Here's what's in the November 13th release: 

Data and Analytics 

• Sites Insights for advisors 🔷
• Localization of all admin reports 
• Breakdown by Relate Workspace report includes the workspace owner's email address

Social 

• Alternative descriptions for suggested posts enabled by default 🔷
• Ignore or archive responses to LinkedIn Recruiter and/or Sales Navigator InMail messages 🔷
• Archive LinkedIn Recruiter and/or Sales Navigator InMail messages independently of regular private messages 🔷

Relate - Embedded Relate

• Customize the Ask for Permission page in Embedded Relate 🔷
• Send a personalized opt-in message from Embedded Relate 🔷
• Embedded Relate supports opting-in by implied consent 🔷
• Disable opt-in messages in Embedded Relate 🔷
• Enable the Whitelist/Global Optout option when requesting permission to text a contact in Embedded Relate 🔷

Platform 

• Increased API security after creating a token 🔷
• Reactivate deleted contacts when imported or added via the API

🔷Sandbox preview available. Contact your Customer Success Manager for more information.

Data & Analytics

Sites Insights for advisors

A new Sites Insights dashboard is accessible to end-users from the Insights page in the side menu. The Sites Insights dashboard shows key business measures at the individual Site level over a 3-month period, performance benchmarking against other advisors/agents in their hierarchy, as well as recommended actions to increase Site visits and improve lead generation. The Sites Insights dashboard provides the following measures:

• Number of visitors with a breakdown of new and returning visitors 
• Average time spent on the Site 
• Number of visitors by source type (e.g. Google Paid, Organic, HS Social) 
• Number of leads (based on the number of visitors who have submitted contact forms) 
• Lead types (based on whether the contact form was submitted as an event RSVP or whether the lead was sourced from the standard contact form).

Sites Insights for advisors will be available for organizations that allow Hearsay’s Google Analytics. Lead statistics on the Sites Insights dashboard will only be available to organizations using Hearsay lead forms. To enable this feature's sandbox preview, contact your Customer Success Manager.  

Sites Insights for advisors

Localization of all admin reports

The headers for all admin reports are now available in the preferred language set by the admin. Previously, these headers were only available in English.

Breakdown by Relate Workspace report includes the workspace owner’s email address

The Breakdown by Relate Workspace in-app Admin report has been extended with a new Workspace Owner Email Address field, which contains the email address of the workspace owner. This new field makes it easier for admins to track workspace-specific Relate performance and find the contact information for workspace owners. 

Workspace Owner Email Address field in the Breakdown by Relate Workspace report

Social

Alternative descriptions for suggested posts enabled by default

Social media algorithms favor posts with variable inputs such as alternative descriptions, which allow admins to create one post they can customize for different types of users and audiences. To help increase efficiency and improve social media strategy, alternative text descriptions are now enabled by default. 

When creating a suggested post, click Add Alternate Description and write an unlimited number of different descriptions to go with the post. When a user publishes the post, they can choose which description to use by clicking the < > arrows. This only changes the text part of the description, not any images, GIFs, PDFs, or videos included with the post. 

To enable this feature's sandbox preview, contact your Customer Success Manager. 

Admin publisher with Add Alternate Description feature

Advisor/agent publisher with arrows to choose which description to publish 

Ignore or archive responses to LinkedIn Recruiter and/or Sales Navigator InMail messages

Previously, only incoming LinkedIn Recruiter and Sales Navigator InMail messages were ignored based on their setting, and user responses to the messages were always archived even if the setting was set to ignore. Now, user responses to Recruiter and SalesNavigator messages are also ignored based on the setting. 

To change the setting in the Administration view:

1. In the side menu, click Settings, then click the Organizational Settings tab. 
2. On the Review & Archive tab, in the Social Activities section, click LinkedIn. 
3. Configure the settings for Recruiter InMail or Sales Navigator InMail.

To enable this feature's sandbox preview, contact your Customer Success Manager. 

Archive LinkedIn Recruiter and/or Sales Navigator InMail messages independently of regular private messages

Previously, admins could only archive LinkedIn Recruiter and/or Sales Navigator InMail messages if the regular private messages were also archived. Now, any combination of regular private messages, Recruiter InMail, and Sales Navigator InMail messages can be archived or ignored independently of one another in accordance with customer compliance policies. 

To change the setting in the Administration view:

1. In the side menu, click Settings, then click the Organizational Settings tab. 
2. On the Review & Archive tab, in the Social Activities section, click LinkedIn. 
3. Configure the settings for Private Messages, Recruiter InMail, or Sales Navigator InMail.

To enable this feature's sandbox preview, contact your Customer Success Manager. 

Recruiter and Sales Navigator settings are no longer a subset of Private Messages

Relate - Embedded Relate

The following updates only apply to organizations subscribing to Embedded Relate for Salesforce.

Customize the Ask for Permission page in Embedded Relate

Organizations can now customize the message prompt and button text shown to their advisors/agents on Embedded Relate when requesting permission to text their contacts. This update allows organizations to use their preferred language and include any reminders or disclosures on the page from which their advisors/agents send their initial message requesting permission to text a contact.

To customize your Ask for Permission page or to view a sandbox preview, reach out to your Customer Success Manager.

Customizable Ask for Permission page

Send a personalized opt-in message from Embedded Relate

Advisors/agents can now send a personalized opt-in message when requesting permission to text a contact in Embedded Relate. Previously, advisors/agents could only use a standard opt-in message when initiating a conversation. This update allows advisors/agents to adopt a more client-centric approach and send a personalized opt-in message when starting a new conversation. 

To enable sending personalized opt-in messages or to view a sandbox preview, reach out to your Customer Success Manager.

Embedded Relate supports opting-in by implied consent

Embedded Relate now supports opting-in by implied consent, which allows advisors/agents to text their contacts immediately after an implied consent attestation message has been sent. If opting-in by implied consent is enabled, then advisors/agents will not have to wait to send messages until the contact has replied YES to their initial opt-in message; they can send messages to their contacts immediately after an implied consent opt-in message has been sent. Opting-in by implied consent avoids hindering communication between contacts who may have an existing business relationship and/or who have a reasonable expectation of receiving specific messages.

To enable opting-in by implied consent or to view a sandbox preview, reach out to your Customer Success Manager.

Disable opt-in messages in Embedded Relate

Embedded Relate now supports disabling the requirement to send an opt-in message when initiating a conversation. When opt-in messages are disabled, advisors/agents can send messages to their contacts without asking for permission to contact them and waiting for them to reply YES to their initial message. This update allows organizations who may have already disabled opt-in messages in Relate desktop and mobile to extend this option to Embedded Relate as well. 

To disable opt-in messages in Embedded Relate or to view a sandbox preview, contact your Customer Success Manager.

Enable the Whitelist/Global Optout option when requesting permission to text a contact in Embedded Relate

The Whitelist/Global Optout setting allows organizations to tightly control who an advisor/agent can send messages to. If Whitelist/Global Optout is enabled, then advisors/agents can only send messages to contacts who have already been approved by their organization. Under Whitelist/Global Optout rules, if an advisor/agent attempts to send a message to a contact who hasn’t been approved by their organization, then Embedded Relate will not send the message. Instead, advisors/agents will see an error message informing them that they are trying to send a message to a contact who hasn’t been approved, and they should follow their organization’s procedure to get the number approved before they can send a message. This update allows organizations who may have already enabled Whitelist/Global Optout in Relate desktop and mobile to extend this option to Embedded Relate as well.

To enable the Whitelist/Global Optout option or to view a sandbox preview, contact your Customer Success Manager. 

Embedded Relate not allowing a message to be sent because of Whitelist/Global Optout rules

Platform

Increased API security after creating a token

In order to avoid the copying and misuse of security keys and improve the safety of customer data, the API token value is now only shown immediately after it is created. Then, the token is hidden in the list of tokens on the Integrations page. A new token must be created every time someone requires access to a new application.

To enable this feature's sandbox preview, contact your Customer Success Manager. 

Generating a new token with disclaimer 

Reactivate deleted contacts when imported or added via the API

For compliance purposes, deleted contacts are only hidden and cannot be permanently deleted from the system. Previously, if a user tried to import a contact that was previously imported and then “deleted”, the contact was still hidden and unavailable until it was restored manually on the Contacts page. Now, when a contact record is imported or added via the public API, Hearsay automatically restores and unhides any matching record that was previously deleted.