Tokeet Change Log

https://www.tokeet.com

AUTOMATA UPDATES | JULY 10TH - OCTOBER 16TH [2020]

  • We have made a number of updates and bug fixes this year, including:
Updated: A new Automata Portal has been added to the Help widget. This allows users to submit and vote on suggestions for new features in the app.

Updated: The Exclusion List switch, on the trigger overlay, has been given a label, to go along with the tooltip that was already in place. This should make it easier to understand what the switch does.

Updated: Sympl and Checklist logos were added to the login page. This allows users to quickly navigate to those new products directly from the Automata login page.

Fixed: Message templates were assigned to the wrong triggers. This occurred when editing multiple templates in multiple triggers. This issue has been fixed.

Fixed: The delete button on the Templates page was enabled, even when no templates were selected in the list. This issue has been fixed.

Fixed: When editing the column headers on the Triggers and Bookings pages, the column options were displayed in multiple rows. This issue has been fixed.

Fixed: When inserting a hyperlink into a template, the URL field was not visible through the sides of the template body window. This issue has been fixed.

Fixed: When a contract trigger fired, the guest name and channel name were not properly displayed on the Recent Activity page. This issue has been fixed.

Fixed: Some users received a bad request error message that was appearing when attempting to save a template or trigger. The template and trigger would still save correctly, but the error message created some confusion. This issue has been fixed.

Fixed: When creating a workflow from a sample, the different sample options were not displaying the correct collection of triggers. This issue has been fixed.

SIGNATURE UPDATES | JUNE 9TH - JULY 10TH [2020]

  • We have made a number of updates and bug fixes for this period, including:

Updated: User names longer than 30 characters will be truncated in the navigation bar, in order to maintain the usability of the navigation bar on mobile devices.

Updated: Some minor changes were made to tooltips on the Edit Template screen, to improve clarity.

Fixed: The message body of the custom message sent with each template was not retaining the formatting shown when saved. This has been fixed now.

AUTOMATA UPDATES | JUNE 9TH - JULY 10TH [2020]

  • We have made a number of updates and bug fixes for this period, including:

Fixed: Users with a valid Tokeet trial were being shown the banner saying that Automata would not work without a valid subscription, even though the app was still fully functional. This banner now only shows when there is no Automata subscription, and a Tokeet account is no longer on trial.

Fixed: The Insert Link button for inserting hyperlinks into a template was not working for some users. This has been fixed.

Fixed: The *|RENTAL:WEBSITES|* data token was not properly inserting the Tokeet website URL into outgoing templates. This has been fixed.

Fixed: When editing templates in multiple triggers, the first template that was edited was being assigned to the other triggers that were edited afterward. This has been fixed now.

SIGNATURE UPDATES | APRIL 15TH - JUNE 9TH [2020]

  • We have made a number of updates and bug fixes this year, including:
Updated: The subject and message body for outgoing emails can now be customized for each template. The Edit Template modal now shows an Edit Message button, which will allow you to add your own email subject and body, that will replace the default text sent by Signature. Be sure to click the Save button for the changes to take effect.

Updated: When trying to save a contract or form, there are certain fields that are required in order to make the contract or form template valid. The Save button is disabled until the required fields are placed in the template. There is now a tooltip on the Save button to explain which required fields are missing from the template, in order to provide better guidance when completing the template creation process.

Fixed: *|RENTAL:DIRECTIONS|* & *|RENTAL: WEBSITES|* were not being replaced with the correct values when a Signature template was sent to a recipient using Automata triggers. After the fix, the correct driving directions and website URLs, for the associated rental, are now correctly populating the areas of the template where the data tokens have been inserted.


AUTOMATA UPDATES | MAY 25TH - JUNE 9TH [2020]

  • We have made a number of updates and bug fixes this year, including:

Fixed: When an inquiry-related data token was included in a Signature contract, sending the contract using an Automata trigger would sometimes result in only the Tokeet User receiving the contract, and not the guest. After the fix, the Tokeet User and the guest receive the triggered contract in all situations.

Fixed: When a trigger was unsuccessful, and an error message was available for the situation, the error log was no longer visible in the dashboard. After the fix, the error log is now available for an unsuccessful trigger that has qualified error messages. This can be viewed on the Recent Activity page, with the Error Log action, or on the trigger activity tab, by clicking on an event entry in the table.

Fixed: On the Booking Details overlay, the Messages tab was no longer showing the messages that had been sent for the booking. After the fix, messages that were not visible before will now be shown.

AUTOMATA UPDATES | MARCH 23RD - MAY 25TH [2020]

  • We have made a number of updates and bug fixes for this period, including:
Fixed: On the Booking page, the Last Triggered column was no longer showing the last trigger that fired. This issue did not prevent triggers from firing, and has now been resolved.

Fixed: Triggers were no longer firing for task events. The issue has been resolved, and task triggers now fire as expected.


Announcing the Tokeet Affiliate Program

We are pleased to announce the official launch of Tokeet’s Affiliate Program. The program will reward affiliate partners with a 20% monthly commission for recommending our services to paying users. This commission is paid for the first 12 months of the referral’s paid subscription.

An affiliate program is simply a marketing tool employed by companies to incentivize the process of recommending visitors or paying customers to a service. After many years of requests from our users for a structured, incentive-driven customer referral program, the decision was made to launch The Tokeet Affiliate Program.

How does it work?

Potential affiliates should sign-up for the program and await approval of their application. Once approved, affiliates will be given tracking links from our affiliate software to be used for tracking their referrals. When a new potential user registers, at the end of the registration process, we will keep track of that user and associate them with your affiliate account. We will then pay you a 20% monthly commission of the Tokeet (TV3) subscription, for up to 12 months. This commission does not apply to Tokeet add-ons.

How to set-up your Affiliate account

Just click on the sign-up link and you will be taken to the partner sign up page. Affiliates can complete the registration form and submit it to get started. Upon completion, our team will make sure everything is in order and approve your application. Then an email would be sent containing login credentials to your own affiliate account. The email will also include a video walkthrough for setting up your affiliate account. You may then click into the “offers” section of your affiliate dashboard to obtain a unique link that can be passed on to potential subscribers or users. Your referrals MUST click this link in order to be tracked and credited to your affiliate account.


What are the benefits?

There is no investment required nor do you need to be a Tokeet user to get started and we are prepared to provide supporting materials such as online courses and tutorials, to aid the success of our partners. In exchange for each referral that is converted to a paying customer, we are offering a 20% commission of the monthly subscription fee for each new customer that is referred. Unlike other affiliate programs, our partners will receive the commissionable fee for up to a year. Please see our FAQ if you have further questions.

SIGNATURE UPDATES | MARCH 23RD - APRIL 15TH [2020]

  • We have made a number of updates and bug fixes for this period, including:

Updated: Users can now modify the text that shows when requesting a photo ID. In the Edit Template modal, select Passport, National ID, or both. The text shown to the signer, when requesting the photo ID will specify the selected ID type. Any pre-existing templates that request a photo ID will default to the National ID option.

Updated: To make use of the feature easier to understand, the Assign Inquiry action will always be visible on saved templates in your inbox. This will allow you to change the TV3 inquiry that the contract is assigned to, Previously, this action would only become visible if the assigned inquiry was deleted in TV3.

AUTOMATA UPDATES | MARCH 16TH - 23RD [2020]

  • We have made a number of updates and bug fixes this month, including:

Fixed: Tokeet Widget triggers were not firing for inquires created via widget. A change has been made to the inquiry widget HTML code, that will not allow Automata to capture these events. You will need to make the inquiry widget again in TV3, in order to copy the updated HTML code to your website.

Fixed: Trigger conditions were not visible for triggers that had a hyphen in the trigger name. This issue has been corrected, and the pre-made samples have had any hyphens removed, in order to prevent future conflicts.

Fixed: Webhook service experienced a brief interruption in operation. This issue was quickly resolved, and webhook triggers should operate properly now.

SIGNATURE UPDATES | MARCH 16TH - 23RD [2020]

  • We have made a number of updates and bug fixes this year, including:

Updated: Zoom controls have been added to the sign template page. This will allow users on both desktop and mobile to have greater control over the view settings of the template, as they complete the required fields.

Updated: A new action has been added in the Inbox, that will allow users to associate a template with a different inquiry than it is currently associated with. This should allow users to continue tracking their templates in the TV3 dashboard, even after inquiries have been deleted and remade.
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