24.2 Release Notes

Planful for Marketing: Introduced the New Attributes & Tags Option Under Settings 

With this release, the Attributes & Tags section has been added to the Planful for Marketing application. Admins can manage certain datasets and settings that apply to all budgets in the company, enabling customization of budgets to fit specific marketing processes.

The functionality for managing Expense Types has been relocated from the Settings section to the Attribute & Tags section within the Settings section, significantly boosting accessibility and organization. Now, you can efficiently handle two types of expenses:

• System Expenses: These are predefined and cannot be edited, including categories like LinkedIn, Google, Facebook, and others.
• Custom Expenses: These allow for various interactive customization actions.

Previously, you had limited options when it came to managing Expense Types. They could not deactivate it; their only recourse was to delete it permanently. This could potentially cause issues if they later wished to utilize it again. Even if they created the expense type themselves, they needed to contact support for assistance to delete default types. Now, they can delete these default types independently.

For instance, consider Alex and Mike as admins at a marketing firm facing challenges managing expense types efficiently. Previously, they could only delete expense types they created, with no option to disable them. Now, with the Attribute and Tags section, they can seamlessly manage system and custom expenses, improving organization and customization. Additionally, they can track where each expense type has been used.

Three columns have been added within the Attribute & Tags section: Expense Types, Enabled, and Count. In these columns, you can perform the following actions seamlessly:

• Search: You can enter a search term in the designated field to fetch matching expense types. The search results will display all entries containing the matching word or phrase.
  
• Add: You can click Create New to add a new expense type. Once clicked, a new row appears at the top for entering the Expense Types. The Create New button is turned off until a name is provided, allowing only one entry at a time. The new entry is automatically set to Enabled. You can save the entry after providing a name and clicking outside the field. Newly added entries remain at the top until the page is refreshed.
  
• Update: You can double-click on the name field to edit the field. They can click outside the field after making an update to save it. A toast message will notify you of the successful completion of the Save action.
• Delete: Hover over a row to see the Delete option, then confirm to move the expense type to the Other category at the table's bottom. Other types are permanently accessible across all filters/drop-downs and cannot be altered or removed from the application.
  
• Column Sorting:
  • Expense Types: Clicking on this column sorts it alphabetically, ascending or descending.
  • Enabled: Clicking on this column sorts the column for all types enabled, followed by disabled, and vice versa.
    
  • Count: Clicking on this column sorts the column in ascending and descending order based on the count.
    
• Functionality for Disabled Type: Disabled types cannot be used for any new expenses but remain available for old ones. They are accessible in the universal filter, with the Disabled text appended at the end.

 Learn more about the Expense Types here.

Heads up! The enhanced Count column functionality will be available in the next release.

In the next release, clicking on the Count will allow admins to select a budget where the expense type is being used. Upon selection, you will automatically navigate to the respective budget on the expense page with the applied filter for the selected expense type.

Planful for Marketing: Enhanced Marketing Planning with the New Compact Metric Drawer

With this release, we have streamlined the experience of viewing metrics by redesigning our full-screen detail view into a side drawer that follows the same pattern and stacking ability as our campaign, expense group, and goal detail views. Now, you can view all the same data around a metric without navigating to a new screen.

The use of drawers, seamlessly sliding out from the right side of the screen, replicates the data and functionality previously available on the Metric page. These drawers ensure continuity and accessibility, facilitating smoother transitions while exploring various metrics without navigating away from the Manage page.

The enhanced Metric drawer comprises three distinct tabs, each serving a unique purpose:

• Details: Explore in-depth insights and specific details about metrics.
• Update/Update History: The update section allows you to track and review the metric values that have been manually updated or retrieved via integration. For the campaign, you can manually input values for the metric while viewing existing metric history details.
• Performance: Monitor and evaluate the performance of a metric for informed decision-making.

Previously, users may have faced challenges accessing and analyzing campaign/goal metrics. They had to navigate multiple screens, leading to a fragmented user experience. Tracking metrics updates and performance history took a lot of work, hindering their ability to optimize campaigns effectively.

Let’s understand this with an example; consider Sara, a marketing analyst who previously encountered challenges in navigating and analyzing campaign metrics due to fragmented workflows and different navigation. With the latest update, Sara experiences a significant improvement in her workflow as the full-screen detail view is transformed into a convenient side drawer. This enhancement gives Sara easy access to essential metrics without navigating away from her current screen. 

The revamped interface gives users more organized and easily accessible tools, facilitating smoother analysis. Incorporating metric viewing into a convenient sidebar drawer optimizes space and enables marketers to navigate different metric aspects swiftly without disrupting their workflow. Accessing detailed metric information, updated history, and performance insights seamlessly enhance decision-making, ultimately contributing to more informed and strategic marketing strategies. Learn more about the Metric drawer here.