48 posts tagged with "News"

This week makes it easier to build accurate audience segments, catch email issues before export, and keep shared libraries permission-safe.

More precise recipient fields​

Salesforce Marketing Cloud date fields now work more naturally in segments. Teams can build date-based rules with conditions such as on, not on, before, after, empty, and not empty instead of treating calendar values like plain text.

Admins can also guide marketers toward approved text values for recipient fields, then choose whether exceptions are allowed. Strict fields prevent new out-of-list values while older saved values continue to work.

More accurate email checks​

Email checks can now cover more of the review process, including copy, brand, links, images, accessibility, placeholders, file size, and rules your team has configured. Reviewers can inspect findings in preview, dismiss false positives, turn them into comments, or ask Betty to help fix them.

Segmented emails are now checked separately for each audience version. VIP, fallback, or other audience-specific blocks no longer create misleading warnings as if every version appears to the same recipient.

Improvements​

• Template developers can give Betty uploaded .html files or pasted notes as context, making it easier to adapt existing creative or campaign guidance.
• Marketers can ask Betty to insert recipient fields from a searchable catalog instead of remembering exact field names while personalizing copy.
• Email library filters now include a created-by option, making it easier to find work from a specific teammate.

Fixes​

• Folder permissions now carry through nested folders and into the email workspace, so restricted users no longer see or open emails outside their access.
• Folder counts now stay trustworthy for restricted users, making the email sidebar easier to scan for folders they can read.
• Expired invitations can be resent from the invite dialog instead of being blocked by the previous invitation.
• Exports now respect the minify setting, and subject or preview-text checks no longer block integrations that do not support those fields.

This week's updates add Render Context for template authors, improve setup controls, and fix issues where migrated emails could appear blank, outdated, or difficult to publish.

Render Context for template authors​

Template authors can now use Render Context in Liquid to read facts Better Email already knows about the current email, including subject line, preview text, selected integration, preview mode, and included modules.

That makes templates easier to reuse across real campaign variations. A template can mirror the subject line in a hero headline, show integration-specific legal copy, or check whether a marketer included a required footer module before adding a fallback.

Improvements​

• Template authors can add a merge tag selector to Link inputs, so marketers can personalize product links, preference-center URLs, and campaign tracking links without copying tag syntax by hand.
• Admins can assign groups while inviting users, so new teammates get the right access as soon as they join.
• Admins can add a BIMI logo while setting up a new integration, preview it inline, and finish with the normal save-and-close flow.
• Template version descriptions generated from changes now reflect the actual HTML, module, setting, and input updates, making revision history easier to scan.

Fixes​

• Email thumbnails now appear for newly created emails, refresh after edits, and open in larger hover previews without being cut off.
• Send Test is available again from the email workspace, and HTML, PDF, and PNG downloads now match the rendered email that reviewers see.
• Emails based on shared templates now show the shared template content and name instead of blank modules or raw template identifiers.
• Agillic exports now include the required campaign block and stay pinned to the selected template revision.
• Betty no longer changes fixed brand colors into editable color fields unless custom colors are intended.

This week adds major export options, improves template review, and gives teams more control over email libraries, modules, previews, and assets.

Improvements​

• Better Email can now export directly to SendGrid Dynamic Templates. Re-exporting updates the same SendGrid template, so teams can keep syncing changes without creating duplicates.
• The SendGrid setup guide is now available, including API key setup, region and subuser settings, and how repeated exports map to SendGrid Dynamic Template versions.
• Teams that send through Outlook can now download an Outlook-ready .eml draft instead of copying rendered HTML by hand.
• The email library can now create, search, filter, sort, move, trash, restore, clone, and bulk-export emails from the updated workspace.
• Client Previews are now available in the template editor and standalone template preview, with improved preview cards and keyboard navigation for moving through previews faster.
• Review preview can now show all variants together, making it easier to check personalized emails before approval, export, or handoff.
• Admins can now choose who is allowed to override review checks before export.
• Template authors can now use conditional module visibility, so modules can appear only when the relevant inputs or conditions apply.
• Template management now includes clearer table actions, archive confirmation, unused module deletion, and a visible last-editor avatar.
• Betty can now handle SVG uploads and feed questions, and assets can now include MP3 files.
• Klaviyo exports now sync integration settings more consistently, keeping exported templates aligned with the selected integration.

Fixes​

• URL fields now make HTTPS requirements clearer while still accepting approved non-web and personalized links.
• Send Test now lets you fully clear the recipient field instead of filling it back in automatically.
• Template revision history now refreshes after changes, so teams can see the latest revision state without leaving the page.
• The new-email template picker now includes templates created in the updated template experience.
• Client Previews now stay visible while preview data is loading or refreshing.
• Segment navigation now includes custom integrations, and "Everybody else" previews stay on the fallback variant.
• Integration select styling has been restored where it regressed in email preview and export flows.
• When you open a resource from another organization, Better Email now switches to the right org automatically.

This week improves the updated template experience and fixes Salesforce Marketing Cloud metadata handling during export.

Improvements​

• Templates created in the updated experience now have an improved show page, preview, and editor flow.
• Pop-out template preview is available again, making it easier to review templates in a larger dedicated view.
• Template access labels are clearer, so teams can better understand who can edit, review, or use a template.
• Templates shared into a workspace are now treated as read-only where appropriate, helping prevent accidental edits to templates owned elsewhere.
• The updated template editor layout is cleaner and easier to scan during daily editing.

Fixes​

• Salesforce Marketing Cloud exports now preserve subject line and preheader data from older template metadata.
• Salesforce Marketing Cloud subject line fallbacks now use the right saved value when a template has older sender settings.

This week improves feed setup, integration selection, and segmentation previews for teams building personalized emails across multiple integrations.

Improvements​

• Product feed settings now use a tighter item layout, making feed items easier to scan and configure in the settings pane.
• Segment variant names can now be generated with AI, helping teams keep personalized variants easier to recognize.
• Email lists and filters now show clearer names for templates created in the updated template experience.
• Settings now make user management tidier and manually billed subscriptions easier to read.

Fixes​

• Hidden variants no longer block validation when they are not part of the visible email experience.
• Previews and exports now use the selected integration more consistently, including custom integrations and segment navigation.
• Segmented emails now render more consistently when switching between preview profiles, integrations, and fallback variants.
• Teams can now create the first saved segment for an integration even when it has no recipient fields or saved segments yet.
• Blocks no longer jump back after being moved in the editor.
• Older templates affected by a clone issue now point to the correct published revision again.

This week expands export support and improves feed-heavy workflows, especially for teams working with product data and larger imports.

Improvements​

• Agillic now has a complete export workflow, so teams can prepare and send finished email work from Better Email into Agillic.
• Shared reference defaults can now be overridden for a specific template or context.
• Large product feed imports can complete faster, with steadier batching and parallel handling for feed images.
• Recipient field management now includes search, filtering, archive behavior, and better compatibility across the editor, segment builder, previews, renders, exports, and API.

Fixes​

• Salesforce Marketing Cloud export errors now explain the problem more clearly when an export cannot finish.
• Preview profile routing and labels now better match the selected profile and integration.
• Image inputs now restore their saved default image and state more consistently.
• The segment builder now shows full saved segment names, making it easier to distinguish similarly named segments.

This week improves review visibility and makes smaller screens more comfortable when checking email work on the go.

Improvements​

• Reviewer permissions are now shown more clearly, so teams can confirm what reviewers can do in an email workspace.
• The mobile workspace layout has been cleaned up, making navigation and workspace controls easier to use on smaller screens.
• Review sync overrides are now limited to admins, reducing the risk of accidental review configuration changes.

Fixes​

• Preview profile links from segmented emails now open the expected profile and preview context.

This week adds clearer reviewer access and audit history for teams that separate editing, reviewing, and approval.

Improvements​

• Better Email now includes a dedicated reviewer role for email workspaces, making it easier to invite teammates who should review without needing full editing access.
• Review and approval events now appear in the audit log, so admins can see when important workflow changes happened.

Fixes​

• Dragging modules now respects the template's content zones, preventing drops into unsupported areas.

This week continues the review workflow polish and improves how previews, segmentation, and Salesforce Marketing Cloud output behave during day-to-day work.

Improvements​

• Better Email now includes an in-app docs and feedback menu, so help and product feedback are closer to the workflow.
• Review checks now appear sooner and include hover descriptions, making blockers easier to understand before approval.
• Template base comments are now visible in the editor, so reviewers can see relevant template-level feedback while working.
• Approval behavior is more flexible: users can approve after resolving their own comments, while avoiding unnecessary self-approval notifications.
• Notification emails have been polished so review and workflow updates are easier to scan.
• The editor now warns more clearly when it disconnects, helping teams avoid editing while the workspace needs attention.

Fixes​

• Salesforce Marketing Cloud link wrapping now preserves encoded characters, reducing the chance that personalized links change during export.
• Segment permissions are now clearer: owners can finish or archive their own segments, admins retain definition editing, and read-only users can inspect disabled segment fields.
• Salesforce Marketing Cloud exports now use the right saved subject when an email relies on the current draft value.
• Hidden segmentation fallback variants now stay out of exports when they are only needed inside Better Email.
• Duplicating a block now preserves segmentation, variant values, base values, and repeatable values.
• Review previews now keep loading, feedback, and segmented states in sync, reducing flicker and blank preview moments.
• The emoji picker no longer gets clipped inside editor panes.
• Workspace activity and segment counts now show more accurate numbers.

This week improves the path from editing to review, with better approval controls, richer email metadata, and more useful Betty context.

Improvements​

• Subject lines and preheaders can now be edited directly in Better Email, so campaign metadata can stay with the email while it moves through review and export.
• Review comments, approvals, and handoffs now have clearer controls, making the path from draft to approval easier to follow.
• Betty can now work with document attachments and rendered screenshots, making it easier to explain what you need without rewriting context by hand.
• Rich text template inputs can now include a custom tag toolbar, so teams can insert approved dynamic fields from the editor.
• API users can now work with recipient fields used for personalization and segmentation. The docs now include setup, authentication, error handling, and endpoint references for recipient fields.
• Users can now manage their Better Email profile settings from inside the app.

Fixes​

• Selected roles are now applied when inviting a user, so new teammates get the intended access as soon as they join.
• Salesforce Marketing Cloud segment fallback support is detected more accurately during setup and preview.
• Segment names are now checked in the right scope, reducing false conflicts when similar names are valid in different contexts.
• New emails now follow the latest published template revision instead of staying pinned to an older version.