Please note the product releases for the environments are scheduled as follows:
U.S. = 9th August, Tuesday Evening | Canadian = 9th August, Tuesday Evening
| Australia = 10th August Wednesday Morning
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Product Enhancements
Email Marketing
Converting General Email Campaigns to Segmented Campaigns Workflow Updated
Issue
During converting the general email campaigns to segmented campaigns, when a user selects the Convert to Segmented Campaign option, and then, on the Campaign Details form, clicks the Cancel button, a general campaign was still converting to a segmented campaign with an undefined name. The Cancel button in the Global Campaign Details form was not performing the cancelation.
Resolution
To confirm if a user wants to continue converting the campaign after the Convert to Segmented Campaign option is selected and to ensure that the required campaign name information is entered, a modal is added before the Global Campaign Details form opens. The modal contains the Campaign Name required field, Close button, and Save button. When a user enters a campaign name and clicks Save, the campaign converts to the segmented campaign. When a user clicks Close, the converting is canceled and the user is returned to the Create Email Campaigns page.
Note: The Save button is clickable only when the segmented campaign name is entered and the entered number of characters is not more than 100.
Email Marketing
Setting Prioritized Segmented Campaigns
Issue
Prioritized segmented campaigns were not getting released according to the set priority and to the intended audience. The option to schedule multiple future dates for each version of a prioritized segmented campaign was creating conflicts between the dates scheduled and the set priority.
Resolution
Streamlined the process by restricting the future date of release to a single selection and setting the priority for each prioritized version according to the scheduled date.
Users can create the required number of versions for the segmented campaign, schedule the date for each version, and then arrange the versions, earliest on the top, based on the priority of each version. Please note in the following image the dates are scheduled according to the highest to the lowest priority:
A validation message populates if the scheduled date is earlier for the lower priority version or later for the higher priority version as shown in the following image:
Note: This change is not applicable to the General and A/B Campaigns.
Email Marketing
Added Sorting Functionality for All the Columns in the History Tab
On the Create Email Campaign page, users can now sort records in ascending or descending order by clicking an arrow on a column header of the History tab. The arrow pointing upwards indicates ascending order and the arrow pointing downwards indicates descending order.
Note: If there are special characters or numbers in the text columns, they precede the alphabet (in ascending order).
The order of sorting is developed based on the associated value of each column. The text columns are sorted alphabetically, the column values having counts are sorted based on the lowest or highest counts, and the date columns are sorted based on the latest or earliest date.
Email Marketing
Home page Sorting Functionality Enhancement
Added the default second level sorting functionality for all the tabs in the Email Home page. When any of the columns other than the Email name column is used for sorting, in ascending or descending order, the email names are sorted by default in ascending order with respect to the sorted column. This enhances user experience in browsing the sort results.
Example:
In the following table the data is sorted by the Type column. Note that the email names are displayed in ascending order with respect to the each type.
Email Marketing
Save an Email as a New Email Template
Added a feature to save an email as a new email template. On the Email Home page, users can click the Gear menu and select the option Save as New Template. A dialogue box populates where they can enter the name of the template and click Save. If the users don't want to save the new template the users can click Cancel.
Note: The campaigns that have no content and if the campaigns are of HTML type the Save as New Template option is not available.
Email Reporting
Updated Pagination for Report Pages
To ensure easy navigation across large number of pages added a text box to the pagination bar. Now, the users can enter the page number they wish to reach in the Jump To Page text box. This feature is available for all the report pages.
Updated Email Reporting Cards
Streamlined the email reporting metrics based on the analysis and customer feedback. Made the following changes:
- For the users to see how the metrics are calculated added hover message displaying the formula. The user can now hover over any of the cards to see the formulae.
- Deleted the Clicks card. The Clicks card was capturing multiple clicks depending on the number of links, based on the formula, the card was displaying more than 100% click rate. It was determined that a dedicated card is not required to capture this information. However, the number of clicks information can be found within Initial Clicks card.
Resolution
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Functional Area |
Reference |
Description |
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Email Marketing |
198437 | Users were not able to delete email records from the Block and Bounce lists in SendGrid. The emails were getting blocked even after marking a record as valid. | ||||||
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Giving |
214863 |
To enable the acceptance of the valid Discover credit cards, updated the software incorporating the new credit card industry eight-digit BIN standards. We expanded the Bin Ranges outside of the discover document BIN ranges to address failed discover card issues. The Discover BIN documentation can be found here: https://www.discoverglobalnetwork.com/resources/payments-providers/bin-ranges/ |
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Foundation |
NA |
Expand/collapse categories on forms are now navigable via keyboard. The users can use Enter Key to expand and collapse the categories. |
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Foundation |
NA |
When an error message appears on a form a screen reader will be able to identify that an error is present and notify the user. |
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Foundation |
NA |
On the Membership forms, corrected the improper HTML which was affecting look and feel of the Membership level headers. |
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Foundation |
NA |
On a guest registration step in events, screen readers can now identify the guest’s name to be deleted when the action is highlighting the guest delete/removal button. |
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| Foundation
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NA |
Some data exports were being exported in UTF-8 BOM format. Now, all exported data files generated by Encompass will be in UTF-8 format for consistency. |
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| Foundation | NA |
The title for each event and activity can now be identified by a screen reader. |
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| Foundation | NA |
Event listing calendar can now be navigated with keyboard actions and read by a screen reader. |
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| Giving | NA |
As the previous Authorize.net integration was being deprecated, an API gateway integration upgrade was completed. |
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| Foundation | NA |
The offline non-member merge process has been updated to treat the primary address as a group of fields rather than updating fields on an individual basis. Issue example: Apartment number in address line 2 was incorrectly kept after the merge even when address line 2 was not a part of the new address that did not utilize Apartment number.
Resolution: The offline non-member merge process is now updated to collect new primary address data as group of related fields rather than looking an individual fields to improve merge process accuracy. Want to know more about the Non-member record merging? |