July 17, 2024
New
Email Blacklist
The new Email Blacklist functionality allows you to add specific email addresses that you never want to sync when pulling your emails into Ad Orbit. For example, you may not want your personal emails between you and your lawyer or doctor to be brought into Ad Orbit as activities, even if there are contacts in Ad Orbit with those email addresses. The Email Blacklist makes this possible.
The new Email Blacklist page is accessible by going to Settings > Integrations > IMAP Accounts > Email Blacklist. To access the page, you need the new permission 'View Email Blacklist', and to make changes, you need the permission 'Edit Email Blacklist'.
New emails can be added to the blacklist or emails can be un-blacklisted by disabling the record in the table.
When an email is blacklisted, when activities are created via email using either the BCC Activity Creation functionality, or by using a connected email on My Preferences, those records will not be created as activities in Ad Orbit.
Service Rate Cards
Rate cards are now available for Service products, making it possible to set different rates for the same product based on the publication selected. Service Rate Cards are only available if your system configuration Require publication be specified on all service products is set to Yes.
Service Rate Cards work very similarly to Digital Media Rate Cards. They can be set up on the Settings > Products > Rate Card & Ad Setup page, and the first step in creating a new card is choosing the publications you wish to include.
Once you choose your publications, the product list will be automatically filtered based on the selected publications.
Products will only show up in the list if they have 'Available Publications' set on the product. If a service product does not have 'Available Publications', they cannot be added to a rate card.
Once you choose your publications and products, you can set up the rates. A rate can be specified for each publication and product combination.
Then when adding line items to orders, when you choose the publication and rate card, the rate will be pulled from the rate card, rather than the product default.
Service Ticket Assignment & Notifications
Ticket assignments and notifications can now be done on a per publication level for service products, rather than by always using the product defaults. To set these up, go to Settings > Products > Service Products, and click on the 'Manage Ticket Assignments' button in the upper right corner of the page. From here, you can specify different Assignment & Notification, Additional Notification, and Change Notification users for each publication on a product.
For example, if a product has three 'Available Publications', you could set up a scenario using this new page where if that service is sold using Publication A, it gets assigned to your user Sam. If it's sold using Publication B, it gets assigned to your user Allie. And if sold using Publication C, it gets assigned to your user Nick.
The values in the 'Product Default' row will be used if there is not a publication specified on the line item, or if a publication is used that does not have specific assignment and notification users set on it.
Improvements
New Ticket Layout Updates
This release we transitioned our Editorial Tickets to our new ticket layout! We are also making the new ticket layout the system default. For now, you can still switch back to the legacy ticket view, but we highly recommend using and providing feedback on the new layout. We also made a handful of small improvements to the new layout based on your feedback.
An edit icon has been added to the 'Assigned To' field.
When internally emailing a ticket, the 'to' email will default to the ticket owner.
The Edit Ticket popup now spans three columns rather than two.
Order and Line Item rep information has been moved higher on the page for more visibility.
Weekly Projects Email Update
The Weekly Projects email has had some updates and fixes added to it this release so that the settings are clearer, and the projects included in the email are correct.
The label on the My Preferences page has been updated to "Include All Projects in Weekly Projects Report Email” and will only be visible if you have the user permission to view all projects.
With the preference checked, the email will contain a list of all active projects in the system, regardless of who the owner or manager is on the project.
Without the preference checked, users will still receive the Weekly Projects email if they are either the owner or manager on a project, and the setting on the project itself is selected to email a weekly report to the owner or manager. This email will only include the applicable projects, not all active projects in the site.
HubSpot Improvements
Multiple small improvements were made to the HubSpot integration this release, specifically for the lockbox functionality.
Primary contacts can now be matched to existing companies by the primary contact email domain.
When a company is approved through the lockbox, the Edit Company page is now opened in a new tab.
For newly synced contacts and companies, if the contact had an assigned owner within HubSpot, the same user will be assigned as the company's primary rep.
Company logos are now properly being set when importing companies from HubSpot.
Omeda Updates
In this month's release, additional columns were added to the Omeda subscriptions export, that can be viewed on the Settings > Integrations > Omeda > Setup page.
There is also a new feature to pick which columns you want to include in your export. The checkboxes by each column can be selected or unselected to choose which items you want in your export file.
The relevant Omeda system configurations have also been added to the Omeda Setup page, for ease of use.
Map Your Show Changes
Two improvements were made to the Map Your Show integration this release.
Map Your Show reps can now be mapped to Ad Orbit users. The new Reps tab on the Map Your Show Lockbox is where you can manage these mappings. By default, if an email address matches between the systems, the reps will be connected. If needed, you can change these mappings on the Reps tab. When orders are brought in from Map Your Show, the mapped rep will be assigned as the Order Rep on the Ad Orbit order.
A new configuration has been added called 'Map Your Show Creates Special Invoices'. When enabled, when payments are made in Map Your Show, invoices and payment records will be created automatically in Ad Orbit. When turned off, no invoices and payments will be generated from imported Map Your Show items, and imported line items will be marked as externally invoiced.
Additional Improvements
The language referencing cell phones has been removed from the 'Unable to Send Payment Notification' system emails, since cell phones are not applicable for payment notifications.
The Google Ad Manager version has been updated.
The AdCellerant integration has been updated to reflect changes made to AdCellerant's platform.
A 'Description' column was added as a field on the Ad Hoc Group contract template element. It will display when the column is added to the element, and the ad hoc group on the order is set up to show line item details. The column includes details such as product descriptions and print ad sizes.
Receipt PDFs will now be brought into Ad Orbit along with final assets imported from SendMyAd. These receipts show details about the asset being imported.
Additional fields were added to the GET tickets API endpoint, including quantity, ad note, net, order contact name, order contact email, artwork/material contact name, artwork/material contact email, event date, due date, digital media type, and line item ID.
When exporting the details of the Sales Rep Activity Report, there's a new column for 'Note/Email/Details' that will not contain any HTML content, making the content of activities such as emails easier to read in the export file.
A new 'Require Reason on Subscription Delete' system configuration was added to the system. When turned off, subscriptions can be deleted as normal. When turned on, a reason will need to be entered when a subscription is deleted.
Tooltips were added to columns on the Lost Sales report to clarify some of the fields.
When the 'Allow Only Comp Subscriptions' configuration is enabled, the Edit Subscription popup now uses the same form as the Add Comp Subscription popup. In addition, the label on the Contact Subscriptions tab displays 'Add Comp Subscription', rather than 'Add Subscription'.
On a contact's Subscriptions tab, the 'Show expired/deleted' checkbox will no longer exclude active subscriptions. Instead, it will show both active subscriptions, and expired and deleted subscriptions.
When using the Zapier integration, a new setting was added for the new tickets by type zap to include tickets updated on the current date, not only tickets created on the current date.
Free-form installment invoices can now be auto-paid when their associated order has a payment method set, and automatic payments are enabled on the system configuration level.
Display columns and search fields have been added to the Company Search page for 'Root Company'. The display on the company overview pages for root companies has also been updated to reflect that it is a root company.
User page view history has been added to the DataWarehouse and Metabase. The table will show data including the user, date, viewed page, and page view count.
Fixes
A rounding issue has been resolved on order level discounts.
When a contact is deactivated, they will automatically be unsubscribed from automated emails.
Organization filtering is now properly applying to the Approve Orders search page.
The row count total is now correct when viewing successful and error records when processing imports.
The actions popup on digital media tickets within the client center is now fully visible.
Pending ads are now shown properly on the Missing Ads report.
Additional formatting options have been added when sending proof request emails from tickets.
The 'weighted' label on the batch report email of the Sales Rep Goal Metrics - Gap to Close report has been fixed, to correctly show if the report was weighted or un-weighted.
Digital ad sizes can no longer be added to Print Rate Cards.
A performance improvement was made when bulk emailing invoices to prevent the site from timing out.
A performance update was made when creating dynamic contact lists from the Subscription Search page.
Automated invoice emails can now be enabled or disabled on the invoice template level.
Results can now be viewed on the Activity Search page when searching for a single date.
An error when using the taxes column on the package element on contracts has been fixed.
Artwork upload notifications are now properly sent when an asset is uploaded to digital media tickets in the client center.
A warning when viewing the MagBuilder flipbook has been fixed.
An error in the Add Service Forecast popup has been resolved.
An error when viewing a ticket for a deleted service line item has been fixed.
A problem when importing surcharge fees from Map Your Show has been resolved.
Client center payments can now be submitted when there is only one payment method available.
A discrepancy with customer cash accounts between the Aging Report and the Aging Detail Report has been resolved.
An error when exporting an invoice to QBO without tax information, for international QBO accounts has been fixed.
The unassigned digital media artwork upload link for the Client Center is now working properly.
A performance improvement was made on the activity and calendar dashboard widgets.
The popup now closes correctly when assigning a contact through the HubSpot Lockbox.
The Monthly Subscription reports are now properly finding subscribers without address fields set.
Uploading blank CSV files through the Map Your Show importer will no longer cause errors.
The tax fields can now be set properly when editing subscriptions.
When batch generating the Aging Report, PDFs are now properly being included in the email.
Contact information is now being updated properly when contacts make changes on the Event Attendee Confirmation page. If contact information is entered and associated with an attendee, and someone edits one of the core fields (first name, last name, and email address), the system will remove the contact association and attempt to find a new contact within Ad Orbit to associate the attendee record with. If no contact can be matched, a new contact will be automatically created.
An error when viewing activities in the mobile app has been fixed.
Incremental Omeda exports are now properly showing 'Update' or 'Add' based on the record being exported.
A performance update was made to the Order Search page when searching by order ID.
When a contact is deactivated, their subscriptions will automatically be marked as deleted.