November 2022 Product Release
Here's what's in the November 14th release:
Social + Relate- See Relate Notifications on the Homepage 🔹
- Upload Podcasts to Sites 🔹
- Updated design for the Event Publisher 🔹
- Superscript support in the Sites Profile Editor
- Configure reminders on the Workspace level 🔹
- Enhanced admin interface 🔹
- Hover function replacing the Actions column in Contacts 🔹
- Evidence of Supervision report extended with Workflow District ID and Workflow Name
- LinkedIn Sales Navigator messages included in the Private Messages All Data report
- Tag Performance report extended with campaign and non-campaign metrics.
SOCIAL RELATE
See Relate Notifications on the Homepage
To help advisors/agents stay current on high-impact client engagement opportunities, there’s a new Engagement Check-In section on the homepage that displays a count of unread Relate text messages.
The homepage and the homepage features are only visible to users with a Social license, and are not available to Relate-only users.
If an advisor/agent clicks Unread Messages, they are taken to the Relate Conversations page, where they’ll find unread text messages awaiting their review. The Unread Messages tile only appears for Relate + Social users and does not include Social Direct Messages.Homepage with sample Engagement Check-In
Sites
Upload podcasts to Sites
Advisors/agents can 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. For compliance purposes, the audio file is treated the same as a video file uploaded using the Profile Editor.
Podcasts are only available on the newest version of Sites and is off by default. To enable it, or to enable the sandbox preview, contact your Customer Success Manager.
Podcast in Supervision
Updated design for the Event Publisher
On all versions of Sites, the design of the Event Publisher now matches the look and feel of the more modern Social Publisher, giving advisors/agents a more consistent user experience.
New Event Publisher design
Superscript support in the Sites Profile Editor
Superscript characters, such as the ® in CFA® or CFP®, can now be added in the Sites Profile Editor , allowing advisors/agents to properly display licensing and designation copy on their Site. Superscripts are not supported in other Sites editors.
This feature is currently live and ready to use as of November 4th.
Superscript in the Site Profile Editor
Actions
Configure reminders on the Workspace level
Admins can now enable advisors/agents to configure the following Action reminders in their own workspace:
- All Action reminders via the Relate system message
- Action daily mail
By default, the configuration option that enables workspace owners to manage notifications is turned off in the admin interface. Once a workspace owner changes a setting, any changes made at the organizational level do not affect the configuration of that workspace.
Admins can enable the workspace level configuration in the admin interface under Actions > Action Flow Configuration page.
Once enabled, advisors/agents can turn Action notifications and emails on or off under User Preferences > Action Settings.
To enable a sandbox preview of this feature, contact your Customer Success Manager.
Enhanced admin interface
The admin interface for Actions is now split into multiple pages to reduce complexity and the design is more consistent with other admin pages.
Organization Settings page
There is also a way to verify time-bound Advisor reminder configurations against the Action flow expiry period and notify users when they are in conflict.
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.
Admins cannot save the configurations until the time interval conflict is resolved.
Action Flow error messages
To enable a sandbox preview of this feature, contact your Customer Success Manager.
Platform
Hover function replacing the Actions column in Contacts
The actions that were in the drop-down menu of the Actions column are now grouped behind icons that appear when you hover over the row. This eliminates the need for a horizontal scroll on the page.
Icons match the following actions:
- Edit Contact
- New Message (contact must be opted in for this to appear)
- Schedule a Message (contact must be opted in for this to appear)
- Add to List
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.
Data & Analytics
Evidence of Supervision report extended with Workflow District ID and Workflow Name
Compliance admins can now filter compliance alerts by workflow IDs and workflow names in order to better optimize compliance team structures and sizes.
The Evidence of Supervision report now contains the following new fields:
- Workflow District ID
- Workflow District Name
LinkedIn Sales Navigator messages included in the Private Messages All Data report
LinkedIn Sales Navigator messages are now reported with other private messages in the Private Message All Data report. Additionally, a yes/no Sales Nav field has been added to the report indicating whether the message is a Sales Navigator message or not, and allowing admins to filter for them.
Tag Performance report extended with campaign and non-campaign metrics
The Tag Performance report contains new metrics that allow admins to measure and compare tag performance for campaign content versus non-campaign content. The following fields have been added:
- Num. of campaign publishes Facebook
- Num. of non-campaign publishes Facebook
- Num. of campaign publishes LinkedIn
- Num. of non-campaign publishes LinkedIn
- Num. of campaign publishes Twitter
- Num. of non-campaign publishes Twitter
- Num. of campaign publishes Instagram
- Num. of non-campaign publishes Instagram
- Total engagements from campaign publishes
- Total engagements from non-campaign publishes
- Engagement rate from campaign publishes
- Engagement rate from non-campaign publishes
- Num. of likes from campaign publishes
- Num. of likes from non-campaign publishes
- Num. of comments from campaign publishes
- Num. of comments from non-campaign publishes
- Num. of shares from campaign publishes
- Num. of shares from non-campaign publishes