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ZINFI UPM Guide

UPM Version 26.3

Version Summary

Version Summary

Summary Description

ZINFI 26.3 Release introduces a focused set of platform enhancements that strengthen identity and session security, modernize web and email content authoring, deliver new partner locator analytics, and rebuild the export engine for large data sets. These updates streamline processes across the Administration, Marketing, and Reporting phases of the partner journey.

Administration

  • Admin-Configurable Password Policies: Administrators can now configure password expiry, password history, length (8 to 64 characters), complexity, lockout, minimum password age, and self-reset API rules for their portal.

  • Seamless Session Management: Tokens are renewed silently in the background so active users are never logged out mid-task, while idle users are logged out after a configurable period.

  • Absolute Session Timeout: An optional, server-enforced forced logout after 24 or 48 hours. It is disabled by default and can be enabled by the Super Admin.

  • Localized Session Timeout and Logout Pages: New localized pages replace generic error screens and redirects when a session ends or a user logs out.

  • After-Login Change Password Enhancement and Translation: Change Password under My Account now works in multi-tenant portals, is translated into all standard languages, and follows the portal Password Policy.

  • New CMS Editor (Beta): A faster and simpler editor for FluidCMS pages and email templates, with Layers and Assets panels.

  • FluidCMS Page Templates: A new Page Templates gallery with UPM templates and My Templates. Pages can be created from a template, and template design changes flow through to every linked page.

Market

  • File Upload in Dynamic/Microsite Forms: Files uploaded through Dynamic or Microsite forms are now attached to the resulting Sales Prospect record.

  • UTM Link Tagging for Marketing Emails: UTM parameters are automatically added to marketing email links on the backend, enabling campaign traffic attribution.

  • One-Click Unsubscribe Headers: Marketing emails now include List-Unsubscribe headers so recipients can unsubscribe directly from their inbox.

Reports

  • Partner Locator Analytics Report: A new report with Profile Engagement and Search Activity tabs shows which partners end customers click on and what they search for, including support for customer-specific search filters.

Generic

  • Export Engine Enhancement: Exports of up to 4,000 records download instantly. Larger exports are queued, tracked under My Account > Logs, and delivered by email.

Fixes and Patches

  • First Name and Last Name Fields Extended to 80 Characters: First Name and Last Name fields in the Partner Prospect, Partner Contact, and User modules now accept up to 80 characters.

  • Product Catalogue Marketing Materials Display: All assets assigned to a product now display in the Marketing Materials section of the Product Catalogue.

ZINFI 6 S’s of CX Strategy

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Security

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Stability

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Scalability

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Speed

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Simplicity

UPM Version 26.3 Version Summary: ZINFI 6 S’s of CX Strategy Sufficiency