18 September 2020

What's New?

This release we have introduced Campaign Templates and Business Process Flows.

Campaign Templates

Instead of clicking around, and defining jobs individually, you can now apply a template to your Campaign. A Campaign Template has a set of predefined jobs that can be used when setting up a new campaign.  

Business Process Flows (BPF)

With BPF you can now create, configure, launch, and manage a campaigns easily. It gives you a visual method of tracking the campaign.   

Updates

Jobs and Campaigns

• We have made the Job page simpler and cleaner by removing any unnecessary buttons, menus, and tabs on the page.
• The My Jobs view has been updated to now show all jobs owned or assigned to you. You can also now see who the owner and assignee of a job are. 
• Resource lists will now load faster because we have removed the 'Jobs Assigned' column. 
• Campaign views have been updated and will now only show,
  • Active Campaigns
  • My Active Campaigns
  • My Completed Campaigns
  • My Inactive Campaigns
• Unused buttons located at the ribbon menu of a campaign have been removed.
• The “Close Out” campaign status has been removed to simplify the campaign process in the application including in the Kanban view.
• Automatic status rules in campaigns have been removed to make Campaigns more flexible. You can now freely change the status and dates of a Campaign.
  We have added the ability to re-order sections of jobs inside a campaign and as well as inside campaign templates. 
• You can delete sections and jobs in the Job list view in campaigns and campaign templates.

Approvals

• We have introduced new fields and modified some of the existing fields to improve usability of the Approval Logs.
• The new fields “Approval Role” and “Approval Template Name” have been added to the Approval Logs.
• 'Add to Library' option has been provided to add assets to the Library.
• The 'Record Version' field has been renamed to 'Asset Version'
• Approval Level values have been corrected. 
• Approval Logs have been added to Jobs and Campaigns.
• We have added a new rule in the Approval Process that requires the submitter to resolve all feedback before the Approval process can progress.

General UI/UX

• We have simplified navigation of the Marketing Area by removing the following items:
  • Sub-campaigns
  • Briefs
  • Resource Management
  • Time Entries
  • Approver Queues
• We have cleaned up the the buttons inside the top ribbon menu for each entity list view.
• Now when you select an initial asset, any subsequent selection of another asset will automatically deselect the previous asset and display the asset details of the new selection.
• You can now multi select assets by clicking the circles on the top-left corner of each asset.