What's new on Content Snare

Collect content and documents from your clients

New
November 25, 2020

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!

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New
October 26, 2020

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 
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New
August 25, 2020

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.
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New
June 08, 2020

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.

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New
August 21, 2019

New version incoming!

As you're by now aware, version 2 of Content Snare has been a long time coming!

We may have bitten off a bit more than we could chew, hence why it's taken a lot longer than expected. But this version will bring some serious performance improvements and an overhauled UI.

The 3-minute video below runs through some of the major changes so you can see what to expect.

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