ENHANCEMENTS
Discovery – Reporting – New Trigger Reports
Two new Trigger Reports have been added to ExecuTrax Next that allows you to see what
Triggers have been sent out within ExecuTrax Next as both a Summary and a Detail.
• Trigger Summary Report – breaks down the Triggers sent during a specific time frame
grouping by the Trigger Name and Action Type.
• Trigger Detail Report – provides a list of all Accounts, Customers/Members and
Households that were sent a Trigger during a specific time frame grouping by the Trigger
Name.
Setup Adjustments: No setup needed. Automatically added when the release is installed.
Discovery – Research – Field Group Manager Search
Search has been added to help narrow down your Field Groups by Name and Fields. Making it a
quick way to locate a Field Group you have previously saved.
Setup Adjustments: No setup needed. Automatically added when the release is installed.
Administration – Permissions – Roles – Bulk Assign Users
There is now an easy way to not only assign new Users to a Role but also see and remove Users
from a Role all under the new Bulk Assign Users button. The button has been added to all
existing Roles except ExecuTrax Administrator. When a new Role is created, an option to Bulk
Assign Users will be given when hitting Save to the new Role.
Setup Adjustments: Bulk Assign Users button is tied to the Administration – Permissions – Users
– Edit claim. Will also need the View Roles claim to be able to access the Roles.
MODIFICATIONS
• Triggers – Automated Triggers – Manage page now has an Add New button that will go to
creating a new Trigger.
• Triggers – Automated Triggers – Files now automatically include Phone Number based on
Trigger Level data for all Action Types.
• Administration – Split out SMTP/SFTP Settings into their own pages. Also gave them their own
permissions so Users can be assigned a role that allows them to View and Edit the pages.
o Administration – Settings – SMTP Settings is used for all emails sent from Next including
the Trigger Results Email and Password Resets.
o Administration – Settings – ExecuTrax Connections – SFTP Test tab allows the ability to
test the SFTP connection used for ExecuTrax Next Triggers.
• Administration – Settings – ExecuTrax Connections Page - ExecuTrax Next and CallTrax Next
need to communicate with the ExecuTrax desktop application to allow data adjustments within
Next to flow back into the ExecuTrax and DataPro applications. To help establish, test, and
maintain that connection, a new Connection Strings tab under the ExecuTrax Connections page
has been added.
Setup Adjustments: If there was already a connection in the config file, it will be moved into this
new page. If there was not one, an ExecuTrax Administrator or any User with the new ExecuTrax
Connections permission can adjust the connection.
BUG FIXES
• Fixed a bug where Campaign Tracking may not display results on some Trigger Matrices.
VERSION CHECK
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of
ExecuTrax. If it doesn’t match the screenshot below, contact marketingupgrades@gomarquis.com to
schedule your upgrade.