2020 Release Notes: Release H

A common customer request has been to restrict access to a given Explore Page or Content Track – as some use these as ways to present confidential information such as proposals with pricing. This new feature allows you to require a user to authenticate via their email address to get access to a Content Track or Explore Page, ensuring the intended recipient(s) is the only one who can access the content.

To get started, first click on the settings cog in the top right corner of your PathFactory authoring environment, then click on Track Protection. This new Track Protection area allows you to define groups based on email address or email domain, and selectively restrict access to Content Tracks and Explore Pages based on one or more of these whitelisted groups.

After adding one or more groups within Track Protection, navigate to a Content Track or Explore Page you wish to restrict access to. You’ll notice a new item in the left side bar menu called Track Protection, which allows you to select one or more groups to apply protection to. When one or more groups is selected your Content Track or Explore Page automatically has it’s access restricted to those groups.

If you attempt to visit the Content Track or Explore Page you’ll notice you must enter an email address before you can proceed, as shown below. Please note the logo on this screen can be updated in the general tab of appearance settings, however the text cannot yet be updated. Expect the ability to update this text in a future release.

The user must then enter their email address. If their email address or email domain is in a group assigned to this Content Track or Explore Page then they will receive a confirmation email. When they follow the link they can gain access to the Content Track or Explore Page.

In our previous product release we added the ability to dynamically swap out logos and text on explore pages based on a visitor’s inferred company information. An update we’ve made to that functionality in this release is the ability to have a fallback default for text-based field merges. You can now add text in the following format to define a default fallback text string to be merged if we cannot determine the account of the visitor (based on 6sense Account Identification included for all PathFactory subscribers).

 {{company.name | default: default text goes here}} {{company.naics_description | default: default text goes here}} {{company.country | default: default text goes here}} {{company.address | default: default text goes here}} {{company.city | default: default text goes here}} {{company.country_iso_code | default: default text goes here}} {{company.phone | default: default text goes here}} {{company.domain | default: default text goes here}} {{company.state | default: default text goes here}} {{company.region | default: default text goes here}} {{company.zip | default: default text goes here}} {{company.employee_count | default: default text goes here}} {{company.employee_range | default: default text goes here}} {{company.industry | default: default text goes here}} {{company.sic | default: default text goes here}} {{company.revenue_range | default: default text goes here}} {{company.naics | default: default text goes here}} {{company.annual_revenue | default: default text goes here}} {{company.sic_description | default: default text goes here}}

As a reminder this new dynamic personalization functionality only works for those using our OEM 6sense account identification. Those customers using our Demandbase API integration are not yet supported for this functionality.

Previously the Email sharing button, which could be enabled on Content Tracks and Explore Pages would open a new modal window for the visitor to send an email sharing the Content Track or Explore Page with a recipient. Some PathFactory clients were reporting that in some cases, the email service we used was not correctly masking the sender’s email address.

To resolve this issue we’ve updated this functionality to simply compose a new email that a visitor can share via their own email client and account. Clicking this button now simply imposes a new email using mailto: functionality.

As a result of this change we’ve deprecated the “From Email Address” field within Links & Sharing Configuration. The “Email Message” field remains, and inserts the text defined in the field into the body of the email.

External Code allows you to define a description of an External Code snippet text which can be localized and is presented if a code snippet requires cookie consent and cookie consent is turned on. Previously not all languages appeared in this dropdown menu, but we now allow you to select any language you currently have in use.

For more information on how this functionality works see Using External Code.

Previously Vidyard provided their users video URLs in the format “embed.vidyard.com”, which PathFactory always supported, however more recently they switched over to using “share.vidyard.com”. We have included support for this new URL format. You’ll notice any videos you add to the PathFactory Content Library in the share.vidyard.com format automatically are detected as video, have their title and thumbnail image imported and work seamlessly in a Content Track.

In our previous release we updated all videos used within PathFactory to autoplay and mute upon a visitor entering a Content Track. As much as possible we want your videos to automatically play when a visitor hits one of your Content Tracks, and this is the preferred method to automatically play videos on a consistent basis. While most video players make it obvious that the video is muted and provide an easy method to unmute, we noticed with Vimeo this is not the case. While Vimeo videos were successfully autoplaying on mute after our update, we received feedback that to an end user it wasn’t clear a video was muted, it wasn’t clear how to unmute, and in some environments, the volume slider which is used to unmute was either not displayed or was overlapped by a promoter. As a result, we have reverted this behaviour for Vimeo videos. We now attempt to autoplay videos with the volume on (unmuted), knowing that some browsers may prevent the video from automatically playing.

We are excited to announce Website Tools is now available for customers.

Website Tools is a new suite of capabilities to understand and optimize the customer and buyer experience by recommending the most relevant content on your website to each individual visitor and also tracks their complete content journey on every page on your website. Think Netflix but for B2B Content Marketing. Your customers’ personal home screen is your website, in real time.

Contact your Account Executive or Customer Success Manager today to learn more!