Your quarterly round-up for all of Ui.Marketing’s releases as well as a sneak peek into what is coming next quarter!
Emoji :pencil: Orders
On May 16th, 2023, we made our biggest shift all thanks to you! We moved away from our previous support portal and into Ui.Marketing! Now all Proposals, Order Ticket communication, and Reporting takes place in a single location.
The Product Team also wants to say thank you for your great feedback regarding our platform. We are excited to begin working on your requests in the very near future to make Ui.Marketing even better!
Below are some releases that happened for Orders alongside our switch to the new Order Management System.
Learn more about our new OMS here >
We want to hear from you!
Take a few moments to complete a survey covering questions about our new Order Management System, and you will be entered to win a $50 Amazon gift card. Your feedback is valuable in helping us improve our services to meet your needs better.
Hurry! This survey will close on Friday, Aug. 11. The winner will be contacted on Friday, Aug. 18.
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.
External Pacing Metrics
You now have visibility into how their line items are pacing and no longer need to rely on your AM to send you manual pacing files.
This is not available for any Email, SEO, and line items that are billed on a flat fee.
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
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
Emoji :dividers: Admin
Notifications
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
We launched our new LMS, The Academy. In The Academy, you will find the latest content, training videos, platform updates, webinars, and support articles.
A few other things we released for Admin…
Partner/Division logo now appears on the sidebar
Listeners can now attach files to messages
Emoji :chart_with_upwards_trend: Reports
Removal of Heat Map
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.
Emoji :star_struck: What's Coming Next
Here is a sneak peek at some of what we got coming for you in Q3!
Emoji :leaves: Alt Network Reporting in Ui.Marketing and no longer an Additional Report
Emoji :tv: Addressable Streaming TV
Emoji :homes: Account Home Page
Emoji :no_entry_sign: Shutdown of Legacy
Emoji :facebook: Facebook External Integrations
Emoji :open_file_folder: Enhanced Filtering on Order and Line Item Tables
Emoji :bookmark_tabs: Line Item Form Updates
Emoji :watch: Last Updated Timestamps