2 years ago

Hide the Creator in the advisor/agent Post Library

A new setting allows admins to hide the Creator in the advisor/agent Post Library. When the setting is enabled, it hides the Creator filter and removes the Creator from all post cards.

This setting is disabled by default.

To enable the setting, in the admin interface, click Settings > Organization Settings > Workspace & Emails.

Then, under Workspace Settings, change the Hide content creator’s name setting to Enabled.

For more intuitive navigation, the name of the System Emails tab has also been updated to Workspace & Emails.

2 years ago

Campaign Summary report

A new Campaign Summary report helps admins understand and compare campaign performances and identify the best and worst performing campaigns in their organization.

The report is in the admin interface under Analyze > Reporting and contains the following fields:

Campaign ID
Campaign Title
Campaign Create date
Campaign Type (dynamic or relative)
Current State (draft, published, expired)
Number of Content Items
Number of Workspaces Subscribed
Number of Publishes
Number of Engagements
Engagement Rate (num. of engagements divided by num. of publishes)
Number of Views
Number of Clicks
Clicks per Publishes

The report has filtering options for hierarchy and date range.

2 years ago

Breakdown by Actions Workspace report

A new Breakdown by Action Workspaces report helps admins understand and compare advisor/agent performance, identify bottlenecks, and spot outliers on workspace level.

The report is in the admin interface under Analyze > Reporting and contains the following fields:

Workspace ID
Workspace name
Num. of contacts orchestrated
Num. of contacts with inbound/outbound calls
Num. of contacts with inbound/outbound texts
Median agent response time in min
Median contact response time in min
Num. of surveys completed
Num. of contacts converted to clients
Num. of contacts not interested
Num. of contacts opted-out

The report has filtering options for hierarchy and date range and is enabled for all Actions customers.

2 years ago

Filter options and network types only appear if they’re available to the workspace

Filter options in the advisor/agent Post Library will now only appear if they are applicable to at least one piece of content in a given workspace, and only content that can be posted to the social network(s) an advisor/agent is connected to will appear in the Post Library.

For example, if the workspace only has a Facebook account connected to Social, only Facebook is shown in the Network filter and only Facebook posts appear in the Post Library.

Or, if there is only link and image content available in a workspace, only the link and image options appear in the Type filter.

2 years ago

Upload PDFs via the Profile Editor

Advisors/agents can now add PDF files to their site using the Profile Editor and send the file to compliance for review. After it’s published, customers can open the PDF from the site. For compliance purposes, the PDF file is treated the same as an image uploaded using the Profile Editor.

This is only available on the newest version of Sites and is off by default. To enable it, contact your Customer Success Manager.

Adding a PDF in the Profile Editor

2 years ago

November 2022 Product Release

Here's what's in the November 14th release:

Social + Relate

See Relate Notifications on the Homepage 🔹

Sites

Upload Podcasts to Sites 🔹
Updated design for the Event Publisher 🔹
Superscript support in the Sites Profile Editor

Actions

Configure reminders on the Workspace level 🔹
Enhanced admin interface 🔹

Platform

Hover function replacing the Actions column in Contacts 🔹

Data & Analytics

Evidence of Supervision report extended with Workflow District ID and Workflow Name
LinkedIn Sales Navigator messages included in the Private Messages All Data report
Tag Performance report extended with campaign and non-campaign metrics.

🔹 Sandbox preview available. Contact your Customer Success Manager for more information.

SOCIAL RELATE

See Relate Notifications on the Homepage

To help advisors/agents stay current on high-impact client engagement opportunities, there’s a new Engagement Check-In section on the homepage that displays a count of unread Relate text messages.

The homepage and the homepage features are only visible to users with a Social license, and are not available to Relate-only users.

If an advisor/agent clicks Unread Messages, they are taken to the Relate Conversations page, where they’ll find unread text messages awaiting their review. The Unread Messages tile only appears for Relate + Social users and does not include Social Direct Messages.

Homepage with sample Engagement Check-In

Sites

Upload podcasts to Sites

Advisors/agents can upload and play MP3 audio in their Profile Editor, and send the audio file to compliance to play and review. When it’s published, customers can stream the podcast on the site. For compliance purposes, the audio file is treated the same as a video file uploaded using the Profile Editor.

Podcasts are only available on the newest version of Sites and is off by default. To enable it, or to enable the sandbox preview, contact your Customer Success Manager.

Podcast in Supervision

Updated design for the Event Publisher

On all versions of Sites, the design of the Event Publisher now matches the look and feel of the more modern Social Publisher, giving advisors/agents a more consistent user experience.

New Event Publisher design

Superscript support in the Sites Profile Editor

Superscript characters, such as the ® in CFA® or CFP®, can now be added in the Sites Profile Editor , allowing advisors/agents to properly display licensing and designation copy on their Site. Superscripts are not supported in other Sites editors.

This feature is currently live and ready to use as of November 4th.

Superscript in the Site Profile Editor

Actions

Configure reminders on the Workspace level

Admins can now enable advisors/agents to configure the following Action reminders in their own workspace:

All Action reminders via the Relate system message
Action daily mail

By default, the configuration option that enables workspace owners to manage notifications is turned off in the admin interface. Once a workspace owner changes a setting, any changes made at the organizational level do not affect the configuration of that workspace.

Admins can enable the workspace level configuration in the admin interface under Actions > Action Flow Configuration page.

Once enabled, advisors/agents can turn Action notifications and emails on or off under User Preferences > Action Settings.

To enable a sandbox preview of this feature, contact your Customer Success Manager.

Enhanced admin interface

The admin interface for Actions is now split into multiple pages to reduce complexity and the design is more consistent with other admin pages.

Organization Settings page

Action Flow Configuration page

Contact Message Templates page

Advisor Notification page

Outcome Survey Settings page

There is also a way to verify time-bound Advisor reminder configurations against the Action flow expiry period and notify users when they are in conflict.

Notification examples when the Action flow expiry is set to X days:

Action flow expiration reminder warning will pop up if the “Notify before expiration date (in days)” parameter is set to X minus 2 or more days. This prevents an expiration warning going out on the first day when the initial message is sent.
Periodic reminder warning will pop up if the “Interval between two reminders (in days)” multiplied by the “Maximum reminders/contact” is larger than X days. This prevents reminders from going out beyond the expiration of the workflow.

Admins cannot save the configurations until the time interval conflict is resolved.

Action Flow error messages

To enable a sandbox preview of this feature, contact your Customer Success Manager.

Platform

Hover function replacing the Actions column in Contacts

The actions that were in the drop-down menu of the Actions column are now grouped behind icons that appear when you hover over the row. This eliminates the need for a horizontal scroll on the page.

Icons match the following actions:

Edit Contact
New Message (contact must be opted in for this to appear)
Schedule a Message (contact must be opted in for this to appear)
Add to List

Before, the first column was locked and necessitated a horizontal scroll. The Action column had a drop-down menu.

After, the first column no longer needs to be locked and there is no need for horizontal scroll. Contact actions no longer require their own column nor drop-down menu.

Data & Analytics

Evidence of Supervision report extended with Workflow District ID and Workflow Name

Compliance admins can now filter compliance alerts by workflow IDs and workflow names in order to better optimize compliance team structures and sizes.

The Evidence of Supervision report now contains the following new fields:

Workflow District ID
Workflow District Name

LinkedIn Sales Navigator messages included in the Private Messages All Data report

LinkedIn Sales Navigator messages are now reported with other private messages in the Private Message All Data report. Additionally, a yes/no Sales Nav field has been added to the report indicating whether the message is a Sales Navigator message or not, and allowing admins to filter for them.

Tag Performance report extended with campaign and non-campaign metrics

The Tag Performance report contains new metrics that allow admins to measure and compare tag performance for campaign content versus non-campaign content. The following fields have been added:

Num. of campaign publishes Facebook
Num. of non-campaign publishes Facebook
Num. of campaign publishes LinkedIn
Num. of non-campaign publishes LinkedIn
Num. of campaign publishes Twitter
Num. of non-campaign publishes Twitter
Num. of campaign publishes Instagram
Num. of non-campaign publishes Instagram
Total engagements from campaign publishes
Total engagements from non-campaign publishes
Engagement rate from campaign publishes
Engagement rate from non-campaign publishes
Num. of likes from campaign publishes
Num. of likes from non-campaign publishes
Num. of comments from campaign publishes
Num. of comments from non-campaign publishes
Num. of shares from campaign publishes
Num. of shares from non-campaign publishes

2 years ago

Filter enhancements for Post Libraries

We’ve made the following changes to the filter behavior in the post libraries:

Admins can use the new Creator filter in the Suggested Post Library.
Advisors/agents can hover over Creator and Tag filter options to view longer names and words. Those filters are also now wider and don’t require horizontal scrolls.

Creator filter in the admin Suggested Post Library

Larger Creator and Tags filter with hover-over tooltip in the advisor/agent Post Library

2 years ago

SEC’s Modernized Marketing Rule Testimonial Support Now Available

This feature is off by default and must be enabled and configured by an admin.

The SEC has implemented new rules that require advisors/agents to respond equally and appropriately to all testimonials they receive. To mitigate risk of non-compliance to the SEC’s rule, we created an automated solution that varies based on whether the testimonial was left on Facebook or LinkedIn.

Facebook

Under Facebook’s New Page Experience, advisors/agents must either respond to all reviews or completely ignore all reviews in order stay compliant with the SEC rule. Hearsay’s solution is to automatically reply to every review, with language provided by a setting controlled by admins, that either accepts or disavows the review. Reviews can be turned off completely from the advisor/agent's native Facebook page.

LinkedIn Recommendations can be hidden after they are accepted, which allows Compliance to hide recommendations that violate their individual policies.

Advisor/agent Workflow for Testimonials

When someone leaves a testimonial, the advisor/agent receives an email asking them to identify the individual who wrote it, and gives the timeframe for them to take action.

If they select Provide additional info, they are taken to this screen to provide the information.

If the advisor/agent doesn’t provide the information on time, they are informed that the testimonial is disavowed.

Enable and configure the feature

You must configure these settings to use this feature.

In the Administrative view, click Settings > Organizational Settings > Review & Archive. Under Testimonial Review, configure these settings:

SEC Regulated

Enabled: Testimonials left for advisors/agents are subject to these settings.
Disabled: Ignore all testimonial checks and treat testimonials as they were before (same as a post or comment).

Testimonials allowed (LinkedIn only)

Enabled: If yes, then following settings are used.
Disabled: Testimonials are not allowed on LinkedIn and they will be hidden.

Classification Time Limit (in hours)

Advisor/agent must respond to a testimonial within this time period or it is automatically disavowed. Can be set from 12 to 168 hours.

Alert on All Testimonials

Enabled: Compliance must accept or reject every incoming testimonial.
Disabled: Compliance accepts all testimonials that do not flag lexicon, and receives alerts on those that do flag.

Allow Solicited Testimonials

Enabled: Testimonials won’t be automatically disavowed if marked as solicited.
Disabled: Testimonials marked as solicited will be disavowed and trigger a compliance review.

Allow Non-Client Testimonials

Enabled: Testimonials won’t be automatically disavowed if sent by a non-client.
Disabled: Testimonials from a non-client will be disavowed and trigger a compliance review.

Allow Conflict-of-Interest Testimonials

Enabled: Testimonials won’t be automatically disavowed if a conflict-of-interest exists.
Disabled: Testimonials that involve a conflict-of-interest will be disavowed and trigger a compliance review.

Accepted Testimonial Language (Facebook only)

Statement on accepted testimonials, up to 520 characters.

Rejected Testimonial Language (Facebook only)

Statement on disavowed testimonials, up to 520 characters.

New Supervision Items

You can find testimonials that are prohibited based on your settings in the supervision queue by selecting the Review Type > Prohibited Review filter.

Testimonials that are passed through to Supervision are put into Review status.

Supervision options:

Accept: Keep the testimonial (LinkedIn) or leave a comment with acceptance language (Facebook).
Reject: Remove the testimonial (LinkedIn) or leave a comment with disavowed language (Facebook).
Reject & Block: Leave a comment with disavowed language and block the user from posting on that page (Facebook only).

2 years ago

Unified bulk upload experience

All users will now use the same streamlined bulk upload workflow. The new unified experience won’t include the step for email campaign subscriptions but will include the add-to-list feature and an attestation modal, both of which have been improved for this release. The contact import history has been removed but an enhanced version might be included in a later release.

New file upload page

Import page with Add to List feature

Contact attestation popup

Contact import confirmation message

2 years ago

Advisor Post Library and Publisher enhancements

We have made the following minor usability improvements to the advisor Post Library and Publisher:

The Post Library and Publisher both contain an info message about the amount of time advisors/agents must wait before promoting a newly published post.
Advisors/agents can filter content by its creator.
Library Cards now display the release date of the post instead of the creation date.

See below for screenshots of the changes.

Post Library time limitation message

Publisher time limitation message

Creators filter

Library Card with release date