Simplifying Contact Imports
We are rolling out changes to how contacts are imported and matched to survey templates. Previously, the trigger field was the primary way to link a contact with a survey template. This was a confusing and technical hurdle within the process, made more difficult when contacts were imported from multiple data sources as the field now had to be consistent across multiple systems. As our customers are increasingly using AskNicely in new ways and across different teams, we decided to make this step more straightforward and flexible.
Starting the week of August 19, a new template picker will be visible on all data imports. This will only be in effect for new import configurations. As a transitional step, we have added the ‘Use my trigger field’ option. This will be rolled out over multiple days.
Starting the week of September 2, we’ll begin migrating existing imports to use the new template picker options and the trigger field will be fully phased out. No action is needed on your part, all trigger field mappings will be carried over to the new system.
What does this mean?
If you are using a single integration to import contacts for a few templates then this will have minimal impact. If you are using multiple integrations to import contacts across vastly different use cases then configuring those imports and surveys should now be much simpler.
Contacts Redesign
A new look and feel Contacts page is being rolled out.
New Features
- Responses: Users can now quickly toggle the response to only see responses assigned to them.
- Filters: Responses can now be filtered by cases which have no assignee.
- Case Management: The ‘unassigned’ row in the overdue cases notification email will now link to a filtered Responses page with the unassigned cases displayed.
Improvements
- Integrations: When a response is pushed to Salesforce, the ‘NPS Record’ custom field is now named ‘Response Record’ to more accurately reflect multi-metric surveys.
- Users: Accounts that have hit the user limit can still bulk update users via CSV upload.
- Case Management: The case assignment notification will now be delayed by 60 seconds to allow for the case to be re-assigned.
Bug Fixes
- Filters: The “Case Status: None” filter should now work correctly again.
- Users: The “View main dashboard” toggle should now be visible when configuring user roles for all accounts.
- Integrations: The HubSpot integration should now correctly show activity for consecutive responses from the same contact who answers the survey in the exact same way multiple times.
- Case Management: Fixed a visual bug where sometimes the existing case assignee would not show on the response page until a page refresh.
- Case Management: The Case Management Report chart should now correctly match the opened/closed cases tallies in all scenarios.
- Responses: Fixed a fringe bug where response scores would occasionally always have a green background instead of the color related to the rating (detractor, promoter, passive).
Deprecation
The following integrations are slated to be deprecated over coming weeks:
- Mixpanel
- Centra
- Campaign Monitor
- Groove
- ZohoDesk
- ClubReady
- Vonigo
- Freshchat (not to be confused with Freshdesk)