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2021 Release Notes: Release G

Well, the second half of 2021 is upon us and we hope you are all well. It’s been a crazy 6 months for us, and we continue to be amazed by you, our customers. To our long time customers, thank you! You continue to push us in new ways. To our new customers, welcome. You are amongst a great group of smart marketers and sales leaders who are pushing the envelopes of digital marketing – whether you are using Campaign Tools, VEX, Website Tool or a combination of the three. The acceleration of digital transformation is massive and we are here to support your efforts. The features in Release G are a testament to this. So, read on and keep calm!


Core Platform


For customers who are able to encrypt their email addresses within their marketing automation workflows, we now support the ability to use them as inputs within our email tracking links. If you’re interested in setting this up, reach out to your Solutions Architect and they will be happy to coordinate next steps.


If you have many configurations within these settings areas, this update is for you! You no longer need to scroll through the list to find the configuration you’re searching for. Instead, use the search function at the top of the list to easily narrow in on the specific one(s) you need.



Improved organization of the Appearance and Language configuration tabs

As we’ve worked to deliver new functionality within the platform, our Appearance and Language configuration tabs have grown to support these enhancements. In order to help you stay organized, especially if you subscribe to more than one module of our platform, we have consolidated relevant Campaign Tools & Website Tools specific tabs underneath drop down menus.



Make the header navigation permanently visible for Explore, microsite and VEX pages

You now have the option to make your page header navigation stay visible when scrolling down the page. This is applicable for Explore pages, microsites and VEX landing pages and can be useful to help your visitors navigate a landing experience with a large volume of content through a persistent header. Navigate to the header tab within appearances to find this new checkbox option.



Campaign Tools


Add new content to the top or bottom of a Target track

When creating Target tracks, we have added the ability to define whether new content gets added to the bottom or the top of the assets list within the track. This can be particularly useful if you are using a Target track to serve as a blog, where new content is continuously getting added. You’ll no longer need to drag your newest content up to the top of the asset list to ensure it is the first one displayed in the navigation.

When creating a new Target track, you’ll now see an option to define the default setting. This option will also be available when editing an existing Target track. If users choose to add content to a Target track directly from the Content Library, this default setting will be automatically applied.


You can override this default setting when adding content to the Target track as well.



See full track titles in the Content Library

For customers who use longer track names, it can be difficult to pinpoint the exact track you are looking for in the left side list within the Content Library due to the limited width space. To improve this experience, we have added the ability to hover over a truncated track name and see the full title in a pop-up.


You will also be able to hover over track names in the right side list when a specific asset is selected, and the full name will expand.



Persona and industry tags available in visitor journeys per sessions .csv report

When downloading the visitor journeys per session asset views .csv report in your track analytics, you will now be able to see columns for both the industry and persona tags related to the assets that were engaged with. This was completed in our last maintenance release and is not a retroactive update, so only activity occurring on assets from June 24th onwards will display the persona and industry tag values in the export.


Edit the aspect ratio of your Website Campaigns in-page promoter

You can now edit the default aspect ratio of the thumbnails displayed in your Website Campaigns in-page promoters. To do this, navigate to your desired appearance configuration and select the Campaign Tools dropdown tab. There will be a new sub-tab option called “In Page” where you can set the default width and height.



Show content descriptions on microsite landing pages

Provide more detail and context for your landing page assets by displaying the content description below the card thumbnail and title.


To apply this across your microsite’s landing pages, navigate to the bottom of the microsite settings tab and select the option to “Show Description on Content Card”.


To edit the font size and color of the description, go to the same card configuration section within the block editor where you are able to edit the content title style.


Set the page title and description for microsite landing pages

In order to improve the search engine optimization of your microsite landing pages, we have added functionality to set a page title and description within the edit window of the landing page.

  • The value in the page title field will show up in the and <og:title> attributes on the landing page</li> <li>The value in the page description field will show up in the <meta description> and <og:description> attributes on the landing page.</li> </ul></div> </p></div> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0uU&oid=00Di0000000ZnAg&lastMod=1625621363000"></img></span></p> <hr> </hr> <p> </p> <div class="sect11"> <h2 id="improvements-to-the-organization-of-your-microsites-in-app" >Improvements to the organization of your microsites in-app</h2> <div class="paragraph"> <p>If your list of microsites is growing (yay!) then your need for better organization and governance to manage this list is likely growing too. To support a better user experience, we have improved the organization of this area within the platform in the following ways:</p> <ul> <li>Provide foldering capabilities, similar to what is available for Target, Recommend and Explore</li> <li>Change the list view of microsites to a table view with column sorting options</li> <li>Allow users to search for specific microsites by name</li> <li>Allow users to filter to specific microsites based on who added them</li> </ul> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0uP&oid=00Di0000000ZnAg&lastMod=1625621264000"></img></span></p> <hr> </hr> <p> </p> </p></div> </p></div> <div class="smainset3"> <h1 id="vex" >VEX</h1> <p> </p> <p>We have rolled out improvements to both the organization of your VEX events in-app and search engine optimization of your landing pages. These have been outlined within the last two sections of Campaign Tools. <b>Scroll up ^^^</b> to browse through these enhancements.</p> <hr> </hr> <p> </p> </p></div> <div class="sect12"> <h2 id="override-the-title-of-your-virtual-event-browser-tab" >Override the title of your virtual event browser tab</h2> <div class="paragraph"> <p>If you are using our default event pages instead of the landing page builder tool, you may have noticed that the title of your event tab in your browser defaults to “Virtual Event”. We all love to use vanity titles in our brower tabs, don’t we? To improve both the branding and SEO of your page title, we have updated the</p> </p></div> </p></div> <p> and attributes to be set by the event name you define in the event settings. </p> <p><b>Before:</b></p> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0uZ&oid=00Di0000000ZnAg&lastMod=1625621481000"></img></span></p> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0ue&oid=00Di0000000ZnAg&lastMod=1625621538000"></img></span></p> <p><b>After:</b></p> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0uo&oid=00Di0000000ZnAg&lastMod=1625621587000"></img></span></p> <hr> </hr> <p> </p> <div class="sect13"> <h2 id="set-external-ids-for-each-session-within-an-event" >Set external IDs for each session within an event</h2> <div class="paragraph"> <p>In the past when creating a virtual event, you could set an external ID at the event level, but not the session level. With this improvement, you can associate different campaign IDs to different sessions, among other use cases.</p> <p>This value is also sent through Webhooks as the equivalent of the content external ID field: Content External ID List – Time Thresholds Met (Visitor Session) Content External ID (Specific Content Engagement) (Visitor Activity) Session Content External ID List – Time Thresholds Met (Visitor Activity)</p> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0ut&oid=00Di0000000ZnAg&lastMod=1625621683000"></img></span></p> <hr> </hr> <p> </p> </p></div> </p></div> <div class="smainset4"> <h1 id="pathfactory-for-sales" >PathFactory for Sales</h1> <p> </p> </p></div> <div class="sect14"> <h2 id="salesforce-email-token-available-within-content-activation" >Salesforce email token available within Content Activation</h2> <p>If your sales team is using Salesforce to send emails to contacts, they can now track these engagements within PathFactory for Sales. Salesforce is now available as an option within the email tracking list in the content activation tab.</p> <p><span class="image"><img alt="image" src="https://pathfactory--c.na168.content.force.com/servlet/servlet.ImageServer?id=0156S00000IY0uy&oid=00Di0000000ZnAg&lastMod=1625621756000"></img></span></p> <p>Once selected, the {{{Recipient.Email}}} Salesforce token will append to the end of the experience link that the sales rep has selected to share in an email. As contacts click on this link from the email and land on the PathFactory experience, their email will be identified and associated with their sessions of engagement.</p> <hr> </hr> <p> </p> </p></div> <div class="paragraph"> <h2 id="thats-it-for-now" >That's it for now…</h2> <p>We assume your plans for the rest of the year are to continue to grow your business through better, more relevant content. We have some exciting things on the horizon that will only help more as you try to accelerate your buyer and customer journeys. Your content is mission critical, whether it’s served in a campaign, through an event or on your website, content plays a ubiquitous role in the marketing lifecycle. Understanding the health of your content, whether it is discoverable, accessible and how it relates to other assets should be part of the mission. And we know you want to ensure your target audiences’ engage with as much content as they can to answer the questions they are trying to explore about your company, products or services. We’ve spent years developing the solutions to these problems. If you haven’t seen Website Tools from us in the last three months, we strongly encourage you to talk to your Account Executive or Customer Success Manager. Website Tools will revolutionize your digital experiences.</p> </p></div> </div> <div class="hkb-article__lastupdated" itemprop="dateModified"> Updated on June 28, 2022 </div> <div class="hkb-article-tags"> Tagged: <a href="https://support.pathfactory.com/tags/branding-customizations/" rel="tag">Branding & Customizations</a><a href="https://support.pathfactory.com/tags/campaign-tools/" rel="tag">Campaign Tools</a><a href="https://support.pathfactory.com/tags/explore/" rel="tag">Explore</a><a href="https://support.pathfactory.com/tags/microsite/" rel="tag">Microsite</a><a href="https://support.pathfactory.com/tags/pathfactory-for-sales/" rel="tag">PathFactory for Sales</a><a href="https://support.pathfactory.com/tags/platform-admin/" rel="tag">Platform Admin</a><a href="https://support.pathfactory.com/tags/security-compliance/" rel="tag">Security & Compliance</a><a href="https://support.pathfactory.com/tags/vex/" rel="tag">VEX</a></div> <div class="hkb-feedback"> <h3 class="hkb-feedback__title">Was this article helpful?</h3> <div class="ht-voting" id ="ht-voting-post-425"> <div class="ht-voting-links ht-voting-none"> <a class="ht-voting-upvote enabled" rel="nofollow" role="button" data-direction="up" data-type="post" data-nonce="32e0d0a80e" data-id="425" data-allow="1" data-display="standard" href="#"> <i class="hkb-upvote-icon"></i> <span>Yes</span> </a> <a class="ht-voting-downvote enabled" rel="nofollow" role="button" data-direction="down" data-type="post" data-nonce="32e0d0a80e" data-id="425" data-allow="1" data-display="standard" href="#"> <i class="hkb-upvote-icon"></i> <span>No</span> </a> </div> <!-- no new vote --> </div> </div> <div id="pf-recommendations"></div> <div class="ht-mobile-exit"><strong class="ht-mobile-exit__title">Need Support?</strong><div class="hkb_widget_exit__content">Can't find the answer you're looking for? Don't worry we're here to help!</div><a class="hkb_widget_exit__btn" data-ht-kb-exit-href="?hkb-redirect&nonce=84e963b8b4&check=2or14&redirect=mailto%3Asupport%40pathfactory.com&otype=ht_kb_article&oid=425&source=widget" href="#" target="_blank" rel="nofollow">CONTACT SUPPORT</a></div> </article> </div> <!-- .sidebar --> <aside class="sidebar sidebar--sticky" itemscope itemtype="https://schema.org/WPSideBar"> <section id="ht-kb-toc-widget-4" class="widget hkb_widget_toc"><h3 class="widget__title">Contents</h3> <nav id="navtoc" role="navigation"> <ol class="nav"><!-- adding li --><li class="active"><a href="#core-platform">Core Platform</a><!-- adding level --><ol><li><a href="#support-for-using-encrypted-email-addresses-in-email-tracking-links">Support for using encrypted email addresses in email tracking links</a><!-- adding li --></li><li class=""><a href="#search-within-appearance-language-and-links-sharing-configuration-lists">Search within Appearance, Language and Links & Sharing configuration lists</a><!-- adding li --></li><li class=""><a href="#improved-organization-of-the-appearance-and-language-configuration-tabs">Improved organization of the Appearance and Language configuration tabs</a><!-- adding li --></li><li class=""><a href="#make-the-header-navigation-permanently-visible-for-explore-microsite-and-vex-pages">Make the header navigation permanently visible for Explore, microsite and VEX pages</a><!-- removing level --></li></ol></li><li><a href="#campaign-tools">Campaign Tools</a><!-- adding level --><ol><li><a href="#add-new-content-to-the-top-or-bottom-of-a-target-track">Add new content to the top or bottom of a Target track</a><!-- adding li --></li><li class=""><a href="#see-full-track-titles-in-the-content-library">See full track titles in the Content Library</a><!-- adding li --></li><li class=""><a href="#persona-and-industry-tags-available-in-visitor-journeys-per-sessions-csv-report">Persona and industry tags available in visitor journeys per sessions .csv report</a><!-- adding li --></li><li class=""><a href="#edit-the-aspect-ratio-of-your-website-campaigns-in-page-promoter">Edit the aspect ratio of your Website Campaigns in-page promoter</a><!-- adding li --></li><li class=""><a href="#show-content-descriptions-on-microsite-landing-pages">Show content descriptions on microsite landing pages</a><!-- adding li --></li><li class=""><a href="#set-the-page-title-and-description-for-microsite-landing-pages">Set the page title and description for microsite landing pages</a><!-- adding li --></li><li class=""><a href="#improvements-to-the-organization-of-your-microsites-in-app">Improvements to the organization of your microsites in-app</a><!-- removing level --></li></ol></li><li><a href="#vex">VEX</a><!-- adding level --><ol><li><a href="#override-the-title-of-your-virtual-event-browser-tab">Override the title of your virtual event browser tab</a><!-- adding li --></li><li class=""><a href="#set-external-ids-for-each-session-within-an-event">Set external IDs for each session within an event</a><!-- removing level --></li></ol></li><li><a href="#pathfactory-for-sales">PathFactory for Sales</a><!-- adding level --><ol><li><a href="#salesforce-email-token-available-within-content-activation">Salesforce email token available within Content Activation</a><!-- adding li --></li><li class=""><a href="#thats-it-for-now">That's it for now…</a></li></ol></li></ol><!-- /ht-kb-toc-widget --> </nav> </section><section id="ht-kb-exit-widget-5" class="widget hkb_widget_exit"><h3 class="widget__title">Need Support?</h3><div class="hkb_widget_exit__content">Can't find the answer you're looking for? 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