Include attachments on touchpoint templates

Add supporting attachments to touchpoint templates—like new terms and conditions or pricing sheets— to ensure consistent delivery of customer-facing collateral. Read more 

Visualize your goals in the Customer Journey Analyzer app (iOS)

When using the Customer Journey Analyzer app on your iOS device, we now support bar and line charts within the scorecard of any SuccessBLOC. Read more

Easily upload data for new SuccessBLOCs

When you click to download the template files within the 'connect your data' step, the file will now download with sample data to help you understand what type of data needs to be uploaded to support the SuccessBLOC. 

Bug fixes

[Bug Fix] We resolved an issue where the number of tasks in Successplays included tasks from archived accounts. 

[Bug Fix] We resolved an issue where a user could not open asset links when using Zoe for slack.

[Bug Fix] When changing attribute name it would not update the attribute name in saved segments. issue is now resolved. 

[Bug Fix] We resolved an issue where segment progress view didn't load in certain occasions. 

[Bug Fix] When updating infinity for integrations it will now be converted to a numeric value.

[Bug Fix] We resolved an issue where integrations jobs would run daily even when the integration is disabled.

[Bug Fix] When disabling an integration job from the job list and then re-enabling it from within the integration job settings, scheduling was still coming up as disabled. Issue is now resolved.

[Bug Fix] When saving touchpoint template, it deletes the content without changing any other fields, such as touchpoint type. The issue is now resolved.

[Bug Fix] When updating various values in the Key Info, such as changing the attribute type date or list, other attribute type text or lifecycle are changed or cleared. the issue is now resolved

[Bug Fix] The quarterly graph in the attribute historical view does not correspond to the correct dates. the issue is now is resolved

[Bug Fix] We resolved an issue where the attribute defined as roll-up sum based on the custom metric is displayed as USD on the segment page, despite the fact that the attribute is configured as EUR.

[Bug Fix] The touchpoint modal's character count is hiding the text on the UI. The issue is now resolved.

[Bug Fix] When filtering an attribute number as a decimal in SuccessPlay, the number is rounded to the next tenth place in the criteria graph. Issue is now resolved.

[Bug Fix] We resolved an issue where dynamic data attribute didn't update in SuccessPlays. 

[Bug Fix] Filtering timeline by user email does not show Touchpoints for the specific user. Issue is now resolved.

[Bug Fix] Touchpoint participants listed incorrectly with their user id instead name. The issue is now resolved.

[Bug Fix] We resolved an issue where 'Grouped By' dropdown would disappear when opening a segment from the scorecard or from the segment tab in a SuccessBLOC.

[Bug Fix] When adding a line to the collection area via the Account Profile page, the attribute type field becomes a required field. Issue is now resolved.

[Bug Fix] 'Currently targeting' number in the campaign preview is incorrect when clicked from the canvas page. Issue is now resolved.

[Bug Fix] We resolved an issue where the "Cancel and Save" button on the Contact creation pop-up is not visible to users using Safari browser. 

[Bug Fix] When the custom metric is set to show two decimal places, the campaign preview only shows one decimal place. The issue is now resolved.

[Bug Fix] If a user has three different user profiles with the same email id and all of them meet the campaign criteria, the email should be sent to one of them. Issue is now resolved.

[Bug Fix] We resolved an issue where Successplays disappeared after moving from any successBLOC to a global successBLOC.