iFOLIO
Release Notes
Email Enhancements - 12.09.24
2024-371. Personalize email subject line to each recipient for your outgoing emails from the campaign app and group share
2024-372. Recipients see sender’s name in email box rather than sender’s email. Updates to Mass Campaigns, Group shares, 1-to-1 shares.
2024-373. Bug fixes - campaign drafts, templates thumbnails, block background image block rearranging
Enhanced button editor, media upload capacity and bug fixes - 11.26.24
2024-366. Updates to support adding 2 or more than 2 buttons side-by-side
2024-367. Analytics track clicks on links embedded inside buttons
2024-368. Increased media upload size to 10MB
2024-369. MySQL upgrades to version 8.0
2024-370. Bug fixes for - campaign analytics, group shares, templates savings and cloning.
Patch Update - 11.05.24
2024 - 365. Backend AWS Elasticache updates for reliability, operational performance, and security.
Patch Update to Backend - 9.23.24
2024 - 364. Updates to backend.
Daily Autotests Update - 08.16.24
Autotests were created and are run daily. There are 930+ autotests that are run daily to maintain platform and feature SLAs.
It verifies the functionality and robustness of various features and roles within the platform.
The tests encompass account access, profile management, user and manager roles, analytics, email campaigns, media handling, sub-accounts, template creation, and many other key functionalities.
2024 - 342. Admin/Manager Account Access: Verifies search, account opening, and login functions for admin/manager roles.
2024 - 343. Manager Role: Tests profile access, wallet navigation, and sign-out.
2024 - 344. Profile Navigation: Verifies wallet access and redirection to login post sign-out.
2024 - 345. User, Manager, and Admin Accounts: Tests adding, deleting, and verifying user accounts for different roles.
2024 - 346. Analytics Section: Verifies functionality of menus, submenus, summary, leaderboard, stats, worldview, and calendar.
2024 - 347. Campaign Creation: Tests scheduling and Email Builder features.
2024 - 348. Text Editor and Buttons: Tests automatic filling of fields and button functionality in Email Builder.
2024 - 349. Media Buttons and Uploads: Tests all media library buttons, uploading, and deleting media files.
2024 - 350. Button Hover and Navigation: Verifies hover functionality, wallet navigation, and profile sign-out.
2024 - 351. Search Tab and Adding Accounts: Tests functions within the search tab and adding sub-accounts.
2024 - 352. Template Buttons and Permissions: Verifies template creation, navigation, permissions, duplication, and deletion.
2024 - 353. Search, Add User, Add List, and Export: Tests search tab, user addition, list creation, sending invites, and export functionality.
2024 - 354. API Functionality: Tests successful operation of the APIs.
2024 - 355. Publish Menu Buttons: Tests all buttons used in the publish menu.
2024 - 356. Individual and Group Share: Verifies sharing features and settings within the share menu.
2024 - 357. iFOLIO Icon, Rename, Clone, and Delete: Tests logo redirection, renaming, cloning, and deleting iFolios.
2024 - 358. PDF and Notifications Button: Tests PDF generation and notifications menu functionality.
2024 - 359. Profile Button and Forgot Password: Verifies profile submenu and password reset functionality.
2024 - 360. Header Editor: Tests header design changes.
2024 - 361. Media Library and Cropper: Verifies media library layout, functionality, and media cropper features.
2024 - 362. Text Editing and Block Functions: Tests text formatting, block dimensions, color, layout changes, and duplication.
2024 - 363. Layout Submenus and Elements: Tests navigation through layout submenus and adding/deleting media, icons, charts, and summaries.
PURLs Special Character Support Patch Update - 7.15.24
2024 - 339. PURL campaigns: Contacts sheet with custom placeholder fields now supports inputting 12 special characters like symbols, latin characters with diacritics: *, •, -, ", û, é, ō, ß, æ, œ, ñ, Û
2024 - 340. Support for inserting line breaks in PURL contact spreadsheet.
- Alt+Enter on Windows or Option+Return on Mac.
- Inserting line breaks inside of a Word doc & copy/pasting it into the spreadsheet cell
2024 - 341. Bug fixes for password protected iFOLIOs
May 2, 2024 Release Notes
Enhanced Template Permissions, New Admin UI
Styles, & more!
Enjoy a refreshed, vibrant, and cohesive visual experience and improved productivity from your Analytics dashboards, to Templates and permissions, to your Account and Business Units, to your Media Library.
- Admin UI Restyling: Enjoy a refreshed, vibrant, and cohesive visual experience!
- Account Templates: Easily add templates to all subaccounts with a single click via “All Accounts”, streamlining availability control and improving organizational productivity.
- Permissions: Effortlessly manage user-level and account-level template permissions directly from the ‘Templates’ tab.
- Analytics: Revamped color palette across seven dashboard graphs, providing a soothing UI experience.
Patch Update - Admin UI - 5.02.24
2024 - 323. Template Permissions categories new info dialogue added to explain how it works, UI improvements added for the 3 permission category selection
2024 - 324. Account Name and parent account navigation on top nav bar shifted to left-hand side
New Admin UI Styles
2024 - 325. Custom date picker widget
2024 - 326. Color of geography map changed, hover over styles changed - less opaque hover with 3px solid boundary, gradient scales (4-point, 5-point) for different time period
2024 - 327. Size of video thumbnail is equal to its container, removing black edges - video views
2024 - 328. Size of video thumbnail changed (height is reduced) - video views
2024 - 329. Equally spaced column in Click On Links (adjusts based on length of URL - see screenshot)
2024 - 330. Account and Owner avatar added to leaderboard - block views
2024 - 331. Clickable anchor tags for vertical navigation in account info popups
2024 - 332. Clickable anchor tags for vertical navigation in user info popups
2024 - 323. Search functions moved to the left of Account Admin dashboard
2024 - 334. Search functions moved to the left of User Admin dashboard
2024 - 335. Color Palette changed
2024 - 336. Numbers are enclosed within button-like element (see screenshot)
2024 - 337. Time period selector button got bigger and font changes
2024 - 338. Other changes to according to designs - padding, font color, font-size, container width
March 20, 2024 Release Notes
New Padding Editor, Button Editor, 11 New Layouts & more!
Deliver more digital delight with new creative tools from iFOLIO! Now the sky is the limit for your layouts and content!
- Padding Editor - Customize any layout yourself with more creative controls for exactly how you want a layout to look and feel - including the spacing around images, text, and the block.
- New Button Editor - We all prefer a friendly button to a link. Customize yours for your own brand and strengthen your call to action.
- 11 new layouts allow you to deliver design ready content quickly and easily. Take your content next level with new footers, sliders, drop downs, animations, and more.
- Carry Forward logic updates - iFOLIO helps you design quicker from choosing layouts to saving content between layouts with more engineering to make it seamless.
New Layouts
2024 - 322 - 333. New Template Layouts: Customize and style your iFOLIOs with 11 new layouts and create even more variety for media combinations.
Padding Editor
2024 - 321. New creative tools enable precise pixel-level padding controls for however you'd like to customize a layout. Get the exact look and feel you want for your content inside a layout.
A. Text Padding: Outer text padding allows you control length of text box, Inner Text Padding enables to position your text anywhere within text box.
B. Image Padding: Top, left, right, bottom padding allows you to control positioning of image within your block.
C. Block Padding: Top,left,right, bottom padding enables entire content positioning within a block.
Button Editor
2024 - 320. Button Editor: Drive more traffic to your Call-To-Action by creating buttons. Customize shape, color, width of your button and add hover over transitions and animations to improve user interaction!
Carry Forward
Layout Transitioning
2024 - 319. Elevate your productivity with enhanced layout transitioning capabilities. Seamlessly navigate through default layouts, effortlessly make real-time modifications, and smoothly transition to new layouts while retaining all your edits. Experience a more fluid and efficient workflow like never before!
February 14, 2024 Release Notes
Creative Editor Feature, Analytics Enhancements, & more!
Now Accounts have even more customizable capabilities through editor, improved analytics, and UX enhancements!
- Opacity control feature in layout text editor gives more flexibility to customize and match your org's website design
- Enhanced analytics now give even more in-depth, industry-leading information than previously
Creative Editor Feature
2024 - 318. Opacity Control: Now overlay text over any image/solid background of your choice and control the transparency to make it visually appealing
Shared Stats, Analytics Enhancements & Performance Improvements
2024 - 308. Shared stat - now can export all 14 fields available on shared stat dashboard to csv
2024 - 309. Shared stat - now sorts by number of visits on top of sorting by date
2024 - 310. Shared stat - view user engagement for youtube video links within your iFOLIO as percent of video length watched
2024 - 311. Analytics - leaderboard graphs now loads top 100 items with progressive loading as user scrolls
2024 - 312. Analytics - now sort by visits to view most shares by visits at a glance!
2024 - 313. Analytics - Manager and Admins can now view and monitor their sub accounts from main account analytics
2024 - 314. Campaign Analytics shows heat maps for each visits
2024 - 315. Admins and Managers now have granular control over template permissions for users within their account
2024 - 316. The browser back button now enables seamless navigation while maintaining the user/admin at the logged-in level
2024 - 317. Send, receive and monitor responses to your text campaign from single mobile device
December 18, 2023 Release Notes
Enhanced UX, Analytics, and security features!
Now Accounts have improved UX, analytics, and security features for a best-in-class experience!
- Upgraded security access for sharing and access amongst users
- Experience a refreshed, modern look to the admin panel and analytics
- Enhanced analytics now give even more in-depth, industry-leading information than previously
Automated Tests
Enhanced Security and User Access Management
2023 - 307. Increased security for guest shares of iFOLIO
2023 - 306. Increased security for guest shares of iFOLIO so they don't include owner's headshot in email signature
2023 - 305. Disable shares for unauthorized users
UX and Analytics Enhancements
2023 - 290. Admin Panel Redesign - new styling, new colors, new fonts, new display
2023 - 291. Global navigation UX improvements- can move back from User Dashboard to Editor
2023 - 292. Global navigation UX improvements - can move back through Campaign Analytics and stay within the Campaign App
2023 - 293. Increased Youtube thumbnail resolution to 1280 × 720 + video quality
2023 - 294. Enhancements to Shared Stat Analytics - export includes 3 more fields
2023 - 295. New campaign analytics bug fixes to show heat maps for each visit.
2023 - 296. Sub-Account Analytics bug fix to update inside Parent Account analytics.
2023 - 297. Clicks on Links Analytics bug fixes to only show links from within that iFOLIO
2023 - 298. Analytics - improvements for sorting by date range and bug fixes
2023 - 299. Analytics - shared stats - bug fixes and improvements to the export sheet
2023 - 300. Analytics - total views - improvements to total views to indicate more information
2023 - 301. Templates ~ bug fixes and improvements for position of template when duplicated
2023 - 302. Leaderboard Account Analytics for Sub Accounts ~ bug fixes and improvements to only show Accounts listing in leaderboard if the account has sub-accounts
2023 - 303. Mobile Editor ~ bug fixes and improvements to display of flip panes inside editor on mobile.
2023 - 304. Campaign App ~ bug fixes and improvements for error message with spreadsheet
November 20, 2023 Release Notes
Analytics, All Accounts Templates, Template Management
Now Accounts have even more template control and analytics to make work easier!
- iFOLIO releases capabilities to build a template in one spot and make it available to all users in a parent account and all users in any sub-accounts in the account system.
- New Analytics calendar picker show 2 and 3 years of data.
- New dashboards show the sub-accounts data in the leaderboard and shared stats.
Analytics
2023 - 289. Now can view 2 years and 3 years of analytics. Includes Summary, Leaderboard, Shared Stats, Block Views, Video Views, Clicks on Links, Geography, iFOLIOs, Users, Accounts
2023 - 288. Can choose a period of time to view analytics in the calendar picker, over weeks, months, and years
2023 - 287. Leaderboard Analytics for Sub-accounts can be viewed in the Parent Account Leaderboard
2023 -286. Shared Stat Analytics for Sub-accounts can be viewed in Parent Account Shared Stats board
2023 -285. Leaderboard has new tab to sort analytics by iFOLIO views, by Users, or by Accounts if there are Sub-accounts
2023 -284. Leaderboard analytics chart displays all users in account and subaccounts by top 50 page views
All Accounts Template Type
2023 - 283. New type of template "All Accounts" is available to all accounts in a system and managed or updated by an admin or manager
2023 - 282. New template type for All Accounts is available to new users and existing users
2023 - 281. Templates can be managed centraly and added to sub-accounts automatically
Template Management
2023 - 280. Template order can be updated inside an account in the Templates library, drag and drop, with pagination left and right.
2023 - 279. New template type can be cloned, named, and edited just like other template types
2023 - 278. New templates type can be deleted, just like other template types
October 18, 2023 Release Notes
New Campaign Analytics Released today!
Measure personalized campaign results from engagement, to clicks on links, to open rate, and even individual heat maps of interest.
Now you can measure omnichannel campaigns to email and text message in the same dashboard.
New Stats show engagement by visits and engagement by contacts across channels.
Campaign Analytics
2023 - 277. Added dynamic Campaign name & Link to iFOLIO in Campaign
2023 - 276. New chart reports visits over time (email, text message, & both email & text message)
2023 - 275. New Message View shows the subject line, from email, email message & signature, and visuals to measure messaging for email campaigns
2023 - 274. New Message View shows text message, signature, and visuals to measure messaging for text message campaigns
Campaign Results Dashboard
2023 - 273. Added new dashboard with 20 measures of engagement from actions across a multichannel campaign. Dashboard dynamically updates in real-time for 3 campaign scenarios: Email only, Text Message only, and Email & Text Message Campaigns.
2023 - 272. Added definition info bubble with the calculations for each stat
Email Campaign deliverability and initial engagement
2023 - 271. Email sends registers total sends by email.
2023 - 270. Detect Bounces for email campaigns and report in dashboard.
2023 - 269. Email open number registers email opens by contact. They do not register more than one open per contact.
2023 - 268. Email open % registers opens by contact as a percent of total sends less bounces.
2023 - 267. Email Click-throughs registers number of clicks on links from emails. Each new click is a new visit.
2023 - 266. Visits - shows email message visits
Text Message deliverability and initial engagement
2023 - 265. Text Message sends registers total sends by text message
2023 - 264. Text Message Bounces registers text message bounces.
2023 - 263. Text Message Click Through registers number of Clicks on links sent in text
2023 - 262. Text Message Click Through % registers number of clicks on links sent in text as a percent of total sends to text
2023 - 261. Visits - shows text message visits
2023 - 260. Text message open % removes bounces from calculation
Omnichannel Campaign to Email & Text Message deliverability and initial engagement
2023 - 259. Total Sends registers send to email plus sends to text message.
2023 - 258. Total Contacts registers total unique contacts in campaign. If the same contact is send an email and text message, they are counted once.
2023 - 257. Total Contacts Email registers the number of contacts receiving email in a dual send campaign.
2023 - 256. Total Contacts Text Message registers the number of contacts recieving text message in dual send campaign.
2023 - 255. Total Bounces registers email bounces plus text message bounces in a dual send campaign.
2023 - 254. Total Bounces Email registers the email bounces in a dual send campaign.
2023 - 253. Total Bounces Text Message registers the text message bounces in a dual send campaign.
2023 - 252. Visits - Switching of visit types (text and email) works
2023 - 251. Click throughs summarized across channels when campaign includes email & text message click throughs
iFOLIO Opens & Click throughs
2023 - 250. IFOLIO Opens by visit registers the total number of iFOLIO opens for email & text message. Includes multiple visits
2023 - 249. iFOLIO Opens by Visit % registers total number of iFOLIO visits for email & for text message by the total sends less bounces.
2023 - 248. iFOLIO Opens by Contact registers the number of contacts that opened iFOLIO.
2023 - 247. iFOLIO Opens by Contact % registers the number of contacts that opened iFOLIO divided by the total contacts in the list.
2023 - 246. Clicks on Links registers total clicks from emails and text message.
Omnichannel Dashboard for Text, Email, & Email & Text
2023 - 245. Added Email Only Campaign dashboard registering 8 key stats from a campaign to email ~ total sends, email sends, email bounces, iFOLIO opens, email opens, email open %, iFOLIO open %, clicks on links.
2023 - 244. Added Text Only Campaign dashboard registering 6 key stats from a campaign to text message ~ total sends, iFOLIO open %, text message sends, text message click throughs, iFOLIO opens, clicks on links.
2023 - 243. Added Email & Text Campaign dashboard registering 22 key stats from a campaign to both email and text message ~ total sends, total contact, total contacts email, total contacts text, total bounces, total bounce email, total bounces text, iFOLIO opens by visit number, iFOLIO opens by visit %, iFOLIO opens by contact number, iFOLIO opens by contact %, total Clicks on links.
2023 - 238. Geography shows total views from campaign by state with drill down to county and city.
2023 - 239. Provided heat map of aggregate interest engagement averaging time on blocks from all opens for a campaign. Each block shows average time spent by all viewers. .
2023 - 240. Provided iFOLIO views number by Device type: Mobile, Desktop, Tablet
2023 - 241. Provided iFOLIO Open Rate by Visit percentage views by Device type: Mobile, Desktop, Tablet
2023 - 242. New shared stat dashboard - brings individual viewer analytics to campaign analytics - including lead, mode, delivery status, sent date/time, visited, duration, heat map, company, position/title
2023 - 237. Updated API and webhooks
2023 - 236. Clicks on Links shows number of clicks and the links for both email and text message campaign
2023 - 235. Added Shared Stats dashboard to bottom of Campaign Analytics registering engagement by each contact in a campaign, including the mode sent, date sent, visit, duration, & heat map.
2023 - 234. Added delivery stats for email and text message in shared stats dashboard including tool tips that contain Twilio/Sendgrid info and reason of bounce and status of message.
2023 - 233. Added Search and find individual sends by name, email, & phone number in dashboard.
2023 - 232. Added download of CSV file for shared stats.
2023 - 231. Enhanced Text Editor Tool bar for usability, formatting, and font family choices.
September 26, 2023 Release Notes
First Time User Experience
2023 - 230. New 1st time user experience for Enterprise Users – quick tips to learn how to use text editor, layouts, animated charts, media library options, publishing & analytics.
Creative Editor
2023 - 229. Text editor bug fixes for edit and preview modes.
2023 - 228. Animated charts builder improvements to color selector.
2023 - 227. Video display improvements in hero/banner while still optimizing for quick view of sites with lots of rich content.
2023 - 226. Text-editor improvements for formatting & copy & paste functions.
Analytics
2023 - 225. Manager Analytics enhancements to show owner and clickable link view more data.
2023 - 224. Admin panel analytics bug fixes.
2023 - 223. Heat map improvements.
2023 - 222. Correct "Untracked" behavior in shared stats
Campaigns
2023 - 221. Campaign app calendar picker dates improvements.
2023 - 220. UI improvements for email button customization.
2023 - 219. Visual email editor bug fixes.
Hardware & Service
2023 - 218. Migrated to AWS Elasticache in API to scale caching data.
2023 - 217. Implemented additional caching of some database queries
2023 - 216. Optimized query for fetching layouts and preview service (preview of iFOLIOs & templates)
August 29, 2023 Release Notes
Exciting Product Updates on August 29, 2023!
Achieve more with your integrated marketing platform! This release delivers enhancements and bug fixes for Analytics, iFOLIO Creative Editor, Sharing System & Cache, Infrastructure, & Admin
Analytics
2023 - 215. Enhanced accuracy of analytics.
2023 - 214. Now can view analytics of the subaccounts from the summary of main account.
2023 - 206 - 213. Enhancements to geography analytics – updating the geo-ip databases and automating the updates.
2023 - 205. Added email open rates to shared stat analytics.
iFOLIO Creative Editor
2023 - 204. HTML Capabilities - Improved the algorithms of custom HTML processing to reduce the risk of conflicts with the rest of iFolio content and styles.
2023 - 203. New font Open Sans added to iFolio text editor.
2023 - 202. New font Montserrat added to iFolio text editor.
2023 - 201. New font Lato added to iFolio text editor.
2023 - 200. New font Merriweather added to iFolio text editor.
2023 - 199. New font Oswald added to iFolio text editor.
2023 - 198. New font Source Sans added to iFolio text editor.
2023 - 197. New font Garamound added to iFolio text editor.
2023 - 196. New font Titillium Web added to iFolio text editor.
2023 - 195. New font Vitesse added to iFolio text editor.
2023 - 194. New font Zuume added to iFolio text editor.
2023 - 193. Email button customization added for email campaigns.
2023 - 192. iFOLIO Editor Image cropper enhancements.
2023 - 191. iFOLIO Text Editor – improvements for copy and paste function and formatting consistency.
2023 - 190. Content saving – enhancements to logics for content saving to guarantee content is saved automatically in real-time with inline edit (user doesn’t have to hit save) and that content is not lost.
2023 - 159 - 189. 30 Enhancements to Add images to default layouts 1- 30 in templates.
Sharing System & Cache
2023 - 158. Web publisher enhancements to publish pages with shorter links.
2023 - 157. Content processing - Enhanced images loading processing for the images inserted in the custom HTML.
2023 - 156. Enhancements for page loading. Reducing flashing of the screen during initial load.
2023 - 155. Fixes to autoplay Vimeo videos on mobile & display thumbnail.
Infrastructure
2023 - 151. Made system level updates to frameworks and migrated the codes and data to the latest versions of frameworks and databases to ensure the system is utilizing all latest performance and security updates.
2023 - 152. System performance optimization - A variety of bug fixes and enhancements to assure optimum system performance.
Admin
2023 - 153. Admin controls – enhancements regarding passwords.
2023 - 154. Admin –user roles & permissions enhancements and bug fixes.
June 2023 Product Updates
This Release Includes
2023 - 150. Updates to HTML processing and caching for purl campaigns.
2023 - 149. Campaign Application enhancements & bug fixes.
2023 - 148. Sub-accounts enhancements & bug fixes.
2023 - 147. Animated charts enhancements & bug fixes.
2023 - 146. Content saving enhancements & bug fixes.
2023 - 143. Shared stat Analytics enhancements & bug fixes.
2023 - 142. HTML editor and process enhancements & bug fixes.
2023 - 141. Publisher & short track links enhancements & bug fixes.
2023 - 140. Password protection for content enhancements & bug fixes.
2023 - 139. Media Library and iFOLIO Stock Library enhancements & bug fixes.
2023 - 138. Content handling after using copy & paste enhancements & bug fixes.
2023 - 137. Content saving enhancements & bug fixes.
May 26, 2023 Release Notes
Release Summary
Introducing More iFOLIO Innovation!
Whether it's new products or features, we are always evolving to improve your experience and enable more digital delight!
This release includes:
- new services for all users
- new products
- bug fixes and performance improvements to iFOLIO Editor, Campaign App, Analytics, and Core Constructor.
New Features A
SEO Tools
2023 - 136. Capability to set Meta tags for keywords and descriptions to boost SEO for iFOLIOs
New Templates
2023 - 135. New templates for all users ~ Site, Digital Business Card, Campaign, Event, Presentation, Info Page
Load Time
2023 - 134. We made performance improvements to enable quick load time
Password Security Updates
2023 - 133. Updates for SOC 2 Type 2 security
New Features B
Subscriptions, Services & Limits
2023 - 21 - 132. Delivered new capability for online subscriptions
2023 - 20. Capability to set specific features availability on subscription level for iFOLIOs, Emails, Text Messages, and Services like two-way messaging, custom url, manager analytics, animated charts, Media Library, Media Stock Library, Custom Templates, Sub-Account, Navigation Bar Creator, and more.
2023 - 19. Online top-up, enables Teams to top up more emails and text messages with a flexible billing mechanism
2023 - 18. Payment processing for subscriptions, integration to Stripe platform
2023 - 17. Added User wallet to top up services on their own
2023 - 16. Added Wallet functionality in the administrative interface
New Subscription ~ iFOLIO Pro
2023 - 15. New PRO product including account, iFOLIO page, emails, text messages, animated charts, icon library, media stock library, media org library, link personalization, group share, User Analytics
2023 - 14. Online Registration flow for PRO subscriptions
2023 - 13. Online payment flow for PRO subscriptions
2023 - 12. First-time user experience: an online tutorial with live iFolio integration for first-time users with 8 tips to get started
New Features C
Automated Notifications Updates
2023 - 11. Welcome New User notifications updates
2023 - 10. Reset Password Notification updates
2023 - 9. Invoice payment notifications for subscription users
2023 - 8. Expired credit card notifications for subscription users
2023 - 7. Account renewal notifications for subscription users
2023 - 6. Account renewal notifications for internal team for Enterprise Accounts
2023 - 5. Incoming two-way message notification
Other Updates
Built and released more than 200 SaaS capabilities in the 7 years prior to 2023.
In 2023, we started making our release notes public.
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com