2017 November Software Updates


  • Agency Order list updated.
  • Customizing Collateral just got easier!
  • New Activity Dashboard for Collateral.

20 November 2017

  • Partners will be able to better identify orders now that the campaign name is on the Agency Orders List. 2017-11-16_AgencyManageOrders.jpg

13 November 2017

  • We've changed the flow for customizing collateral. We have added a wizard to walk you through the process of customizing and distributing collateral such as whitepapers, eBooks, case studies, and PDFs. You will complete the same familiar tasks - editing the name, personalizing, and distributing the URL - using tabs for each step. Learn more.2017-11-08_collateralgif.gif
  • In addition to the new flow, there's also a new activity dashboard that makes finding collateral data easier! The new dashboard has two views, draft and published. In the published view, look for statistics for user interaction and a new preview option in the left navigation. In the draft view, we prioritize activities that need attention using Alerts and show a full preview of the collateral.2017-11-06_Customizablecollateral_DRAFTactivitydashboardwithAlerts_newsletter.jpg 2017-11-07_ShareCollateral_newsletter.jpg
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