What’s new in this release?

In this release, we have overhauled the Campaign Calendar and added a new set of features that will immensely help marketers in managing their campaigns. Moreover, we have integrated our Digital Asset Management (DAM) to Simple MRM which will help users more effectively manage their assets. 

Please take some time to familiarise yourself with these changes – and as always, please do reach out if you need a hand with anything.

Campaigns

New Dates for Campaign Development Phase

Item ID: 17326 

We have added new date fields called Start Date and End Date to campaigns so that marketers can set out the period where the Campaign Development Phase happens. This phase describes a period where marketers prepare for the campaign launch. The new dates can be accessed in the following screens: 

• Under the Campaign Development section in a Campaign
• Under the Campaign Development section in the Campaign Calendar Side Panel 

Development Dates in a Campaign 

Campaign Calendar View

Item ID: 16736 

We have revamped the Campaign Calendar and added a plethora of exciting features that will help marketers effectively plan and organize all planned, current, and future campaigns in the application. This awesome new calendar can be accessed by going into Campaigns in the site map and clicking Show As -> Calendar View. 

 

Campaign Calendar 

As shown in the image above, the Campaign Calendar is similar to the Job Gantt view in terms of design. The notable difference is it can show two (2) Gantt bars for each campaign: a light-colored bar that shows the Campaign Development dates, and a dark-colored bar which shows the In Market dates. Furthermore, users can switch the timeline displayed in the calendar by clicking on the following time period options: 

• Fortnight
• Month
• Quarter

Marketers have the option to filter the list of campaigns in the view by either Campaign or Status. Below shows the list of filter options per heading: 

• Campaign – Only one option can be selected at a time.
  1. My Campaigns – The calendar will only show campaigns that you own.
  2. All Campaigns – The calendar will show all campaigns in the application.
• Status – Both of these options can be selected at a time.
  1. Campaign Development ­– Campaigns will be displayed based on the Campaign Development Dates.
  2. In Market – Campaigns will be displayed based on the In Market Start Date. 

Filters in Campaign Calendar 

Lastly, users have the option to create a new campaign in the view, and to view/update campaign information via the side panel. 

Campaign Calendar Side Panel

Item ID: 16899; 17416 

We have implemented a campaign side panel for the Campaign Calendar view. The side panel is an awesome feature that lets marketers have a quick glance to a campaign’s information without the need to go directly inside the campaign. The side panel can be accessed by clicking the name of the campaign located at either the left side of the Campaign Calendar or inside the Gantt bar. It would show the following details: 

• Campaign Name
• Campaign ID
• Status
• Campaign Development Dates
• In Market Dates (includes Duration)
• Campaign Description
• Campaign Owner
• Approvers 

In addition, if the marketer wants to see the full information of a campaign, then the marketer can click on the Go to Campaign label. Moreover, the side panel can be used by marketers for the following scenarios: 

• Creating a Campaign (this is discussed in detail in the next feature)
• Modifying the Campaign Details (listed before) for campaigns that they own 

Campaign Calendar Side Panel 

Using Campaign Calendar

Item ID: 16898

We have allowed marketers to create campaigns inside the Campaign Calendar view so that marketers would not need to move into a different screen. To start creating campaigns inside the view, the marketer needs to click on the New Campaign button located at the top-right corner of the view. Once clicked, a side panel will show that lets the marketer fill-out the details of the campaign. The marketer needs to press the Save button to complete the process. Once saved, the Campaign Calendar will adjust on the timeline of the period in which the campaign is created. However, please take note that the shift is dependent on which dates (either Campaign Development Dates or In Market Dates) have been populated. 

Creating a New Campaign in the Campaign Calendar

Library

Integration of DAM Library to Simple

Item ID: 17819 

We have integrated our Digital Asset Management (DAM) library into our application to help users effectively manage and organize their own assets. The DAM consists of the following features:

• Asset Management – This involves creating, updating (editing the asset’s metadata and tags), and archiving of assets. In addition, the DAM allows users to share and download assets.
  

Asset Management in DAM 

• Folder Management – The DAM offers users the ability to create and manage folders to organize their assets.
  

Adding Folders in DAM

• Audit/Logging – The DAM offers auditing capabilities which helps administrators have an insight on the changes happening to the assets and folders inside DAM.

Audit Logs in DAM

The DAM can be accessed by heading to the DAM section of the Admin menu.

 

Bugs

We have resolved several known bugs in this release.

ID	Function	Description
17532	Approvals Redesign	Headshot not visible Approval Workflow on Job Page for Team
17533	Approvals Redesign	Agency assigned to Job can access parent Campaign
17539	Approvals Redesign	Approval Log does not contain correct user for assignment of a Team Job
17552	Approvals Redesign	My Team Approvals with Group by Approver, does not require Approver column
17503	Approvals Redesign	Flashing approval decision pop up on my approval
17544	Approvals Redesign	Asset does not inherit 'Team' approvers from a parent Job's approval workflow
17546	Approvals Redesign	Cannot Sort 'Approvers' column in the My Team Approvals view when filter 'Unassigned' is ticked
16515	Approvals UX / UI	Reject/Approve with changes buttons do not prompt for feedback on new Approval interface (AUSDEMO)
17534	Approvals UX / UI	Approval response of "Approve with Changes" should require Feedback
17536	Approvals UX / UI	Able to Duplicate Folder in breadcrumb in Job Assets tab
17537	Approvals UX / UI	Approver unable to view assets inside folder
15977	Asset UX / UI	Asset Upload Success Message
17490	Campaign Template	Unable to remove assignee from job attached to Campaign Template
17491	Campaign Template	Can not select job from different section same position, sidepanel not opening on campaign template/campaign - job tab
11975	Job UX / UI	Budget on Job displays with 3 digits after decimal point, even when currency is Australian dollar.
17023	Job UX / UI	Duplicate job record for My Completed Jobs View
17234	Job UX / UI	Invalid dates showing on in Kanban view
16068	Jobs Reimagined Part1	Launch of stand alone job sends an extra email to assignee/resource
16472	Jobs Reimagined Part2	Date being changed for jobs
17486	My Team Approvals	Filter on status of entities not working on "My Teams Approvals" view
17545	My Team Approvals	Clearing the ‘Unassigned’ checkbox does not include records with 'Team' Approvers
17547	My Team Approvals	Filter selections saved apply to My Approvals and My Team Approvals
17550	My Team Approvals	When delegation process is used - certain users are not available for delegation