Here's what's in the August 12th release:

Social

New Planner for managing campaigns 🔷
LinkedIn accounts disconnected for over 180 days and then reconnected cannot be crawled retroactively

Platform

New Additional Information field on the Contacts page 🔷
[CANCELLED] New Hearsay domain will require a firewall update

Data & Analytics

Users' Email Subscription Settings Report shows user notification configurations 🔷
Get a more informative notification when downloading a report
Breakdown by Workspaces Report and Breakdown by Social Account Report now show aggregate number of clicks

🔷 Sandbox preview available

Social

New Planner for managing campaigns

A new Planner for admins provides access to all the different campaigns and campaign posts in a calendar view, allowing for easier scheduling and management of dynamic campaigns over extended periods of time. To access information about the Planner in the Help Center, see Manage Dynamic Campaigns in the Admin Planner.

Note: The Twitter logo has been changed to the X logo in this feature. We expect to gradually update the logo in other parts of the platform in future releases.

To access the Planner, in the Administration side menu, click Plan.

In the Planner, toggle between a week view that shows individual campaign posts, and a month view that shows a high level overview of campaign timelines and a list of campaign posts on each day.

Weekly view

Monthly view

You can reschedule or delete posts in either the weekly or monthly view by clicking on one or more posts. If multiple posts are scheduled for the same time, click on a post/cover card (weekly view) or time block (monthly view) and all posts appear in a scheduling popup.

Clickable post and post summary in weekly view

Clickable time block in monthly view

Pop-up scheduling modal

Filter the Planner in the following three ways:

Hierarchy: Display only campaign and campaign content for selected hierarchy and/or region.
Campaign: Display only the selected campaigns.
Campaign Posts: Display only campaign posts that meet the desired criteria, similar to the Post Library filter.

Filter by campaign modal

You can also navigate from the Campaign page to the Planner. On the Campaigns page, in the Edit drop down, click the new See in Planner option to see the campaign in the monthly view of the Planner.

LinkedIn accounts disconnected for over 180 days and then reconnected cannot be crawled retroactively

Disconnected LinkedIn accounts that have been in inactive status and without a valid access token for longer than 180 days can no longer be retroactively crawled after they are reconnected. Only activities that occurred after the account is reconnected will be saved.

Hearsay can still retroactively crawl disconnected accounts for activities that occurred during the organization’s configured history range as long as the account is reconnected within 180 days.

It is important to consistently monitor user account statuses to ensure there are no compliance gaps, so to find out which accounts are nearing the 180 day disconnection time, please review the Account Directory Report and Profile Snapshot Report.

Example scenarios

Note: Scenario 2 uses an example historical crawling range of 30 days, but this range can be configured by each organization. If you’re unsure about your historical crawling range, contact support at support@hearsaycorp.com.

Platform

[CANCELLED] New Hearsay domain will require a firewall update

Previously, Hearsay published guidance that the domain 'hearsayplatform.com' needed to be added to your organization’s firewall allowlist by September 30th. This change has been cancelled and no firewall updates are required at this time.

If you have already added the domain to your organization’s firewall allowlist, no further action is needed. However, you may remove it if you prefer. We apologize for any inconvenience or confusion.

New Additional Information field on the Contacts page

A new Additional Information field is available in the contact drawer, under Contact Information. The field supports up to 1,000 characters and the contents are included in the search results. This field is currently only visible in Hearsay Desktop.

Contextual information can be crucial for building and maintaining effective business relationships, and having a place to store that information allows for more personalized follow-ups and better service.

Data & Analytics

Users' Email Subscription Settings Report shows user notification configurations

A new Users' Email Subscription Setting Report provides a snapshot of whether each user has the most critical notifications enabled or disabled in their User Settings. The report can be filtered by hierarchy, but not by date.

The report includes the following fields:

User ID
User Name
WS ID list
Hierarchy Path
User Email
Post Reminder
Dynamic Campaign Reminder
Webinars
Suggested Content
Post Notification Denials
New Campaigns
Action List New Card Notification
Reauthorization Notification

This new report provides valuable oversight into user email notifications, helping us improve training and enablement efforts by learning which messages are being received by individual users.

The new Users’s Email Subscription Settings Report

Get a more informative notification when downloading a report

A new notification at the top of the page replaces a popup when downloading a report. This new notification includes the clearer and more informative message “Stay on this page to download the report to your computer, or access the report later in your Download History”. This updated language shares where to access the downloaded report and allows admins to continue to do other things in Hearsay Desktop without worrying about losing their report.

New notification when downloading a report

Breakdown by Workspaces Report and Breakdown by Social Account Report now show aggregate number of clicks

The Breakdown by Workspaces Report and the Breakdown by Social Account Report now show aggregated clicks per workspace in one place. These reporting enhancements saves admins’ time by relieving them of the task of manually manipulating reports to gather data on clicks.

In addition, the Breakdown by Social Account Report has a new Number of Clicks column that shows the total number of clicks for each social account.

The Breakdown by Workspaces Report has the following new columns:

Number of Clicks - Facebook
Number of Clicks - LinkedIn
Number of Clicks - Twitter