After 3 busy weeks here are several updates for your weekend. We think these are best paired with a Cabernet and gruyere. Please enjoy 🙂
- Sync “Dynamic Marketing Lists” and Their Members From Dynamics 365/CRM to Net-Results
If you use Dynamic Marketing Lists in Microsoft Dynamics those lists are now automatically synced to Net-Results.- We’ll create a List in Net-Results with the same name of your Dynamic Marketing List in CRM
- Once per hour, we’ll update the List in Net-Results based on the then-current membership of the list in Dynamics (we’ll both add and remove members to keep it up to date based on what’s going on in Dynamics)
- If a List already exists in Net-Results with the same name of the Dynamics list, we’ll sync to that List
- You should not add or remove members to/from these Lists within Net-Results as your changes will be overwritten during the next hourly sync
- Vidyard Integration
Vidyard is an online video platform similar to Wistia and Vimeo. If you embed Vidyard videos on your website, Net-Results will now monitor who views those videos and how long they watch each one.
You can read the details in our Vidyard knowledge base article. - GDPR Changes
Several changes related to the EU’s coming GDPR regulations are now live with more to come…- A new Standard Field called “GDPR Consent Granted” has been added to each of your Net-Results Contacts.
- You have the ability to set the value of the GDPR Consent Granted field via the API using the ContactImport::setOne method or the Contact::submitContactImport method.
You may pass a 1 or a 0, a boolean true or false, or a string “true” or “false” to set this value - The GDPR Consent Granted field now appears on the Contact Details page and may be set manually from there. Its possible values are “Yes” and “No”
- A new “GDPR Consent” field has been added to the Form Builder. This field is a checkbox whose only purpose is to allow a person to grant consent under the GDPR. As such, it is not possible to set this field to be “checked” by default.
You’ll notice that you have the ability to set a description when using this check box, and that we’ve not provided any default description. As you might expect, our legal team would prefer to avoid providing any default language as there is much debate as to what constitutes “compliant” language. Please consult with your legal team to determine the appropriate language for your organization.
- Performance Improvements
- We reduced the time it takes for a Campaign to load in the platform
- We substantially reduced the time it takes for Segments with a “Did (Open, Click, etc.) in Any Campaign” condition to run
- Email Preferences Are More Easily Discovered
Did you know that you can set a default Reply To label and email address that will appear on any newly created emails?
Did you know that you can pre-set up to 20 email addresses as potential recipients of your “test” emails in the email builder (so you don’t have to type those email addresses every time you want to send a test)?
It turns out that many customers did not know they could do this because the option was a bit difficult to find.
Go to the drag and drop Email Builder and have a look at the main navigation bar. You’ll see “Email Preferences” is now an option. Check it out! - Columns on My Emails, My Campaigns, etc. Now Sort in Descending Order by Default
It’s common to sort by the date when a thing was created or most recently modified. Having these columns sort descending by default will save you a few moments in many situations. - Bug Fixed: When editing the actual HTML of an email, typing a set of double quotes would result in 3 double quotes due to a problem with the auto-complete. We solved that in the WYSIWYG.
- New API Method: Subscription::getContactIds
The new Subscription::getContactIds method does the same thing as its peer in the List controller and provides a better way to check which Contacts are currently opted in to a given Subscription. - Another Bug Fixed
When sending a test email to multiple recipients, each recipient after the first would see a default unsubscribe message (the one that is auto appended for compliance reasons) even if you already had a compliant (and better looking) unsubscribe option of your own. We fixed that. - A Bit More Information for Conversation Reports
The details .csv file that comes attached to scheduled Conversation Reports now includes Company Name
