Data Engine & Custom Reports
- Reporting will no longer fail to process certain charts for PDF at larger scale.
The latest updates and improvements to the Centercode platform.
Welcome to the new year! For the first monthly release of 2024, we thought we’d spruce things up a bit and give our email templates a new look for the new year. Nearly every templated and system email throughout the platform has received a touch-up, giving both admin and tester-facing emails a modern new look and presenting vital platform information clearer than ever before!
First on the list, we’ve expanded the functionality of the “Report logo” portion of your community visual theme, now renamed “Email and PDF logo”. As the name implies, any image uploaded here will now be included both on exported PDF report documents, as well as included in the header section of any system-generated emails. These additions give you a great new way to improve your community and project branding! Check out our updated template email examples below to see how this will look!

Our goal with this update was to give our various platform-generated emails a cleaner, more modern look and to align them with some of the recent platform UI changes. Here are just a few examples of some of the more common platform emails and their new style, including the new email logo capability:
Quick Invite email sent via the Invite to project/community button:

New feedback follow notification:

Survey/content publish notification:

And lastly, we’ve added the option to input fully custom emails into templates via raw HTML, which will completely bypass Centercode’s normal email validation. This ensures that the exact source you paste will be exactly what is delivered to your users. To use this new feature, simply select “Raw HTML email template” from the new “Email content source” dropdown when creating an email template.

Season's greetings from Centercode, the Centercode Support team, and me! After a long and productive year (how about that DevJam release?!), we hope you’re headed to a restful holiday and a fantastic end to 2023.
I'd like to take this opportunity to inform customers that the Centercode office will be closed on December 25th and 26th as well as January 1st and 2nd. During this time, the Support team will be unavailable for standard email and in-site chat support. Rest assured that the team will respond to any inquiries or requests that we receive while closed as soon as we’re back in the office.
We genuinely appreciate your engagement with beta testing in all of its forms, your collaborative and honest feedback, and of course for being a Centercode customer. As always, if there’s anything we can do to support you, please don’t hesitate to reach out.
Thank you,
Tony Fisher
VP of Customer Success
Centercode
Tis the season for gift giving, and boy do we have a pile of presents for you this month! Refresh your coffee - this one’s a doozie!
December kicked off Centercode’s inaugural 🎊DevJam🎊. We gathered up a huge number of fast but super impactful bugs and improvements from nearly every area of the platform, and our devs competed to implement the highest number, the most valuable, and the most anticipated improvements. The result is a whooole lot of presents under the Centercode tree this year! Vote here for which of these changes you like the best.
And the fun doesn’t stop there: We also hung a few stockings packed to the brim with UI improvements to give Centercode a new look for 2024.
Not only is it the season for gift giving, it’s the season where we all get dressed up in new sweaters and socks (thanks Grandma!)—and Centercode has a new look to show off as well, with a fresh round(ing) of UI improvements!
First up, we’ve got a bolder, clearer, more readable global font! Note that if you’ve used CSS to change the font in your site, your customization might need some post-update attention. Let us know so we can help!
Next up, a new look for our infoboxes, including a redesigned layout and eye-catching icons for each infobox type!
A new rounded look for most buttons, checkboxes, and dropdowns throughout the site! (After all, would it really be the holidays if we didn’t all get a little… rounder?)
Without further ado, here is the list of the many, many DevJam improvements! We’ve highlighted a few of the bigger changes and summarized the rest. You’re welcome to reach out to us via in-site chat or email if you’d like clarification on any of these items!
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We increased the “stickiness” of the flyout menus throughout the platform, giving you a little wiggle room if your cursor strays off the menu for even a moment.
The updated button text makes it clearer that you’ll proceed to a typical “preview” step before finalizing the email being sent.
These handy buttons take you to a user list that's filtered to the relevant team and a shortcut for emailing users on that filtered list.
Archiving a resource group (including content, releases, surveys, feedback types, and user profiles) will automatically archive all the resources within it.
Easily grab a link you can paste elsewhere via this handy new button on the Modify this invitation type page!
And more!
Get a preview of the name and ticket number you’ll be taken to when hovering over the navigation arrows in the feedback ticket view! This way, you’ll always know which feedback is coming up next.

This new option will allow new replies on closed feedback so discussion can continue on feedback you have marked as resolved. This gives you more flexibility in how you use resolved statuses.
And more!

This handy new button takes you directly to a filtered user list of user accounts who have completed the survey!

When customers create a new survey, it's obviously pretty common to add questions to it. We've shaved off the manual step of clicking the "Add a form element" button to make the survey creation process just a little bit smoother.
And more!

When previewing an email before sending it, the “Never mind” button will now return you to the email editing screen, allowing you to easily make last-minute changes instead of getting kicked all the way back to editing the invitation type.
Quick invite emails sent using the “Invite to Community” or “Invite to Project” button are no longer limited to a single instance per email address. If a user reports not receiving an email invite sent this way, now you can simply invite them again without digging into Recruiting!

Get quick access to the link associated with a URL link invitation type by using the new button added to the Recruitments pages!
And more!
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The presentation mode view of the Delta Huddle dashboard now has a slide indicating the presentation is finished before looping back to the beginning.
**
**Projects in an engagement phase will automatically populate a (dismissible) link to the Delta Huddle dashboard in the menu bar, giving you easy access to this powerful tool with a single click!
And more!
**
**New filters will now automatically start with the “Add filter” button pre-selected and the data set drop-down menu ready to go, saving you clicks!

This new confirmation window for the “Remove Filter/View” button ensures that a misclick doesn’t lead to accidentally removing a valuable resource.
And more!
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This new hover-over effect makes it clearer that your aim is on point as you drag and drop files into a file attachment form element.
We’ve expanded our content title sentence casing tool to include form elements, making it easier for you to keep all your titles (resources, forms, etc.) cased the same way.
The login count used by the data engine has been changed to match the same criteria used by the user summary login count page for the sake of consistency. This also means that “# logins” consistently follows a more typical definition of a login, i.e. authentication into a new session.
We fixed an underlying issue that was preventing the “Exclude” option for email log filter fields from functioning as intended!
And more!
Grouping reports/lists by date will now exclusively look at the date submitted and not the time submitted. Don’t worry though—when not used in grouping, date/time data items will still show the time.
And more!
Previously, activating Ted would open Ted’s settings in a new browser tab after confirmation. Now clicking the activate Ted button will take you straight to the Ted settings page in the same tab!
And more!
The “Activity incomplete” message was updated to include a new icon and dark visuals, making it clearer to testers that the activity is considered incomplete and they have a limited time to finish it.
And more!
User cards are now accessible from the Quick search menu, providing access to useful data like teams, project scores, and contact information at a glance!
And more!
Can you smell that? That’s right—a piping hot plate of new features for Ted! After cooking with our GoEarly testers, we're ready to serve up Ted customization features. But that's not the only thing we're whipping up at Centercode: an absolute smorgasbord of enhancements are headed your way next month. Here's a taste of what is in store! 🦃
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This month’s main course is one you’ve all been craving: enhanced customization options for everyone’s favorite tester engagement bot, Ted! We’ve added the ability to give Ted a new look, as well as customize his name, email address, and email signature.
And the new options for Ted don’t stop there! We’ve also added some useful new customization options for the frequency of Ted’s smart engagement emails, giving you more freedom to decide when and how Ted reaches out to your testers. Read here for more detail on what each of these settings mean.
Now get Ted looking just the way you like, and get testing!
We’ve got another exciting GoEarly project on the horizon, this one involving some awesome new media features and functionality! These features will let you record different types of media, including video (camera), audio, and screen. We're starting with a research phase to learn more about how you'd use features like this, and we’d love to hear your opinions. Sign up and see firsthand as your feedback shapes the future of Centercode!
Finally, if November is all about thanks, December is all about giving! We're excited to announce we have something very special planned for next month. No spoilers yet - just know this huge batch of updates is designed to let our customers know just how much we appreciate them. You're going to love what we've got in store, so stay tuned.
‼ Scheduled Release Date: October 22, 2023 ‼
Darkness falls across the land, the midnight hour is close at hand… and so is the October release from Centercode, and believe me folks, this one is a Thriller (enjoy having that song stuck in your head!). Bring your biggest plastic pumpkin bucket—you’ll need it for all the treats we’ve got for you this month. Get a look at a whole host of new features and improvements that will give you a whole new login experience, as well as the full release of our Infographic dashboards!
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Our major focus this month is a series of new features and improvements all related to our login and recruitment experience, all designed to reduce friction and streamline the login experience to get those users engaged and testing!
First up, we’ve got a great new way to ensure your testers are sure to find their way to your door with Centercode’s new Central Sign-in page. This handy new tool helps both you AND your testers navigate between different communities leveraging the Centercode Platform!
Navigating to https://signin.centercode.com (after Oct 22) will present your users with a list of every testing site that they have previously signed in to, with handy shortcut tiles to each one.
And for those concerned about test security, your site will only appear if you’ve opted your implementation into this feature, and all of the information displayed here is stored entirely client-side.
Whether you’re a project manager working across multiple implementations, or a particularly enthusiastic and prolific tester (or maybe both!), the Central Sign-in page will make tracking all your tests a breeze.
While not particularly spooky, would it really be Halloween season without doing a little decorating on your porch? We thought not—that’s why this batch of improvements focuses on the literal front door of your testing site: a brand new login and recruitment landing page experience!
You'll see a brand new sign-in interface, now located on the left side of the screen. This refreshed panel preserves the same functionality as the previous landing pages, but with a more compact and modern design that cleanly presents your site's SSO options!
With all that new screen real estate to work with, we’ve also included some exciting additional community landing page functionality in our new testing opportunity cards! You can now add a link to your sign-in page that connects users with any community or project URL invitation you choose. It’s a fantastic way to get users into your open recruitment projects or to segment your users as they join the community via specific recruitments!
We’ve already mentioned quite a few new SSO features and improvements, but the fun doesn’t stop there. We also put some work into creating a more elegant and consistent SSO login integration interface. We’ve streamlined, simplified, and cleaned up the pages and tools used to manage and create SSO sign-ins, as well as adding some new functionality to the existing pages.
We’ve reorganized the pages to improve navigation, and we've included new hover tips and clarifying the language to make setting up or managing this technical process more approachable to you and your IT department. We’ve also added functionality that gives you more control over user access with SSO, such the ability to add users who sign in through a given SSO to specific teams or lock users to signing in with one specific SSO configuration.
There’s no better way to get those Trick-or-Testers knocking at your door than to give them an easy way to enter your testing site. We're proud to introduce Centercode’s brand-new first class Google Auth SSO option! It removes the hassle of remembering display names and passwords—meaning more user engagement for your community and projects. It's a familiar and frictionless way for users to sign up or sign in to your site without sacrificing security.
This ready-out-of-the-box SSO option is available on all Centercode editions, and makes setting up one of the most widely used and recognized single sign-on options as easy as clicking a button! This will be enabled by default for our Beta, Delta, and Pro editions. Users of our Team and Legacy editions can simply navigate to your custom SSO page, select the new CentercodeGoogle option, enable it with a few clicks, and you’re good to go!
And finally, one last treat to top off your candy bucket: We’ve got a refresh of the Recruiting feature! All the functionality you're used to is still there, but you'll see we've simplified our vocabulary and made navigating the process more intuitive.
Centercode admins can invite users to project recruitments (formerly opportunities) with a variety of invitation types (formerly sources). For ease of use, these invitation types are categorized into open and targeted invitations, with descriptions that help you identify exactly how you're bringing participants into your community and projects!
Just be wary of inviting any particularly pale or pointy-toothed testers, unless you’ve got plenty of garlic on hand!
We took your feedback on our new User Summary interface, and with a little late-night mad science we think we’ve got all parts sewn together just the way you want!
One of the primary concerns we heard about the new User Summary was losing an easy one-click way to view and access a user’s various community and project level key data (surveys, test platforms, distributed values, agreements, etc.) The new “User data snapshot” located at the top of both community and project level user summary pages keeps that data front and center with buttons to take you right to what you need to see!
Another popular request was the ability to easily see which roles a user was in across a variety of projects without having to navigate to each project individually. To solve this issue we’ve added a new information card when mousing over individual projects in the user scorecard, allowing you to see this information as well as navigate to that project directly from the card!
In addition, we’ve made numerous smaller tweaks to the language and information displayed by some of the user engagement cards, as well as organizing the user journey information via relative date (with the full date available on hover.)
Our very first release tested with our new feature-flag customer testing model, the Test Infographic Dashboard, has been cooling on the windowsill after some extra bake time with our helpful and enthusiastic customer-testers—and now it is ready for everyone to enjoy! With both stakeholder and customer-friendly formats, these helpful new dashboards offer an easy way to share (or save for future presentation!) the results of all your testing efforts with the click of a button. Since it was our inaugural GoEarly feature flagged release, we provided a very thorough description in previous release notes. Get a full rundown here!
This month, we’re continuing our work on Enhanced Ted Customization. Our customer-testers have already provided a lot of insightful and actionable feedback, but we want to get these enhancements to Ted (and any future projects he helps you with) just right! If you haven’t already joined in, sign up—you'll get early access to the feature and see firsthand as your feedback shapes the future of Centercode!
This beta feature release allows you to choose how often Ted contacts your testers, as well as a new set of customizations, including his name, email signature, and custom avatars!
All paying customers interested in testing this new feature can sign up at any time—plus, you get to experience being a tester in a Centercode-managed test and a firsthand look at our best practices.
Sign up HERE if you’d like to participate!