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Q3 2020 New Features and Enhancements
  • October 24, 2020|
  • 17 minute read

Welcome to what (we think is) the most exciting announcement of the quarter. Yes, it’s time for the new features and enhancements announcement again!

As you may have already read on our blog, the pandemic didn’t slow us down at all. Quite the opposite!

We’ve been thriving during all this time for a very simple reason: we offer a solution that every company needs. Plus, it’s affordable.

We made it our mission to support companies all over the world (and especially nonprofits!) with special discounts, flexible plans, and a lot of 100% FREE options. This helped us not only keep our existing subscribers but also attract new ones throughout 2020 so far.

Our team works remotely, on a 4-day week — this helped a lot with morale. We know that when our staff is happy, so are our subscribers.

But this is not why we’re gathered here. We’re gathered here to talk about new features and enhancements.

As always, the biggest thank you goes to our amazing subscribers. Most of the things you will read below are based on their suggestions and their needs.

We don’t like guessing. Thus, all our new features are born from a direct need of people who use our integrations every day. Some of them tell us about it directly. Others are spotted by our engineering team based on use cases, followed by the simple question: how can we make this subscriber’s life easier?

Without further ado, here’s what’s new for you this quarter:

 


New Integration


Connect Navatar to Constant Contact



Marketing automation integration for your Navatar financial services team and Constant Contact marketing team — delivered.

There is no finance professional that doesn’t know about the immense power of Navatar. From fundraising and investor relations to project management and accounting, the platform is a powerhouse of features that any company in finance or accounting can rely on.

Now imagine combining all these with a powerful marketing automation platform like Constant Contact. The mere fact that you can sync all the contacts from one to another is enough to turn basic marketing into data-driven campaigns with flawless execution and on-point targeting.

But our Navatar to Constant Contact integration can do so much more! Let’s take a look at the major features:

  • Sync Accounts and Contacts to Constant Contact lists.
  • Easily select which Navatar Object Type to be created when there is a new subscriber in Constant Contact.
  • Quickly select specific Navatar Marketing Initiative to sync to Constant Contact List(s).
  • Sync specific lists feature from Constant Contact to Navatar.
  • Filter and sync only those records who meet specific criteria from CRM or vice-versa.
  • Opt-outs automatically synced from Constant Contact to CRM and vice versa.
  • Sync and remove deleted records from CRM to Constant Contact.
  • Sync over specific Marketing Initiative to Constant Contact and sync back all or only specific Email Campaign responses from Constant Contact to Navatar.
  • Retrieve Email Campaigns in Constant Contact and create an activity for each Campaign Response.
  • Sync clicked URLs from Email Campaigns back to Navatar.
  • Sync list change membership between Constant Contact lists and Navatart Marketing Initiative.
  • Custom field mapping between both systems.
  • Navatar always takes higher precedence over Constant Contact. Any CRM record changes will always be synced to Constant Contact.
  • CRM record data is synced from Constant Contact only if the email address doesn’t exist in CRM at the time of syncing or Update Field Mapping is enabled.

Want to test it out? It’s 100% FREE, so you’ve got nothing to lose!


New Features


Unlimited Campaign Response Retrieval with Start Date Control

How often do you analyze old campaign reports to find insights for new ones? Not that often?

We recommend you start doing that — your campaign data can be a goldmine, but only if you leverage it properly. With SyncApps by Cazoomi, it’s super easy to do it!

You can now retrieve campaign response data that are as old as 180 days! Want even older data! No problem; you just need to configure it this way to select the relevant campaigns! Don’t let your new campaigns shoot in the dark. Make sure they are data-driven!

Here’s how it works: Add Campaign Response retrieval start date option like integration Start date. If you want to grab historical data that’s more than 180 days, you can configure it rather than sync ALL the Campaign responses.

It’s never been easier to focus on the data that matters without your birds-eye-view being obstructed by irrelevant information.

Unlimited Campaign Response Retrieval: Add Start Date Feature

Watch this video below to know more about Campaign Response Feature and how it works.

Checkbox custom field mapping for active flag feature for marketing integrations

Stop marketing to people who aren’t interested or, worse, to people who have opted out. You don’t need to manually change data in more than one marketing automation solution.

For Active Flag, this feature is used if the mapped field is unchecked on CRM. In this case, the contact will be removed from Email Marketing.

After that, you’ll just need to Refresh the Field Button in Step 4 to expose the fields.

Refresh the Field Button in Step 4 to expose the fields

Now this field you mapped will remove the contact from your marketing automation solution.

ield you mapped will remove the contact from your marketing automation

Salesforce Feature: Option to Retrieve Primary Contact of an Account

The Primary Contact Name and Primary Contact email address should be mapped when using Accounts Object type.

The feature will enable SyncApps to retrieve and sync the Primary Contact only under each Account. If the Account has no Primary Contact, it will be ignored.

Note: This feature will work only for Salesforce Nonprofit Edition NPSP

Why do you need it? It’s a useful tool to make sure you don’t send repetitive emails to the same person. Or, if someone changed their work address, that you stop emailing their old account.

Salesforce Feature: Option to Retrieve Primary Contact of an Account

Salesforce Feature: Retrieve All Contacts Associated with an Account

Want to retrieve all affiliated Contacts from an Account?

The feature will enable SyncApps to retrieve and sync all Contacts under each Account.

Again, this is very useful in case some of your contacts have more than one email address listed in your CRM solution. You can also use it to filter people working for the same company.

Salesforce Feature: Retrieve All Contacts Associated with an Account

Mailchimp Archived records “Resubscribe archived records”

When a Contact or Lead that was synced by SyncApps is then Archived in Mailchimp, on the next sync, that record will no longer be updated in Mailchimp.

If you want them to be resubscribed and unarchive them in Mailchimp automatically so that they will be updated on the next sync.

Mailchimp Archived records "Resubscribe archived records"

Note: This will only work for records that are synced(cached) by SyncApps. Meaning, if they are marked as archive prior to the sync and SyncApps hasn’t initially synced(cached) the records to Mailchimp, those will not be updated.

Contact management is one of the biggest challenges our subscribers face and one of the top reasons they choose SyncApps by Cazoomi. They need a solution that makes adding, removing, and archiving contacts easy — automated, as it should be in 2020 and beyond. This feature delivers exactly that!

Check out the Help Center article here.

Mailchimp GDPR Segmentation Method

Are you GDPR-compliant? We know GDPR is a murky thing to master and that it can be super hard to ensure that each of your campaigns is 100% compliant.

So we thought we’d make this easier for you!

We added a new segmentation method like “GDPR Fields” and allow the possibility to map subscription name to the GDPR field (by default subscription name will match the GDPR field).

Mailchimp GDPR Segmentation Method

Check here as SyncApps also a GDPR Compliant to ensure your data integration is safe.

Sync Deleted Contacts or Accounts in Navatar to Mailchimp

Got more than one list? Of course, you do! But this doesn’t mean you should sacrifice proper segmentation to be compliant with GDPR or other privacy laws.

This is exactly what one of our subscribers asked: if through a Mailchimp email someone unsubscribes to our deal announcements mailing list, that this would not automatically delete them from Navatar or have them unsubscribe from all mailings.

And we delivered: if a Contact, Lead, or Account is deleted, SyncApps will remove the email address from Mailchimp.

Sync Deleted Contacts or Accounts in Navatar to Mailchimp

NetSuite Marketing Subscriptions

Want to read more about this? See our blog about NetSuite to Mailchimp here.

Again, this is a new feature inspired by one of our awesome subscribers who wrote to us:

Unsubscribe in NetSuite terms is their Global Subscription Status. Yet, if any Salesperson unchecks the Subscriptions then the record will no longer be synced to the Email Marketing.

And our answer: for Subscriptions, they will sync to the List/Audience without regard to NetSuite’s Global Subscription Status so it seems you would want a Subscription in NetSuite to control the adding and also removing from the specific List/Audience?

want a Subscription in NetSuite to control the adding and also removing from the specific List/Audience?

If this is the case then you will need Full Sync Add-On in order to remove Email Marketing, Email records which are no longer a part of a NetSuite Subscription.

Full Sync Add-on

The Full Sync feature allows you to automate your workflow around cleaning up your Email Marketing records which are no longer a part of a NetSuite Subscription.

Disabling of Pre-Mapped Fields to not Sync Back for New Records to CRM

Why collect customer data you don’t need? It’s not only against privacy best practices but it can also annoy your customers. With our newest feature, you won’t over-crowd your CRM fields and you’ll only have the information you need/use.

You can now disable syncing Addresses, Phone Number, and/or Titles from Constant Contact to CRM. Just email or booked a call to our 24/7 Support Team so they will enable this feature for you.

NetSuite Contact and Customer Fields

NetSuite terminology can be a bit confusing, especially when you’re trying to sync NetSuite data with another platform.

One of our subscribers was also confused about the difference between Contact and Customer:
“We’ll need to have them exposed BOTH by default now so that if the case is like this here, this can be mapped, does it make sense or are there some sort of limitations?”

Our solution: “Regarding the “customer status”, it’s not something related to a subscription, it’s a field that classifies the type of customer in NetSuite. The issue here is that this field applies to the customer (and each customer can have many contacts), and the sync we’re doing is based on contact subscription (not the customer).”

NetSuite Contact and Customer Fields

Loyverse Integrations Update: POST API now Available

The Loyverse integration was extremely useful for hybrid-commerce companies during the pandemic. The fact that they could turn almost any device into a mobile POS helped a lot of traditional shops to transition to eCommerce.

The SyncApps integration now gets a new feature:

SyncApps has rolled out Loyverse’s POST API (except receipt) and OAuth2.0. This will enable subscribers to update customer information from Mailchimp and Constant Contact.

Loyverse POST API

Option to Not Tag the Records in Infusionsoft as Non-Marketable if News & Promos Subscription is Unchecked in Mindbody Online

Did we tell you that our subscribers are an amazing inspiration for us? We did, I know, quite a few times. This feature was built on request. (Yes, we do this, too, because we want you to REALLY have a tailor-made solution):

Everyone who purchases from us wants to receive operational emails (eg: this is how to book your sessions etc) which we can do in Mindbody by overriding the marketing settings but because we automate all this process in Infusionsoft if they are imported as ‘non-marketable’ they don’t receive any of this information.

Now with this feature SyncApps will integrate these records in Infusionsoft regardless of the status in Mindbody without tagging them as non-marketable.

If checked, to sync Mindbody subscribers to Infusionsoft who are opted-out essentially. It does not mark them at all in Infusionsoft so you are fine there to market to them.

You can read more about this here.

Add an Option to Not Tag the Records in Infusionsoft as Non-Marketable if News & Promos Subscription is Unchecked in Mindbody Online

Sync Mindbody Clients with News and Promos subscriptions unchecked to Infusionsoft

SyncApps will ignore any record with News and Promos subscriptions unchecked in Mindbody.

News and Promos

If this checkbox is checked, there will be another checkbox for …

Want to tag these records as Non-marketable in Infusionsoft?

SyncApps will tag the records as “Non-marketable” in Infusionsoft if the News and Promos subscriptions checkbox are unchecked in Mindbody.

They will be marked as Non-Marketable/unsubscribed in Infusionsoft.

Want to tag these records as Marketable in Infusionsoft?

They will be marked as Marketable or Subscribed in Infusionsoft so that they can still be used for future newsletters or email blasts.

Handshake: Set Location on Line Item Level

The subscriber says: “When we import orders into NetSuite the Sales Order shows the inventory by location.”

If you want to group orders by location (super useful for speedy deliveries!) or another criterion, it’s now extra-easy to do so (or use the default grouping):

Handshake: Set Location on Line Item Level

Read here how Handshake upgrades its platform for its eCommerce partners like NetSuite, Xero, and Shopify!

Google Contact Integrations

We are now offering a FREE plan for your Contact sync type software and application Google Contacts. Thus, now you can enjoy the free integration to your favorite email marketing platform — Constant Contact or Mailchimp.

Google Contacts for Constant Contact:

  • Sync Google Contacts and Google Apps Contacts to Constant Contact Lists.
  • Connect multiple Gmail or Google Apps Contact accounts to Constant Contact accounts.
  • Custom field mapping to Constant Contact fields.
  • Opt-outs managed automatically in Google Contacts from Constant Contact.
  • Choose all Contacts or select specific Google Groups to be synced to Constant Contact lists.
  • Google Contacts always takes higher precedence over Constant Contact.
  • Any contact changes in Google Contacts will always be synced to Constant Contact.
  • Contact data is synced from Constant Contact only if the email address doesn’t exist in Google Contacts at the time of syncing.
  • SyncApps uses oAuth to connect to your apps thus none of your sensitive data is stored

Google Contacts for Mailchimp:

  • Sync Google Contacts and Google Apps Contacts to Mailchimp Audience(s).
  • Connect multiple Gmail or Google Apps Contact accounts to Mailchimp accounts.
  • Custom field mapping to Mailchimp fields.
  • Opt-outs managed automatically by default with the ability to override opt-out settings.
  • Choose all Contacts or select specific Google Groups to be synced to Mailchimp Audience(s).
  • Google Contacts always takes higher precedence over Mailchimp.
  • Any contact changes in Google Contacts will always be synced to Mailchimp.
  • Contact data is synced from Mailchimp only if the email address doesn’t exist in Google Contacts at the time of syncing.
  • SyncApps uses oAuth to connect to your apps thus none of your sensitive data is at risk.

Reports Search

Reports are the lifeline of both marketing and sales. The only problem? When you use multiple marketing/sales/automation solutions, cross-referencing data is a nightmare.

Well, it is for some people. SyncApps by Cazoomi users never had this problem. And it now got even easier for them to build custom reports and retrieve them or search within them without using a browser.

After completing the sync you can find the report details button, and tap the “Sync Report” here

Reports Search

You can now search the record you want to find on your latest sync.

Reports Search


Feature Enhancements


That was it for the brand-new features. Don’t forget that you can test them all 100% FREE. Just like you can check out the new feature enhancements below:

Date + Time formatting on Field Mapping from CRM or Financials. eCommerce to Mailchimp and Constant Contact Integration

For Mailchimp, please use text as a merge field and the suggested date formatting is now available as customization.

Date + Time formatting on Field Mapping from CRM or Financials. eCommerce to Mailchimp and Constant Contact Integration

Override pre-mapped fields

For Constant Contact and other integrations with the same mapping rule:

By default, the standard fields such as email address, first name, last name, company name, phone, and address are already pre-mapped to the standard or native fields in your connecting software.

If you want to map them to the desired fields to/from your connecting software, enable this feature.

Note: The email address field is still synced to the standard email address field of your connecting software as we use this so that records will be updated via API.

Extend Connection Timeout in Pulling Campaigns

Use case/customer question: How to get Mailchimp opens, clicks, and sends over to Salesforce, still not seeing the activity come over?

SyncApps now adjust the time out when pulling campaigns for you to easily sync your records like opens, clicks, and will send them over to Salesforce. Some will occur because of an “expire session” that you can also adjust to Salesforce Settings.

If you sync lots of Campaigns from your Marketing Automation software back to Salesforce, you may need to also increase the session timeout to let’s say 24 hours so that it won’t error out and the syncing of Campaign Responses won’t be affected.

Extend Connection Timeout in Pulling Campaigns

Expose Any Custom Field Created on Freshdesk Ticket for Mapping

This feature enhancement allows you to personalize the integration any way you want. Don’t need all the custom fields? Having trouble remembering all of them or sorting through them without a complete view? No problem! You can now expose all fields for custom field arrays.

Tap the “Refresh Fields” button to expose the fields you want to map.

Expose Any Custom Field Created on Freshdesk Ticket for Mapping

Upgrade Eventbrite API

SyncApps now supports the new API upgrade of EventBrite. That’s good news.

The bad news is that, unfortunately, contact functionality is not supported on this new API upgrade.

SyncApps now supports the new API upgrade of EventBrite. That’s good news. The bad news is that, unfortunately, contact functionality is not supported on this new API upgrade.

Due to Eventbrite’s API team deprecating endpoints recently, we can no longer support syncing Contacts from Eventbrite to Salesforce. However, if the time comes that they will update their API on records creations from Eventbrite, we’ll also update our Platform as well.

However, you can still sync your Salesforce records, segment them to Eventbrite Lists, and Field Mapping to Eventbrite fields. Should you have any further questions, feel free to reach out to our 24/7 Support Team through support@cazoomi.com.

Improve Mailchimp for Salesforce and NetSuite Catch Processing Time

You now have the option to reduce SyncApps wait time for the Mailchimp batch request to complete When enabled, Static Segments are not allowed, and also you cannot force re-subscribe archived records.

Top highlights:

  • To get the result of the operation, which record has errors
  • To reduce the possibility of pushing more batches while there are actually batches processed. There are 500 batches that can run maximum at one time.

Check by Default Handshake Customer Settings

By default “Do not match by Customer name“ and “Do not match Customers by email address” are best practices. In addition to “Sync Handshake Customer with orders only”.

If your business process requires otherwise, please feel free to uncheck these settings if you would like to match by company name or email. If you need extra support on setup please contact your Handshake support team lead.

Check by Default Handshake Customer Settings

 

NetSuite and Handshake: Add option to Exclude Shipping Cost

A month ago, we received a straight to the point question: “Can the shipping cost field be removed from the SyncApps mapping?”

Of course! Why didn’t we think of this earlier? Cutting shipping costs is a great promotional tactic and it should be super easy to apply.

And, of course, it’s now possible to view reports without it so you can have a better outlook on your financials:

NetSuite and Handshake: Add option to Exclude Shipping Cost

That’s it for our Q3 new features and enhancements! Want to try them out? Sign up for FREE, you’ve got nothing to lose!

We’re already hard at work building new features and enhancements for the last quarter of 2020. Spoiler alert: Salesforce users will be in for a treat! But, of course, it’s not just them!

If you need a specific feature that you can’t find, our suggestions list is ALWAYS open! Feel free to reach out anytime and let us know what the ideal integration service looks like FOR YOU!

    Cazoomi Resources