Your quarterly round-up for all of Ui.Marketing’s internal releases as well as a sneak peek into what is coming next quarter!
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📝 Orders
🎉 This was our biggest release yet! Starting on 5/16/23, we migrated everything out of Zendesk and into our new OMS in Ui.Marketing! 🎉
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With this shift were many other amazing tasks like:
Migrated out of Internal Tools (IT) for billing and pacing and moved into Tableau
Moved our RFP process to HubSpot
Line Item CSV Download
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Now you can download your saved line item view into a .CSV file. This can be helpful to help analyze data or upload it into another location.
External Pacing Metrics
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Partners now have visibility into how their line items are pacing. Our sales team no longer needs to send Excel files with pacing data to various partners and divisions; partners can do it themselves! We only display certain metrics and not all of the same Calculation metrics that an Admin (internal) user has access to.
This is not available for any Email, SEO, and line items that are billed on a flat fee.
Enhanced Orders & Line Items Tables
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Adjust the column widths
Sort by flagged line items
Apply sorting and column widths to saved views
In-line editing on the line item table (internal/admin users only) for Assignee and Status
Infinite scroll - no more going page to page!
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Draft Line Items
You can now create your order and come back to it at a later time with Draft Line Items. This allows you to make changes to line items within an order prior to submitting that order.
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A few other things we released in Orders…
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