New this week: some cool new capabilities, some bug fixes, and some technical mumbo jumbo that keeps your data safe:
- Download the Campaign Performance Dashboard as a PDF
There’s now a button to “Request a PDF” on the Campaign Performance Dashboard!
We’ll generate your PDF and email it to the recipients you ask us to (separate email addresses with a comma please. Your email address will appear there automatically).
Going forward, we’ll be adding PDF download capability to all the dashboards in Net-Results! - Save & Re-Use Form Fields
Fields added to your Forms now offer the option to “Add to Library”.
Let’s say you’ve customized the States drop down field to include only states on the West coast. Click “Add to Library” and you’ll be able to re-use your customized drop down on other Forms without having to re-do your customization.
You’ll find your saved fields under “My Library” on the right side where other available fields are located. - Archive Segments
In addition to Campaigns, Lists, & Emails, you now have the ability to archive Segments to get old ones out of your way without having to delete them.
It’s easy to archive multiple Segments all at once: you can easily filter them by name, select the applicable Segments (with the checkboxes to the left or by using the “Select” button), and archive them (the Archive button will appear when at least 1 Segment is selected).
Archiving Segments simply hides them from view so you can de-clutter, removing old Segments from the “My Segments” screen. You can always view your archived Segments (or mark them as “Active” again) via a drop down control near the top of the page. - Map “Paragraph Text” form fields to a Custom Field
You can now map “Paragraph Text” fields (which are html <textarea> fields for the code savvy) to any Custom Field that is set to hold text.
It’s important to note that a Custom Field is currently limited to 1,024 characters. If your paragraph field is submitted with more characters, the text will be truncated.
- Clarified
Some labels on several “My” pages (like My Emails) were edited for additional clarity. Bask in the glow of that one.
- Microsoft Dynamics 365/CRM Sync Authentication Technical Stuff
The Dynamics integration was updated for compatibility with the authentication protocol leveraged in Microsoft’s latest version. This ensures that your data, when in transit across the interwebs, is encrypted at the highest levels supported by Microsoft.
And because it warms our hearts so, we’d like to welcome to the Net-Results family the many former customers and prospects of Pardot who’ve chosen to join us recently 🙂
