Feature Enhancements

Marketing Automation Rules (MAR) has been extensively updated with this release for a better user experience and success of automated marketing communication sends. Updates include but are not limited to the following:

• Ability to delete groups, and rows within groups
• Better handling of custom fields
• Invalid dates no longer saved in Date criteria field
• Better navigation to previous years in Calendar
• Value needed to create a new criteria
• 'Is Not Blank' option is now available for Text values
• Days Before and Days After fields now accept integer values only
• Grouping of conditions for same criteria fields are now enforced
• Support for more than one Omit group
• Fixed issues with campaign assignments to closed loans
• Fixed issues with application of rules criteria to records
• Fixed issues with assigning rules to custom fields
• Fixed issues with Loan Anniversary Rule assignments by close date.
• Fixed issues with Suppress Factors including the ability to allow text in Days, Years, and Month fields
• Fixed issues with using “And” and “Or” in a rule

For more information, download the Job Aid for Encompass CRM administrators available on each MAR page.

Marketing Automation Rules in your Encompass CRM instance that are impacted by these changes, will be deactivated prior to the release. You will receive a notification identifying the rules that you will need to update, after the release.

Downloading the Marketing Automation Job Aid

1. Log into Encompass CRM as an administrator and click the SITE ADMIN icon.

2. On the Site Admin page, click Marketing Automation Rules.

3. Click the Create Rules button or an existing rule.

4. Click the Need help? Download our Marketing Automation Job Aid link.

Prior to this release, all new email marketing content added by Ellie Mae was available to all Encompass CRM instances, immediately for all users. Starting with this release, you can choose whether new email templates are added to your account in the “active” or “inactive” status. By adding emails in the inactive status, your Encompass CRM administrator has the opportunity to review and approve email content before making it active for users. All emails will continue to be added to the HTML Editor as they were prior to this release; you now have the option to add them to your account as “inactive."

By default, you will receive all new content in the active status. Submit a request on the Resource Center if you wish to have content added as inactive.

Encompass CRM administrators now have the ability to update Contacts using the new Update Contacts setting. Similar to the Import Contacts feature, admins can now download a template provided in the Update Contacts page, update the template, and upload it back to Encompass CRM.

This feature is not enabled by default. To enable it for your Encompass CRM instance, submit a ticket on the Encompass CRM Resource Center.

Updating Contacts

1. Log into Encompass CRM as an administrator and click the SITE ADMIN icon.

2. On the Site Admin page, click the Update Contacts link.

3. Click the Download Template button.

4. Confirm that the template has downloaded in the bottom status bar of your browser window.

5. On your computer, go to your Downloads folder, copy the DataSupportTemplateURLA.xlsx file, and paste it in your desired location.

6. Open the file and update the Database tab with your contact information.
7. Refer to the Translation Guide and Notes tabs (in the spreadsheet) for additional information, tips, and workarounds.
8. When you have completed updating the file, save it, and go back to Encompass CRM.
9. On the Update Contacts page, click the Update tab, click the Choose File button, navigate to your updated spreadsheet, and then click the Import button.

Note that the Updated Results table updates with your job name, your name, date and time of import, and the status of the import. This is identical to the Import Contacts (Import Wizard) feature.

For more information, see Viewing Import Information and Fixing Errors (page 7) and Parsing Errors and Rejected Records (page 9) in the Encompass CRM 18.1 Major Release Notes.

Starting with this release, once a record is assigned to a loan officer in Encompass CRM, the assignment is not over-written by the Encompass sync.