New Features/Enhancements
Highlights
Instagram - BETA
Users can now post images and client hosted videos to their Instagram account. This is a BETA release so please know updates and enhancements will continue based on client feedback.
There are a few prerequisites to use this integration:
Your Instagram Account must be linked to your Facebook Business page. How to Connect Instagram and Facebook Accounts
Your Facebook account must be active within Insellerate. https://insellerate.atlassian.net/wiki/spaces/INSPT/pages/2460483589/Content+Library+Social+Media#How-to-Connect-to-Facebook
Your marketing admin needs to create Instagram content and give users permission to use content
You will then see your Instagram page within Insellerate Instagram content you have permission for. https://insellerate.atlassian.net/wiki/spaces/INSPT/pages/2460483589/Content+Library+Social+Media#How-to-Create-a-Social-Media-Post
Saved Views: ability to save filters
Users can now also save defined filters in tables for future use. All tables provide users the ability to filter the data by column. In the past, you were required to “redo” the filters after refreshing or logging out / in. Now, if you have a filter for a section or status you prefer as a default, you can filter the data and then save the view. This will now auto filter each time you log back in or return to that section.
Filter via the columns: /wiki/spaces/INSPT/pages/981499931
Save the view via the Save View icons: Saved Report Views
Audience Creation: Ability to exclude Statuses
Admins with Content Library Settings access can now define which Statuses to exclude from the “Who is your Audience” step when sending an email. Example for using this feature: remove “Do Not Contact” or other statuses you want to make sure are never emailed to.
First, admin can define which Statuses to exclude:
Next, those will no longer show in the Status dropdown for Step 2 of the email send process:
Content Library: Task Management page UI Update
Task Management page has been updated to simplify use.
1 | “Results” - Updated verbiage to “Results”. Shows how many contacts met the filter criteria and how many were successfully processed / sent. Difference can be because of email unsubscribe settings or other reasons contact should not be included. |
2 | “Content Edited” - user will now know if the base template was edited by task creator. |
3 | “Preview Content” - separated out the preview and this will now show a popup preview vs. taking the user to the task. |
4 | Other options: removed preview and consolidated some duplicate actions. |
Content Library: Audience creation - Partners “Company Name (Branch)” dropdown
New logic has been added so a user will only see “Partner Companies” they have at least one partner associated to. This will clean-up the dropdown and remove unrelated partner companies.
