Here's what to look for in the August 12th release.

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

Social

New Campaign Calendar for admins

Problem Solved: Currently, there is not a way for admins to visualize and schedule all their campaigns in one place, which makes it difficult to identify scheduling conflicts, cadence issues, and problematic post overlaps between campaigns.

Expected Value: Having a visual campaign planning tool helps admins more efficiently manage and plan dynamic campaign content over extended periods of time.

Expected Solution: A new Plan page for admins will provide a way to access helpful content planner tools. On the Plan page, the Campaign Calendar allows admins to view all the different campaigns and campaign posts together in a calendar view.

To access the Campaign Calendar, on the Administration side menu, click Plan.

In the Campaign Calendar, admins can toggle between a week view that shows individual campaign posts, and a month view that shows a high level overview of campaign timelines.

Weekly view

Monthly view

In the weekly view, post “cards” appear to overlap when they’re scheduled on the same day, and days with four or more scheduled posts include a cover card with a summary. Clicking on a post card opens a pop-up modal that allows for quick scheduling changes for one or more of the overlapping posts.

Multiple scheduled posts, and post card cover

Pop-up scheduling modal

In the monthly view, admins can click on a day and a pop-up appears with a summary of campaign and post activity for that day.

Monthly view with pop-up

Admins can filter the Campaign Calendar 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

To see the calendar schedule for a campaign from the Campaigns page, in the Edit drop down, click the new See in Campaign Calendar option.

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

PLATFORM

New Additional Information field on the Contacts page

Problem Solved: There isn’t a place to store miscellaneous and contextual data about a contact.

Expected Value: Contextual information can help with having more meaningful conversations when communicating with a client.

Expected Solution: A new field Additional Information with a 1,000 character limit will be added to the contact drawer, under Contact Information.

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

New Hearsay domain will require a firewall update

Hearsay is will begin using a new domain hearsayplatform.com later this year. To prevent connectivity disruptions, please add the new domain to your organization’s firewall allowlist by September 30th, 2024.

To see a complete list of domains, see Allowlist domains and IP Address.

Who is impacted: Customer IT
Archiving and Compliance Implications: N/A
Availability: All organizations.

Data & Analytics

New Users' Email Subscription Settings Report shows user notification configurations

Problem Solved: Currently, admins can’t see whether users have certain notifications enabled, like campaign notifications or suggested content email reminders. The lack of visibility makes it difficult for admins to gauge the effectiveness and usage of the notification and its contents.

Expected Value: Having full oversight into what notifications users are getting supports training and enablement efforts and helps to better understand the relationship between user activity and notifications.

Expected Solution: 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

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

Get a more informative notification when downloading a report

Problem Solved: Currently, the report download popup message is unclear. The popup gives admins a warning not to close the window or the report will not be downloaded. However, admins can still download the report from the Download History tab even if the window is closed.

Expected Value: Including information about where to go to access the downloaded report allows admins to continue doing other things in Hearsay Desktop without worrying about losing their report.

Expected Solution: A new notification at the top of the page will replace the popup. The 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”.

Who is impacted: All Admin users using Report Download
Archiving and Compliance Implications: N/A
Availability: On for all organizations.

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

Problem Solved: There is not a way for admins to view aggregated clicks per workspace in one place.

Expected Value: Being able to access aggregated clicks by workspace saves admins time by not having to manually manipulate reports.

Expected Solution: The Breakdown by Workspaces Report will have the following new columns:

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

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