It’s been a few weeks since we’ve announced platform enhancements, but that doesn’t mean we stopped making improvements for you! Here’s what we’ve been up to…
- Create & Edit Your Own Email Templates, Create New Emails from Your Template Library
We’ve added a new button to the Email Builder labeled “Save as Template”.- You can now save any of your emails as a template!
- You can edit and delete any “Templates” you create
- In tandem with this, you’ll also see an option to navigate to “My Email Templates”, a page where you can browse and search amongst the Templates you’ve created.
- When viewing/editing any Template, you have the option to “Create Email From Template”
- To be clear, you cannot send out a Template via a Campaign. You must create an Email from a Template and use that Email in your Campaign. Got it? Great!
- Even More GDPR Related Additions and Changes
The European Union’s “GDPR” privacy regulations went into effect on May 25th. Here are several tools and helpful features designed for our European customers and everyone who does business with EU citizens:
- Easily Exclude Contacts Who Have Not “Granted Consent” From Participating in any Campaign or Workflow
On the “Campaign Settings” tab, the first tab you see when creating a Campaign, you’ll now see a new checkbox labeled “GDPR Consent”. Checking this box will prevent your Campaign from emailing any Contacts who have not granted consent per the GDPR.
Want this box to be checked automatically whenever you create a new Campaign? No problem! Click on your email address at the upper right corner in the Net-Results platform. This takes you to your “My Account” page where you’ll find a checkbox that allows you to “Require GDPR consent by default in Campaigns”.
Have fun staying compliant out there! 😉 - Comply with Requests from EU Subjects to Inspect the Data You’ve Gathered About Them
We added a button labeled “Export Contact Data” to the Contact Details page. Go ahead, click it! It will download the Activity Stream for that Contact in “JSON” format, a “machine readable” format that satisfies this GDPR requirement. - GDPR Compliant Contact Deletion
We’ve updated Net-Results’ deletion routine to be fully GDPR compliant. This means that deleting any Contact removes all identifying information for that Contact from the Net-Results platform. - Automatically Update the “GDPR Consent Granted” field via Nurture Campaign/Workflow
We added the ability to set the “GDPR Consent Granted” field to either true or false within any Nurturing Campaign/Workflow.
- Easily Exclude Contacts Who Have Not “Granted Consent” From Participating in any Campaign or Workflow
- Mass Delete Contacts via .csv File Upload
To delete Contacts via a .csv file upload, create a .csv file with 2 columns:- A column labeled “Email Address” or similar
- A column labeled “Delete Permanently” (you must use this exact label, though it’s not case sensitive)
The “Delete Permanently” column must contain the word “true” (or the number 1, which means true to geeks).
Uploading this .csv file will cause those uploaded Contacts to be permanently deleted so please use this capability with deliberate intention. - New API method for Deleting Contacts
For your deleting pleasure, we’re happy to announce the Contact::delete method.
This method accepts an array of either Contact IDs or email addresses.
Caveat emptor: As the documentation states, “This will PERMANENTLY DELETE these contacts and CANNOT BE UNDONE. They will no longer exist in your account and ALL OF THEIR INFORMATION WILL BE IRREVOCABLY LOST.”
As such, this API method is GDPR compliant. - Conversation Emails Sent From CRM Auto-Tagged for Reporting
When your sales team sends a trackable email via your integrated CRM platform, those emails are sent as “Conversation” emails. We’re now “tagging” those emails for you automatically so you can gauge their performance on the “Conversation Dashboard” and via Scheduled Reports. Depending on what CRM platform you use, your emails will be tagged as:- Sent From Salesforce
- Sent From Dynamics
- Sent From SugarCRM
- Small Changes and Fixes Because We Care
- When viewing a specific Contact on the Contact Details page, the “List Membership” tab no longer displays Lists that you have archived
- We fixed an issue that prevented your browser’s “back” button from working properly when drilling into the details on the Conversation Dashboard
- The “My Accounts” page had an issue where it would ignore your preference for the number of results that should be displayed on the page. We fixed that.
- We improved the layout of the notifications the platform displays when, for example, a .csv file is uploaded successfully, to reduce small things that make you (and us) crazy 🙂
- Clicking the “Embed Form” button (when viewing a specific Form) was prompting you to “save your changes” even if you hadn’t made any changes. Quoth the raven, “nevermore”.
- Easier to Check Boxes on the Email Settings Tab
A small thing, but we made it so that clicking the labels/text next to checkboxes (“Enable as a CRM Template” and “Transactional Email”) checks or un-checks those boxes. It’s just a little easier than having to click the little checkbox itself.
In the coming months we’ll be working towards many big changes designed make using Net-Results much easier. These changes will play out across a long time horizon in phases rather than all at once. We’re pretty excited about all that. In pursuit of a superior experience for you, we’re happy to introduce Derek Keith, a recent addition to our software engineering team.
Derek has been getting paid to write software code since he was 13 years old(!) when he would find work on Craigslist. He’s now got ~15 years of diverse experience and is focused on delivering intuitive user experiences at Net-Results. We’re very excited that Derek has joined the team!
