Released on November 20 and December 3, 2024
Protect Visitor Privacy with PII-Free Cookie Consent Options – PathFactory now offers a cookie consent option that collects content engagement data without any PII (Personally Identifiable Information) that can possibly be tied back to an individual. This feature helps you gather insights while respecting user privacy and complying with global privacy regulations, such as the General Data Protection Regulation (GDPR) in the European Union and the California Consumer Privacy Act (CCPA) in the United States. If a visitor declines cookies, no traceable data is stored, ensuring compliance with these and other privacy standards. To learn how to set up cookie consent, read the article, Customize Cookie Consent.
Pre-Test the PathFactory for Revenue Intelligence Salesforce Package – You can now install a PathFactory for Revenue Intelligence (PFRI) Salesforce package in a sandbox Salesforce environment . This allows you to test and validate dashboards and features in a non-production setting, ensuring functionality and reducing risks before live deployment. To get started and access the package link, contact your Customer Success Manager or Solutions Engineer. For detailed installation steps, refer to the article, Adding the PFRI Package into Salesforce.
Easily Customize, Clone, Rename, and Delete Landing Page Templates – Easily keep your templates organized. You can now customize, clone, rename, and delete all templates, including the Out-Of-The-Box and Standard Templates, making it easier for you to keep your templates organized. For example, you can rename a Standard Template to “Global Campaign Default” or “Product Launch Base” to indicate its purpose, helping teams quickly identify and use the right starting point for their campaigns. Similarly, you may want to delete outdated or unused templates, such as one created for a retired product line, to declutter your library and ensure only relevant options are available. Read more in the article, Introduction to PathFactory Themes.
Streamline Custom Styling on Landing Page Sections with New Code Editing Tools – Elevate your customizations with new capabilities in the Section Library and Theme File Editor such as linting (expand collapse block of code), autocompletion and styling. Additionally, you can customize the editing menu visuals with light and dark modes to suit your own preferences. We have added enhanced error messaging to provide you with line-specific feedback, speeding up the troubleshooting process. Read up on how these tools make it easier for you to create error-free, visually engaging sections that align with your organization’s branding in the article, How to Optimize Liquid Code for PathFactory Themes.
Apply Governance Settings to ChatFactory AI Agents – You can now set governance policies for individual ChatFactory AI Agents in your organization. By managing user groups for each individual Agent, you can make an Agent open (i.e., accessible to everybody) or governed (managed via Access Protection settings, such as password or IP-based restrictions). Additionally, the new User Profile feature allows you to track interactions through a structured profile menu. For more details, see Manage Profiles, Access, and Security in the article, ChatFactory Quick Start Guide.
Customize Visitor Interactions with the Suggested Questions Toggle – Customize how your ChatFactory Agent interacts with users by enabling or disabling the Suggested Questions toggle for the given Agent. Enabling this feature displays helpful prompts to guide visitor interactions and improve engagement. Disabling it provides a cleaner interface for a more focused user experience and reduces the potential for bias or misleading suggestions.To find out more about this setting, read the article, ChatFactory Quick Start Guide.
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