November 2024 Product Release
Here's what's in the November 18th release:
Social
- Calendar redesign includes better filtering, campaign management, and more interactive features 🔷
Relate
- Set and send an Out of Office Automatic Response 🔷
Data & Analytics
- Get AI-powered recommendations in Social Insights 🔷
- User Maturity Model admin report includes UMM tier information
Sites
- New Sites Editor provides customizable tabs and groups 🔷
Actions
- Enhanced workspace filtering and sorting
🔷 Sandbox preview available
Social
Calendar redesign includes better filtering, campaign management, and more interactive features
The Calendar page has been redesigned to include more intuitive features that save time, increase user productivity, and allow users to more easily manage their posts.
Here are some highlights of the new design:
Campaign filtering and management
Campaign names are displayed on the Calendar for improved visibility. Users can click Filter Campaigns in the upper left corner to choose which campaigns to show on the Calendar, unsubscribe from a campaign, or navigate to the Campaigns page. Users can also choose whether to view only campaign posts or only single, non-campaign posts using the new checkboxes.
Filter Campaigns button and Single Posts and Campaign Posts checkboxes
Filter Campaigns modal
Interactive features
Clickable scheduling allows users to click on a timeslot to schedule a new original post or a post from the Post Library. Additionally, the improved drag-and-drop functionality enables users to easily reschedule content by network.
Clickable scheduling
Enhanced post filtering
Users can apply a broader range of filtering options to the posts that appear in the Calendar. Options include channel, type, and status.
Filter modal
Encouraging action cards
New actionable cards encourage infrequent users to post more often by allowing them to subscribe to a campaign, select a suggested post, or publish an original post. The cards target users who haven’t scheduled any content in the past 30 days or who have no planned content for the next 30 days.
Action cards
For more information about the Calendar page, see Using Your Calendar.
Relate
Set and send an Out of Office Automatic Response
A new Out of Office Automatic Response feature helps maintain communication during absences. Users can set and enable a custom reply in Hearsay Desktop or Embedded Relate for Salesforce that automatically goes out when they receive a message. The system saves and enables the auto response only if it passes a lexicon check. If a contact sends multiple messages, the system sends them just one auto response within a 24-hour period. A banner in the Message & Call page in Hearsay Desktop and in the Embedded Relate widget informs users when the Out of Office Automatic Response is enabled. Users can also turn off the auto response from this banner.
The Out of Office Automatic Response overrides the Working Hours Response when enabled, so contacts receive only the Out of Office message.
Voice-call enabled users can choose to send calls to voicemail during Out of Office Automatic Response setup.
Users on Hearsay Mobile can view outgoing auto responses and initiate or respond to conversations, but they can't change the auto response or enable / disable it.
This feature is off by default. To turn it on, send an email to support@hearsaycorp.com and include “Enable Out of Office Automatic Response from the November 2024 release” in the subject line. In the email, please add any relevant enablement details and any questions that you may have.
Out of Office Automatic Response setup
Out of Office Automatic Response banner
Out of Office Automatic Response setup in Embedded Relate
Data & Analytics
Get AI-powered recommendations in Social Insights
A new Improve your social media strategy using AI section in the Social Insights dashboard gives recommended actions for optimizing social media usage. Clicking Get a Recommendation leverages AI to analyze the user’s social media performance, compares it to their peers’ performance, and provides suggestions for improvement. Users can generate up to eight recommendations to explore alternate approaches and rate the recommendations they receive.
AI-powered recommendations in Social Insights
User Maturity Model admin report includes UMM tier information
The User Maturity Model admin report has a new UMM Tier field, enabling admins to align each user’s social media performance with their tier.
UMM tier descriptions
UMM Tier field in the User Maturity Model admin report
Sites
New Sites Editor provides customizable tabs and groups
A new Sites Editor reorganizes all content fields into tabs and groups, making it easier to find the correct field for changing content. The Sites Editor now displays all content fields, including those that were previously hidden by default to save space in the old Editor’s UI.
Hearsay has configured each Sites org's sandbox with a new Editor customized for them. Prior to release, admins can request to change tab or group names, shift a field's placement into a different tab or group, or delay the new Editor's availability by contacting Christine Meginness (cmeginness@yext.com) by 5pm EST Friday, November 15. We can schedule a delayed release for your organization between November 18 and December 9. If we don't hear from you with requests for changes or a delay, we will enable your new Sites Editor on Monday, November 18.
New Sites Editor with tabs and collapsable groups
Content fields appear when a group is opened
Editing content fields
Actions
Enhanced workspace filtering and sorting
The enhanced filter in the Workspace Management tab enables admins to filter workspaces by which ID Type (Action Flow Source) they either have or are missing, as well as identify which workspaces have missing Relate phone numbers. The new filters help admins see where updates are needed and gauge the level of participation for specific Actions Flows.
In addition, admins can sort workspaces alphabetically, by last modification date, last activity, or date the workspace was last activated.
New filter options
New sorting options
