June 14, 2023
New
Graduated Commissions Tracking
This release we added a new option for setting up commissions using tiers, tier groups, and various attainment models. The new Commission Tiers setup allows for graduated commissions tracking on an individual user basis.
To set up Commission Tiers, go to the new Settings > Users > Commission Tiers page.
Here, you'll first need to set up each Tier, then user the Tier Groups to create your tier structure and assign reps and attainment models.
There are three attainment models that can be used: Contract $, Invoiced $, and Payments $. These attainment models determine what percent commission the rep receives - if the rep attains one of their tiers based on the selected model, they will receive that commission percent, rather than their base commissions.
Individual Artwork Reminder Preview from Consolidated Production Report
When sending Individual Artwork Reminder emails from the Consolidated Production Report, you now have the ability to preview the emails before sending them.
In the send email popup, once you choose the template to use, you can click the 'Show Preview' button to view what the emails will look like for each of the tickets selected. In the 'Item to Preview' dropdown you can switch between each ticket selected to view that specific email, and see its recipients.
Notify External Emails on Ticket Creation
On publications, digital media products, service products, and event booth products, there are fields that allow you to notify specific users within your site when a ticket is created for that publication/product. This release, we added a new 'Notify Email Addresses' field to these items, which allow you to enter external email addresses so you can notify people outside of your system of the ticket creation.
Along with this change, there are two new system email templates: Internal Ticket Creation Notification, and External Ticket Notification Content. The Internal template is what gets sent when you are notifying a user within your Ad Orbit site of a new ticket. The External template is what is used if you have entered emails in the 'Notify Email Addresses' fields. Both templates can be customized with merge tags, including ticket dynamic attributes.
Media Types
Media Types are a new way to set up your own customized categorization of products to make adding line items to orders easier on your sales team. To set up Media Types, go to Settings > Products > Media Types.
Here, there are some system defaults, but you can also create new custom types. On any custom type you create, you can choose which product categories to include.
Then, when on the Products tab of creating an order, you'll see a new 'Add Item' button. When clicked on, you'll get a popup where you first choose your Media Type, then fill out the rest of the required fields. Each type might request different information before you can continue.
After you've filled out the information in this form, you can continue to the full add line item popup, and can fill out any additional information for the line item.
Improvements
Default Ticket Statuses
You can now set default ticket statuses on the Status Definitions page for different ticket types.
When editing a status, you can set that status as the default for that ticket type. Any new ticket created of that type will have that status set automatically.
Billing Tab
On Company overview pages, the Invoice and Payment tabs have been consolidated into a single 'Billing' tab, making it possible for you to access all of the company's billing information in one location. The payment information will be shown on each invoice, when the invoice details are expanded.
Anonymous Signature Link for Proposals
Previously, contacts were required to log in to their Client Center account to take any actions on a proposal. This release, we updated the Proposal Signature URL merge tag on the 'New Sales Proposal' email template so contacts can click on that link and interact with the proposal without needing to log in. They can add discussion comments, initial sections of the proposal, and decline or approve the proposal all without logging in.
All these actions will get recorded on the proposal performed by 'anonymous', rather than a specific contact. If they log in later on, the 'anonymous' records will get updated to show the contact's name.
Multiple Frequencies on Daily, Weekly, and Monthly Slots
In the past, Slot products that were set up to use Daily, Weekly, or Monthly frequencies could only have a single frequency set on the product. Now, as long as the date ranges are not overlapping, you can add multiple frequencies to all Slot products.
Setup for Omeda Integration
We are working on creating an integration with Omeda. This release, we are laying the groundwork to create the integration. Functionally, not much will be different for users, but this is what we have done so far.
This release, we added a system configuration where users can set an Omeda environment ID, and added new Omeda ID fields to publications and contact lists.
There are also new export options in the Export section of the system configurations, where you can set Subscription List exports, and Contact List exports to the Omeda export type.
Additional Improvements
Two new filters were added to the Product Sales widget this release. User and Publication are new optional filters that can help you narrow down the results of your widget.
The Importers on the Data Import page have been grouped and categorized to help you find the importers easier, rather than just showing one large list.
On the Store Setup & Design page, you can now enable or disable your storefront's Footers and Navigation Menus. Previously, you could only disable the header. These changes can also be made from your system configurations.
Dynamic searches can now be added directly to Contact Lists all in one step. Now, instead of creating a Contact List, then running and saving a search, and adding that saved search to the Contact List, you can create and save a dynamic search filter to the list when you create it.
Event Name and GL Class display fields have been added to the Invoice Register report.
The summary view on the Sales Rep Activity Report can now be exported.
We improved the language and display of the 'Receive Emails For' fields on the Additional Info step of editing contacts. No changes were made to these fields other than making the language more clear, and adding tooltips.
An ID display field was added to the User Setup page.
Secondary company categories are now included in the HubSpot contact export file.
The Company Rep Append importer has been updated so there are three potential company fields you can use: Company XREF, Company ID, and Company Name. The system will look to find a match using the XREF first, followed by ID, then Name.
On digital media product setup pages, the tooltips on the right side of the page were being cut off. This release we changed the direction of these tooltips so the full content of the tooltip can be seen.
Category has been added as a field to the GET, PUT, and POST API endpoints for print ads, impression items, targeted display items, and slot items. This allows users to set the category manually through the API.
API documentation was added for the company categories endpoint.
An Order PO Number search field was added to the Invoice Search, Invoice Register Report, and Order Search pages.
On the Create Invoice search page, you can now find items based on Publisher. If a Publisher is selected, the Publication dropdown will get updated to only show items tied to the selected Publisher.
On the Consolidated Sales Report, the commissions information will now be broken out into multiple columns in the export. There will be a column for each Commission Rep, and the Commission Amount for each rep.
A Brand filter was added to the Sales Rep Commissions report. When Brand is selected, the Publication filter will also get updated to only show Publications tied to the selected Brand.
To more easily access your customer portals, this release we added a portal menu option. You can now navigate to Home >Portals, and then select from the various portal options to open that portal in a new tab.
On the Impression Inventory Report, you are no longer restricted to the first of the month for the start date, and the last of the month for the end date. You can now enter any date you wish, and when viewing the table format, you can open the daily breakdown.
The sort order for digital media items on contracts was previously set based on ID, meaning each item would show up on the order in the order they were created. Now, they will be sorted based on run dates. So the items running the soonest will show up on the order first.
Fixes
Company secondary addresses were showing the primary address country. They will now reflect the correct country.
When terminating a rep and reassigning their Clients & Orders to a new rep, the new order rep is now correctly reflected on the order history and on the Consolidated Sales and Snapshot reports.
The Historical Order Importer is now assigning tickets based on the system's assignment settings.
An error when trying to view a ticket with an ID that doesn't exist has been fixed.
An error when viewing annotations on an image uploaded on a ticket has been resolved.
The required fields when setting up Slot products now have consistent messaging.
The Order History has been cleaned up for items imported through the Map Your Show lockbox.
If your email setup on the My Preferences page has failed authentication, you'll now see an error message telling you what happened.
When using the Impression and Slot Importers, you are now able to enter multiple sizes, positions/channels, and placements in the file when separated by semi-colons. You can also use IDs for these items now.
A bug has been fixed that was causing future frequencies to show as expired on the Slot product setup pages.
A documentation error for the POST Company API endpoint has been fixed.
On Special Invoices that are created for monthly late fees, the invoice amount in the popup was always showing $0, which was not accurate. Now the invoice total will be shown rather than always $0.
When editing a digital media product, and you change the ID manually, you will now get a 'product not found' message.
There was a specific scenario with Map Your Show companies where if a company had an order in MYS, but the company was not approved, the order would not come in once the company was approved. This release we updated the functionality to prevent these orders from being missed in the import process.
Mailchimp made updates to their system, so we made backend changes to the integration so it will continue to work. These changes will not affect how the integration is used.
We are now stripping HTML from emails in the Sales Rep Activity report to have a cleaner display of the information, and prevent the tables from breaking.
Map Your Show special invoices will no longer be considered when running the Company Statement report in bulk.
Internal inventory is now shown in the monthly impression breakdown popup when adding an impression line item.
If GAM data is loading slowly, it will no longer freeze up the Ticket page and prevent other actions from occurring.
Channels are now correctly loading on slot products when there are over 200 options.
On the Issue Comparison report, you can no longer select publications set to the 'Digital Media' publication type.
Map Your Show special invoices that are deleted will no longer bring in additional payments made against that invoice in Map Your Show.
Custom gender options can now be imported correctly through the Contact Importer.
The subtotal on imported impression line items is now correct.
Special invoices created through the Map Your Show integration will no longer show up in the Client Center.