Customer Data Hub Field Functions

Save time and frustration. You no longer have to create a new field before importing data. Our field functions allow users to apply functions on their data creating new fields of data to load to Totango. We build your instance around your data, not the other way around. More details are here.

New Data Connector: Jira Service Desk

Import support tickets, bugs, and feature requests directly from Jira Service Desk and sync them as collections in Totango.
It is also possible to import tasks and epics from Jira Service Desk and sync them as collections in Totango. More details are here.

Introducing Standardized Reports - Outcome Success Plan Report

You asked for more reporting, and we listened. Outcome SuccessPlan Report is the first in a series of Standardized Reports that we will release over upcoming sprints. This report includes all the Objectives, SuccessPlay and Task information. Read more about it here.

Add Dynamic content in Webhook action in SuccessPlays

Add dynamic data to webhook actions and send rich messages to 3rd party systems. - Example: Send NPS survey responses to Slack  so that you can take action immediately on detractors. Don’t forget, speed to contact matters.

Add Dynamic data to Webhook actions and send rich messages to 3rd party systems - 

Improvements And Bug Fixes

• [Improvement] New Intent driven campaign templates out of the box:
  Several new Intent driven templates will help you create campaigns quickly
• [Improvement] Minor Campaign Editor Improvements:
  You can hide the logo if you are not interested in adding it and also "stretch" the header image ensuring the image touches end to end
• [Improvement] 'Open with Salesforce' now available for the new Salesforce connector, to easily open account page in SFDC directly from Totango
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• [Improvement] New scheduling column in Customer Data Hub connectors jobs list to show one time and recurring (Hourly, daily, weekly and monthly) jobs
• [Improvement] In Customer Data Hub, when creating an integration, search objects names by fields display names in addition to search by API name that is not always user friendly. For query based connectors
• [Improvement] SCIM User APIs have been updated to also create Global Admin users and some update user APIs update with the entire User JSON upload.

• [Improvement] - When an email-to-touchpoint contained more than 10K characters, there was a general error indicating that the touchpoint could not be logged. Now, the error indicates that the touchpoint could not be logged as it was too long.

• [Bug Fix] - When a usage campaign was created in the old campaign UI and edited in the new campaign UI the cards of the campaign would get multiplied

• [Bug fix] - In Ongoing campaigns for which the “Allow campaign to be resent to the same user after…” was not set, the campaigns were sent to all users who met the segment criteria, even if some of them had the same email address.After the fix, a user will not be targeted by the same campaign twice (unless the campaign was configured to target the same user more than once

• [Bug Fix] - Unable to upload usage file when module, activity, and count column names have some different names configured. Worked when column names are module, activity, and count. After the fix, can upload a usage file with any name you desire.

• [Bug Fix] - Campaign images appear enlarged for CSAT campaigns.

• [Bug Fix] - The link appends a "+" sign when clicked on the link from the campaign.

• [Bug Fix] - The issue occured for all integration, users were unable to map 1 source field to 2 Totango attributes in the same integration job

• [Bug Fix] - The 'Call To Action' bottom was not working, it appears as simple text.

• [Bug Fix] - Unable to edit a campaign which in the goal refers to the original campaign from which the first campaign was copied.

• [Bug fix] - Attribute not listed when "space" is entered after the text

• [Bug fix] - There is no scroll bar to scroll to all the attributes that match the text that is search

• [Bug Fix] - Unable to edit the Task to change the Assigned By when running the Manual SuccessPlay on an Account

• [Bug Fix] - Campaign content is reverted to the original default content when a plain text email template is used in the new UI

• [Bug Fix] - The work-related columns in the Totango user segment disappear after saving the segment

• [Big Fix] - Copied campaign name is not saved with _copy text. Ater the fix, when copying a campaign the copied campaign's name will contain _copy

• [Bug Fix] - User with "Access and Manage ALL Totango Users Settings" permission in Global permissions unable to Enable / Disable Totango user

• [Bug Fix] - Lifecycle attribute filter didn't work in the Revenue center. After the fix, results appear as expected.

• [Bug Fix] - Lifecycle attribute filter didn't work in the Revenue center. After the fix, results appear as expected.

• [Bug Fix] - When updating the account assignment display name, the Tid field name got updated incorrectly. After the fix, when updating the account assignment role, the name updates as expected.

• [Bug Fix] - Self Service users got an “expired link” error when trying to signup and were unable to confirm their account.

• [Bug Fix] - The cursor jumps from touchpoint subject to the search bar when the customer uses slash (/)

• [Bug Fix] - When a metric definition is edited/created, the metrics change % value is turned to null. After the metric rebuild calculation is finished, the change % value is null

• [Bug Fix] - Custom metric change % shows decrease instead of increase.

• [Bug Fix] - When viewing a recurring campaign that is scheduled to run on specific days of the week, the hour was not calculated correctly.
• [Bug Fix] - When scheduling a recurring campaign, and selecting a timezone other than the browser’s timezone, it was scheduled with the wrong hour.