Early Guidance for the August 14th release
Here's what to look for in the August 14th release.
The guidance in this document is offered for early planning purposes and is subject to change up to the time of release.
Social
Advisor/agent Post Library navigation refresh
Problem Solved: The current advisor/agent Post Library contains multiple tabs for viewing different kinds of posts, such as Recommended tab (for AI-powered content recommendations), the Browse tab (for viewing all posts available in the workspace), the Prereleased tab (for pre-approved content), the Campaign tab (for viewing posts in specific Campaigns), as well as several other tabs for viewing published posts, scheduled posts, posts pending approval, etc. Our UX testing has revealed that this large number of tabs in the Post Library creates confusion for advisors/agents and impedes them from using all the available functionalities provided by Hearsay.
Expected Value: Improving the organization and layout of the large number of tabs in the Post Library will lead to a smoother and faster journey from post selection to publication, and improve the usability of the platform overall.
Expected Solution: The large number of tabs currently in the Post Library will be merged into the following 4 tabs:
- Explore: A new tab that displays released and pre-released organization posts.
- My Posts: A new tab that combines scheduled, published, pending and denied posts.
- Recommended: An existing tab that is visible for organizations that allow AI-powered content recommendations.
- Promoted An existing tab visible for those organizations that allow publishing promoted posts on Facebook.
Archiving and Compliance Implications: N/A
Availability: On for all organizations.
Mobile
Relate Mobile App includes publishing original content and modified suggested content to social media
Problem Solved: The Hearsay Relate app limits advisors/agents to posting unmodified suggested content only. This prevents advisors/agents from creating and publishing original content or modifying and publishing suggested content directly within the Relate app.
Expected Value: Based on the recent analysis in Hearsay’s 2023 Social Selling Content Study, modified suggested content performed 3-4x better than unmodified content, while original content performed up to 7-8x better. Advisors/agents can use their unique voice to promote their brand and engage in the moment by quickly publishing original content and modifying suggested content directly from their mobile device while at events and on the go. Publishing original content easily from their mobile device enables advisors/agents to create timely and relevant content that is authentic and engaging, often because it includes a photo taken with the mobile device that captures the moment. Modifying suggested posts (when allowed) makes it easy to effectively tailor the voice and feel of suggested content to a desired audience.
Expected Solution: In a continued effort to transform the Relate app into a unified mobile experience that encompasses both Relate and Social functions, advisors/agents will be able to create and publish original content or modify and publish suggested content directly from the Relate mobile app.
The ability to modify suggested posts depends on organizational configurations. If an organization does not allow modifying suggested content, then advisors/agents will not be able to do so in the Relate mobile app.
This release will not include the ability to post videos or multiple photos. Suggested posts with a video or multiple photo attachments will also remain excluded from the mobile Post Library.
Who is impacted: Advisor/Agent, Client, Marketing Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: On for all organizations. Relate-only customers will not see any Social functionality in the Relate app
Sites
Drive Sites leads by linking from Social campaigns
Problem Solved: Advisors/agents publish many posts to different social media channels, but converting this activity to actual leads without having contact information is difficult and visiting individual social media pages of different leads is time-consuming and not always effective.
Expected Value: Grow the number of leads originating from social media activity and increase lead conversion by gathering contact information and triggering automated conversations between the lead and the advisor/agent.
Expected Solution: Administrators will be able to include a Sites link in Social campaign posts. When advisors/agents subscribe to a campaign, a link to their Site will be added to the campaign posts automatically. If a lead looks at the campaign post and would like to get more information, they can click on the advisor/agent’s website link and arrive at their website. Upon arriving at the website, the lead will be able to provide a phone number and email address by filling out a contact form.
Who is impacted: Advisor/Agent, Client, Marketing Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: On for all organizations.
Data & Analytics
Text Messages All Data report includes a timestamp field
Problem Solved: The Text Messages All Data report does not provide a timestamp for messages sent and received, making it difficult for administrators to track the flow of conversations.
Expected Value: Including a timestamp in the Text Messages All Data report will help administrators better understand the flow of conversations.
Expected Solution: The Text Messages All Data report will include a new Message Date Time field, which shows when the specific message was sent or received. This new field will be added as the last column of the Text Messages All Data report.
Who is impacted: Compliance Admin, Program Admin
Archiving and Compliance Implications: N/A
Availability: On for all organizations.
Post All Data report shows if a post was published as a result of a link clicked in the Suggested Content email
Problem Solved: Administrators cannot track the activities that precede publishing content from the Posts Library. They would like to know how much the Suggested Content emails are driving advisors/agents to publish directly by clicking a link in the email.
Expected Value: Administrators will be able to track whether a post was published as a result of clicking a link in the Suggested Content email.
Expected Solution: The Post All Data report will be extended with a new Suggested Content Email Publish field, which will include possible values of 0 or 1. A value of 1 will indicate that the post was published by clicking a link in the Suggested Content email. Conversely, a value of 0 in this field will indicate that the Suggested Content email did not originate the post publication.
Who is impacted: Program Admin, Marketing Admin
Archiving and Compliance Implications: N/A
Availability: On for all organizations.