In the spirit of the new year, we spent January focusing on shipping updates that will help with organization and efficiency. We have added the ability to organize your audiences into folders and allowed for greater customization on your preference center content, style, and translations. If you’re using Salesforce as a data source, you now have more granular control over which data to sync, and we’ve made some processing improvements behind the scenes, helping to speed up the sync connection.
See more in the list below, and don’t forget to bookmark our Changelog to see all the updates as they happen.
Preference center — we’ve added new fields allowing you to edit the copy on your preference center and related permission pages, and the option to add styling and translations.
Audiences — you can now sort your audiences into folders. We’ve also improved the UX of the index page, allowing better control over which columns you view, their order, and the sorting of your audiences.
Tracked forms — your tracked forms submission activity report will now show ‘Submission URL’ so you can see where form completions are happening. Plus, we added a new option to capture Tracked form submissions on pages containing a specified URL snippet.
Salesforce integration – we’ve added options allowing you to sync Ortto activities as activities or tasks in Salesforce. Plus, all Salesforce objects beside Contacts are now optional to sync. These two new options will limit how much data you need to sync, helping to make the integration faster.
HTML emails – you can now use a tag to identify elements of your HTML upload that should be editable. When you go to use your custom HTML upload, the tagged elements will appear as editable fields. Once you edit, you will see a revised preview of the email to check before you schedule send.
Slack integration — You can now choose to send a Slack notification when Capture form submissions occur. This option will appear as a checkbox under the form fields when you create or edit a capture widget with a form.
