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πŸ“… Release Notes | February 2024
πŸ“… Release Notes | February 2024

Improvements, updates, and bug fixes for the month of February 2024.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

Updates, Improvements & Fixes

Applications

  • Fixed: Address lookup would not populate fields.

  • Fixed: The date of birth field auto-populated the current date in the application registration.

  • Fixed: After creating an account, applicants were redirected to the main application site instead of being directed to continue completing the application.

  • Fixed: When deleting an application from All Applications, the warning message has been updated to include the current count for that particular application.

  • Updated: Added 'Appointment Start Time' as a parameter option in Workflow relative delays.

Appointments

  • Fixed: When an administrator updated someone else's availability, it was reassigned to that administrator.

  • Fixed: Deployed fixes for several availability issues.

BoltBot

  • Updated: Upgraded intelligence by leveraging one of the latest embedding models available with double the dimensions for superior semantic search quality, benefiting both BoltBot and Copilot.

  • Updated: Enhanced knowledge base performance through physical separation of client databases; this multi-tenancy approach significantly improves search speed and accuracy.

  • Updated: BoltBot's universal knowledge received the latest 2024 updates from essential resources like studentaid.gov (FAFSA) and CommonApp.

  • Updated: Expanded multilingual support, enabling entire conversations and skill flows in multiple languages for a truly global experience.

  • Updated: BoltBot now supports multiple skills for calling simultaneously, drastically improving interaction speed and performance.

  • Updated: Enhanced logic collectively evaluates Events and Appointments, guiding students to book their preferred dates and times more effectively.

  • Updated: For authenticated students, additional context is provided to BoltBot, enabling more personalized engagements based on detailed student profiles.

  • Fixed: In some cases, Copilot would not wrap the text if the answer included a long slug or formula.

Campaigns

  • Fixed: Edits to Campaign communication were not permitted when using the Transfer Search Campaign Pack.

  • Fixed: The TikTok icon in the social element appeared smaller than the others.

  • Fixed: Validation would fail when saving an email Campaign without a subject line.

  • Fixed: When attempting to create SMS messages in one-time or ongoing Campaigns, an error message reading "something went wrong, changes could not be saved" appeared when making minor changes such as updating a phone number.

Conversations

  • Fixed: Clicking on a Campaign in the Related section of a Conversation did not open the Campaign.

  • Updated: Conversation rules executed will now be displayed within the conversation thread, just like other internal notifications.

Data

  • Updated: Added the new GMAT Focus Edition test to your test options in Data Sources.

  • Fixed: When importing, if the home and cell phone numbers were the same and both fields were empty on the Profile, the system only imported the number to the first phone field in the import layout.

  • Updated: When exporting events, the Zoom URL is now included.

  • Updated: Added the ability to use local time zones by utilizing the date:now token for file names.

Decisions

  • Fixed: When delivering letters via the Microsite and when downloaded, the PDF was rendered in a quality that was difficult to read.

  • Updated: When deleting a stage from a Decision, a confirmation message now appears indicating if there are decisions in that stage.

  • Updated: The All Decisions count and list now only includes those with no cohort decisions.

  • Fixed: When viewing documents under Decisions, the 'assigned to' was not populating correctly.

Deduplication

  • Fixed: Updated the algorithm to prevent false matches.

  • Fixed: Sometimes, a 'failed to compare users' error would occur.

Events

  • Updated: You can now view a contact's Profile by clicking on their name on the attendee list.

  • Fixed: Attendee registration would occasionally cause duplicate fields.

  • Fixed: The register button was not displaying correctly when using specific mobile devices.

  • Events: When an event had more than eight repeated dates, the calendar icon would not update the displayed count.

  • Updated: When you click on an attendee in an event, you can open their Profile in a new page or tab by right-clicking on the 'view full page' button in the side sheet.

  • Fixed: In some cases, the event time on the attendee list did not match the event time.

  • Fixed: The field for 'total number of attendees' was not visible when adding an attendee manually.

  • Updated: When exporting events, the Zoom URL is now included.

  • Fixed: When creating a new event, the system event message templates sometimes failed to populate.

Forms

  • Fixed: Address lookup would not populate fields.

  • Fixed: The date of birth field was auto-populating the current date.

  • Fixed: Forms would not submit when conditional fields were marked as required.

  • Updated: When selecting 'edit' on a form from the all forms list, you will be taken to the form editor instead of just being able to rename it.

Insights

  • New: A new Form Submissions tab in the Web Activities Dashboard focuses on how your forms drive engagement and conversions. This new feature complements existing analytics by offering a detailed breakdown of form interactions, enriching your understanding of web visitor activities. Read the release notes here.

  • Updated: Several enhancements (IP address filtering, hourly heat map, expanded SMS insights, streamlined visuals, and more) were made to our Campaigns Insights Dashboard, aimed at providing you with more control and clarity in analyzing your email and SMS Campaign performance. Read the release notes here.

  • Fixed: Campaign tags were not updating as expected in the controls.

  • Updated: Added 'application type' filter to the application errors in the Data Hygiene Dashboard.

Knowledge Base

  • Updated: Improvements in Knowledge Base retrieval techniques enhance performance, accuracy, and speed.

Microsites

  • Fixed: When trying to add an address in Location Explorer, the address lookup feature was not working, and it was also impossible to manually add the address.

Packs

  • Fixed: When viewing the list of Copilot Campaigns in Your Packs, all Copilot campaigns inherited the name of the latest one.

  • Fixed: When viewing a profile from a person's relationships profile card, The 'View Full Page' button does not update the UI with the data from the sidebar.

People

  • Fixed: When viewing a profile from a person's relationships profile card, The 'View Full Page' button did not update the UI with the data from the sidebar.

  • Updated: When you filter profile cards using the search box on a user profile, you can now share a unique URL. This link prepopulates the search to display only the selected cards, ensuring colleagues see the exact view you curated.

  • Fixed: When creating a segment filter, the option for filtering by 'SMS enabled' for verified phone numbers was missing.

Tasks

  • Fixed: When attempting to edit a subtask template from within the main task template, clicking 'edit' did not act.

Workflows

  • Fixed: There is now an option to select a blank value to update application fields in application-related actions.

  • Fixed: When returning to an existing workflow (or after refreshing the page) and editing an action that uses the formula field, the link to the formula documentation did not appear below the formula bar.

  • Fixed: When opening a previously saved step that contained a formula field and then changing the formula, the step would not save.

  • Updated: Added 'Appointment Start Time' as a parameter option in relative delays.


New Features

Activity Feed: Email + SMS Content Viewer

A dynamic enhancement to the Contact Activity Feed, the Email and SMS Content Viewer allows you to view emails and text messages exactly as they were rendered when sent, including tokens and dynamic content. This ensures you see delivered content exactly as a Contact sees it.

All-New Import + Export

The Import + Export module received a significant update, designed to enhance your user experience with a more intuitive interface, seamless backward compatibility, and expanded document options, including support for index files.

Copilot Field Retrieval

Effortlessly inquire about a wide array of data from a Contact's record, including custom field information. Whether you need to access a student's phone number or determine their t-shirt size, Copilot stands ready to fetch the required information upon your request. Release Notes β†’

Copilot Task Completion Skill

Copilot can now take action on communication-related tasks such as sending emails and SMS messages. Release Notes β†’
​

Form Submissions Insights (Web Activities Dashboard)

With the introduction of the Form Submissions tab, you now have a focused lens on how your forms drive engagement and conversions. Release Notes β†’

Copilot + Element451 Help Center Integration

Copilot now integrates directly with our Help Center. This major improvement allows you to ask Copilot questions about Element451's features and receive answers sourced directly from our help articles and product documentation, all without leaving your current view. Release Notes β†’
​

Appointment Availability Enhancement

Appointment admins can now manage and adjust availability settings for other users. Release Notes β†’
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Appointments Form Submission Info Card

We have added a Form Submission Info card within the side sheet editor of an Appointment for quick access to appointment details. Release Notes β†’

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