Email Upgrade

Step 1 - Record the Current Package Version

Prior to upgrading, you will need to find and record your currently installed version:

Navigate to Setup > Installed Packages
Search for TargetX_Email
Record your current version number

Note: if your current version is 2412.0 you are on the most recent package. To implement Communication Planner, refer to the article Implementing Communication Planner. Otherwise, you can proceed to the Communication Planner Upgrade.

Step 2 - Install the Upgraded Package

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C.

Navigate to TargetX Recruitment Suite: Admin Group to select and obtain the upgraded package.
Choose "Install for Admins Only."
- Remember to update the appropriate Profiles and Permission Sets if additional security is required.

Step 3 - Complete Additional Configurations

After installing the upgraded package (i.e., the ending version), you must complete additional configuration steps to ensure all functionality is available. Use the following chart to complete the additional configurations. Identify your starting package and your ending package, then complete all configurations steps in between. For example, if your starting version is xxxx.1 and you're upgrading to xxxx.4, you'll need to complete all configuration steps for xxxx.2, xxxx.3, and xxxx.4.

Starting Version This is the version you currently have installed, as Identified in Step 1.	Ending Version This is the upgrade you are installing, as selected in Step 2.	Configuration Steps by Release These are the steps you need to complete, from the starting version to the ending version. For example, if your starting version is 2205.0 (May '22) and you're upgrading to 2208.6 (August '22), you'll need to complete the configuration steps for 2206.3 (June '22), 2207.0 (July '22), and 2208.6 (August '22)
2211.5	2212.0 (December '22)	No configuration steps.
2212.0	2303.0 (March '23)	No configuration steps.
2303.0	2304.5 (April '23)	No configuration steps.
2211.5, 2212.0, 2303.0, 2304.5	2305.1 (May '23)	Item 1: Update Contact record page (optional) If you plan to use the new Visualforce page Lightning component, ind_activity_contact_vf, you can edit your Contact page to include the updated visualforce page: Navigate to the Contact (Student) tab in your Org and click on a record. Click on the Setup gear and select Edit Page; this opens the Lightning App Builder: The left-side pane displays Lightning components that you can use, including the new Custom Lightning components. Hover over the Visualforce component and drag and drop it to add it to the page. In the right-side panel, select the new Visualforce Page component: ind_activity_contact_vf Update the Label to “Individual Email Activity” or your desired description. Click Save and exit the Lightning App Builder. Item 2: Update Campaign record page (optional) If you plan to use the new Visualforce page Lightning component, campaign_intelligence_vf, you can edit your Campaign page to include the updated visualforce component: Navigate to the Campaigns tab in your Org and click on a record. Click on the Setup gear and select Edit Page; this opens the Lightning App Builder: The left-side pane displays Lightning components that you can use, including the new Custom Lightning components. Hover over the Visualforce component and drag and drop it to add it to the page. In the right-side panel, select the new Visualforce Page component: campaign_intelligence_vf Update the Label to “Campaign Email Intelligence Report” or your desired description. Click Save and exit the Lightning App Builder. Item 3: Update Broadcast record page (optional) If you plan to use the new Visualforce page Lightning component, broadcast_intelligence_vf, you can edit your Broadcast page to include the updated visualforce page: Navigate to the Broadcast tab in your Org and click on a record. Click on the Setup gear and select Edit Page; this opens the Lightning App Builder: The left-side pane displays Lightning components that you can use; including the new Custom Lightning components. Hover over the Visualforce component and drag and drop it to add it to the page. In the right-side panel, select the new Visualforce Page component: broadcast_intelligence_vf Update the Label to “Broadcast Email Intelligence Report” or your desired description. Click Save and exit the Lightning App Builder. Item 4: Your Upgrade is Complete No further configuration is required.
2305.1	2306.4 (June '23)	Item 1: Re-save Email Templates Due to the defect correction for CL-1918, you must re-save email templates that contain Conditional sections with images: Navigate to TargetX Builder tab and click the Campaign Builder icon. Select the Templates icon in the bottom navigation bar. Select Edit for any email template that contains Conditional sections with images. Save the Email Template. Repeat for each Email Template that contains Conditional sections with images. Item 2: Your Upgrade is Complete No further configuration is required.
2306.4	2307.0 (July '23)	No configuration steps.
2307.0	2308.1 (August '23)	No configuration steps.
2308.1	2311.1 (November '23)	Item 1: Update Social Share 'X' background color (optional) The former Twitter logo has been updated to reflect the new ‘X’ branding. Due to client customizations of branding and background colors in Email templates, the default background color for the ‘X’ icon may need to be updated. If you wish to have the background color set to the official brand color, complete these steps: Navigate to the TargetX Builder and select Campaign Builder. Click Templates in the bottom navigation bar. Click the Edit icon for templates with the Social Share Widget. Click the Social Share Widget. Update the ‘X’ background color (Twitter icon color) where desired. The official brand background color for the X Corp logo is black (hex #000000). Repeat for each template that uses the Social Share Widget. Item 2: Your Upgrade is Complete No further configuration is required.
2311.1	2412.0 (December '24)	No configuration steps. You may proceed to the Communication Planner Upgrade.