Communication Planner Release Notes

May 2025

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.

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.