February 2025 Product Release
Here's what's in the February 19th release:
Social
- Workspace and user settings have been enhanced and relocated
- Allow publishing for workspace owners only
- Admins can no longer use mentions and alternative descriptions in the same post
Relate
- Onboard new users in Embedded Relate for Salesforce
- New Firstname and Lastname fields for mapping Objects in Embedded Relate for Salesforce
- Automatically resend Relate invitations to new users
Compliance
- Get alerts for two new PII categories
Data & Analytics
- View Hearsay Actions performance metrics in the Actions Template Messages - All Data Report
- Get AI-powered recommendations in the Suggested Content Performance Report
- Expanded view and multi-CSV export added to the Earned Media Value Dashboard
- View the number of pictures published in a post and links to the pictures in the Post All Data and Suggested Content Performance Reports
- Links to published videos added to the Post All Data and Suggested Content Performance Reports
- Message timestamps added to Private Messages - All Data Report
Social
Workspace and user settings have been enhanced and relocated
Workspace and user settings have been enhanced and relocated in order to simplify the user experience and enable users to more easily locate relevant settings.
Previously, the Workspace Settings and User Settings pages were under the Settings menu. Now, both pages are in the profile picture drop down menu.
New navigation

Workspace Settings
Most of the information about the workspace owner is now managed from the Workspace Settings page, which consists of the following tabs:
- General - See basic workspace data, like the workspace name.
- Members - Manage workspace members and invites.
- Accounts - See a list of all the social media accounts connected to the workspace.
General tab
Members tab
Accounts tab
My User Settings
The information on the My User Settings page is related to the individual user experience in the Hearsay Platform and not business or professional information. The page consists of the following tabs:
- My Information - View and update your name and email address.
- Preferences - Configure the default homepage, language, and timezone.
- Devices - Manage mobile devices connections for Hearsay Mobile or Relate. This page also contains details about Salesforce Embedded Relate integrations.
- Email Subscriptions - Select and deselect which Hearsay-related emails you’re subscribed to.
My Information tab
Preferences tab
Devices tab
Email Subscriptions tab
Allow publishing for workspace owners only
To minimize risk and provide more control over content management within a workspace, admins can now configure a setting that allows only workspace owners to publish or schedule posts and manage campaign subscriptions on Hearsay Desktop. This new setting can be applied at the hierarchy level.
Note: This setting only applies to Hearsay Desktop. If enabled, non-owner workspace members can still publish and schedule posts or manage campaign content via Hearsay Mobile.
To configure this setting in the Administrative view:
- In the side menu, click Settings, and under Organizational Settings, click the Workspace tab.
- Optional Select a hierarchy.
- Configure the setting Allow only workspace owners to publish content and manage campaign subscriptions.
- Disabled (default) - All workspace members within the selected hierarchy can publish and schedule posts or subscribe to campaigns.
- Enabled - Only workspace owners in the selected hierarchy can publish and schedule posts or subscribe to campaigns.
If this feature is enabled, non-owner workspace members see a banner message on the Campaigns page and their publishing functionalities are disabled.
Grayed out, disabled Publisher for non-owner
Campaigns page banner for non-owner
Admins can no longer use mentions and alternative descriptions in the same post
Previously, when using the admin mention feature in a post with an alternative description, the mentions would disappear or would appear in the alternative description instead. To avoid publishing issues, admins are now blocked from using both a mention and an alternative description in the same post. An error message appears for the following three scenarios:
- An admin tries to add an alternative description to a post that already contains a mention.
- An admin tries to add a mention to a post that already contains an alternative description.
- An existing post has both an alternative description and a mention and the admin must remove one in order to continue publishing the post.
Relate
Onboard new users in Embedded Relate for Salesforce
New users can complete the entire onboarding flow in the Embedded Relate widget, enabling them to accept Hearsay’s Terms of Service, select their business number based on their preferred area code, and begin texting without leaving Salesforce. Read about the Embedded Relate onboarding flow.
Before onboarding new users in Embedded Relate, organizations must make SSO their only login option.
To onboard new users, you’ll need to update to the latest version of the HearsayForSalesforce managed package. Your Customer Success Manager will share the update link with you via email within the coming weeks. Learn how to update.
New User Onboarding in Embedded Relate for Salesforce
New Firstname and Lastname fields for mapping Objects in Embedded Relate for Salesforce
Admins can optionally include Firstname and Lastname fields when mapping Objects in Embedded Relate, enabling users to better distinguish between contacts.
To access these new fields, you’ll need to update to the latest version of the HearsayForSalesforce managed package. Your Customer Success Manager will share the update link with you via email within the coming weeks. Learn how to update.
New Firstname and Lastname fields for mapping Objects
Automatically resend Relate invitations to new users
Relate invitations are automatically resent every 28 days to users who haven’t created their account. A system task runs daily to calculate if 28 days have passed since the last invitation was sent, and sends a new invitation email to eligible users. By automating the invitation reminder process, organizations can increase Relate’s adoption and better address compliance needs.
To enable this feature, please contact Support at support@hearsaycorp.com with the email titled "Automatically resend Relate invitations - February 2025".
Compliance
Get alerts for two new PII categories
Two new PII detection categories have been added, which allow admins to better control privacy settings and protect organizations from the risks of sharing sensitive information.
The two new categories are Secure Identification PII and Car & Driver PII, which include the following PII types:
Secure Identification PII
- SSN
- US Individual Tax ID
- Passport Number
- UK National Insurance Number
- UK Unique Taxpayer Reference Number
- CA Heath Number
- CA Social Insurance Number
Car & Driver PII
- Vehicle Identification Number
- License Plat Number
- Driver ID/Driver’s License Number
When enabled, Hearsay generates an Alert in Supervision any time we detect that a string of text matches the pattern of one of these PII types.
To enable detection for these PII categories in the Administrative view:
- On the side menu, click Settings, an under Organizational Settings, click the Lexicon tab.
- Near the bottom of the page, enable the Secure Identification PII detection or Driver & Car PII detection settings.
Data & Analytics
View Hearsay Actions performance metrics in the Actions Template Messages - All Data Report
A new Actions Template Messages - All Data Report is available, providing important Hearsay Actions performance metrics. This report contains the following fields:
- Workspace ID
- Workspace Name
- Workspace Reference ID
- Workspace Owner ID
- Workspace Owner Name
- Hierarchy
- Customer Phone Number
- Message Date
- Template ID
- Template Name
- Successful Delivery
- Failed Delivery Error Context
- Action Flow Source
- First Opt-out Date
- First Customer Response Date
- First Agent Response Rate
- First Agent Response time (in seconds)
- Responding Agent User ID
Actions Template Messages - All Data Report
Get AI-powered recommendations in the Suggested Content Performance Report
In the Suggested Content Performance Report, a new Improve your suggested content strategy using AI section provides:
- A summary and analysis of your content library usage and performance
- Actionable content strategy recommendations to boost engagement.
Click Generate insight with AI to get personalized insights. Generate one insight daily and share your feedback by rating the recommendations.
Improve your suggested content strategy using AI section in the Suggested Content Performance Report
Expanded view and multi-CSV export added to the Earned Media Value Dashboard
The Earned Media Value Dashboard’s Posts and Campaigns section now shows all posts and campaigns alongside their earned media value. Previously, only the top 5 posts and campaigns were shown.
If the dashboard is exported as a CSV, each section of the dashboard will be downloaded as a separate file, and all the values will reflect the custom earned media values inputted.
Posts and Campaigns in the Earned Media Value Dashboard
View the number of pictures published in a post and links to the pictures in the Post All Data and Suggested Content Performance Reports
The Post All Data and the Suggested Content Performance Reports have a new Number of Pictures field that shows the number of pictures published in a post. The Published Picture field in these reports now contains the links to these pictures.
Links to published videos added to the Post All Data and Suggested Content Performance Reports
The Post All Data and the Suggested Content Performance Reports have a new Published Video field that contains links to videos published in posts.
Message timestamps added to Private Messages - All Data Report
The Private Messages - All Data Report has a new Date/Time field that shows the exact date and time a private message was sent or received. Previously, only the message date was shown.