With the new Zapier integration for Content Snare, you can automate a variety of processes with Content Snare.
In this video, you'll learn how to automatically create Google Drive folders & structures for new clients.
In the next video, I'll show you how to put every file that clients upload in Content Snare into this folder.
Click below to see the video, and if you're interested in getting more automation tips, please subscribe :)
Over the weekend a huge Content Snare update rolled out.
These will help streamline your workflow even more. Collect content & documents from clients more easily and faster than ever!
Check out the full post here or see the updates in action in this video.
Plus there are loads of small design & usability improvements.
Over the weekend, a large upgrade to Content Snare was completed.
This vastly improves performance of Content Snare, virtually eliminates any delay in sending emails to clients and allows faster development of features.
The next two feature releases should include a new Zapier integration and the ability to include a "request owner" for each request. More on this soon!
This is a small release. In the background, we are working on and testing our first integration. It's with Zapier. When this is ready, you'll be able to automate all kinds of workflows with Content Snare, so stay tuned!
Several other bugs were also addressed.
A new version has just gone live. Many of the updates are usability items, bug fixes and some changes to increase email deliverability.
Here are some of the bigger items:
[Bug] Fixed issue on iPhones where toolbar was causing text to display under the toolbar.
[Usability] Added a filter modal to request dashboard on tablets allowing tablets to set all filters available to the current desktop view.
[Bug] Fixed issue where WYSIWYG paragraph alignment formatting not not saving.
[Bug] On iPhone, the select input field had too much line height if the field wrapped.
[Bug] On iPad when viewing shared request the instructions start too high on the page.
[Usability] Selection dropdowns (multi and single select) can now be activated in request preview mode to show what they will look like to clients.
[Bug] Modals are now focus trapped to avoid tabbing to hidden screen area. It was previously possible to tab to components behind the modal.
[Usability] Added a small warning if a user tries to delete a field in the builder with an answer.
[Usability] Add a warning (gmail/hotmail/yahoo address) indicating that deliverability may be affected when a freemail email address is used in the reply to field in company settings.
[Bug] Fixed login to allow user to follow non-shared link even if logged out. it will ask the user to log in and will then redirect to the link after successful login.
[Usability] Added different styling for checkboxes and radio buttons in the request viewer.
[Usability] All navigable buttons, anchors, menu items, drop down menu items now use anchor tags with href, allowing CTRL+click or right click to open in new tab/window.
[Bug] Due date was being incorrectly set to the wrong day for some timezones.
[Bug] Fixed issue where shared link passcode entry was not working on Android phones due to deprecated keypress event.
[Usability] Pressing Enter after typing an option in the request builder (for select, checkbox or radio field types) will move to the next option (or new option entry box).
[Usability] Added ability to duplicate reminder schedules and email templates.
[Bug] Now Auto logs out after subdomain change to avoid auth errors.
[Usability] Allow LOOM vids to be used as vids in the WYSIWYG editor.
[Bug] Fixed issue where drag and drop didnt scroll when moving the field or section to the end of the screen.
[Usability] Fields can now be dragged and dropped in to an empty section.
[Usability] Implemented a new lazy load image library for fast display of requests with lots of images.
[Bug] Fixed issue where Tags in email subject were not saving.
[Bug] Fixed text sometimes reverts to old name while renaming fields in the builder.
[Bug] Fixed issue where no-clients were showing when filtering clients.
[Bug] Fixed date time picker popup display issues.
[Usability] Removed help for clients as help is mid-user centric.
[Bug] Added time to date/time answer field display in request viewer.
[Usability] Added color highlighting to WYSIWYG email logic fields.
[Usability] Updated email templates
[Usability] Added new email condition to allow emails to include conditional syntax to check if a client hasnt logged in yet and will need to provide a password on first use (this checks if request != share and client = new
[Bug] Fixed initial "new request" email not being sent to client when a request is shared
[Usability] Added pincode to rule to "new request" email template to provide the pincode to the client if one was set and the request is shared
[Bug] Fixed issue where you couldnt delete comms events after they had been created (they were always being marked as protected)
[Usability] Updated communication rules sorting so that they are roughly sorted in chronological order
[Usability] Emails now sent as HTML with fallback to plain text if HTML not available for recipient. This also increases email deliverability score.
[Usability] Emails now have client name in to field instead of just email address. This also increases email deliverability score.
Dashboard & Navigation
Plus several small usability issues and bugs