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Trackler update 2024|08

Trackler Platform

Dear Coaches,

The last quarter of 2024 has already started. Often a busy period in which many trainings and coaching sessions take place. For us an exciting phase that is coming. You may have heard in the corridors that we are working on Trackler 2.0. Over the past 4 years we have received lists of feedback and processed a large part of it in the foundation of the new Trackler.

It's an important moment, because this is our chance to make the code of Trackler completely future-proof. This way we can support you even better and significantly improve the user-friendliness. More information will follow soon. For now we are and will remain busy. 🔨

Webinar

The webinars appear to be greatly appreciated. Here you will find an overview of recordings of the previous ones. In October you will get a look behind the scenes because we share Trackler 2.0, the future of Trackler. This will take place on Tuesday October 29 from 4:00 PM – 5:00 PM. Are you participating??

So far and have a good new month!

Tom

PS: Want to save time? Check out the new automations.
PPS: Do you need help with furnishing? We are here for you.

Changes to existing features

  • Automation: new action: Send Wheel of Life in a message as an attachment

  • Automation: new trigger: Scheduler has been created

    • For example, to set: An external Scheduler has been created, send an email
  • Automation: new trigger: Traject added

  • Automation: an email can be sent to a maximum of 10 recipients to prevent abuse

  • Automation: now easily attach a document to an email, here see how.

  • Connectler: set a favicon for your Community

  • Connectler: roles are displayed more neatly in the timeline

  • Connectler: create a registration link per role and per channel

  • Matching Platform: all fields can now be arranged as desired in the settings, read here more

  • Matching Platform: prompt has been improved

  • Matching Platform: newly added coaches are automatically added to the AI proposals

  • Matching Platform: add the platform name in outgoing automation emails and messages

  • Matching Platform: the coach filter is fully customizable to your wishes

  • Matching Platform: the number of coaches on the landing page changes immediately after switching from nl to eng and vice versa

  • Matching Platform: icons can be selected in the profile fields

  • Matching platform: welcome text AI can be customized

  • Matching platform: Meta text can be filled in so that the name can be chosen in the tab

  • Matching platform: Our programs is Our trajectories have become

  • Matching platform: Now add a meta key to a field, which will be visible in the Track metadata

  • Reporting: Email address can be added in the Track source table

  • Schedulers: you can turn on past data with a toggle in the Scheduler settings

  • Trajectories: A Trackee no longer sees the option to check off milestones in a trajectory
  • Several textual adjustments
  • Several prompt updates for Matching Platform

Bugs that have been fixed

  • Fix: Wrong logo visible in a 2FA or IP email
  • Fix: an appointment that was cancelled still triggered an automation
  • Fix: Trackler invitations ended up in spam at Hotmail
  • Fix: Milestone was not automatically checked off when an onboarding was submitted
  • Fix: Invoices via Mollie connection can now be opened by the Trackee
  • Fix: An external Scheduler appointment is now also removed from Google, if there is a link with Outlook and Google
  • Fix: In Safari and Firefox an Onboarding could not be submitted
  • Fix: E-learning showed small YouTube videos when placed in text
  • Fix: Autofill dropdown in onboarding was not mandatory even if it was created as mandatory
  • Fix: Matching platform gender was displayed in separate letters
  • Fix: Matching platform filters were shown in both NL and ENG versions
  • Fix: Matching platform number of coaches
  • Fix: Report title could only be changed in the report itself, not in the dashboard
  • Fix: Export reports in .csv again
  • Fix: Reports filter by date got a blank screen

Blog posts

Automations are indispensable in Trackler. They make life easier, radiate professionalism and can be made very personal. We have prepared 6 indispensable and a few extra handy automations for you to set up. More information about automations can be found here.

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