Release Notes December 2018
Key New Features
Reset any Password:
What is it?
Ability to reset any password for non-admin users.
Why does it matter?
Reset any password provides you a way to give any user the ability to reset passwords without granting them full admin access. This is especially important for large companies that have a non-admin user or group of users responsible for handling technical requests such as reset password requests.
How do you use it?
Contact your client services manager who will activate this feature within your account.
Centralized Profile Approvals:
What is it?
View and approve all unapproved and pending review profiles in a central location.
Why does it matter?
This feature streamlines the profile approval process by giving you a way to view and bulk-approve all unapproved and pending review profiles. You can also give any user the ability to access and approve profiles from this page without granting them full admin access. This is especially important for large companies that have a non-admin user or group of users dedicated to managing profile approvals.
How do you use it?
Contact your client services manager who will activate this feature within your account.
Exports for Non-admins:
What is it?
Ability to enable exports for non-admin users.
Why does it matter?
This new Exports for non-admins feature allows you to empower team leaders or team members to export connect data without having to grant them full admin access. This is especially important for teams where non-admin users are responsible for running ad-hoc reports but do not need an ability to manage company or team settings in Connect.
Notes:
Customer PII settings for exports for non-admins will follow the same settings configured for viewing PII in-app. i.e. if non-admins cannot view PII in-app, they will not be able to view PII via the export.
How do you use it?
Contact your client services manager who will activate this feature within your account.
Globally Managed Suppression:
What is it?
Globally manage suppression across accounts in a linked accounts setting.
Why does it matter?
For companies in a linked account setting, you now have a way to globally manage suppression across linked accounts. This will ensure that customers who are shared across linked accounts are not over-surveyed.
Notes:
This feature allows for a single global suppression period for all brands and accounts in a linked account setting.
If you choose not to use the feature, you can still continue to manage suppression individually by each brand in your linked accounts.
This feature can only be managed by global admins that exist across all accounts in a linked account setting.
How do you use it?
Contact your client services manager who will activate this feature within your account.
Survey Specific Marketing:
What is it?
Ability to change the marketing text and/or link to site on a per survey basis.
Why does it matter?
For integrated clients using the 'direct traffic back to your site' marketing option, we now have a way to dynamically update the marketing text and/or link to site on a per survey basis. This enables you to target your customers more specifically on the marketing page. Note: -
Notes:
This feature requires a change to your integration, and may not be supported by all CRMs.
How do you use it?
Contact your client services manager to discuss your specific use.
For more information on using survey specific marketing links or marketing text, please see: Using Survey Specific Marketing Links or Marketing Text
1-5 Star Marketing Pathway:
What is it?
Enable the marketing feature for all interactions, not just positive interactions.
Why does it matter?
It is not currently possible to use the marketing feature for 1-3 star interactions. With this update, you now have the ability to market to all customers at the end of a Connect survey, regardless of star count.
This update is especially important for clients whose marketing is not dependant on a positive interaction. For example, if you use the marketing feature to offer a promo code or to direct customers to your website, you may want to open the marketing to all customers.
How do you use it?
Contact your client services manager who will activate this feature within your account.
NPS Report on Team Member Trends:
What is it?
View NPS performance on a team member basis on team member trends.
Why does it matter?
For companies that hold team members accountable for NPS scores, we now have a way to view NPS performance on a team member basis on the team member trends dashboards. This provides insight at the team member level into overall NPS score and the distribution of NPS scores over time.
How do you use it?
Contact your client services manager who will activate this feature within your account.
Other Updates:
Performance enhancements on company trends and program trends dashboards.
Fixed a bug where email digests were not being sent to team leaders with a team member without responses.
Dynamically updating y-axis on over time report on company trends dashboard.