Duplicate requests, improved drag and drop
A few more updates just went live to help improve your workflow.
- You can now duplicate requests. Just open the menu on a request and select duplicate
- There is an option to save a request as a template on the same menu
- Drag and drop to move fields is much easier to use, and you can also move fields in the sidebar (within the current page only)
- Some improvements to the comment system released a few days ago
- Unread comment counts are displayed on each page
- A dot shows on the button to open comments to indicate unread - this is mostly for mobile usability
Comments, instruction attachments and 100+ improvements
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.
Comments
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.
Attach files to 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.
Copy share URL
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.
French and Spanish translations
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.
Internet Explorer 11 no longer supported
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.
Other small changes
Jump to first submitted field
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.
Reject emails take your client directly to the field
Previously, reject emails would take your client to the start of the request. Now they jump to the actual field that needs changes.
Copy and paste from Google Docs
Formatting from Google Docs is now maintained when you paste into instructions or a formatted text field.
Conditional logic, manage folders and onboarding
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.
How conditions work
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.
Managing folders
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.
Onboarding
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.
Loads of other improvements
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.
Request large files, file management & choose the time emails are sent
For some of you this will be a very important update!
Email send times
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.
Collect large files
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.
File management
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.
Other fixes
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.
Required fields, word limits and request audit
There were a few new features in this update!
- Fields can be marked as required - this prevents users submitting blank answers
- You can set word count limits on text fields, instead of only character limits
- An audit is shown on the publish page to see if your request follows best practices
- A ton of performance improvements, especially when viewing large numbers of requests
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!