9/27 Deployment – Contact Manager Version 2.0h Yeah!

I am a happy Optifarian today (we have an internal debate about whether we are Optifarians or Optifinians, but hey, this is my blog post :) ).

Today we have made a few glorious changes to Contact Manager.

First, we have made it easy as pie to filter your Contacts based on which form or Landing Page they filled out. Just go into Contact Manager, click Filters, choose the Metric “Completed Form” and then just click into the Value box and BAM!, the list of all the titles of your forms and Landing Pages with submissions appear for your selection. It’s important to note that as of right now, this feature will work for all form submissions from 9/26 forward, but it is not (yet) retroactive. For retroactive form submissions, however, you can use the filter “Last Completed Form”.

This has been one of the most requested features from our customers and we are delighted to deliver it.

Next, and equally as awesome, are the new Email Activity filters. While you can historically get much of this data from the Email Performance Report in the Reporting section, we have made it even easier to get at this data in a simpler, more insightful, and more actionable way. Now you can filter to the list of people who clicked (or opened or unsubscribed or …) on any specific email (or multiple emails) right from the filtering box in Contact Manager. You want to see the list of folks who opened the email you sent last week? No problem. For instance, you might want to filter down to all the Contacts that were Hard Bounces from last week’s Product Announcement email, and then remove these Contacts from your database. (There are some good reasons why you might NOT want to remove these, so we’re building some more functionality regarding bounces, but that’s a story for another post in a couple weeks).

In addition, you can now customize the columns in Contact Manager. As I said in an earlier post, we spoke to a number of customers and the message was clear–let me customize the table to show exactly what I want to see. Your wish is our command. Customize to your heart’s content. And each user can customize it differently.
We are really excited about the new and improved Contact Manager and we hope you are too. Feel free to leave some comments or questions if you have any.

As for the requisite bug fixes, this week we took care of some form submission issues when people were trying to submit answers that are too long for the database settings, and we fixed a funny issue in the Email Performance Report that was barfing (this is a technical term) when a Contact’s entire name was put in the first name field leaving the last name field blank. If that’s the way you want to have your Contacts, then you should be able to do that. And we promise not to barf on it.