2023

Hey everyone! We've been very busy working on some huge projects over the last few weeks and are delighted to finally release them! Here's a breakdown of the projects and features we've been working on:

The Content Library

Folders can now be created in the content library! A new Folders tab in the content library allows users to access their folders
Folders can be created on this tab and folders can be created inside other folders.
Multi select is now possible in the content library allowing for easy transfer of content to folders and easy deletion of content too!
Search bars have been split out from the Filters menu for easier searching in the Content Library and other areas
A new tab in the Content Library allows you to search for Logos in Edit Pod mode
An info icon now directs users to the allowed filetypes in the Content Library Upload section

Analytics

Analytics have been overhauled. A new Modal now appears when clicking the analytics Icon in the Pod
We now track Link Clicks in Pods, including the Page they are on, the type of element that was clicked and the user that clicked them
We now track Page analytics, showing views/time/comments/link clicks
We now give a more detailed breakdown of analytics on a per person basis, showing the time they spent on each page
After 10 minutes of inactivity, we no longer update the analytics until the user becomes active again
The new analytics Modal can be accessed from the Podboard and My Pods tables, making analytics accessibility that much easier
Some teaser tabs have been added to show what we're going to be adding in the coming months, stay tuned!

Onboarding

Onboarding has been completely overhauled over the last few weeks, giving a much more consistent flow for all sign ups & invitees and fixing many of the issues that users have found throughout their onboarding journey
A new Welcome step on the Onboarding Flow now guides the user through the creation of their first Pod, giving them a better understanding of the of Pods and trumpet.

CRM

Including HubSpot, Pipedrive, Salesforce & Close

CRM's have been overhauled, a new CRM Push Service has been created allowing for easier and more consistent integration with CRM's.
All CRM's now get notes pushed to them when certain actions are performed.
The actions that we push as notes are as follows: Pod Creation, Pod Open, Pod Engagement, Pod Attachment Download, Mutual Action Plan updated
Close, a new CRM Integration is being added to the platform with all the same functionality as the other CRM's.

Pods

It is now possible to lock down Pods & Templates, preventing them from being edited until they are unlocked again.
Notifications are now enabled for when a person completes a step on the Mutual Action Plan
Mutual Action plan edit history now populates correctly with a limit on returned items. It also now shows who completed a step.
Its now possible to edit the text in the Mutual Action Plan, adding links, changing color and size of text
The Live Mode welcome screen now displays the Pod Layout background, providing a better visual experience for users

Fixes

Our team has done a huge QA overhaul too, fixing over 50 bugs and UX issues across the platform. Some to highlight:

Resolve display issue when using Content Library in Firefox or Safari
Fonts sizes are now dynamic on mobile and now reduce in size appropriately
Notification Copy is now across two rows instead of one
Text toolbar was slightly covered by the Edit Pod Sidebar
Certain Characters + Emojis don't allow linking to a specific Page
It is now possible to tab past the Value input field when creating Pods
Template Cards are now 3 columns on wider screens
The updated sidebar design from the Dashboard Overhaul now displays the number of free Pods left along with a message about deleted Pods in the Billing section
Increased Tooltip consistency throughout the platform and ensured they align correctly

Cheers, Sam - Tech Lead