The following table shows when features were introduced or updated (so you can see the features that await you if you upgrade).
|Released||Area||Features and updates|
|2021-10-21||Campaign||You can now create webhooks for the spam complaint event.|
|2021-10-15||Campaign||The new topic, Setting up the List-Help header, has been added.|
|2021-09-30||Campaign||As part of the rebranding, the images and attachments feature was redesigned. It is now complete and includes the option to delete created images and attachments. (update 379)
When creating or editing users, you can now specify allowed IP addresses and IP ranges to restrict access to the user account. See Managing users. (update 379)
|2021-09-28||CMS||The Reports view is no longer supported and is removed. (update 378)|
|2021-09-28||CMS||The admin view is redesigned. (update 378)|
Visitor groups user interface is redesigned.
Criteria previously included in the add-on Visitor Group Criteria Pack are now included in Optimizely CMS by default, see Built-in visitor group criteria. (update 378)
|2021-09-28||CMS||The dashboard is no longer supported and is removed. Gadgets are now only installed in the navigation or assets panes. (update 378)|
|2021-09-28||Commerce||The Commerce Manager administration system is removed, and replaced with a new Administration view, from where you can define markets and warehouses, index catalogs, configure taxes, shipping, and payments, and work with dictionary properties. (update 378)|
|2021-09-28||Commerce||A new Customers view replaces the legacy Customer Management in Commerce Manager. (update 378)|
|2021-09-28||Commerce||Some functionality, previously managed from Commerce Manager, is now managed through code:
See Optimizely World for technical details, and previous versions of the user guide for the removed legacy functionality. (update 378)
|2021-09-23||Campaign||Mailings Classic and Reports will be deactivated on 2022-03-01. To migrate your mailings to Smart Campaigns, see Mailings Classic. To migrate your reports to the Performance Dashboard and Deep Analytics, see Reports. (update 377)
The current Apple operating system versions include the Apple Mail Privacy Protection, which restricts the transmission of tracking information to Optimizely Campaign. See Apple Mail Privacy Protection.
|2021-09-09||Campaign||You can now merge mailing content from different campaigns into a new campaign. See Merge content. (update 377)|
|2021-09-02||Campaign||When importing recipients, you can now merge the contents of recipient list fields of type "String" and "Text". You can either append or prepend the content or replace the old content with the new one. (update 376)|
|2021-08-12||Marketing automation connectors||The configuration settings screen of the Microsoft Dynamics CRM connector was updated.|
|2021-08-02||Campaign||The redesigned user interface has been released. Optimizely Campaign screenshots in the user guide have been updated. See Start page.|
|2021-07-22||Marketing automation connectors||The Pardot connector has a breaking change when you upgrade to version 6. The configuration screen has new fields to create new connectors. Configurations made with older versions of the Pardot connector will no longer work.|
|2021-07-20||Campaign||You can now create webhooks for the unsubscribe event. (update 373)|
|2021-07-13||Email Product Recommendations||New strategy: Recommendations from categories of purchased products (last 365 days)|
|2021-06-24||Campaign||If you use the coupon system, you can now optionally create QR codes. You can also use field functions to generate QR codes that refer to specific recipient list fields. (update 371)|
|2021-06-17||Campaign||See Deliverability basics for information about the BIMI email authentication standard.|
|2021-06-14||B2B Commerce||Spire roles documented.|
|2021-06-09||B2B Commerce||Adyen payment gateway plug-in documented.|
|2021-05-27||Marketing automation connectors||Fields were added to the Acoustic (Silverpop) Connector setting screen to include database lists. (update 368)|
|2021-05-13||Campaign||In Deep Analytics, you can use separate groupings for the name and ID of mailings, recipient lists, and clients. See Groupings. (update 366)|
|2021-04-29||Triggered Messages||A new feature was added to the Targeted Discount daily trigger to enable the trigger to fire if products were added to a basket but not purchased within the last 30 days.|
|2021-04-22||Campaign||You can now create webhooks for the bounce event. (update 364)
See Deliverability basics for information about list bombing and learn how to recognize these cyberattacks and protect yourself.
|2021-04-15||Campaign||See Deliverability basics for a glossary of the most important terms related to deliverability.|
|2021-03-31||Campaign||The beta phase of the webhook feature has been expired. You can now create webhooks for the sent event and optionally submit the Basic HTTP Authentication header. You can also verify and update webhooks via REST API. See Webhooks. (update 362)
You can now display background images in grouping paragraphs and sidebars in the mobile newsletter version. You can also automatically stretch or crop the image to fill the entire paragraph area. See Grouping paragraph. (update 362)
The beta phase of the A/B tests for transactional mails feature has been expired. This feature is now available for all users on request.
|2021-03-25||Visitor Intelligence||Visitor Intelligence now comes with a set of built-in filter definitions. It is also possible to add time and occurrence filters to segments to further limit matching profiles. See Creating a segment based on filter definition. (update 360)|
|2021-03-25||Campaign||In the Optimizely Campaign start menu under Scheduled jobs, you can find an overview of the scheduled jobs configured in your client. (update 360)
If you use the coupon system, you can generate bar codes based on the values of your recipient list fields via field functions.
|2021-02-18||Campaign||In the Marketing Automation's Advanced node, you can specify which recipients are passing through the Marketing Automation campaign at which time. You can now define even more precisely when Optimizely Campaign should check the criteria. For example, if you set the interval to Every 2 months, each 1st from 14:00, Optimizely Campaign checks the criteria on the first day of every second month at 14:00. (update 355)|
|2021-02-04||Campaign||If you use the recipient list management, you can now change the field name of recipient list fields. See Editing recipient list fields. (update 352)|
|2021-01-21||B2B Commerce||The end user documentation for B2B Commerce and Optimizely PIM has now been integrated in this user guide. See sections Optimizely B2B Commerce and Optimizely PIM.|
|2021-01-21||CMS||Edit and publish blocks in a quick edit view, which lets you edit relevant block properties without leaving the current context. (update 350)
|2021-01-21||Commerce||Customer service representatives can create notes associated with carts, orders, and subscriptions (update 349).|
|2021-01-21||Campaign||You can now run A/B tests for transactional mails to send different variants of a transactional mail and check which variant performs better.|
|2020-12-28||Commerce||New feature in Order Management lets you repeat an existing order (update 347).
Payment plans changed to Subscriptions on the Order Management screen (update 347).
|2020-12-17||Search & Navigation||The menu item Find has been renamed to Search & Navigation in the user interface. (update 346)|
|2020-12-10||Campaign||See Deliverability basics for information about DMARC implementation.
Blacklist has been renamed to blocklist and whitelist to allowlist. (update 346)
|2020-11-25||Campaign||The recipient list management lets you create recipient lists and manage recipient list fields.|
|2020-11-25||Personalization||A Reports topic has been added to the Visitor Intelligence section. It describes the user interface where you can view commerce reports for insights into collected customer data.|
|2020-11-12||Personalization||Insight has been renamed to Visitor Intelligence in the user interface. (update 341)|
Optimizely Campaign field function templates let you create your own field functions to personalize and modify your mailing content.
The documentation of the Google Tag Manager has been revised. Learn how to connect the Google Tag Manager with post-click tracking to transfer data from customers who visited your website by clicking a link in your mailing.
In the Marketing Automation campaign report, you can optionally display the unique opens and clicks as well as the unique open and click rate. (update 342)
|2020-10-28||Personalization||In Product Recommendations, when an editor makes changes to a merchandizing campaign, a reviewer can accept or reject the changes.|
|2020-10-13||Campaign||Using Web Push, you can send messages that appear in the recipient's web browser without a specific request. (update 338)
In the Post-click tracking topic, you can find information on how to create a tracking pixel without cookie.
|2020-10-13||Commerce||When searching for line items on the Order Management screen, each search result contains a link to the respective product page on the e-commerce website. (update 336)|
|2020-10-05||Personalization||A repurchase strategy was added to the daily trigger options.|
|2020-10-05||Episerver platform||A globe icon has been added to the top menu. This icon takes you to your live sites. (update 335)|
|2020-09-24||Campaign||See Deliverability basics for information about SMTP codes and error messages.|
|2020-09-17||Episerver platform||An introduction to the Optimizely Labs concept has been added.|
Improvements to the projects feature (update 328):
|2020-09-02||Campaign||If you forget your password or PIN, you can reset them without contacting customer support. See Resetting password and PIN. (update 332)
In Deep Analytics, you can show the ID instead of the name for the client, mailing and recipient list groupings. (update 332)
|2020-08-21||Campaign||You can now use an existing target group as template when creating a new target group. (update 330)
If you use unsubscribe lists based on recipient lists, you can choose whether to export global unsubscribers that are not assigned to any particular recipient list or unsubscribers that are assigned to one or more recipient lists. See Exporting recipients. (update 330)
A video on how to create a double opt-in process has been added.
|2020-08-21||Personalization||A Content Recommendations FAQ has been added.|
|2020-08-12||Commerce||On the Order Management screen, you can create payment plans. (update 328)|
|2020-08-12||Personalization||Email Content Recommendations is a new Personalization feature that lets you deliver relevant content to your customers by email. (update 326)|
|2020-08-12||Campaign||See Deliverability basics for information about blocklists and blocklisting.|
|2020-07-22||Campaign||In the Recipient history, you can now irrevocably delete recipient data according to GDPR regulations. (update 326)
Changed user management: You can only assign roles to users, not individual permissions. (update 326)
|2020-07-02||Episerver platform||The new topics, Providing product recommendations and Providing content recommendations, have been added.|
|2020-06-25||Campaign||The new topic Scheduled jobs in the support section informs about the possibilities to set up scheduled import and export jobs and other features using the new online forms on Optimizely World.|
|2020-06-25||Commerce||The beta phase of the Order Management screen has been expired. Customer service representatives can perform common tasks on carts, orders and payment plans.
On the Order Management screen, you can now add a new shipping address to a customer's order without editing an existing address or adding a new address to the customer's address book. (update 321)
|2020-06-12||Languages||Added Connecting to the auto-translation service to Episerver Languages. (update 319)|
|2020-06-12||Personalization||Personalization user interface has been updated. (update 318)|
A new topic, Using marketing segments as target groups for mailing campaigns, has been added.
The new E-commerce integration guide section provides an introduction to working with Optimizely Campaign, and integrations with e-commerce systems.
|2020-05-28||CMS||A new topic, Best practices for organizing assets, has been added.|
|2020-05-28||Commerce||Several updates to the Order Management screen, including the ability to easily find carts, customers, purchase orders and payment plans. You can now also create purchase orders and exchange orders on the Order Management screen. (update 317)|
|2020-05-28||Campaign||You can use the extended recipient list connector to address more than 100,000 recipients per campaign with Microsoft Dynamics CRM.
Deep Analytics: Pivot tables now support HTML5. As some functionalities changed, the documentation was adjusted accordingly. (update 317)
Template Kit: You can now change the image quality of the uploaded image in the image bar paragraphs, text/image paragraphs, content interface paragraphs and in the general SWYN settings to adjust the image display in the mailing. In addition, SWYN is now available for WhatsApp and email.
|2020-05-14||Forms||You can now disable the replacement of placeholders in rich-text form elements in multi-step forms. (update 315)|
|2020-05-07||CMS||You can now turn the A/B testing feature on and off from admin view. (update 314)|
|2020-05-07||Personalization||Content Recommendations anonymously tracks visitor activity on a website to build a profiles for each visitor. Analysis of a unique profile lets you deliver the most relevant content to each visitor.|
|2020-04-30||Episerver platform||A new topic, Working with search engine optimization, has been added.|
|2020-04-23||Campaign||You can change the URL of the confirmation page the unsubscribe link points to. See Unsubscribers. (update 312)
See Deliverability basics for information about email authentication and encryption.
|2020-04-16||Commerce||Customer service representatives can process a return authorization and create a refund for a customer. (update 311)|
|2020-04-16||Campaign||In the Optimizely Campaign start menu, the Episerver Reach menu item has been renamed to Personalization Portal. The Personalization Portal lets you access Optimizely Product Recommendations and Optimizely Email Product Recommendations. The Episerver Insight menu item has been renamed to Visitor Intelligence. Episerver Visitor Intelligence lets you view and filter website visitor profiles, and create customer segments. (update 312)|
|2020-03-20||Marketing automation connectors||The ExactTarget Marketing Automation connector is now Salesforce Marketing Cloud (ExactTarget) and the Silverpop Marketing Automation connector is now Watson Marketing (Silverpop).|
|2020-03-20||Campaign||The new Opt-in processes feature lets you create and manage opt-in processes and its opt-in emails (registration confirmations). (update 308)
You can use the Block node in transactional mails to exclude recipients who are on a custom blocklist. (update 308)
|2020-03-20||Marketing automation connectors||Marketing Automation has a new Delivra connector. (update 306)|
|2020-03-20||Commerce||The scheduled job Collect orders per promotion statistics reworks the collection of order statistics to improve performance. (update 305)|
|2020-03-20||Search & Navigation||The product Episerver Find has been renamed to Episerver Search & Navigation throughout this user guide. Note that the old product name 'Find' can still occur in the user interface.|
|2020-03-20||Campaign||In the Advanced node of the Marketing Automation, you can filter recipients by Insight segments. (update 306)|
On the Order Management screen, you can now process an order return. (update 305)
|2020-03-20||Personalization||Email Product Recommendations: You can add an email product description that has a transparent background. When you use a top-up or fallback, a preview appears. (update 306)
Product Recommendations: In generated HTML, you can define the default image size that is sent for empty images that have no products. (update 306)
Triggered Messages: You can fire triggers based on locale so you can send emails to customers in the correct language. When you use the AddToGroup or RemoveFromGroup ESP actions, there is no limit to the number of triggers fired by Contact frequency. You can set a limit for campaigns using the SendMessage ESP action. (update 306)
|2020-02-20||Episerver platform||A new section, User scenarios, has been added to the user guide describing common cross-platform user scenarios, such as working with products, optimizing search results, or using visitor groups for personalization.|
|2020-02-20||Campaign||When configuring a Mobile Push message in Smart Campaigns, you can now upload an image or specify an external image URL. (update 304)|
|2020-02-20||Campaign||In the Advanced node of the Marketing Automation you can limit the number of recipients to whom the mailing is to be sent. (update 302)|
|2020-02-20||Commerce||On the Order Management screen, you can now view returns. (update 299)|
|2020-02-20||Personalization||You can now prioritize Triggered Messages campaigns.|
|2020-01-20||Campaign||The new feature SMS processes lets you create and manage SMS processes such as unsubscribing from marketing SMS by sending the keyword Stop or requesting help by sending the keyword Help. (update 304)|
|2020-01-20||Search & Navigation||A new topic, Using Personalized Search & Navigation, provides information about the Personalized Search & Navigation product: its benefits, how it works, and how to enable it.|
|2020-01-20||Campaign||Several updates to the Microsoft Dynamics CRM integration: You can assign Optimizely Campaign test lists to check the mailing content before dispatch. The process of preparing the campaign activity for dispatch has been revised. (update 298)
Several updates to the Magento 2 integration: Screenshots and names have been adjusted to the new version 1.3.5. (update 298)
|2019-12-19||Commerce||You can use the Authorize.Net payment gateway to process customer payments. (update 294)|
|2019-12-19||Optimizely Visitor Intelligence||You can create a segment based on a filter definition. See Creating a marketing segment. (update 294)|
|2019-11-28||Commerce||From the Orders tab of the Contact Details screen, you can view a customer’s order history. (update 290)
The Order and Cart Details screens were redesigned to more closely resemble Commerce Manager and make them easier to use. (update 291)
|2019-11-28||Campaign||You can create coupon codes of type Code 128 bar code or Interleaved 2 of 5 bar code by using the coupon system. (update 292)|
|2019-11-06||Campaign||You can export event data (for example, clicks and opens) in real time via webhooks. (update 290)|
|2019-10-24||Commerce||Support for updating order management and shipment statuses on the Order Management screen. See Placing an order on hold, Canceling an order, and Adjusting an order's shipment status. (update 286)|
|2019-10-17||Campaign||In lists that support multiple selection, the new button Sort by selection lets you sort selected items to the top of the list. (update 286)|
|2019-10-11||Commerce||On the Order Management screen, you can change a cart's Market, and an order's Market and Currency. (update 284)
A new scheduled job exports your product feed (catalog) to Product Recommendations incrementally. (update 284)
|2019-10-11||Marketing Automation connectors||Support for multiple instances of a connector, to use in separate regions. See Episerver Microsoft Dynamics CRM. (update 284)|
|2019-10-04||Personalization||The Personalization Portal is the user interface for accessing Product Recommendations and Email Product Recommendations features.
You can export and import Email Product Recommendations campaigns.
|2019-09-25||Campaign||The Performance Dashboard (Beta) now has the additional chart type Basic chart (mailing-based). Use the new hamburger menu within the widgets to export charts. (update 280)
In the Deliverability preview (Beta), the Spam suspicion tab displays the spam score and further information on the spam filters for individual clients. Notes on spam filters of each client have been added to the documentation.
A step-by-step guide for Smart Campaigns has been added to split dispatch.
A definition of the mailing types that can be selected in Deep Analytics reports and action-based target group filters has been added.
Inline Editing lets you edit the texts of your message template directly in the mailing preview. (update 280)
|2019-09-05||CMS||The CMS user interface has been rebranded. The screenshots have been updated to reflect this. (update 274)|
|2019-09-05||Commerce||Order meta-classes and fields appear on the Order Management screen.
Several updates to the Order Management screen, including the ability to choose a market before selecting a cart, and the ability to create a new cart. (update 279)
|2019-09-05||Campaign||Use the new Structured data tab in the General settings paragraph in the Template Kit to add structured data to your mailing. Add content in the Gmail Promotions tab section that Gmail should prominently display in the Gmail Promotions tab.|
|2019-09-05||Marketing Automation connectors||New global settings for Marketing Automation connectors. Change to Microsoft Dynamics CRM connector configuration screen (Domain is out; Region is in), and Organization name can be the Unique name or the friendly name.|
|2019-08-21||Campaign||The Deliverability preview (Beta) lets you check your mailing before dispatch, whether the contents are displayed correctly and whether your mailing has been classified as spam by the most popular email providers.
In the Performance Dashboard, you can display KPIsStands for "key performance indicator" (also known as a conversion goal); the measurement of actions on web pages. The actions can be completed purchases, pages visited, time spent on site and so on. as a bubble chart. (update 278)
|2019-08-21||Optimizely Visitor Intelligence||Visitor groups was added to the filter types for viewing profiles.|
|2019-08-07||Campaign||The IP warming topic provides information about how to build a good reputation with internet service providers as an email sender.|
|2019-07-24||Campaign||In the recipient history, you can view the third-party ID, the pseudonymized recipient ID. See Recipient history. (update 274)
In the Basics section, you can find the new Deliverability basics section with information and best practices for successful deliverability. (update 268)
|2019-07-10||Forms||The form element types Rich text and Submit button can now be dependent on other fields, which means they can be displayed or hidden depending on a visitor's previous input. See Dependencies tab in Form element types. (update 269)|
|2019-07-10||Commerce||The Order Management screen lets you convert any cart to a purchase order and accept payments. See Order Management screen. (update 271)|
|2019-07-10||Campaign||If you use Spryker as an e-commerce platform, you can integrate Optimizely Campaign to connect e-commerce and mailing activities. See Spryker integration. Added menu entries Episerver Insight and Episerver Reach (Email Product Recommendations and Triggered Messages) to Campaign start menu.|
|2019-06-13||CMS||An administrator can require a review requester to add a comment when sending an item for review. See Managing approval sequences and Collaboration. (update 265)|
|2019-06-13||Campaign||The Episerver Campaign User Guide is a section in the Episerver User Guide.|
|2019-06-13||Marketing Automation connectors||Support for multiple instances of a connector, to use for example in separate regions. See Episerver Pardot and Episerver Marketo. (update 244)|