Here are release notes for the latest features and enhancements from Yext (formerly Hearsay Systems). Click Subscribe to Updates to have future updates delivered to your inbox.
Time zones are now visible next to the event time when creating events in the Events Publisher and viewing them on the Events page. This time zone is based on your preferences in the User Settings.
This feature is on for all Sites customers.
Event creation with time zone information
Existing Event with time zone information
Here's what to look for in the February 13th release.
The guidance in this document is offered for early planning purposes, and is subject to change up to the time of release.
Problem Solved: Agents/advisors aren’t able to access LinkedIn direct messages on Relate.
Expected Value: Integrating LinkedIn direct messages with Relate will allow agents/advisors to access direct messages using Relate, providing a better unified direct messaging experience on the Relate platform.
Expected Solution: Agents/advisors will be able to send and receive LinkedIn direct messages on Relate. In order to port/view LinkedIn conversations in Relate there must first be an existing conversation in LinkedIn, i.e. the user has sent or received at least one private message to/from another person on LinkedIn.
To enable this feature, please contact your Customer Success Manager.
Who is impacted: Advisor/Agent, Client, Program Admin
Archiving and Compliance Implications: N/A
Availability: Will be off for all organizations, but can be turned on by contacting your Customer Success Manager. This feature is only available for users with both Hearsay Social and Hearsay Relate enabled.
Problem Solved: Some organizations have disabled multimedia messaging service (MMS), which blocks users from sending new contact cards through Relate.
Expected Value: Relate users will be able to send contact cards without enabling MMS, allowing all organizations to send contact cards seamlessly.
Expected Solution: Agents/advisors will be able to send contact cards, including any logos or thumbnail images, without enabling MMS.
To enable this feature, contact your Customer Success Manager.
Who is impacted: Advisor/Agent, Client
Archiving and Compliance Implications: N/A
Availability: Will be off for all organizations, but can be turned on by contacting your Customer Success Manager.
Problem Solved: Relate has limited support in the international market, leaving users in many countries without access to a local phone number for compliant texting and calling.
Expected Value: Productivity in international teams will increase because agents and advisors in additional countries will be able to communicate with prospects and clients in their local market in a compliant, timely, and effective manner.
Expected Solution: As the second part of our continued effort to expand Relate access globally, we will add local phone number provisioning support for the following countries that were previously not supported:
To enable this feature, contact your Customer Success Manager.
Who is impacted: Advisor/Agent, Client, Compliance Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: Will be off for all organizations, but can be turned on by contacting your Customer Success Manager.
Problem Solved: Currently, a single Actions workflow can be active at a time for each contact, and only when the current workflow is closed can a new one be opened. In some use cases, like for a policy renewal, a contact might have multiple policies expiring on the same day or week, but there isn’t a way for an agent/advisor to have a renewal request workflow active for each policy simultaneously.
Expected Value: Agents/advisors will be able to run parallel Lead and Client Action workflows at the same time for a single contact.
Expected Solution: Contact IDs will be paired with Policy IDs to trigger Actions from the Actions API. Each new ContactID/PolicyID pair will trigger a separate event and start a new Actions workflow. If an existing ContactID/PolicyID pair receives multiple triggers for an active workflow, Actions doesn't start a new operation.
If only a Contact ID is included in the event, the Actions workflow will continue to work as it has in the past.
Who is impacted: Advisor/Agent, Client, Program Admin, Integrator
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: There isn’t a central place in the mobile app to see and prioritize tasks in order to maintain strong client relationships and social engagement. There’s also not a streamlined way to effectively use Social and Relate together.
Expected Value: Introducing a set of suggested activities on the homepage will prompt users to reply back to texts and calls more often, post more engaging content to their social networks, onboard onto the mobile app more easily, and capture client phone numbers shared via LinkedIn DMs and respond by text or call.
Expected Solution: The Unified Mobile Homepage is moving from the beta stage into production, and is part of an effort to repurpose the current Hearsay Relate app into a unified Hearsay Mobile app. The Relate app homepage will include the new onboarding experience as well as missed calls, missed texts, engaging content, campaign content, and LinkedIn messages with phone numbers detected in them. A user will only see the actions for the products they have permissions to use. For example, if the user does not have Social enabled they will not see the section for posting engaging content.
Who is impacted: Advisor/Agent, Client, Marketing Admin, Program Admin.
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: Authentication and onboarding in the current Relate app is currently for Relate users only. As part of an effort to create a unified app from the current Relate app, the onboarding experience has to be updated to allow Social only and Social + Relate users to onboard and authenticate in the app. The current Relate onboarding experience on mobile also requires the user to take many sequential onboarding steps before gaining access to the app, which makes it more likely the user won’t complete the onboarding process.
Expected Value: A simplified onboarding and authentication experience for mobile users regardless of the product they’re using will make the onboarding experience more user friendly and allow users to get only the onboarding experience that pertains to them.
Expected Solution: The onboarding experience will no longer be a sequence of steps. Instead, users will access the app directly after authentication and complete onboarding for each activity as they do them. For example, if a Relate user wants to send a text for the first time and navigates to the Conversations tab, they will be presented with instructions for how to send and receive text messages.
The new Unified Mobile Homepage experience, also included in this release, will display onboarding information and to-dos, in addition to other recommended actions.
Who is impacted: Advisor/Agent, Client, Compliance Admin, Marketing Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: Clicking on the notification bell in the desktop application opens a new tab, forcing users to switch between pages to view notifications.
Expected Value: Will enable users to view a list of current notifications without interrupting their workflow.
Expected Solution: After clicking on the notification bell in the desktop application, a scrollable drop down list of read and unread notifications from the past 30 days will appear below the bell icon. Clicking on an individual notification from the list will take the user to the corresponding page they need in order to attend to the activity in the notification. For example, clicking on a content suggestion notification will navigate to a page to publish the piece of content. Notifications will be marked “read” after the user either clicks on the notification or selects Mark all as Read. Read and unread notifications will be in different colors and users can toggle Unread Only to view only the notifications they haven’t read yet. A circular badge will still appear near the bell icon indicating that there are unread notifications.
Who is impacted: Advisor/Agent, Compliance Admin, Marketing Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: There is no way to distinguish between engagements received from internal employees or competitors using Hearsay and all other engagements received from social media users without Hearsay accounts.
Expected Value: Administrators will be able to differentiate between engagements coming from their own company or competitors using Hearsay and all other engagements from social media users without Hearsay accounts. It is important to be able to make this difference because non-Hearsay engagements include those from prospective and current clients.
Expected Solution: This field will be added to the Engagement All Data report:
Who is impacted: Marketing Admin
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: The Review Invite Status report only showed workspace invites to root admins with full access to all hierarchies, which barred other lower-level admins from seeing the invites that they sent out.
Expected Value: The updated solution improves reporting for Hearsay program management. All admins will be able to track their own workspace invite statuses.
Expected Solution: The Review Invite Status report is now filtered at the workspace hierarchy level, allowing admins to view invites sent to workspaces in their hierarchy level and lower.
Who is impacted: Program Admin
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Problem Solved: The Evidence of Supervision report did not provide a way to distinguish between records collected from supervision alerts and records collected through random sampling.
Expected Value: Improve the compliance team’s efficiency by disclosing whether records were collected through supervision alerts or through random sampling. This allows compliance teams to evaluate if they are over-sampling and correspondingly change their activity.
Expected Solution: A new field will be added to the Evidence of Supervision report:
Who is impacted: Compliance Admin
Archiving and Compliance Implications: N/A
Availability: Will be on for all organizations.
Advisors/agents can now easily view the preferred name of their contact in the web app on their desktop. On the Contacts screen, click on the contact’s row, and the Preferred Name field is displayed at the top of the side panel under Engagement Information. Click the edit icon to change the name.
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.
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:
The report has filtering options for hierarchy and date range.
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:
The report has filtering options for hierarchy and date range and is enabled for all Actions customers.
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.
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
Here's what's in the November 14th release:
Social + RelateTo 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
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
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 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
Admins can now enable advisors/agents to configure the following Action reminders in their own workspace:
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.
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
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:
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.
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:
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.
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:
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.
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:
We’ve made the following changes to the filter behavior in the post libraries:
Creator filter in the admin Suggested Post Library
Larger Creator and Tags filter with hover-over tooltip in the advisor/agent Post Library
