Klipfolio Changelog 2019

Up to July 15th

 

New:

      • PowerMetrics:
      • All accounts now have access to unlimited PowerMetrics.
      • We’ve added several style choices to our PowerMetric charts. For example, you can now create stacked column, bar, and area charts.
      • Trial customers: You can now start a Klipfolio trial by selecting a PowerMetric in Metric HQ on our website.
      • Partner features: When you import dashboards, they now automatically display in the side navigation bar in the client account.

 

Up to July 2nd

 

New:

  • PowerMetrics:
  • New trial customers now have access to sample PowerMetrics so they can quickly learn more about how PowerMetrics work.
  • The following pre-built PowerMetric has been added for HubSpot: Emails Sent for Selected Campaign.
  • The following pre-built PowerMetrics have been added for LinkedIn: Post Clicks, Post Comments, Post Shares, Post Impressions, Post Unique Impressions, and Post Likes.

 

Up to June 19th

 

New:

      • PowerMetrics:
      • We now allow up to 15 PowerMetrics on a Klip dashboard.
      • We’ve added an “All Time” date range option to PowerMetric dashboards.
      • The following pre-built PowerMetrics have been added for MailChimp: Emails Sent, Emails Bounced, Emails Opened, Emails Clicked, Email Unsubscribes, Email Total Opens, Email Total Clicks, and Email Click Rate.
      • The following pre-built PowerMetrics have been added for HubSpot: Contacts, Email Unsubscribes, Emails Bounced, Emails Clicked, Emails Delivered, Emails Opened, Marketing Qualified Leads, Sessions by Country, and Won Customers.
      • The following pre-built PowerMetrics have been added for Facebook: Page Likes, Page Unlikes, Page Likes by Country, and Page Likes by Demographic.
      • The following pre-built PowerMetric has been added for PipeDrive: Won Opportunities.
      • Modelled data sources: We now let you know if some of your column rows aren’t being displayed when modelling your data.
      • Partner features: Partners can now add clients faster via the new “+” button in the left navigation bar.

Updates and Fixes:

    • PowerMetrics: When you are editing a PowerMetric dashboard, the side navigation collapses to enlarge the workspace.

 

Up to May 30th

 

New:

  • PowerMetrics:
  • Users with the Admin role can now see all PowerMetrics in their account.
  • PowerMetric dashboards have been moved to the top of the left side navigation bar.
  • We’ve added tables to our list of visualization types. Learn more here.
  • Modelled data sources: We’ve added new options for merging misaligned data sources. Learn more here.
  • Live Chat: Trial customers can now access our Live Chat feature from either the Klips or PowerMetrics area of Klipfolio.

Updates and Fixes:

  • Dashboards: We have removed the ability to delete a dashboard from your list of open dashboards in the left navigation menu.
  • PowerMetrics: The issue with over-active auto-scrolling in the left navigation bar has been fixed.

 

Up to May 17th

 

New:

  • PowerMetrics: You can now duplicate a PowerMetric view while in edit mode on a PowerMetric dashboard.
  • Modelled data sources: When creating a modelled data source, we now include a link that tells you if some of your column rows aren’t being displayed.
  • Calculated PowerMetrics: You can now apply filters to referenced PowerMetrics when creating a calculated PowerMetric. Learn more.

Updates and Fixes:

  • Connectors: We’ve deprecated the Gmail connector and the Google Admin Directory connector.

Performance and quality investments.

 

Up to May 7th

 

New:

  • Calculated metrics: Combine two or more metrics using an equation (with simple math - addition, subtraction, multiplication, and division) to create a combined metric that can be expressed as a number, a percentage, or a ratio. Learn more.
  • More metric visualization types: In addition to bar charts, line charts, pie charts, and score cards, Klipfolio now includes area charts, treemaps, radar charts, waterfall charts, and heat maps for metrics. Learn more.
  • Metric sharing: You can now filter to see a list of metrics that are shared with you. Learn more.
  • Modelled data sources: The ability to model a data source is out of BETA. Learn more.

 

Up to April 22nd

 

New:

  • Lock out options: To enable greater security, we’ve added some new lock out setting options. Learn more.
  • New Function: We’ve added the function COUNTRY_CLEAN which is used to standardize country names in your data.
  • Harvest: You can now connect to Harvest from our Connector Gallery.
  • Zoho: You can now connect to Zoho from our Connector Gallery.
  • Metrics (Beta):
  • We emailed a summary report to all users for the metrics they’ve created.
  • In score card visualizations, when comparing data from a partial period, we now compare it to a previous partial period. For example, if you are halfway through a month and want to compare to the previous month, your metric will be compared to the same period of the previous month.
  • Metric date filtering now includes a “Last 24 months” option.
  • The weekly time period is now included when considering auto time periodicity for metrics. For example, if you're viewing a date range for your data for the "Last 8 weeks", the auto-periodicity will be set to "Auto (Weekly)".

Updates and Fixes:

  • Side nav bar presentation: Design updates make it easier to see the scrollbar when navigating the side bar and to see dashboards when dragging and dropping them within your list of dashboards.
  • Dashboard permissions: Permissions related to dashboard access and usage have been fixed.
  • Klips with merged modelled data sources: Error messages will display and notify you if there are refresh failures for any merged modelled data sources that are used to build Klips.

 

Up to March 27th

 

New:

  • Google Team Drive: You can now connect to Google Team Drive from our Connector Gallery.
  • Users: You can now search for users by name or email address.
  • My SQL connector: We've added support for SSL to our MySQL connector.
  • Upgrades: You can increase your maximum data source size to 15 MB by upgrading your plan to include the Larger Data Sources Power-up. To learn more, click your Name > Account > Plan to see all of our upgrade options.
  • Sharing: When you share an asset with individual users in your account, an email notification is automatically sent to the recipient. Learn more here,
  • Metrics (Beta):
  • You can now add a shared metric to a shared Metric Board from the Metrics List Page.
  • Group sharing is now available for metrics on a Klip dashboard.
  • New Revert feature enables you to reset your Metric Boards, and their metrics, to their default (pre-personalization) settings.
  • You can now view information about a metric on a dashboard by clicking the metric's 3-dot menu and selecting About.

Performance and quality investments.

 

Up to March 11th

 

New:

  • We now offer Paypal as a payment option.
  • Google Sign In is now supported in our mobile app.
  • Metrics (Beta): You can now view information for a metric via its 3-dot menu. From here you can see the metric's name, owner, date it was created and last modified, the last time it was refreshed, and a definition (if it was created using a metric from our Metric Hub).

Updates and Fixes:

  • Metrics (Beta): When in Metric Monitoring, the left side navigation bar expand/collapse state persists, as expected.
  • We've improved the experience of inviting users to your account (with more to come).

Performance and quality investments.

 

Up to February 28th

 

New:

  • We've simplified the process for inviting users to your account (new + button beside Users in the left navigation sidebar).
  • To help you organize your OAuth connections, we now add the created date to the end of all default OAuth token names.
  • New Slate coloured theme.
  • You can now merge up to five modelled data sources. Learn more here.

Updates and Fixes:

  • Sorting through data sources in the Data Source list table is now easier, with the addition of the ability to search by name, owner, and date created, as well as default sorting by date created (with most recent first).
  • The step for segmenting your metric, in the creating a metric configuration wizard, has been updated.
  • We've made usability improvements to our Salesforce pre-built metrics.
  • We've improved the experience of inviting users to your account (with more to come).
  • The issue with the company logo not loading has been fixed.

Performance and quality investments.

 

Up to February 13th

 

New:

Metrics (BETA):

  • Metrics is now in Open Beta.
  • Metrics and Klips can now be combined on a dashboard.
  • The metric creation process has been improved and simplified.
  • New terminology - Metric Klips are now called Metrics and Klipboards are now called Metric Boards.
  • When creating a metric using a tabular data source, you now have the choice of either accepting our automatically applied modelling settings or modifying them.

Updates and Fixes:

  • The Bing Ads connector is now available.
  • We've deprecated the Google+ connector.
  • We've added support for AWIS SigV4 (Alexa v4).
  • When a modelled data source refreshes, any associated metrics also refresh.

Performance and quality investments.

 

Up to January 31st

 

New:

  • Support for Google Sign In
  • Metric Klips (BETA): You can now delete and re-ingest data, and modify the measure, dimension, and date properties for an existing Metric Klip.
  • Metric Klips (BETA): Users now land on the "All Metrics" page after creating a Metric Klip.
  • Pricing plans: The pricing plan page design has been enhanced, enabling users to see features that aren't available to them within their current plan.

Updates and Fixes:

  • The Google Adwords connector has been updated to support v201809.
  • The $199 plan is available again for trial accounts to purchase.

Performance and quality investments.

 

Up to January 21st

 

New:

  • Metric Klips (BETA): Now supports Dark Theme.
  • Resource limits, in context with your usage and pricing plan, are now displayed on the relevant pages.

Updates and Fixes:

  • The "Remember Me" check in the login page now remembers you, as expected.
  • Your dashboards and side navigation UI now align in appearance when using Dark Theme.

Performance and quality investments.

 

Up to January 10th

 

New:

  • Modeller (BETA): When connecting to your data you can now choose to model your data source within the creation workflow, by selecting the "Model this data source" checkbox.

Updates and Fixes:

  • Metric Klips (BETA): Now supports up to 12 metric views per Klipboard.
  • Metric Klips (BETA): The "All time" option in the time range now includes future dates.
  • Modeller (BETA): Duplicate empty columns now have unique names.

Performance and quality investments.

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