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…
We removed AdMix, Specialized, and Under Review from our proposal tool
Text formatting in notes and messages
Flagging line items
📈 Reports
Removal of Heat Map
A few other things we released in Reporting…
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Renewal allocations type
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🗂️ Admin
Notifications
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With the move to Ui.Marketing as our new OMS, we introduced Notifications! Now you will receive in-app notifications for messages, status changes, and when a CSV file is ready to be downloaded.
The Academy - Northpass
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We launched our new LMS, The Academy, which is run out of Northpass.
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In The Academy, you will find the latest content, training videos, platform updates, webinars, and support articles.
Updating a Product (Support Only)
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Now our Support team is able to update our products. They can enable, adjust names, and adjust rates for any of our existing products.
If you need a product updated, please send in a Support ticket with your request!
User Management
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You can now create and manage users within Ui.Marketing.
Ui.Marketing Admin User Guide >
A few other things we released for Admin…
Ability to export a Product list into a CSV
Partner/Division logo now appears on the sidebar
Listeners can now attach files to messages
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📈 Reports
Removal of Heat Map
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We no longer will have heat maps in reporting for all US-based campaigns. Instead of a heat map, you now see polygons by zipcode We will still have heat maps for any non-US campaigns.
A few other things we released in Reporting…
TTD conversion labels will update based on updates made in TTD
Additional data sent to Tableau
Partner, Division, and Advertiser IDs
Tableau links to reports
Proposal data
Message data by Partner/Division
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🤩 What's Coming Next
Here is a sneak peek at some of what we got coming for you in Q3!
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⌚ Last Updated Timestamps💰 New Proposal Path