ZMP Release Notes [26.09.24] | Knowledge Base (Product User Guides)

Data Manager \| Data Connectivity User Experience (UX) Improvements
Navigate Data Connectivity with a More Consistent Experience Based on findings from a comprehensive usability audit, we’ve refined the experience across Data Connectivity pages in the Zeta Marketing Platform (ZMP) to reduce common friction points, create greater consistency between workflows, and make everyday tasks easier to navigate and complete. With these improvements, you can: Move through workflows more easily: Navigate Data Connectivity pages with clearer, more consistent controls and interactions, helping you find available actions and complete tasks with less friction. Work more seamlessly: Follow standardized interface patterns across pages, reducing the learning curve as you move between different workflows and configurations. Manage complex tasks with greater confidence: Use clearer interactions throughout multi-step workflows to more easily understand available actions and reduce avoidable errors.
Learn More: Data \| Connectivity
Product Module: DATA MANAGER

Data Manager | Data Connectivity User Experience (UX) Improvements

Navigate Data Connectivity with a More Consistent Experience

Based on findings from a comprehensive usability audit, we’ve refined the experience across Data Connectivity pages in the Zeta Marketing Platform (ZMP) to reduce common friction points, create greater consistency between workflows, and make everyday tasks easier to navigate and complete.

With these improvements, you can:

Move through workflows more easily: Navigate Data Connectivity pages with clearer, more consistent controls and interactions, helping you find available actions and complete tasks with less friction.
Work more seamlessly: Follow standardized interface patterns across pages, reducing the learning curve as you move between different workflows and configurations.
Manage complex tasks with greater confidence: Use clearer interactions throughout multi-step workflows to more easily understand available actions and reduce avoidable errors.

Learn More: Data | Connectivity

Product Module: DATA MANAGER

Data Manager \| Data Flows Transformation Experience
Simplify Data Flows with AI-Powered Transformations and a More Intuitive Workflow Data Flows in the Zeta Marketing Platform (ZMP) has been redesigned to make it easier to build, transform, and manage data from source to destination. The updated experience combines a more intuitive workflow with new AI-powered capabilities that simplify complex data transformations, helping teams work more efficiently whether or not they have Python expertise. What’s new: Build data flows more intuitively: Navigate a cleaner, more consistent experience for configuring sources, transformations, and destinations, with streamlined connection management and greater flexibility as you build. Find and add transformations more easily: Explore a new card-based transformation library that surfaces more options at a glance, with improved search and filtering to help you quickly find the right action. Create complex transformations with AI: Use the new AI UDF Agent to generate Python transformations from sample input and output files, then refine the results through natural-language prompts. Review an AI-generated summary and editable code for added visibility and control. Test transformations before adding them to your flow: Run generated UDFs against sample data, compare the resulting output, and make adjustments before putting the transformation into use. Build and troubleshoot custom Python UDFs with greater confidence: A redesigned Custom Python experience aligns with the AI-assisted workflow, while AI Validation helps identify logic issues beyond basic syntax earlier in the process. Together, these enhancements make sophisticated data transformations more accessible while giving technical users the flexibility and control they need, helping teams prepare data with less manual effort and fewer barriers.
Learn More: UDF Agent Custom Python Transformation (UDF) Data Flows
Product Module: DATA MANAGER

Data Manager | Data Flows Transformation Experience

Simplify Data Flows with AI-Powered Transformations and a More Intuitive Workflow

Data Flows in the Zeta Marketing Platform (ZMP) has been redesigned to make it easier to build, transform, and manage data from source to destination. The updated experience combines a more intuitive workflow with new AI-powered capabilities that simplify complex data transformations, helping teams work more efficiently whether or not they have Python expertise.

What’s new:

Build data flows more intuitively: Navigate a cleaner, more consistent experience for configuring sources, transformations, and destinations, with streamlined connection management and greater flexibility as you build.
Find and add transformations more easily: Explore a new card-based transformation library that surfaces more options at a glance, with improved search and filtering to help you quickly find the right action.
Create complex transformations with AI: Use the new AI UDF Agent to generate Python transformations from sample input and output files, then refine the results through natural-language prompts. Review an AI-generated summary and editable code for added visibility and control.
Test transformations before adding them to your flow: Run generated UDFs against sample data, compare the resulting output, and make adjustments before putting the transformation into use.
Build and troubleshoot custom Python UDFs with greater confidence: A redesigned Custom Python experience aligns with the AI-assisted workflow, while AI Validation helps identify logic issues beyond basic syntax earlier in the process.

Together, these enhancements make sophisticated data transformations more accessible while giving technical users the flexibility and control they need, helping teams prepare data with less manual effort and fewer barriers.

Learn More:

Product Module: DATA MANAGER

Insights Studio \| New Sankey Widgets, One-Click Report-to-Dashboard Creation, and Improved Chart Tooltips
Improve Analytics Usability with a More Consistent Insights Studio Experience Insights Studio is getting a refreshed, more consistent experience across reports, dashboards, and widgets. Updated layouts, interactions, and design patterns make information easier to navigate and interpret, while creating a more polished analytics experience for both day-to-day analysis and stakeholder reporting. What’s new: Explore data with Sankey widgets: Visualize flows and relationships between data points to better understand how customers, behaviors, or outcomes connect. Turn reports into dashboards in one click: Use a new CTA on reports to quickly migrate a report to a dashboard and take advantage of Athena Brief and other dashboard capabilities. Get more from your dashboards: Export dashboards to PowerPoint and access improved widget tooltips for clearer analysis and easier sharing. Navigate Insights Studio more easily: Work across reports, dashboards, and widgets with more consistent layouts, interactions, and visual patterns, reducing friction as you move between analytics views. These enhancements create a more cohesive Insights Studio experience, making it easier to explore and interpret data, build compelling dashboards, and share insights with stakeholders. These updates will begin rolling out on September 24, with full availability expected by October 1.
Learn More: Charts and Visualizations \| Sankey Charts Chart Tooltips Report Building \| Save as Dashboard Dashboards \| Create a Dashboard from a Report
Product Module: INSIGHTS STUDIO

Insights Studio | New Sankey Widgets, One-Click Report-to-Dashboard Creation, and Improved Chart Tooltips

Improve Analytics Usability with a More Consistent Insights Studio Experience

Insights Studio is getting a refreshed, more consistent experience across reports, dashboards, and widgets. Updated layouts, interactions, and design patterns make information easier to navigate and interpret, while creating a more polished analytics experience for both day-to-day analysis and stakeholder reporting.

What’s new:

Explore data with Sankey widgets: Visualize flows and relationships between data points to better understand how customers, behaviors, or outcomes connect.
Turn reports into dashboards in one click: Use a new CTA on reports to quickly migrate a report to a dashboard and take advantage of Athena Brief and other dashboard capabilities.
Get more from your dashboards: Export dashboards to PowerPoint and access improved widget tooltips for clearer analysis and easier sharing.
Navigate Insights Studio more easily: Work across reports, dashboards, and widgets with more consistent layouts, interactions, and visual patterns, reducing friction as you move between analytics views.

These enhancements create a more cohesive Insights Studio experience, making it easier to explore and interpret data, build compelling dashboards, and share insights with stakeholders.

These updates will begin rolling out on September 24, with full availability expected by October 1.

Learn More:

Product Module: INSIGHTS STUDIO