Download OroCRM 1.7
Tracking of email conversations and threads.
The entire back-and-forth email conversation is now tracked and is displayed in form of a thread. This applies to both My Emails page and Activity Lists. Threads are turned on by default, but it is possible to disable them in System configuration.
Users may now set up their signatures and use them in emails. To configure a signature one must go to My #### User edit page. It is also possible to create a standard organization-wide default signature for all users in system configuration (but individual users’ signatures will override it), and choose whether the signature should be automatically appended to a newly composed email, or the user should add it manually.
OroCRM emails now support attachments of files and images to letters, both originated in OroCRM and synchronized via IMAP. We also added multiple UX shortcuts in order to provide smooth user experience of working with email attachments, namely: Re-use record attachments when you send an email as an activity—click on "From record" link next to Attach Files label and you will get a list of record attachments available for quick re-attachment. Attachments from all thread messages will also be available. Quickly re-attach file to record if an email is in its context. To do so, simply click on an attachment link within a message and select "Save to Record" option. This feature comes in handy when you are getting some documents from your customer via email and want to have them attached to his profile with as little effort as possible.
Context in OroCRM is any record that an individual email or an entire conversation thread might be meaningfully related to. If an email has a context of some record, it will appear in its Activity List. Think of the following case: you receive an email from your customer about some prospective order, discuss it with them, and then create an opportunity. It obviously makes sense to have this conversation in scope of the opportunity, and here contexts come in handy. Adding context to an email or a thread is easy. If you compose a new email (or a reply to an incoming message) the context selection will be available in the compose dialogue. Note that it will be pre-filled with recipients’ records, as they are the natural context of a message. You may remove them, however, and in this case the conversation will no longer appear in their Activity Lists. To add new context, use the dropdown selection, or select a context from a grid by clicking a grid selection button. It is also possible to manage contexts of existing emails or conversations. Existing contexts are displayed on top of the thread or within the message in both My Emails view and in the Activity List view. You can remove them by clicking on X next to the context name, or add new context using Add Context button available next to the list of contexts.
Other improvements to email UX.
- Forward existing emails.
- CC and BCC fields are available in Compose Email dialog. Improved UX of working with recipient addresses—it is now possible to quickly remove them in a single click.
- My Emails page has been redesigned in order to provide better experience of working with emails, and email threads in particular. It is now possible to switch between Inbox, Sent Mail and All Mail views.
Immediate availability of Magento data after initial synchronization.
In this release we altered the way Magento data is imported into OroCRM in order to provide better user experience. Before 1.7, every data connector has been processed separately: customer data first, then orders, then shopping carts, etc. This caused the user to wait before being able to start using the integration, and in case of big amounts of data—to wait for a long time. Now the integration imports Magento data progressively starting from the most recent, so at least some data will be available to the user almost immediately—allowing to start working with Magento channel without annoying delay.
Automatic accounts discovery on Magento customers sync.
This feature improves the experience of multi-channel Magento store management in OroCRM and solves the omnipresent problem of duplicate customer accounts across different stores. Now, when you create a second (or third, or umptieth) store, all customers imported within it will be matched towards existing accounts based on criteria set by developers. (First name, Last name and Email are matched by default.) And if a matching account will be found, the customer will be automatically appended to it, greatly reducing the duplication of data and saving the user a lot of effort of manually merging duplicate accounts. It is possible to change the matching rules for Magento customers by editing the code of integration job.
Create and Edit Magento customers from OroCRM.
Magento customers are no longer read-only imports in OroCRM—it is now possible to create them in Oro and sync them back to Magento. This feature allows the user to quickly create a new customer without leaving his CRM environment, which can be valuable in many sale scenarios (e.g. over-the-phone sale to a new customer who is not yet registered). Along with customer creation, the users will be able to edit existing customer data and their changes will be also pushed to Magento. Conflicting edits will be resolved according to channel settings, with options for Magento or Oro prevalence. To start using this feature you should enable two-way synchronization for the Magento channel, and update OroBridge to version 1.2.0 or higher.
Import of Magento newsletter subscribers.
Magento newsletter subscribers are now imported into OroCRM as a separate entity, and their data is available in full for reporting, segmentation and email marketing. And if you enable two-way synchronization you will be able to manage subscription status directly from OroCRM. To start using this feature you should update OroBridge to version 1.2.0 or higher.
Connection between web events and CRM data.
This feature enables a connection between events registered by our tracking engine and other CRM data like orders, shopping carts, customer profiles, etc. This connection can be further utilized in reports and segments, allowing you to construct queries like "all customers who has visited the website in the last 5 days" or "all customers who have responded to a campaign and placed an order." To enable this feature you should install OroCRM tracking engine on your website, then set up a tracking website in OroCRM and relate it to a channel that represents a website you want to track. If your website is Magento-based, we recommend to install the latest version of OroCRM Tracking extension that will allow out-of-the-box tracking of multiple user activities. Note that you still will have to create a tracking website in the CRM and relate it to proper Magento channel.
Connect guest/anonymous web events to customer after authentication.
Our web tracking engine has been expanded and now is capable of not just recording anonymous web activity such as page views or putting an item in the cart, but also retroactively connecting this activity to the customer profile after he somehow identifies himself (e.g. logs in from the same session or even registers a profile). Such connection will provide marketers who use OroCRM tracking engine with more comprehensive and reliable data on their customer activities, allowing for deeper understanding of the customer.
Abandoned shopping cart campaigns.
A new type of email marketing campaigns has been added to OroCRM in order to provide a tool for abandoned cart conversion. This campaign allows for deeper integration with MailChimp automation tools, allowing you to set up a recurring automated mailing to customers who have created shopping carts but did not complete a purchase. Using this campaign type will also enable you to populate email with shopping cart data, such as product names, prices, and a link to the shopping cart. From user standpoint the campaigning works very similarly to existing MailChimp integration: you create an Abandoned Cart campaign, specify the set of attributes that will be sent from OroCRM to MailChimp, and connect the campaign to MailChimp list by clicking the corresponding button. Then you set up automation in MailChimp based on the list segment that has been synchronized with the Abandoned Cart campaign.
New widgets for eCommerce dashboard.
We have added a handful of widgets that improve our eCommerce dashboard and provide great insights to performance of your Magento stores. All widgets are configurable: You may specify the time period of the data display, and rename widgets appropriately. Ecommerce statistics. This widget displays a set of 12 popular metrics that indicate performance of your eCommerce channels, such as revenue, number of orders placed, number of newly registered customers, etc. The value displayed is also compared to the previous period, and positive or negative change is indicated. In widget configuration you may choose which metrics to display, and turn comparison to previous period on and off. Revenue over time chart. This widget contains a series of line charts that display progression of revenue over time for every Magento channel. Number of orders over time chart. This widget contains a series of line charts that display progression of orders placed over time for every Magento channel. Purchase funnel chart. This widget displays a funnel of customer activity on your Magento websites: How many customers have visited it, how many have browsed it (i.e. visited more than one page), how many customers have created a shopping cart, and then how many have placed an order. Note that two initial steps will be available only if you have set up the tracking website.
Other minor changes.
An API for integration with call management systems that allows to synchronize call data and look up for related contacts by phone number.