Communication Planner Release Notes

February 2025

Version 2502.0

• Quick Messages allow you to deliver content to a specific group of recipients as a one-time event. They can be created and scheduled quickly, enabling efficient communication without setting up a full campaign flow.
• Twilio credentials are no longer required in the global settings page of Communication Planner, enabling Administrators to fully reset credentials, if necessary.
• Activity Center features an icon on drip track rows, providing detailed insights into drip track activity.  For details, see Navigating Communication Planner.

November 2024

Version 2411.1

• The Communication Planner settings include a General Settings tab for better organization of related options.

October 2024

Version 2410.0

The TargetX Communication Planner consolidates Email and SMS campaigns into a single tool, enabling you to define Tracks and Steps tailored to your organization's requirements. Salesforce serves as the interface and repository for campaign data and images, while actual campaign execution and related processes remain outside its scope.

• Campaign Builder is the primary organizational level in the Communication Planner, where you define Tracks, Steps, and Elements.
• Reports display Charts and Reports on your Campaign statistics.
• Activity Center lets you view your Campaigns, Tracks, Elements, Status, and Sent details.
• Template Builder is a tool for creating content/messaging for Email and SMS Templates. All campaigns and templates, including accompanying images, are securely stored within your Salesforce instance.
• Folders enable you to organize your content for campaigns and templates efficiently.