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

Line Item CSV Download

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.

Learn More >

External Pacing Metrics

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.

Learn More >

Enhanced Orders & Line Items Tables

We now use an updated design for our Order and Line Item tables. These tables allow you to…

• 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!

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.

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

• External users can create locations for SEO orders

Reports

Removal of Heat Map

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.

Notifications

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!

Alt Network Reporting in Ui.Marketing and no longer an iFrame/Additional Report

Addressable Streaming TV

Account Home Page

Shutdown of Legacy

Facebook External Integrations

Enhanced Filtering on Order and Line Item Tables

Line Item Form Updates

Last Updated Timestamps

New Proposal Path