A few more updates just went live to help improve your workflow.
Yet another massive update for Content Snare has gone live. This one has 100+ fixes and improvements, and below are the parts that you'll actually care about.
For a more in-depth look at the new features, watch this video.
This is an optional feature that will allow your clients to add comments on any field. This means they can ask questions if something is unclear, saving even more email for you (and you know how much we hate email).
If you enable it, your clients can click a button to ask a question. This opens the comment sidebar and makes it easy for you to provide answers right there inside Content Snare.
You'll see a new icon in the main header, showing you when you have new comments on your requests. Note that the number of unread comments applies only to requests for which you are the owner - but you can switch over to view comments on all requests.
A cool side benefit of this feature is that you'll be able to identify friction in your process. If several clients have a question on the same field, it's a good indication that you need to create some more instructions.
Now you can upload files to any instruction areas (request, page, section or field).
The main reason for this is if you need clients to download a file, complete it, and re-upload.
Typically this would be a spreadsheet (e.g product listing) or a PDF form that needs to be filled and signed.
These files are limited to 20mb and certain file types - generally Office documents, PDFs, CSVs and images.
When your client is viewing a request that does not require a login, they can copy the link out of the URL bar and share it with someone else. This is common when a client wants to delegate the request to someone else.
Before, it would have prompted the receiver to create an account.
Spanish and French are no longer in beta and are available for selection in your company settings.
Note that you can set the language for individual clients as well.
Our analytics show that almost no one is accessing Content Snare with IE11, but just so you know - if your clients try to access a request with IE11 they will be directed to a message that asks them to use a modern browser.
This makes Content Snare faster and more secure for everyone else.
When you view a request that has a field that needs approval from you, it will automatically jump to the first item that needs approval.
Previously, reject emails would take your client to the start of the request. Now they jump to the actual field that needs changes.
Formatting from Google Docs is now maintained when you paste into instructions or a formatted text field.
Our support for IE11 is coming to an end. We don't have a fixed date yet, but it will be in the next 2 months.
For transparency, here is our reasoning:
Our records show that the number of people using IE11 with Content Snare is extremely low. However, we will still show a warning asking people to upgrade if they attempt to access it using IE11.
The most requested feature EVER just went live.
Now you can use conditional logic in your requests.
In simple terms, it means you can show or hide questions based on your clients answers.
For example, you might have a question that says "Which social media channels do you use?"
If they select only Facebook you could display a question asking for their Facebook URL. If they don't select Facebook, it stays hidden and they don't need to answer it.
To use it, click a field and enable "Conditions" in the options panel.
Watch this video for more info.
For those of you that use folders to organize your requests, this new feature will be handy.
Click your avatar in the top navigation, then Manage Folders.
From here you can rename, archive or delete folders.
You won't see this if you've been using Snare for a while already, but there is a new "Getting Started" guide that shows for new customers. If you'd like to take a look through these videos, click your Avatar and then "Getting Started". It will show the bubble in the bottom corner that looks like this.
You probably don't care about a lot of these, but we've made lots of changes to make various things easier to understand.
• Standardized empty pages when searching or arriving at an empty page
• Remove nav icons from request viewer when displayed on small mobile screen devices, allowing more room for the heading to display correctly.
• Disable today button on calendar if calendar is already displaying today's date.
• Added info to new client/team pages about what emails the new users will receive.
• Added "You" tag to end of current user entries in owner dropdowns.
• Hide "Add another answer" text in viewer when answer is submitted.
• "Edit" option for requests now goes to builder instead of essentials page.
• Keep share settings modal open after applying changes.
• Added saving/saved status in builder and viewer when uploading images.
• Improved sign-up error messages and added a tooltip to the subdomain field.
• We now allow company subdomains to start with a number.
Last week we asked everyone on our team to list out things they thought could be improved in our UI. Then we selected and prioritized those issues.
You'll notice a few significant changes over the next few months as a result of this.
For this update we've just rolled out some more minor things.
The most obvious is the template selection screen. It's laid out a bit more clearly now. You'll find your custom templates at the top, followed by our built in ones.
Other small fixes include the ordering of menu items for consistency across different pages, adding separators in some menus and a bunch of visual bug fixes.
For some of you this will be a very important update!
Depending on where you are in the world, emails can go out at odd times.
Now you can choose exactly when they'll be sent, and in what timezone.
You'll need to set your timezone in your Company settings. Click your avatar at the top right -> Settings -> Company.
Each client will default to your timezone, but if they're in a different timezone you can set that up under each client.
Then in reminders, choose the time each email is sent. This is in the client's timezone.
We've removed the 20mb file size limit. The new limit is 4GB, simply because of a technical limitation. Let us know if you want to use Content Snare for even larger files. If there's demand, we'll prioritise this.
With the removal of the individual limit, there is a limit on total storage across your account.
If you ever exceed your limits, it's easy to find the oldest or largest files to delete. Just go to your Avatar -> Manage Files.
Here you can sort by uploaded date, file type, file size and more. Then you can preview or delete as needed.
As a bonus, it's also an easy place to find all of the files uploaded by a certain client. Just use the "Client" option in the filter bar at the top.
Plus a whole bunch of other fixes that you probably don't care about. Just know that we're always improving small things that we find to make Content Snare fast and easy to use.