DataPort API: Two new endpoints have been added, "GET Segments" and "GET Segment Contacts," allowing users to retrieve segmented data directly from their Pathway account.
Flow Updates:
Trigger Selection: When selecting a trigger type, you can now also choose a trigger field in certain cases, such as "Renewal Date" vs. "Effective Date."
Policy Dispatch: The policy trigger date has been updated to use the renewal date instead of the effective date. This ensures emails are regenerated if the renewal date changes.
Feedback Forms:
NPS Forms: The subtitle character limit has been increased from 100 to 256 characters.
Contacts:
Search Field Expansion: The search functionality on the Contacts page has been enhanced with a dropdown menu for improved flexibility and faster results.
Segment Creation: You can now create segments from uploaded data by matching on Policy Number.
Filters:
New Filter Options: "Not in List" and "Is in List" filters have been added, allowing comparison of contact emails or ccode values with manually uploaded lists.
Merge Tags:
Policy "invoice_date" fields now render in the correct regional format.
Reports:
Retention Report: The dashboard now has a new Retention Report tab. [More info..]
System Improvements:
Manual Emails: Sent time is now displayed alongside the send date for greater clarity.
Audit Logs: The logs now include additional actions on campaign pages and a more consistent tracking format.
Integrations:
Epic: A new field for broker contract numbers is now synced from policies.
Acturis: Support for custom Acturis writeback types has been added, specifically for the "Generate Abeyance" Flow Action. Additionally, the Acturis Edoc sync process has been optimized for speed, with several issues resolved.
Epic & DataLake: Vehicle annual distance and commute distance fields are now mapped.
Sagitta: Client "Division Number" is mapped to a custom field in Pathway.