Here's what to look for in the November 14th release.

The guidance in this document is offered for early planning purposes, and is subject to change up to the time of release. All future-state screenshots are examples and the final design might look different.

Sites 

Upload podcasts to Sites

Problem Solved: Advisors producing podcasts can’t post podcast-type files to their Hearsay Site and need a straightforward way to share their podcasts with their customers since that’s usually where their other content is posted.

Expected Value: Podcast support allows advisors to demonstrate their thought leadership in a new form on their Hearsay Site.

Expected Solution: On the latest Hearsay Site version, advisors/agents will be able to 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.

This feature is available for the new version of Sites only. Old sites versions (NextGen, Library, Custom) won’t have the same audio file support. For compliance purposes, the audio file is treated the same as a video file uploaded using the Profile Editor.

To enable this feature, contact your Customer Success Manager.

Who is impacted: Advisor/Agent, Customers, Compliance officer

Archiving and Compliance Implications: Treated the same as a video file uploaded using Profile Editor.

Availability: Off for all organizations, but can be turned on by contacting your Customer Success Manager.

Updated design for the Event Publisher

Problem Solved: The design of the Sites Event Publisher was outdated and inconsistent with other Hearsay products.

Expected Value: Agents/Advisors get the same user experience when using any publisher at Hearsay.

Expected Solution: The Event Publisher functionality is the same as before, but the design matches that of the more modern Social Publisher. 

Functional Area(s) Affected: Sites

Who is impacted: Advisor/Agent

Archiving and Compliance Implications: N/A

Availability: On for all organizations.

Actions 

Enhanced admin interface

Problem Solved: The admin interface for Actions includes only two pages for a large amount of information, creating a busy and distracting user experience. The largest page is also based on outdated user interface technology.

Furthermore, the time-bound workflow configurations and the Action Flow expiry period sometimes conflict with each other, resulting in undesired workflow reminders.

Expected Value: The new structure will be easier to navigate and load faster, and admins will be notified if the time bound workflow configuration conflicts with the expiry period.

Expected Solution: We will split the admin interface into multiple pages to reduce the complexity and re-base the pages on the latest user interface components we use elsewhere.

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

Here are some 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.

Who is impacted: Marketing Admin, Program Admin

Archiving and Compliance Implications: N/A

Availability: On for all organizations.

Configure reminders on the Workspace level

Problem Solved: Because Actions configurations are set on organization level, advisors/agents can’t make changes themselves, resulting in slow configuration updates or unwanted configurations.

Expected Value: Workspace level configuration changes are faster than changes done at the organizational level. Advisors/agents can also decide to switch notifications on or off based on their preferences.

Expected Solution: Admins can allow workspace owners to override organization settings by switching the following notifications on or off for their own workspace:

• All Action reminders via the Relate system message
• Action daily mail

By default, the notifications are turned off. Once a workspace owner changes a setting, any changes made at the organizational level do not affect the configuration of that workspace.

Who is impacted: Advisor/Agent, Program Admin

Archiving and Compliance Implications: N/A

Availability: On for all organizations.

Platform 

Hover function replacing the Action column in Contacts

Problem Solved: When contacts were unified, the Contacts table became larger, necessitating a horizontal scroll. 

Expected Value: There will be an easier, modern, more user-friendly experience when applying actions to contacts.

Expected Solution: The actions that were in the drop-down menu of the Action column will now be grouped behind icons that appear when you hover over the row for a contact.

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.

Functional Area(s) Affected: Social, Relate, Sites, Platform

Who is impacted: Advisor/Agent

Archiving and Compliance Implications: N/A

Availability: On for all organizations.

Data & Analytics 

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

Problem Solved: There is no way to filter compliance alerts by compliance workflows or compliance teams.

Expected Value: Compliance admins will be able to filter compliance alerts by workflow IDs and workflow names. This report extension will help them optimize compliance team structures and sizes.

Expected Solution: The Evidence of Supervision report will contain the following new fields:

• Workflow District ID
• Workflow District Name 

Functional Area(s) Affected: Data & Analytics

Who is impacted: Compliance Admin, Program Admin

Archiving and Compliance Implications: N/A

Availability: On for all organizations.

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

Problem Solved: The LinkedIn Sales Navigator messages are not part of any productized reports, they are available as custom reports only.

Expected Value: LinkedIn Sales Navigator messages will be reported with other private messages so administrators can investigate Sales Nav messages the same way as they do with other private DMs.

Expected Solution: LinkedIn Sales Navigator messages will appear in the Private Messages All Data report. Additionally, a field with yes/no values will be added to the report indicating whether the message is from a Sales Navigator and allowing admins to filter for them.

Functional Area(s) Affected: Data & Analytics

Who is impacted: Compliance Admin, Program Admin

Archiving and Compliance Implications: N/A

Availability: On for all organizations.