Release 5 – June 1, 2025

Updated Email Metrics

New email metrics provide additional visibility into email campaigns and deliverability, including:

• A metric denoting Delivered and Not Delivered emails is now in Campaign Analytics, Track Analytics, and Email Analytics. An email qualifies as delivered if it lands in any of the recipient's folders. These metrics are listed below the Sent metric.
  
  Delivered in Campaign Track
  
  
  
  Emails Delivered and Emails Not Delivered in Email Analytics
  
  
   
• The Open Rate is now calculated by dividing Emails Opened by Emails Delivered. Previously, Open Rate was calculated by dividing Emails Opened by Emails Sent. The help text displayed when hovering over the Open Rate reflects this updated calculation.
  
  
• The Sent List for a specific email is now titled Email Delivery. On this page, the Emails Sent metric has been updated to Expected Emails Delivered, and the metrics of Emails Delivered & Emails Not Delivered have been added. You can click the Not Delivered metric to see a list of undelivered emails and search for specific Student Names, Emails, Error Messages, or Status Codes.
  
  

EMP Help Center Survey

To better understand our users' needs and learn how we can improve our help center, we invite you to complete this 10-question survey, which will close on June 27. All participants will be entered into a drawing, and two winners will be awarded a $50 Amazon gift card.

Analytics by Liaison Renamed to Liaison Analytics

Analytics by Liaison has been renamed Liaison Analytics, better aligning the product with all of Liaison's offerings. Additionally, the logo in Liaison Analytics and the help center have been updated to reflect this new branding.

Liaison Outcomes Help Center Survey

To better understand our users' needs and learn how we can improve our help center, we invite you to complete this 10-question survey, which will close on June 27. All participants will be entered into a drawing, and two winners will be awarded a $50 Amazon gift card.

TimeTrack Enhancements

We've made a few updates to help you manage interview days more easily and efficiently. Highlights include:

• Improved layout for better navigation, including a better chat experience.
  
  
• Quick access to meeting rooms via the calendar icon in the top right – no need to leave the TimeTrack screen.
  
  
• A new message broadcast feature is available via the megaphone icon in the top right. When you send a broadcast message to everyone, all users – regardless of role – will receive it, except the sender.
  
  

New Statuses: Interview Scheduled and Interview Complete

To improve the overall process for programs and support better reporting, we've added two new statuses: Interview Scheduled and Interview Complete.

• Once an applicant is assigned to a session, the system will automatically move them from Invited & Ready for Scheduling to Interview Scheduled.
• After the applicant completes all interview sessions with a program, they'll automatically move from Interview Scheduled to Interview Complete.

Updated Applicant Name Format

We've updated how applicant names are displayed throughout the Interview Portal: they now appear as last name, first name, degree instead of first name last name, degree. This change makes it easier to sort and scan names, especially when reviewing large lists.

Sort Designations

In the Designations panel, you can now sort the table by Organization, Designation, Application Status, and Interview Status. Click a column header to sort that column alphabetically (A–Z). Previously, the table was sorted alphabetically by Designation only.

Administrative

• Multiple packages have been updated to Salesforce API version 62:
  • AddressPlus
  • Applicant Dashboard
  • Application Review
  • App Tracker
  • Base
  • Communication Planner
  • Communities
  • Email
  • Engage
  • Events
  • HEDA Toolkit
  • Online Application
  • Payment Connector
  • Permission Scanner
  • Prospect Scoring
  • Recruitment Manager
  • Retention
  • Survey
  • Telemarketing

Communication Planner

Version 2505.0

• New fields have been added to the Contact and Lead objects to track bounced emails for primary, alternate, and lead email addresses. Note: TX email bounce fields are not used for emails sent through Communication Planner.
  • Comm Planner Has Alt Email Bounced (TX_CommPlanner__Has_Alt_Email_Bounced__c)
  • Comm Planner Has Alt Email Bounced Date (TX_CommPlanner__Has_Alt_Email_Bounced_Date__c)
  • Comm Planner Has Email Bounced (TX_CommPlanner__Has_Email_Bounced__c)
  • Comm Planner Has Email Bounced Date (TX_CommPlanner__Has_Email_Bounced_Date__c)
• Email recipient details are now available in the Activity Center, helping you assess your campaign's effectiveness and reach. For details, see Navigating Communication Planner.
• Transfer Images settings allow you to copy existing images directly into the TargetX Communication Planner Images file library, eliminating the need for manual transfers. For details, see Configuring Communication Planner Settings.
• Batch jobs can be managed from the settings page to simplify the process of running and scheduling Apex jobs. For more information on how to use those scheduled jobs, see Configuring Communication Planner Settings.
• Test Lists have been enhanced with features like full list deletion and the ability to edit Test List Members, making it easier to manage your testing process. For details, see Creating Email Test Lists.
• You can send test SMS messages directly from the Element configuration settings and validate them before sending to recipients. For details, see Creating Campaigns.
• Quick Messages are accessible in the Activity Center, allowing you to monitor and troubleshoot your messages. For details, see Navigating Communication Planner.
• The Inquiry object is available for use as a merge field and in conditional content.

Payment Connector

Version 2505.0

• A new payment connector for Nelnet Campus Commerce Checkout is available. For more information, see Configuring Payment Connector Vendors.

Recruitment Manager

Version 2505.0

• The Recruitment Manager package no longer includes an installation script for updating access keys. Previously, this script caused issues with data rollups from Source to Master, as well as errors in Flow, Process Builder, and Workflow, or validation rule failures. You can run the script manually from Base Custom Settings, with options to limit it by object and create dates. For details, see Configuring Base Custom Settings.

TX Forms

Base Version 2505.1

• Custom URL redirects let you define the destination for an embedded form, enabling you to tailor the redirect for forms placed on your website.
• Newly added questions now appear expanded in the builder view, making it easier to create and configure your form elements.
• Saved Responses allow you to view responses collected on your form(s), related to the specific form version. This enables you to review an original response to a form and resubmit a form if needed. For details, see Creating TX Forms.
  • A new object, Form Response (TargetX_Base__Form_Response__c), was added to support the Saved Responses feature.
• New fields were added to the Configuration object to support the display of the Forms list view information:
  • Form List Created By (Form_List_Created_By__c)
  • Form List Created Date (Form_List_Created_Date__c)
  • Form List Modified Date (Form_List_Modified_Date__c)
  • Last Modified Version Rollup (Last_Modified_Version_Rollup__c)
  • Most Recent Publish Date (Most_Recent_Publish_Date__c)

TargetX Resolved Defects

Application Review (Version 2505.0)

• (CL-2322) Picklist (Dropdown) field types retain their selected values when you exit and return to an Application Review. Previously, Picklist (Dropdown) field types did not retain and display the selected value.
• (CL-2328) Score fields cannot be updated after clicking Submit. Previously, if you modified a score field after submitting but before being redirected, the updated score would be saved.

Engage (Version 2505.0)

• (CL-2231) Engage rooms with thousands of event records for a specific advisor display without errors. Previously, attempting to access Engage rooms from Salesforce for a specific advisor with 50,000+ event records caused an error.

Events (Version 2505.0)

• (CL-2290) Redirect links to other event registration pages now display correctly. Previously, these links failed to load.
• (CL-2331) Registering for an event with sub-events on an iPhone allows the selection of all sub-events. Previously, users could not select more than three sub-events.

Online Application (Version 2505.1)

• (CL-2316) You can edit an application form with more than twelve reusable forms in an Org with hundreds of reusable forms without error. Previously, updating a master (non-reusable) application form in Form Builder under these conditions caused an error.
• (CL-2337) You can now start a new application for Application Forms using the form migration tool. Previously, after upgrading to the February '25 release, this was not possible.
• (CL-2343) An application cannot be submitted without completing all required fields. Previously, it was possible to submit an application if an incomplete required field with a visibility condition was displayed on a card.
• (CL-2351) Application forms with reusable cards save data correctly when the Erase Hidden Fields setting is disabled. Previously, data in hidden fields was not saved under this setting.

Payment Connector (Version 2505.0)

• (CL-2338) The Nelnet HPP payment connector now processes payments without error. Previously, selecting Pay Now would result in an error.

Retention (Version 2505.0)

• (CL-2057) The Retention Settings Visualforce page includes an example with a valid field API name. Previously, the example referred to a non-existent field.
• (CL-2300) Email options for creating an advising record in the Student Success Center display correctly. Previously, when a large number of email templates existed, an "Apex CPU time limit exceeded" error would occur.

TX Forms (Base Version 2505.1)

• (CL-2332) The Address Widget in TX Forms supports selecting a subset of fields. Previously, all address fields were required to be included.

Updated Time2Track Help Center URL

The Time2Track Help Center now has a shortened, easier-to-remember URL: https://help.liaisonedu.com/Time2Track.

Jump to Top Navigation for Applicant Details Page

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

The Applicant Details page, where all application data is listed, now has an arrow button that, when clicked, jumps you to the top of the page. This gives you quick navigation on a page that can become quite long to scroll through.

Updated Feature Manager Page Layout

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

The feature manager pages, where you can configure and manage feature templates (e.g., Local Status Manager, Export Manager, etc.), have an updated layout, making the data within the tables easier to read.

Previous Export Manager page

New Export Manager page

New MFA Column in Admissions User Report

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

The Admissions Users report in the Report Manager creates a report focusing on your program's admissions users' basic information within WebAdMIT. With this enhancement, a new column has been added to the report that will indicate if the user has enabled multi-factor authentication (MFA). This gives you additional insight into your users' account setups.

Updated Not Received Indicator for Transcripts and Letters of Recommendation

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

The Transcripts subpanel under the Documents panel on the Applicant Details page lists each college the applicant attended. Previously, (Pending) was listed for each college's transcript, which led to the assumption that the applicant had requested a transcript and it was in transit to the CAS. However, a CAS or program may not have required a transcript, and so the (Pending) indicator was misleading. With this enhancement, (Pending) has been updated to (Not Received) for clarification and accuracy.

Similarly, the Evaluations panel on the Applicant Details page lists each recommender whom the applicant sends a recommendation request to, with a (Pending) indicator. However, the recommender may not have accepted the recommendation request, and so the (Pending) indicator was misleading as it led to the assumption that the recommender was in the process of submitting their recommendation. With this enhancement, (Pending) has also been updated to (Not Received) for clarification and accuracy.

This enhancement was inspired by user feedback via the Ideas Portal.