Your quarterly round-up for all of Ui.Marketing’s internal releases as well as a sneak peek into what is coming next quarter!

📝 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! 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

Notification Center

Line Item CSV Download

External Pacing Metrics

Enhanced Orders & Line Items Tables

Draft Line Items

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

A few other things we released in Reporting…

🗂️ Admin

The Academy - Northpass

We launched our new LMS, The Academy, which is run out of Northpass.

Updating a Product (Support Only)

User Management (Support Only)

A few other things we released for Admin…

• Ability to export a Product list into a CSV

🤩 What's Coming Next

Here is a sneak peek at some of what we got coming for you in Q3!

📃 Download Line Items into a .CSV

📚 Our new learning management software

📊 More charts for our Alt Network reporting

🛑 Sunsetting of AdMix

📝 Moving RFPs to Ui.Marketing

Staring work on external Google Ad Manager integration

🛠️ Updated Orders Table

🧙‍♂️ Creating users from a Line Item

🚫 Move off of Zendesk and Internal Tools