This quarter our focus is on CSM productivity and one-click engagements with your accounts. We’ve decided to name our releases based on desirable summer destinations today we are excited to announce our Ibiza Summer ’19 release.
In this drop we’ve launched some much desirable improvements to SucessPlays and task completion. You can read more in our Blog.
Ibiza Summer ‘19 – First Release
Manual SuccessPlays allow users to document and track the tasks for specific portions of the customer journey. Capture the detailed engagement plan as you engage with the customer and show progress towards achieving the outcomes.
Task completion follow-up actions
Update Account attributes quickly on task completion in context instead of going to Account Profile to update attributes saving time and effort.
Improvements and Bug Fixes
- [Improvement] Targeted By Campaign criteria enhanced
The Targeted by/Not Targeted by Campaign search criteria in a segment now allows users to search for campaigns that targeted accounts in current SuccessTeam. The list of campaigns displayed is ordered by campaigns from current team, campaigns from Toots and finally campaigns from other teams. This feature must be turned on in the Global Settings > General tab > Campaign By Team setting.
- [Improvement] Followup tasks and touchpoints are now linked
When a task or touchpoint is created as a followup the system shows the link to the original task so the user can quickly view the task. It provides the necessary context for the current task.
[Bug Fix] We fixed an issue where the last sent date was showing the current date if the campaign was not delivered to the users, The fix will show the campaign as 'Not delivered'.
- [Bug Fix] We fixed an issue where tasks were synced to SFDC with HTML tags. The fix will strip the HTML tags when syncing the task to SFDC.
- [Bug Fix] We fixed an issue where external link didn't support special characters or extra spaces on account id/attribute value, The fix will enable using attribute using values and account id containing special characters.