Mail2 Upgrade

Has anyone recently upgraded their mail2 account to the new dashboard and encountered issues with Tessitura integration? Would love to chat if you have -- we upgraded a week ago and are still having issues, especially with scheduled campaigns.

Sara Billmann, UMS (sarabill@umich.edu)

Parents
  • We're experiencing similar issues. Would be happy to connect, and with anyone else in the same situation.  

    We've seen two specific errors:
    - Scheduled campaigns running, but then kicking back an error at the time they are supposed to run
    - Custom Views not pulling any data when testing, even though we've confirmed there is valid data in those parameters 

  • As an update: we've resolved the error around our scheduled campaigns and Custom Views.  There's a new setting in Account Settings that has you specify your date format (MM-DD-YYYY, etc.), and it turns out that the date format in your views need to match this in order for the data to pull correctly.

    We're continuing to sort out through some other issues - if people think it would be helpful, I can post a list of our known issues (both resolved and unresolved).

  • Please post.  We are upgrading end of the month and want to be aware of any issues. 

  • Hi Reynaldi - we'd love to see your list of issues.  We're down for the upgrade in early February.

    thanks for sharing

    Alison

    London Philharmonic Orchestra

     

  • I tried to post this last week Thursday, but am not sure it made it...in any case, hope this is helpful:

    We had a long conversation with the mail2 team today to troubleshoot some of the issues we've been having, and it helped a lot. I think the most important things to know if you HAVEN'T already migrated are (save this message for when you need it -- it will be too overwhelming now if you haven't migrated but will make sense once you're in process):

    1. Before you migrate, save all of your current drafts as templates. This is really important. There may still be some funkiness with them, but it will be far worse than if you don't.

    2. Once you migrate, you'll need to start new campaigns and link to those templates. Otherwise, if you try to use the original draft campaigns, you'll face all sorts of formatting problems and issues and want to pull your hair out.

    3. All photo library links will change and will need to be updated.  This isn't really that hard, but something to be aware of as it will require additional time.

    4. You'll want to update subscription preferences forms right off the bat. This is somewhat confusing, but also sort of makes sense once they walk you through it in detail.

    5. Language has changed a LOT and is not always clear! Here's a cheat sheet:
    Draft = campaign that has been completely filled out and is ready to accept contacts and ready to be scheduled (note: you now add contacts at the end of the cycle, rather than at the beginning, which makes more sense)
    Incomplete = any draft campaign from the pre-migration period OR any campaign that hasn't had the "3rd step" of checking from name, links, analytics, etc. completed. 
    Workflow = Any campaign that is an automatic scheduled campaign through Tessitura. You can also create non-Tessitura related workflows, which makes this terminology somewhat confusing (e.g., if you want to automatically re-send a campaign to someone who doesn't open it in a certain time period).
    Mailing List = group
    Dynamic Segment = saved search

    6. Reporting data will not be brought over, but they will give you access to the legacy dashboard to be able to look at that.

    7. Personally, I find the dashboard organization to be a bit of a mess. (If you're a zero inbox kind of person, you'll go nuts. I'm not, and I'm still going nuts.) All of the legacy campaigns from the past 18 months are brought over with the prefix SENT in the dashboard, which I find terribly confusing, especially when some of that content was drafts that hadn't been sent.

    There were a few other things that were problematic at first, but some of them have been resolved in a fix that was pushed out yesterday.  I think the big thing to know is that even though they said the changes were all on their end, it will still take some time to sort through, and you'll want to have time built in to really dig into it.  I would expect that by the time you migrate, they will have sorted out some of the issues we were having.

    Good luck, all!
    Sara Billmann, UMS

    sarabill@umich.edu

  • Thanks, Sara, for your comprehensive post! I echo all these items as things we've been trying to sort out.  We've been on the new platform for about a month now, and I'd say that our challenges are less about bugs and glitches and more about just getting used to the new (and in my opinion, not as customer-friendly) interface.  

    There's three main interface changes in particular that stand out for us: 

    1. SMART EDITOR VS FULL EDITOR 

    Smart Email Editor is similar to what the pre-upgrade editor looked like.  All the old templates that we had migrated into the Smart Email Editor, as well as the mobile optimized/responsive ones like the 1:2, 1:3, etc. However, Smart Email Editor lacks two crucial features:

    • You cannot create Conditional/Dynamic content
    • You cannot live-preview data from your list before sending

    If you depend on either of these features, then you'll want to go with the Full Email Editor, which provides more flexibility, but definitely requires solid knowledge of HTML.

    2. LIST UPLOAD NOTIFICATION

    There is now a  section called "Message Center".  When you upload a list, instead of getting an email notification that the list has been uploaded, a line appears in the Message Center, saying "X number of contacts updated", but it doesn't tell you what list it was, which can get very confusing when you have multiple users updating lists. You have to click into the "X number of contacts" for the message detail, which you can then forward as an email, but personally I found it much more useful to upload a list and just look for the email notification.

    Also, not sure if this is just us, but our list uploads are considerably slower than before. 

    3. QUICK RESEND

    You can no longer do a quick resend by just adding a single contact on to a campaign after it is sent (which is a feature that our Call Center found extremely useful when patrons would call and ask to be added to a certain mailing campaign).  Now you have to make a copy of the campaign, create a list with that single content, and then redeploy.


    As other orgs upgrade, I'd be curious to hear how  folks are adapting! 

  • Hello Tessi Folks, 

    Latoyah from Melbourne Recital Centre here! We upgraded just under a fortnight ago and have experienced all of the above. I thought I'd add some other issues we've experienced as well. Hope this helps, and wishing you all the best for your pending upgrades :)

    • Public Lists Not Syncing Accurately Post Upgrade
      All of our public list contacts did not carry over correctly following the upgrade (only about 20% of contacts in the first instance), it took a couple of manual data syncing efforts on Mail2's side over a couple of days to ensure all contacts were transferred over.  
    • Saved Search Transfers Triggering A Server Error
      When we first starting our SSX process, the exporting function would throw an unexpected server error. We also discovered whilst troubleshooting that similar to the above, the number of contacts in the SSX did not pull through completely. This was partially due to Mail2 transferring contacts in bulk lots of 1000 and something preventing the process completing correctly. 
    • Scheduled Campaigns - HTML in Tessitura Content Fields Becoming Truncated By Character Limit
      We've recently learnt that all content fields which pull through to Scheduled Campaigns such as Event Reminders are becoming truncated by a 50 character limit, causing any text beyond the 50 character limit to be cut off in the email campaign. Mail2 are working on this unexpected issue, but no ETA has been confirmed on when this issue will be fixed.  
    • Past Contact Engagement Scores Do Not Carry Over
      We use engagement scores and metrics as part of our list building, and discovered that the past engagement scores were not carried over into the new version. Mail2 suggested a workaround that involved creating a saved search of the relevant contacts' engagement scores, importing them into the new version of mail2 and adding them as a custom field in the mail2 account for future reference and future list building. The engagement scores are also not a standard part of the new version. You can request the engagement score functionality be enabled to monitor and track engagement on future campaign sends. 
    • Google Analytics Integration No Longer Part Of The Post Campaign Report
      Due to the unreliable nature of the issues Mail2 currently have with GA returning data to mail2, they're discontinuing pushing this replicated data to the completed campaign reporting in the new mail2 dashboard (at least for the time being).
       
    • Outlook Does Not Register Old Font Size Formatting In New HTML Formatting
      The old HTML formatting style used to include pixels for font size, now it's grouped in small, medium and large etc. This has resulting in the temporary workaround of us manually editing the HTML in our campaigns to include pixels rather than size groups to ensure our campaigns render correctly primarily in Outlook (as well as other semi-challenging clients).
       
    • General Formatting Issues In Custom Templates Previously Built By Mail2
      In addition to the above formatting issue, we've also encountered other issues/bugs in our custom built Mail2 template post upgrade with linespacing (which can't be fixed in HTML), lines of text randomly jumping out of order and switching places with other lines, the creation of random spacing that can't be deleted (sometimes they're sneaky div statements, other times they're breaks and other times they can't be seen in the HTML at all).

    If you have any questions, please don't hesitate to get in touch. Happy to help whenever and wherever I can!

    Cheers,

    Latoyah

  • We had a very in-depth call with the M2 support team, specifically around the last two issues (sizing and formatting).  

    SIZING:
    In Smart Email Editor, the formatting palette on the right gives options for font size in pixels, wheareas the WYSIWYG editor gives them in points.  However, if you go into the HTML, it translates it into style (x-small, small, etc.).  So we would go in and manually edit these as well (same as you, it sounds like), but those edits wouldn't always stick.  M2 told us that this is a known bug, and they are working on a fix with their developers that will standardize all the sizing to pixels.

    FORMATTING: 
    We had the same thing happen, and were repeatedly told that it was based on copying old campaigns and templates from the previous platform. M2 built us a new template from scratch (following the 1:2 mobile optimized template), which had all clean code, but the lines were still jumping, so they are continuing to investigate.  

    We haven't gotten a solid on either of these fixes, but if I learn more I'll definitely share it with the forum.

     

  • Hi Latoyah,

    Just sharing that we've also had a lot of template issues since the upgrade - lines or texts randomly jumping, random spaces, inexplicable line breaks, emails looking different from one test to another. It's quite frustrating, and I'd be curious to hear if Mail2 provided any helpful tips in response to that! They've largely told us to work with the Full Email Editor (which, as none of us really know html, is not that helpful), and to always start from a new template, which is fine but a bit of a drag when we'd like to just copy from an existing email. A bit frustrating!

  • Former Member
    Former Member $organization in reply to Emily Tartanella

    Emily, 

    For what it's worth there are issues with the Full Email Editor too. Not sure if that gives any comfort.... I've had the same issues with what I call "text scrambling."

    Next time it happens stop what you're doing, copy the campaign and let support know. I always manually unscramble the text before saving a version for Mail2 support to look at and they can never find an issue or duplicate the problem.

    Happy Emailing,

    Kaylee

  • So glad it's not just us having these "buggy" issues with templates! Our formatting randomly gets lost and we also have experienced the random spaces, etc. Sometimes we send the test and it looks fine then send the real thing (having made no changes at all) and things are messed up! We also don't have the staff capability to use full email editor so not using the mart editor isn't an option!

  • Former Member
    Former Member $organization in reply to Tracey Flattes

    If you use the “save as a template” function in the Smart Editor, you can then go to your templates (now in the My Account section) and copy the full HTML and then Paste that into the Full Editor and work with it there.  I have had more problems with the Full Editor not displaying correctly, and better luck with the Smart Editor though... Even using exactly the same code. Go figure.

     

    Also, my Media Library did not update correctly, I am missing a lot of recent images, and seeing a lot of images that I deleted months ago. Many of the images in my saved templates were broken and I’ve had to go find the new link, and re-link it in the HTML. A real pain if you have a lot of templates.

     

    Is anyone else having issues with Data imports and summaries? I’m getting all kinds of wonky things happening with contact data.

     

     

    Maurya

  • For everyone's reference, here's a tracking sheet I created, to give a sense of how many bugs/errors/changes we came across and needed assistance with. Feel free to review, and shoot my any questions about anything - I'll offer insight if I can!

    https://docs.google.com/spreadsheets/d/1qq2r85Efzsd-i0sKFs4qGZ9wa-yf6oa71GyRP686HD0/edit#gid=908019569 

  • Hi there Emily, 

    We were provided with a little bit of info about how Outlook doesn't register the new HTML font size formatting in the Smart Editor (once we submitted a support ticket), whereby originally the HTML font size was formatted for example as 12px, but post upgrade it's changed to 'small', which Outlook doesn't register, causing font sizes and layouts to go haywire.

    We've been told that we'll need to manually update the HTML for each text field within our templates while working on a campaign as a workaround for now while they make time to fix it, but there's been no ETA given on when a fix will be applied. 

    I also asked the M2 team to go through the HTML of our most utilised custom created templates to make sure that no bugs had crept in during/post upgrade and were contributing to the formatting issues we were experiencing, and they happily obliged. So if you're still encountering odd issues, I definitely recommend getting in touch with them and requesting that they do that. 

    I hope this helps! If you have any other questions please feel free to contact me directly, too, very happy to help where I can!

    latoyah.forsyth@melbournerecital.com.au

     

  • Hi there Emily, 

    We were provided with a little bit of info about how Outlook doesn't register the new HTML font size formatting in the Smart Editor (once we submitted a support ticket), whereby originally the HTML font size was formatted for example as 12px, but post upgrade it's changed to 'small', which Outlook doesn't register, causing font sizes and layouts to go haywire.

    We've been told that we'll need to manually update the HTML for each text field within our templates while working on a campaign as a workaround for now while they make time to fix it, but there's been no ETA given on when a fix will be applied. 

    I also asked the M2 team to go through the HTML of our most utilised custom created templates to make sure that no bugs had crept in during/post upgrade and were contributing to the formatting issues we were experiencing, and they happily obliged. So if you're still encountering odd issues, I definitely recommend getting in touch with them and requesting that they do that. 

    I hope this helps! If you have any other questions please feel free to contact me directly, too, very happy to help where I can!

    latoyah.forsyth@melbournerecital.com.au

     

Reply
  • Hi there Emily, 

    We were provided with a little bit of info about how Outlook doesn't register the new HTML font size formatting in the Smart Editor (once we submitted a support ticket), whereby originally the HTML font size was formatted for example as 12px, but post upgrade it's changed to 'small', which Outlook doesn't register, causing font sizes and layouts to go haywire.

    We've been told that we'll need to manually update the HTML for each text field within our templates while working on a campaign as a workaround for now while they make time to fix it, but there's been no ETA given on when a fix will be applied. 

    I also asked the M2 team to go through the HTML of our most utilised custom created templates to make sure that no bugs had crept in during/post upgrade and were contributing to the formatting issues we were experiencing, and they happily obliged. So if you're still encountering odd issues, I definitely recommend getting in touch with them and requesting that they do that. 

    I hope this helps! If you have any other questions please feel free to contact me directly, too, very happy to help where I can!

    latoyah.forsyth@melbournerecital.com.au

     

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