contact fields not updating on test campaigns
Previously, if a contact’s field was updated on their contact record in CRM, mail merges in test campaigns would not reflect these changes. This was because the contact fields were not being updated in Send when a user sent a test campaign. We’ve changed the logic so that contact fields now update in Send upon sending a test.
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