This week we released Version 3.96. We’ve made the following changes and improvements:
- Inventory design changes and performance improvements
- Users can now modify end dates on active line items
- The trafficking dashboard now alerts and prevents users from creating duplicate client names
- Canadian account users can now filter proposals on Postal Codes
- Bug fix: Geofence filter
Inventory design changes and performance improvements
Our inventory tool users will notice that we have made a few improvements to the design and performance of the tool. In terms of design and workflow, here are some of the changes you will see:
- Previously, users had to select the Network for their proposal from the map filter. This led to frequent mistakes in the proposal setup, for instance, users forgetting to specify the network prior to reserving the proposal. To improve on this, we added the “Network” field to the proposal form. For accounts that have only one network, the proposal form will have this field populated by default.
- The SoV percentage pie chart is now displayed at all times within the inventory tool. Before, users had to click on the check availability button to calculate SoV percentage, an action that sometimes resulted in long wait times. Below is an image of the details that will be displayed on the SoV% pie chart.
- The check availability button has been eliminated from the proposal summary view. Instead, once you hit the “Reserve” button, the proposal will go into pending state and run availability in the background.
If proposal reservation fails, the proposal will reopen with details on why it failed. An example of a possible error message you could receive is posted below. This error message appears if a user sets a budget that’s higher than the number of Impressions deliverable over the specified period of time.
- Once a proposal is reserved or booked, a user can still go back in and edit any of the fields that would not impact the campaign’s delivery. The 4 editable fields are: Name (of the order), Client Name, Salesperson and Contract Number. Before, you had to re-open the proposal in order to make any of the above changes.
In terms of performance improvement, we have made a couple of changes that you will appreciate:
- Availability checks will be cached. In the past, when a user reserved or booked their proposal(s) the UI would check availability every time that proposal was viewed. Going forward, the system will only check availability one time, when the user makes their initial proposal reservation. Those results will be cached, so there will be no wait time the next time a reserved or booked proposal is opened. The Share of Voice (SoV) will be shown immediately.
- Additionally, the “Other Proposals” tab has been disabled in the UI. The Other Proposals tab will only be active when a reservation fails.
In summary, as a result of the above changes:
- The SOV% will load almost instantaneously when filtering a new proposal or viewing an existing reserved or booked
- Secondly, there will be little to no wait time in the process of booking a proposal
Please note that the initial proposal reservation will still take about 20-30 seconds because the system will need to check availability for that proposal on the first run.
Users can now modify end dates on active line items
Previously, the dashboard prevented users from updating end dates on active line items. There are however cases that could necessitate a revision, for instance, if a client (buyer) requested the extension of their campaign by a couple more weeks.
As a result, we have made a dashboard change to allow for users to modify end-dates on their line items should the need arise.
The trafficking dashboard now alerts and prevents users from creating duplicate client names
Users can now maintain a clean list of client names on the trafficking dashboard. On both the order creation and proposal creation forms, users will not be able to create duplicate client names. In the event that you type in a client name that is not unique, the system will alert you with an error message: “Client name must be unique”.
Canadian account users can now filter proposals on Postal Codes
In Canadian accounts, we are now supporting use of Postal Codes for filtering proposals. Users can type in either a single code or a list of codes separated with a comma or space. Canadian Postal Codes consist of 6 digits, but we support filtering only on the first 3. For example, to filter on Postal Code: H2W 1N6, you would enter “H2W” only. We don’t support filtering down to the full postal code because shapes for those codes are not available.
Bug fix: Geofence filter
When a user creates a proposal with multiple filters (among them geofence), the geofence filter applied should still show as applied once the proposal is reserved, booked and then trafficked.