October 12, 2022 New Features
Sales Rep Goal Metrics – Gap to Close Report
A new report has been added to the system this release that is similar to the Sales Rep Goal Metrics Report, but also includes your forecasting data. Called ‘Sales Rep Goal Metrics – Gap to Close’, the report lets you narrow down your results by time frame, sales rep, publication, pipeline, and confidence level. You can also filter the report by weighted or non-weighted values, group the report by rep or publication, and can choose to include pending orders or not. There is also a multiplier search field which helps you calculate your Forecast Goal values. The report results include data about your booked sales, pending orders, and pending, sold, and lost opportunity forecasts. It also shows the gaps between your goals and actuals, as well as your forecast close rates. For more information about this new report, check out the help center page ‘Sales Rep Goal Metrics – Gap to Close Report’.
Classified Markup PDF
Users can now create classified markup PDFs that can be sent with the order, and sent later as a proof item. The contents of the PDF capture the contents of your classified text. When adding a classified line item, you’ll now see the option to ‘Create Classified Markup PDF’. When this option is selected, when the line item is created, a PDF will be generated that is attached to the order as an order file. When a ticket is created for the classified line item, the PDF will be automatically attached to the ticket, and can be attached to your email when sending proof requests.
Ticket Grouping
We now support ticket grouping of slot, targeted display, and impression items. Previously, you could only group ad and reserved products. For more info about ticket grouping, click here. There are a few restrictions to the functionality.
You can only group items of the same type. For example, only slot line items can be grouped with other slot items.
No items associated with a third-party system can be grouped. For instance, items synced to GAM cannot be added to a ticket group.
Dynamic Attribute Importers
New importers have been added on the Settings > Data Import/Export > Import Data page. The new importers are Company Dynamic Attribute Import and Contact Dynamic Attribute Import. Both importers work very similarly to the normal dynamic attribute importers found on the Settings > System Design & Info > Dynamic Attributes page, but are just found under the main importing page. Both importers allow you to add values to existing attributes for contacts or companies. If a record already had a value for the imported attribute, it will be replaced, not added to.
A new report has been added that lets you view data about project hours that have been recoded from the Timesheet Report. The report includes information about the original project and task, as well as where the hours were moved to, and any relevant notes. For more information, check out the help center page ‘Recoded Project Hours Report’.
October 12, 2022 Improvements
On digital media tickets, when assigning assets to ad sizes, you are now able to use an ‘Assign from URL’ option. This allows you to associate a third-party tag or URL with the ad size for the asset, rather than a physical asset file.
Ad sizes can now be disabled if they are only on a rate card, and not in use in a MagBuilder layout. When you disable an ad size which is used on a rate card, it will show all rate cards the size is tied to. If you choose to disable the size, it will remove it from all associated rate cards. If the ad size is on a rate card and used in MagBuilder, you will be unable to disable the size. Instead you’ll see any MagBuilder issues it is being used in, and be able to quickly link to the Consolidated Snapshot Report to make changes to the line items if you wish.
The ‘Client Email’ system configuration was causing some confusion, so we have updated its functionality. The ‘Client Email’ configuration has been renamed ‘Password Reset From Email’ to more accurately reflect what the setting does. It is used in all password reset emails, including those from MagHub proper as well as all of the customer and vendor portals. The main change is that the configuration is no longer used for various system emails including the Daily Email Activity Summary email. That has been moved to the ‘Client No-Reply' email, which is where most other system emails are generated from.
A ‘giftee table’ merge tag has been added to the ‘Subscription Expiration Reminder’ system email templates, as well as the ‘Subscription Has Expired’ templates. The new tag shows information about all past giftee information for the subscriber. Each giftee record will show the name of the giftee, their address, their subscription dates, and the available renewal plans. Each renewal plan has a checkbox next to it. The checkbox can be particularly helpful when mailing out printed subscription expiration reminders, as your subscribers can place a checkmark next to the plan they wish to renew for their giftee, and mail it back.
A user filter has been added to the Subscription History search page, so you can now find subscription changes based on who made the change.
An update was made to the Approve Orders search page. The order number link, which is what you previously clicked to approve the order, has been changed to open the contract PDF. Now, to approve orders, you will need to click on the check mark action on the right side of the table. This will open the Order Approval page.
Previously when deleting an issue, only line items were moved to the new issue. Editorials for the issue were not moved, which was causing issues with searching and reporting. Now, when deleting an issue, you’ll be asked if you wish to move all line items and editorials to the new issue.
The Analytics Invoice table in the DataWarehouse has been updated so that line items have the correct invoice value associated with them. For instance, previously, if there was a master invoice with two line items, each line item would show the total invoice value. Now each line item will carve out what value of the invoice is associated with it.
When adding widgets to your dashboard, there is a new option to search for widgets. To do this, click on the magnifying glass icon in the upper left corner of the add widget popup, and begin typing. Any widget titles or descriptions that match your text will show up as results. You can click on a result to add it to your dashboard.
Sizes can now be updated on Digital Media products, and will only affect new products going forward. This means if you had a size on a line item that you removed from the product, it would stay on your existing line item.
New fields have been added to the Consolidated Sales and Consolidated Snapshot reports this release, as we continue our transition to the consolidated reports. These are the display fields we added this release:
Campaign Name
Forecasted (whether the order has a forecast item associated with it or not)
Ad Frequency
Advertising Category
A new Invoice Label option was added this release: Publisher Code + Invoice Label Text + ID. The publisher code is pulled from the ‘coding’ field on the Settings > Organization > Publishers page.