Here's what to look for in the September 30th release.

The guidance in this document is offered for early planning purposes and is subject to change up to the time of release.

Data & Analytics 

See the monetary value of posts with the Earned Media Value Dashboard for admins

Problem Solved: Admins cannot easily quantify the marketing and distribution value Hearsay Social generates for their organization.

Expected Value: When admins can evaluate their organizational content based on the amount of money it generates, they can better optimize their organization’s content and publishing strategy. 

Expected Solution: A new Earned Media Value Dashboard translates the number of impressions and engagements for posts published through Hearsay Social into monetary values. Admins will be able to analyze the monetary value of posts based on the following attributes:

• Social media network - Facebook, LinkedIn, Instagram, X (Twitter)
• Media type - image, link, message, video
• Content type - original, modified, unmodified

In addition, admins will be able to adjust the default baseline value for a single impression, like, comment, share, or click. 

Admins can access the new Earned Media Value Dashboard on the Analyze page, in the Dashboards tab.

Who is impacted: Marketing Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: On for all organizations.

Track which Sites page a contact form came from

Problem Solved: When a website with has multiple pages, admins cannot track which page a contact form was submitted from.

Expected Value: Know which page a contact form was submitted from allows admins to measure and compare the performance of the different Sites pages. 

Expected Solution: The Contact Form Submission All Data Report will have a new Contact Form URL field, which shows the URL of the page the contact form was submitted from.

Who is impacted: Program Admin, Sites Admin
Archiving and Compliance Implications: N/A
Availability: On for all Sites customers.

Platform 

Enhanced contact filtering

Problem Solved: There isn't a good way to filter for contacts, and finding the right contact or group of contacts in list of hundreds or thousands can be difficult. 

Expected Value: Being able to easily find contacts saves time and effort and better filtering allows users to identify and engage with specific contact segments, such as upcoming birthdays.

Expected Solution: The Contacts page will have more robust filtering options that enable users to query for more specific pieces of contact information both independently and in new combinations. Users will be able use these queries to form targeted contact lists for further communication. New options include things like opt-in status, contact types, upcoming birthdays, and preferred languages.

Who is impacted: Advisor/Agent
Archiving and Compliance Implications: N/A
Availability: On for all organizations.