August 2023 Product Release
Here's what's in the August 14th release:
Mobile
- Relate Mobile App includes publishing original content and modified suggested content to social media (can be previewed via Testflight or Intune)
Data & Analytics
- Text Messages All Data report includes a timestamp field
- Post All Data report shows if a post was published as a result of a link clicked in the Suggested Content email
Mobile
Relate Mobile App includes publishing original content and modified suggested content to social media
In a continued effort to transform the Relate Mobile App into a unified mobile experience that encompasses both Relate and Social functions, advisors/agents can now create and publish original content, or modify and publish suggested content, directly from the Relate Mobile App. Based on the recent analysis in Hearsay’s 2023 Social Selling Content Study, modified suggested content performed 3-4x better than unmodified content, while original content performed up to 7-8x better. Publishing original content easily from their mobile device enables advisors/agents to create timely and relevant content that is authentic and engaging, and modifying suggested posts (when allowed) makes it easy to tailor the voice and feel of suggested content to a desired audience.
To create original content in the Relate Mobile App:
- Tap the pencil icon in the upper right-hand corner of the Post Library.
- Type a message, paste a link, take a photo, or add a photo from the device’s library.
- Select social media accounts to publish to and schedule the post.
All compliance review settings and checks are applied as normal.
Like the Hearsay Social Mobile App, there is an option to save a draft locally to the mobile device and open the draft again by tapping the pencil icon. Only one active draft can exist per device and the draft isn’t accessible from other devices or the web.
The ability to create original posts and/or modify suggested posts via mobile depends on organizational configurations. If an organization doesn’t allow original content and/or suggested content modification, then advisors/agents cannot do so in the Relate Mobile App.
This release doesn’t include the ability to post videos or multiple photos and suggested posts with a video or multiple photo attachments are currently excluded from the mobile Post Library.
Organizations that do not have Social will not see any of the Social features in the Relate Mobile App.
To preview changes in Testflight, use this link: https://testflight.apple.com/join/PTz76hWO
To preview changes in Intune, use this link: https://testflight.apple.com/join/nVoZrQH9
Data & Analytics
Text Messages All Data report includes a timestamp field
To help admins better track the flow of conversations, the Text Messages All Data report now includes a Message Timestamp field that shows when messages were sent or received. This new field has been added as the last column of the Text Messages All Data report.
Post All Data report shows if a post was published as a result of a link clicked in the Suggested Content email
To help admins determine how often advisors/agents are publishing content from Suggested Content emails, the Post All Data report contains a new Suggested Content Email Publish field, which includes TRUE/FALSE values. A TRUE value indicates the post was published as a result of clicking the link in the Suggested Content email, while a FALSE value indicates it was not published as a result of the link in the Suggested Content email.