Brand new Request Builder & Client View
An entirely new look has been rolled out for the client view and the request builder
Client view
The client view is the same in functionality, but it has a new design that is cleaner and more modern. This helps critical information and buttons stand out.
Approval View
When you view a request inside Content Snare, this is what we call "approval view". It's is similar to what the client sees, with the addition of buttons to approve or reject.
However there are some improvements. At the top you'll see an option to enable Compact View (screenshot below).
Compact View removes the whitespace between fields and disables the fade effects when scrolling. This makes the approval process faster.
While in Compact View, you'll also get the option to hide instructions & field requirements (image sizes etc)
Note that compact view is only available for you - this cannot be enabled for your clients.
Request Builder
The request builder has been designed to accommodate more options as we build new features.
We are planning to add conditional logic, required fields and more options. The old builder didn't have a place to accommodate these options.
Now, all options are found in a panel that pops out on the right hand side. Click the cog icon on a field or section to open up the options panel.
There are some more changes to come including section-level navigation on the left hand sidebar.
Let us know what you think!
Templates and Kanban workflows!
Overnight we released another big update for Content Snare.
This update has a couple of major changes that should help improve your workflow.
Kanban workflows
The first is a new Kanban view. You can get there by clicking the Kanban icon at the top right of the requests dashboard.
This view will be handy if your requests go through some kind of workflow.
For example, if there are multiple people that need to approve each request, you could create columns that indicate which step of the approval process it's at.
You can add whatever columns you like, so the process is totally up to you.
Templates
Secondly, when you create a new request, the first thing you'll notice is the new template chooser.
We have rolled out loads of new templates including:
- Web design - 5 page site, short landing page, long landing page
- Digital marketing - SEO & social media questionnaires
- Accounting - tax returns and onboarding forms
- General - Client intake form & proof of ID upload
Any templates that you have created can be found under Custom Templates
Other improvements
- Image viewing improvements - when viewing uploaded images you can see the filename, size and aspect ratio
- Lots of usability and styling changes
Design updates, more speed and bug fixes
Did you notice the new login / signup page? Looks pretty nice in our opinion!
This update doesn't look big on the surface, but under the hood there is a lot going on.
You might notice some cosmetic changes as we progressively roll out our new UI.
As usual, there were a few bug fixes. We appreciate each and every one of you who brings things to our attention, however small. We know every fix contributes to your overall experience.
There has also been a considerable speed increase. This is something we pride ourselves on. We want everything to be seamless and responsive when you're using Content Snare.
We're very close to the release of a new template system and a surprise.
Self-service help docs!
When you're looking for help with Content Snare, it's no fun if you have to send us a message and wait for a reply.
Even though our response time is usually within 3 hours (we're super proud of Marina on support for getting this down to 3!), sometimes you might just want answers fast.
So we've launched a new self-service help area here.
There is a lot of stuff there already, but if you go searching and can't find what you need, let us know!
New look, pretty emails & better exports
A large update to Content Snare just went live!
Here's what's new:
- Fresh UI - almost everything has changed including icons, menus, spacing etc. The main navigation has moved to the top to make way for new columns that we are working on, including discussions and activity feeds.
- Email designs - You can enable new email designs on each template individually. It's simple, but clean. These emails looks like they come from an app. You may prefer the personal nature of plain text emails for the more urgent requests as they can look like they are coming from you directly.
- New export formats - Now you can export to PDF (ready for printing), docx, html, csv, json & the previous txt format.
Zapier Example: Create a folder for clients in Google Drive
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 :)