January 10, 2024
New
A brand new Sales Goals model was created this release. The default is to use the 'Category' model which is how the system previously worked. There is a new system configuration 'Sales Goal Model' which allows you to change this setting to the new option, 'Publication' model.The main difference is that the Publication model handles goals purely based on the publications in the system, meaning items like digital media goals are rolled up into the publication they are associated with.
The set up of Publication goals is the same as the Category goal process, but rather than seeing a 'Rep Category Goal' tab on the goal setup page, you'll see a 'Rep Publication Goal' tab.
Any publications set up for digital media can have goals entered in any month of the year. Any publications set up for print or digital ads (any issue based publications) will need to have an issue in a month in order to set goals for that publication and month.
You'll also see a Summary tab, where you can view the total goal information per publication and month for the year, for either all users or one specific user.
Along with the new model, we made a handful of improvements to the default Category model.
An optional Product Type filter was added to the goal setup page, which filters the Category list.
The Issues input was updated to account for months that may not have issues, or have multiple issues per month. If no issues are found, the field will be grayed out. If there are multiple issues, you'll see a pencil icon that opens a popup where you can specify goals per issue.
A new Summary tab was added which shows total goals per category and month.
Activity Dynamic Attributes
Dynamic Attributes can now be created for Activities. The setup of these attributes are the same as any other attribute. Go to Settings > System Design & Info > Dynamic Attributes, and click on the new 'Activities' tab. Here you can set up your attributes and their values, and choose whether they are required or not. Once they are set up, you'll see the attributes under the Additional Details section when adding or editing an activity such as a to-do or appointment.We also made it possible to search by activity dynamic attributes on the Sales Rep Activity Report.
GAM Use Preset Mapping
A new 'Use Channel to Preset Mapping for GAM' system configuration was added this release. Previously, this functionality was grouped under the 'Require Channel on Impression Items' configuration. If set to No, when creating a line item in GAM the system will check for placement relationships to GAM to find the creative sizes. If set to Yes, the system will check if there is a channel for the item, and if so, will create the line item in GAM with expected creatives based on the related preset.
By default, the setting on the new configuration will match whatever your setting is on your 'Require Channel on Impression Items' configuration, but can be changed as needed.
New Currency Types
This release two new currency types were added, and can be set as the system defaults, as well as on specific companies. The new types are the Chinese Yuan (CNY) and the New Zealand Dollar (NZD)
Improvements
Multiple Sales Approvers
Previously, you could set a user as the 'Sales Approver' for another user in the system, meaning there would be an additional step of order approval. The user set as the Sales Approver would need to approve the order before it goes to the final, finance approval step. This release, we made the 'Sales Approver' field a multi-select, rather than a single select, which means you can now set multiple Sales Approvers for a single rep. Anyone set as a Sales Approver for the rep could perform the Sales Approval.
An example scenario of how this could be helpful would be if you have a large team with two Sales Managers and twenty Sales Reps. On each rep, you could add both of your Managers as the Sales Approvers. Then, either manager could go through and perform the Sales Approval step.
Mailchimp Click Data
Mailchimp campaign click data per contact is now visible through an action rather than as a column in the campaign tables.
When viewing the 'Activity Per Contact' for a campaign, as well as viewing the Mailchimp tab on a contact, if the contact opened the email, you'll see the new action to open click data. The popup will show which links the contact clicked on in the email, as well as how many times each link was clicked.
You can now also link to the Mailchimp campaign details from the Email Campaigns table within Ad Orbit.
Menu Updates
This release we updated some of our administrative integration menu items to group all of the needed setup items for a particular integration under that integration. The following are all of the menu items that were moved along with their previous and new locations.
Impression Product Name Mapping was moved from Settings > Tickets to Settings > Integrations > Google Ad Manager.
HubSpot Error Logs were moved from Settings > Data Import/Export to Settings > Integrations > HubSpot.
AdCellerant Product Mapping was moved from Settings > Products to Settings > Integrations > AdCellerant.
Broadstreet Error Logs were moved from Settings > Data Import/Export to Settings > Integrations > Broadstreet.
API Improvements
This release various improvements and additions were made to our APIs and API documentation.
The GET Tickets documentation now includes information about items that were missing including the 'changedsince' header and the 'limit' and 'offset' params.
In the authorization header, the API now accepts either 'MAGHUB' or 'ADORBIT'
A new Delivery Date field was added to the GET Tickets endpiont. This shows the event or start date for service and digital media items, and the issue reporting date for ad items.
PUT and POST requests were added for ticket dynamic attributes, allowing you to either add a new dynamic attribute value to a ticket, or update an existing dynamic attribute value on a ticket.
SendMyAd Additions
Each release we have been improving our SendMyAd integration bit by bit. The following is what we've added this month.
On the Consolidated Production and Consolidated Snapshot Reports, there is a new filter and display field for SendMyAd Synced Status and so you can find items that have not synced, items that have synced, and items that have partially synced. There is also a SendMyAd ID search field to help you find particular items.
On the Consolidated Production Report, when bulk updating items, there's also a new action to Sync to SendMyAd, which allows you to sync items in bulk.
On ticket pages (when applicable) there is a new SendMyAd section which shows logs related to the ticket. This section also allows you to manually push changes by syncing the item, as well as downloading assets from SendMyAd for print ads.
The SendMyAd Logs page has more search fields, including Process Type, Ticket ID, Sync Status, and Date Range.
Digital Media and Service Line Item Importers
Previously, you could import all line item types using the Historical Order Importer. However, this was a confusing process and it wasn't clear which columns were needed for which product type. This release, we split out the importers into individual importers for specific line item product types. You can still use the Historical Order Importer for any product type, but if you are going to be importing a lot of Impression line items, for instance, then we recommend using the new Impression Line Item Importer.
The new importers are:
Impression Line Items
Reserved Line Items
Service Line Items
Slot Line Items
Targeted Display Line Items
Each importer will show its own required and optional fields, with descriptions of each.
Call Transcription and Summarization
In the last release we made it possible to transcribe calls recorded via Twilio using our Astro AI integration. This release we improved on this functionality, and also added a feature that summarizes the call in bullet point format and lists action items.
Once a call has finished transcribing, you'll see a new 'View Call Summary & Transcription' action on the activity. In this popup, you'll see the AI generated transcription and summary. This popup is view only, and will display the original content that cannot be changed.
The summary and transcription will also show up in the activity's notes in the Edit Activity popup, and here is where you can make edits to the summary or transcription as necessary.
Additional Improvements
GL Class Names can now be up to 150 characters long. Previously they were capped at 50 characters.
When creating a Shipping Zone, you will now receive a popup to create Shipping Rates for the zone. On the Shipping Zone table, you'll also see a green check mark icon if the zone has rates, and a red triangle icon if the zone is missing rates.
When adding an Opportunity and Forecast to an activity, you will now need to select the Opportunity first, then select which Forecast from that Opportunity to use. This change has also been applied to adding Opportunities and Forecasts to fully approved orders.
Autodraft schedules can now be removed, as long as the schedule is in the future. Previously you would need to manually remove the values from all of the schedule fields, now you can simply click 'remove schedule' and it will delete the schedule data.
Two additional search fields were added to the Sent Emails and My Emails pages: Emails with Opens and Emails with Clicks.
You will now see a confirmation popup when re-sending an email from the system dock.
When a slot product has multiple channels, but is on a rate card where the pricing is the same across all channels, you will no longer be required to select a channel in the Add Slot Item popup before choosing your item.
A few updates were made to the Status column on Autodrafts, improving the user experience and making sure the statuses are being updated appropriately.
Proposals are now syncing to the DataWarehouse and Metabase in a new Proposal Fact table. We also now sync Activity, Vendor, and Sales Forecast dynamic attributes with Metabase and the DataWarehouse.
A Cash-Fees display field was added to the Invoice Search page, and Taxes and Fees display fields were added to the Invoice Register Report.
GL string information has been added to the General Ledger Report for the Invoice, Payment, Pickup, Special Invoice, Unbilled Deferral & Pickup, and Freeform Unbilled & Pickup transaction types.
There was a language update on the Scheduled Email Groups page. Whereas previously the schedule may say 'Every Wednesday and Friday between 9am and 10am', it now says' Wednesday or Friday between 9am and 10am'.
Fixes
This release we improved dynamic attribute searching on various pages and reports to better account for attribute values that may be similar.
The New Rate Card Definition Importer has a new column that allows you to set if the rate card should be active or inactive when imported. There was also an issue setting the Primary Publication on the imported rate card that has been fixed.
You are now able to edit zone issues that have parent issues with reporting dates in the past.
Incomplete orders are no longer included on the Forecast Detail or Forecast Summary reports.
The Created Contract Value on company Summary tabs is now displaying the correct information.
The Issue Importer can now be used to import issues to inactive publications.
The Publication Importer now defaults to importing publications as active, unless otherwise specified.
All activity types can now be marked as private.
The Subscription by Publication webform now accepts PayPal for digital subscriptions when the Subscription Shipped Default configuration is set to no.
The price is now saving correctly on print ad line items that use circulation based pricing in combination with a user-defined agency discount.
A new Order Rep filter was added to the Delivery Solution Summary Report.
The Employee Importer now allows you to set user-defined Roles, rather than just the system default Roles.
Large dynamic attribute values will now be truncated on ticket pages.
A SendMyAd sync crash has been fixed.
A login session limit crash has been fixed.
Emails imported through the Nylas integration will no longer be automatically marked as private.
The Scheduled Email Group ID label on the Sent Emails and My Emails pages has been re-labeled 'Email Group ID'.
The tracking analytics will no longer be visible in emails sent from Ad Orbit.
Mail Merge activities will no longer show as recorded by the ADMIN user.
Page ranges are now showing properly on the Consolidated Production Report.
The sort order for the Issues search field is now correct on the Consolidated Sales and Consolidated Snapshot reports.
A Nylas import issue was fixed.
Line items without tickets can now be deleted.
An error caused by invalid dates on the Consolidated Sales and Consolidated Snapshot Reports has been fixed.
The correct GL accounts are now being set for Cash Account Deposits in Naviga GL Exports.
The Material Due Date column on the Consolidated Production Report is now correctly using the Material Date for delivery solution line items rather than the Event (Start) Date.
Multiple bugs were fixed related to Mail Merge campaign data. Searching on the Mail Mere Campaigns page is now working properly, and correct totals are being shown for opens and clicks. Open and Click data is also now showing correctly in the Email List Fact table in the DataWarehouse and Metabase.
Memory limits were increased for the Historical Order Importer and Line Item Importers.