What's new on Content Snare

Collect content and documents from your clients

New
July 16, 2021

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
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New
April 19, 2021

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.

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New
March 22, 2021

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.

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New
February 16, 2021

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
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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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