March 13, 2024
New
GDPR Language
A new system configuration has been added for GDPR Language. In the new configuration, you can enter the language that your customers will see when they are registering for an account with you through your ecommerce storefront.
Activity Search Page
To improve activity searching, we created a brand-new Activity Search page this release. The new page can be found under Contacts > Activities. Like all our search pages, there are multiple search fields that you can use to narrow down your results. You can either view activities for all users or will be restricted to your own activities depending on your 'View Activities for All Reps' user permission. There may be actions you can perform on the activities in your results, such as editing the records, opening emails, or marking to-dos as completed.
Embed Widget
A new 'Embed' widget has been added to the dashboard this release. To use the widget, simply copy and paste a URL. The URL contents will be displayed within the widget, right on your dashboard.
Improvements
Event Improvements
Many improvements were made to the Event functionality in this month's release, including new settings and automated emails.
From an event's Attendees tab, you can now manually generate a 'Event Attendee Information Confirmation' email, which contains a link that your contacts can click on to view, add, edit, and confirm the attendee information for tickets they have purchased for our event.
This email can also be automated, using the new 'Enable Event Attendee Information Confirmation Email' system configuration. There are also new system configurations that let you decide how many days prior to the event's start to send this automated email, and to determine how long the links in the email should remain active for.
Along with this change, there is a new customizable system email template that can be edited to fit your needs.
There are new display fields on the event's Products tab, so additional details can be seen about your event products without needing to open the edit product page.
A Publication field has been added to events. When set or edited on the event level, you can choose whether to update all existing products with new publication.
We have also created dynamic attributes for event attendees. Once set up, the attributes will need to be added to each event to be used for that event. The attributes can be set up to be used internally, or to be client facing, and can be required or optional.
On each event, you can now specify whether all attendee information should be required or not. If required, when submitting an order through the storefront, your customers will need to fill out attendee information for each ticket they are purchasing. When attendee information is optional, which is the default, they do not need to fill out any attendee information when purchasing tickets.
Job Title has been added as an event attendee field.
Astro Question Widget and Report
With both the Astro and DataWarehouse enabled in your system, you can create natural language queries on the Astro Playground page, meaning you can type questions and Astro and the DataWarehouse work together to create a query against your data using the question you wrote. This release, we've improved this functionality so you can save the questions you create and reference them in the future using the new Astro Question Report and dashboard widget.
On the Astro Playground page, when you submit a question, there's a new option to save and name your question.
Saved questions can be accessed on the new Astro Question Report, and widget. To run the report or widget, you simply need to choose which saved question to use. The table on the report and the widget contents will show you the results of the query.
Omeda Updates
A few updates were made this release to the Omeda integration.
Omeda IDs can now be set on subscription plans for each publication. The Omeda exports that get generated will split files based on publication ID and plan IDs.
Additional fields have been added to the full export formats, including Publication Name, Subscription ID, Supplement, Receive Promo Details, and Format Served.
The 'LaunchPad' ID now contains the Ad Orbit Contact ID for the subscriber.
Multiple publications can now use the same Omeda ID.
Additional Importers
Multiple new importers were added this release:
Service Product Importer
Targeted Display Product Importer
Reserved Product Importer
Updated Digital Media Ticket Layout
On Digital Media tickets, you now have the option to view the new ticket layout or switch back to the 'legacy' or original ticket layout. There is a new toggle in the upper right corner of your legacy ticket view to see the new layout. In the new layout, use the actions menu to switch back. You can also change views on your My Preferences page.
We want to hear your feedback on the new ticket layout, so please check it out and share your thoughts!
HubSpot Two-Way AutoSync
On the HubSpot setup, there's a new option to automatically push contact and company changes back to HubSpot for synced items. If enabled, you'll also want to review the new 'Tiebreaker' field on your Contact and Company mapping pages. The tiebreaker field will resolve potential conflicts if data is changed in both systems between syncs.
We also added a 'Linked to HubSpot' filter to the company search page.
Other Improvements
A Salutation field has been added to the Subscription Search page export.
Some messaging has been updated in the Map Your Show lockbox to more clearly reflect why items cannot be imported.
The products field when creating forecast items has been updated to be a searchable dropdown field on event, service, and digital media forecast items.
Channels and Sizes can now be added to slot products with sold items that did not originally have Channels and Sizes. When adding these fields, all existing products will be migrated to the new Channel and Size you set.
There is a new Delivery Date field on the Invoice and Special Invoice export files.
A New Account field was added to the Dim Company, Analytics Company, and Analytics Sales tables in the DataWarehouse.
There is a new optional email field on the Anonymous Artwork Upload page.
Order dynamic attributes can now be updated in bulk from the Consolidated Snapshot Report.
Revenue Costs can now be included on the Forecast Summary report by turning on the new system configuration 'Include service costs data on Forecast Summary Report'. When enabled, you'll see an additional Revenue Cost on the field, which totals the costs for all forecast, pending order, and sold order items that are tied to a service with cost data.
Digital media assets can now be imported to Ad Orbit from SendMyAd.
A warning has been added to the historical order importer if the open invoice amount field is being used, to denote that a special invoice will be created if there is an open invoice amount.
Fixes
Multi-select dynamic attributes are now working properly when there are semi-colon separated values without spaces in between.
The memory on the Invoices Search page, and Service Tickets search pages have been improved to prevent timing-out issues.
Updating product categories will no longer remove the inventory type from the category.
The Aging Detail and Aging Reports both now properly account for invoice fees.
The Annual Client Spend no longer includes incomplete pending orders in its forecast totals.
A permissions error was fixed for the bulk download assets action on the Consolidated Production Report.
The Refer and Earn link has been removed.
Scheduled Mail Merges are now using the correct timezone based on the user who created the emails.
Months with less than 31 days are now showing correctly on the Sales Rep Goal Metrics - Gap to Close Report when grouping the report by Rep.
Ticket dynamic attributes using company assets are now loading properly.
Loading times have improved on the event Advertising Sponsorships tab.
The publication association on event line items is now being updated if changes are made on the event or product level.
Event forecasts are now associated with their publications, if applicable, on the forecast reports.
The Rep Activity email is no longer sent when there is no activity content, and the files attached will only be for your activities and any users who report to you.
A few fixes were put in place for a bug from last month's release, specifically on tickets created through the Quick Add menu. Order and item numbers will no longer be displayed on these tickets, and the name and note fields have been updated to be accurate.
An error was resolved when editing dynamic attributes on a ticket.
Imported slot and impression products can now be used on orders.
The SendMyAd IDs have been updated to account for disconnecting and reconnecting an item.
The 'Revert to Defaults' option on the interactive search filters on reports is now reverting to either the system default, or the default specified by a user who has the ability to set defaults for all users in their system.
Loading times have been improved on the company revenue script.
SendMyAd errors on the Publisher connection page have bene updated to reflect the problem more accurately.
Additional messaging was added to the IMAP Accounts page when using Nylas.
A fix for dynamic attribute setup when there are more than 200 products selected has been put in place. Adding more than 200 products will not remove existing selected products.
The one-click renewal link for subscribers can now be used if Lead Source is required and the subscriber does not have a value set.
Our zip code list has been updated to include recently added zip codes.
Events can now be accessed as view only with just the 'Access Events' permission and can be edited with the 'Create & Edit Events' permission.
Invoice splitting is now working properly for master invoices.
Order pre-pay discounts are now using the correct dates when using the 'Press Date Minus 7 Days', or 'Material Date' options.
Data is now showing correctly on the Annual Client Spend report for opportunities created from existing orders.
Automated invoice emails will no longer be sent to the same contact twice, if that contact is both the billing contact and set to receive invoice emails.
If a publication is edited on an invoiced service line item, and the configuration to 'Pro-rate Free-Form Invoices by Publication' is enabled, the DataWarehouse will automatically update the publication association for the invoice.
If a new final image is uploaded for a tearsheet, it will be updated on the invoice.
Project discussions are now sending the appropriate email notifications when added through the client or vendor portals.
Agency contacts set as the primary contact on an order can now approve that order through the client center.
Proposal items are now shown correctly on the Consolidated Sales and Consolidated Snapshot Reports.
The Oversold Inventory email now properly accounts for proposal items.
The correct currency is now being displayed in the Client Center.
Refunds will no longer be reverted to $0 if the invoice is deleted. Instead, the record will be shown in grayed out text with a strikethrough and will show the refunded amount.
Digital start and end dates are now required on the historical order importer.
Publication level ticket assignments are now working properly for digital media products.
The Pending Sales Rep Commissions Report is now showing date range buckets rather than individual dates.
A surcharge message has been added to the client center when surcharges are enabled, and an order requires pre-payment.