Changelog

New features:

• Added new automation module
  
  Deal created

  

  
  allowing to trigger an automation while a new deal is created
  (works only for deals with assigned Person)

Improvements:

• Returning Pop-up statistics based on a selected date range

• Allowing to print deal attributes values with the deal snippet tag even if the deal doesn't have value for one of the required attributes

• Allowing to use date method for datetime type deal's attributes in the deal snippet tag

• Adding flexible value field size in Global Variables

Fixes:

• Leaving the value of the order_products attribute as the same as it was before a deal update

• Returning 404 status when missing / at the end of the specific public API endpoint
  PUT /api/public/users/:id/

• Allowing to trigger Bot message automation module in the same automation path multiple times without any restrictions

• Stopped redirecting to previous view without any notification in the email message Drag & drop editor while getting error during changes saving

• Scrolling in Analytics|Dashboards view is no longer stopped when cursor is placed on widget

• Bringing back possibility to remove a custom domain set for Knowledge Base

• Stopped allowing to remove company employee without delete Access level

• Returning correct shown and CTR statistics in general view for Pop-up forms

• Bringing back possibility to combine * character with URL in Web Push prompt configurator to expend its scope

New features:

• Right now it's possible to use Deals as Orders

  • New attribute order_products is added for Deals which allows to save information about order in the format:

    [{ "product_id" OR "product_custom_id": "value", "quantity": value, "value": value, "currency": "value" }]

    It may be done with public API endpoints

    • POST /deals/

    • PATCH /deals/:id/

    • PUT /deals-by-id/:custom_id/

    • POST /deals/update_or_create/

  • The order_products value can be returned then with public API or be shown in the Deal profile (if the attribute has a value)

    

    and, what's the most important, information about order can be printed with the Deal snippet tag as well as the attributes' values of the products from the order, i.e.:

    {% deals for_last_days=1 count=5 filter_by='created_at' order_by='created_at' order=1 as deal_list %}
    {% for deal in deal_list %}
        id: {{ deal.id }}
        custom id: {{ deal.custom_id }}
        name: {{ deal.name }}
        value: {{ deal.value }}
        value usd: {{ deal.value_usd }}
        ca string: {{ deal.ca_string }}
        custom int: {{ deal.custom_int }}
        {% for order in deal.order_products %}
            name: {{ order.product.name }}
            description: {{ order.product.description }}
            custom id: {{ order.product.custom_id }}
            product url: {{ order.product.product_url }}
            image url: {{ order.product.image_url }}
            special price: {{ order.product.special_price }}
            target group: {{ order.product.target_group }}
            brand name: {{ order.product.brand_name }}
            city: {{ order.product.city }}
            country: {{ order.product.country }}
            order_quantity: {{ order.quantity }}
            order_currency: {{ order.currency }}
            order_value: {{ order.value }}
        {% endfor %}
    {% endfor %}

• Added new automation trigger Mobile card status changed that triggers your automation when the status of a selected card changes

  

Improvements:

• Added Mobile Wallets to personalization options

• Added possibility to empty fixed choice field if once selected

• Showing a toast message with information that the automation module needs to be set after copying a brick

Fixes:

• Stopped showing error message while scheduling simple email campaign which did not allowed to finish campaign configuration

• Stopped allowing for execution of deletion on the same media file multiple times which could lead to corrupted file quota calculation.

• Bringing back possibility to update fixed choice attribute with a multiple choices by Zapier integration

• Displaying SMS content on user timeline in designated field regardless of contend length

New features:

• Added new endpoints that allows to:

  • start Product Feed synchronization
    POST/api/public/products/feed_synchronization/:id/

  • get all the model's attributes

    GET /api/public/all-attributes/:model/
    with options for the model:

    • user

    • product

    • company

    • deal

    • activity

    • ticket

Improvements:

• Added XLSX as acceptable file extension in importers

• Handling automatic email clicks - each of the Send an email campaign automation module’s output can’t be triggered multiple times

Fixes:

• Properly executing new integrations of user.com chat with facebook messenger

• Stopped logging out on mobile application when IP address is changed

• Properly uploading image files for chat widget configuration

• Correctly displaying statistics data on widget in Landing Page detail view

• Showing all data on email monitoring widget in Analytics section regardless chosen date range (for days in past date range above 14 days data might have been missing)

• Allowing to schedule email campaign in different time zone than agent web browser time zone

• Assigning a new name when creating a copy of the Data Collector is now properly supported

Improvements:

• Automatically selecting resolution for email monitoring widget in Analytics

• Added possibility to disable/enable User Guard for mobile applications

• Added grouping and close button to top messages

• Speed up the training process of recommendation model

• Showing confirmation form on changing the deal stage from people/company detail view

Fixes:

• Allowing to use more file extensions in allowed file types

• Stopped sending email notification about unread chat messages right after message delivery

• Stopped requiring to choose category while creating article

• Stopped showing error message while not selecting any person/company in deal detail view

• Stopped returning duplicates in the Participants selector in Activity create/update form

• Stopped returning option without a name in a fixed choice attribute selector when None or non-existing option is sent

Improvements:

• Supporting timedelta_days operator for variables other than ,,receiver” for snippet tags.

• Adding email column and search bar in email campaign views (unsubscribed users, email openings, link clicks)

• Changing personalization settings to be per agent

• Reseting pagination while sorting list

• Removal of the "Not used" Tags' category

Fixes:

• Showing webpush consent properly on Safari browser

• Displaying lists in articles’ publish mode the same way as in draft mode

• Stopped showing unparametrized boolean attributes in the sections as ,,false” (now it is shown as ,,-”)

• Stopped showing empty categories in article creator

New features:

• Mandatory fields for deals option in App Settings>CRM that allows to choose which attributes are required during deal creation

• New possibilities for exporting data with public API

  • Adding count_from and count_to parameters for multiple endpoints

    • GET /users/:id/events/

    • GET /users-by-id/:custom_id/events/

    • GET /users/:id/events/:event_id/

    • GET /users-by-id/:custom_id/events/:event_id/

    • GET /deals/:id/stage-changes/

    • GET /deals-by-id/:custom_id/stage-changes/

  • Adding two new endpoints:

    • GET /deal-segments/

    • GET /deal-segments/:id/deals/

• Adding automation trigger for mobile push campaign:

  

Improvements:

• Adding search tool in segments view

• Improved loading time of the deals' kanban view

Fixes:

• Displaying correct segment’s name for widgets in Analytics section

• Stopped creating new deal while editing existing deal on timeline

• Properly displaying tooltip’s data on widgets in Analytics section

• Properly formatting lists in KnowledgeBase

• Returning proper information about product feed failure

New features:

• New possibilities for exporting data with public API
  POST /api/public/exports/

  • Events

  • Deals stage changes

• Updates for the Aggregators

  • Extending Data sources with new models

    • Product event

    • Users

  • Adding new Measure types for all the new and already existed Data sources

    • Average

    • Median

    • and Count/Sum if a specific Data source didn't have it

  • Adding new Target to the Deals Data source

    • Each user

      
      

Improvements:

• Changed the default empty value in the API call module (Automations)

• Enhanced visibility access level toggle logic

Fixes:

• Properly paginating mobile wallets and landing pages views

• Properly displaying line brakes in chat messages

• Allowing to regenerate timelines for Product events

• Stopped calculating aggregators with data from one day more than selected date range

• Properly displaying SMS campaign statistics regarding selected time range

• Translating warning messages in embedded forms

Improvements:

• Added web push preview in campaign summary

• Enhanced settings for the Event retention

• Automatically adjusting size of send code automation’s input field

• Added a button for creating deal directly in stage

• Adding Choose language selector in the Insert article link

Fixes:

• Allowing to save product event trigger automation module without selected specific product

• Updating the headers of the Email campaigns summary statistics

• Show valid timestamp of the Embedded form interactions in the logs

• Stopped to sending UE.pageHit() method with the event used in the previous /user-chatping/ requests

• Properly displaying chat widget on Safari browser

• Stopped mixing input attributes for the Embedded forms

• Showing real statistics of coupon import from the promotion used in the active automation