Comprehensive Version Upgrade to 3.2
System R&D Log

Category: Version Update

Deployed comprehensive version upgrade in version 3.2

1. Mailchimp Email integration

• Synchronizing contact information including tags in real-time when changed.
• Check all APPS to ensure that every contact action will be considered.
• Checked actions:
  • New contact inserts
  • Existing contact updates
  • Actions by admin user
  • Actions by contact (i.e. in web forms)
• More Details:
  • Every new contact entered into the CRM with email address will be automatically added to the selected Mailchimp audience. Selected tags for the contact, if included in the tag category in these settings will also be associated to the contact in mailchimp to segment the contact.
  • Every existing contact updated in the CRM with email address will be automatically updated in the selected Mailchimp audience. Any updated tags for the contact, if included in the tag category in these settings will also be associated to the contact in mailchimp to segment the contact.
  • Every new contact inserted into the CRM through a form with email address will be automatically added to the selected Mailchimp audience. Selected tags for the contact, if (1) used in the form, and (2) included in the tag category in these settings will also be associated to the contact in mailchimp to segment the contact.
  • Every existing contact updated in the CRM through a form with email address will be automatically updated in the selected Mailchimp audience. Any updated tags for the contact, if included in the tag category in these settings will also be associated to the contact in mailchimp to segment the contact.
  • The information in your CRM will always be used to update Mailchimp.
• Webhook implementation: Subscribe status changes in Mailchimp (i.e. opt-out) will update CRM information.

2. Personal Meeting Room for all users to stream virtual meetings

• Personal Meeting Room feature, enabling admin users to create their individualized meeting room with full WEBRTC functionality and ZOOM integration.
• Personalization of room design with customizable backdrop, portrait picture, greeting text.
• Invite feature to send email invitation to any email address
• Published URL accessible by attendee using web browser, no download required
• Attendee insert into CRM, insert as activity and 360 degree LIFE view to ensure tracking of activity.