5 major new features for Content Snare
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.
- Multi-answer fields (repeaters) - allow clients to create multiple answers for one field
- Multi file uploads - clients can upload multiple files to one field
- Zapier - create automated workflows with Content Snare (this one is huge!)
- Request owners - you can assign a team member that "owns" each request. Emails will appear to come from that person, you can filter the request list on owner and you can choose to send email notifications for only their requests
- Multilingual interface - the ability to translate the interface to other languages
Plus there are loads of small design & usability improvements.
Large performance upgrade
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!
Usability improvements and bug fixes
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!
Important Note
- This version removes the "Legacy View" mode from old requests. This only applies to requests created before November last year. And requests created after that are unaffected.
Improvements
- Updated notification system to better differentiate between error and information notifications, to allow multiple notifications and to not block toolbar back button
- Adding numbering to pages in the left-hand navigation
- You can now export requests directly from the request dashboard
- Reduced size of the app to improve loading times between pages
- Improved support for legacy browsers like IE11
Several other bugs were also addressed.
February update - loads of usability improvements and fixes
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:
- You can embed Loom videos in instructions
- Email deliverability improvements
- All buttons & links can now be opened in a new tab with Ctrl+Click or right-click
Here is the full list
[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.
Better search and filtering
Dashboard & Navigation
- You can now filter requests by client on the dashboard
- Improved request search to include client & company name
- View requests for one client by clicking the "view" icon on the clients screen
- Improved filter display
Requests
- Improvements to creating checkbox/radio/select options
- Immediate email notification is now shown before publish (before it was only scheduled)
- Fixed formatting of WYSIWYG list styling
Plus several small usability issues and bugs
Paste images into editors + more
Over the last couple of weeks, we have been monitoring the platform and watching the support desk for any issues that arose from the version 2 release.
Thanks to everyone who shared how much they love the new version or suggested improvements.
We've just published some small improvements and fixes. We're in the planning stages for some of the bigger feature releases
- Allow paste of image from clipboard to WYSIWYG
- Added a search box when choosing clients & projects (helpful for large lists of clients)
- Fixed character count issue in WYSIWYG
- Fixed event notifications not saving in the scheduler
- Improved login experience
If you have any questions, comments or suggestions please use the chat icon.