Your quarterly round-up for all of Ui.Marketing’s internal releases and a sneak peek into what is coming next quarter!
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📝 Orders
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🛒 Orders
Alt Network Targeting
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Targeting is now available for our Alt Network products when creating an Order or a Proposal.
Clone Line Items
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Users can clone line items in the order creation step.
Renewal Tracking
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After working with Operations, Finance, and Sales, we are now tracking renewals in Tableau by utilizing the “Renewal” billing type in Orders.
Updated Filtering
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We enhanced our filtering capabilities for Orders and Line Items as well as the look and feel. Below are some updates we made:
Filter straight down to an Advertiser (no need to input Partner or Division)
Filter by followers
Filters work together as AND statements to ensure you are finding exactly what you need
A few other things we released for Orders…
🗂️ Admin
A few other things we released for Admin…
For Email Template orders, the Template Layout question is now blank to start so users must select a template number.
Updated SEO terms and conditions were added to the order submission process.
Across the Order submission path, we have unique URLs.
Admin users are now able to select "Monthly MGMT Fee ONLY" for the billing tab in a line item when the product is set up within a hierarchy to have the billing type "Monthly MGMT Fee ONLY".
Removed white space from the Orders and Line Items tables, as well as the Line Item view. This allows for more reading area on the table and within line items.
The “X” to clear all followers in the Follower dropdown menu has been removed. This will prevent issues with accidentally removing all followers from a line item.
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🗂️ Admin
Enabled OR disabled advertising products filtered won't be selected by default within hierarchy products.
Supported logo formats are now limited to JPG, JPEG, and PNG. Uploads of partner or division logos in other formats will no longer be accepted.
Users are now able to configure Adv. Product rate cards for a particular hierarchy to have "Monthly MGMT Fee ONLY" as the Billing Type.
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🛍️ Advertising Products
📺 Streaming TV
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To better reflect the true capabilities of our Pre-ROll Roll product, we changed the name to Programmatic Video. When Pre-Roll first started, videos were truly shown before, pre-content. Now, we can serve videos, pre-, mid-, and post-roll.
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📝 Proposals
PowerPoint Proposal Tool
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We launched our newly redesigned Proposal tool with PowerPoint exports! Users are now able to create more proposals in less time with the efficiency gains of our new tool. We also offer completely customizable PowerPoint Proposal exports.
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You can find all trainings in The Academy and other articles in our Help Center
Validation Indicators
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A validation indicator (✅ or ❌) in the Proposal sidebar will indicate the state of their proposed line items. You may receive an error for your allocations not matching your totals or if the order does not meet our minimums.
A few other things we released for
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Proposals…
Geographical targeting is automatically inherited from the original proposal when adding a line item to an existing proposal. Users can still update it to a different geographical target if they wish.
Internal Only: When Proposals are created with products that are "Monthly MGMT Fee ONLY", the user interface shows Retail Mgmt Fee Percentages and Proposed Ad Spend.
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📈 Reports
Period-over-period chart metrics are unchecked by default when sharing reports and downloading PDFs from Ui.Marketing.
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🫶 Support
Chat Widget
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The chat widget is now located in the main left-hand sidebar navigation. Learn More >
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🤩 What's Coming Next
Here is a sneak peek at what we have coming for you soon!
📺 Streaming TV Premium and Streaming TV Plus
📜 New PowerPoint Proposal Tool
🗃️ Report Filtering Updates
🧑💻 Managed Ad Ops
🖥️ Local SEO Updates
📧 Email Reporting within Ui.Marketing
🖥️ Web Design Revamp
Google Performance Max
🛍️ Cloning Orders
💾 Saved Reports
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Stay up to date with all of our releases by reading our Release Notes in our Help Center |
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Share the external version of Q1 Q2 2024 Product Newsletter with our partners! Here’s the link |