History of Release Videos
This is a convenient place to access older release videos without having to switch back to the related version in the documentation
2024
For each release we have a video explaining the most impactful of the new features for that release. Full details of all the new features are included in the release notes for that release. Each video, plus a link to the release notes is included in tabs below:
Below is the recording of our 2024.6 release:
Here are the topics covered and the approximate time of each item in case you want to skip ahead to something:
Change Brand Rep assignment to Assign in order entry (0:00)
Ticket Teams report (4:40)
Couple of GAM changes
GAM Line Name Format of Line ID – Description (6:01)
Copy/Paste Key Values (7:18)
Override Ad Server Qty by % (10:24)
Child Directed Ads setting (12:51)
Multiple Materials on Native Ads (13:40)
New Search fields when searching for a campaign (17:00)
Email Confirmation to client AND now also to REPS (17:50)
New menu item for Inserts setup (18:45)
Important to visit your menu security settings depending on how you configured that to ensure that the right people have access to what they need
Client Portal – Message Types filter (20:48)
CLS Portal – Fine Print box (23:10)
New InDesign Extension version available – please contact support for access to the new version if you are licensed for it – Does not require 24.6 – just coincidentally aligns with the release so documented it in the release guide for visibility (26:00)
Double-click to copy text files
Download latest from server caching issue resolved
Please Visit the Release Guide for all new features in this release.
Below is the recording from our webinar for 2024.5, held on Oct 24 2024:
Topics covered in the webinar
Not every new feature is shown in the webinar, but those that are shown are listed below (along with approximate start time). They are also described in the Release Guide, with the topic heading showing this icon -
if it was covered in the webinar - so you can easily see which ones were and were not covered.
New version of classified text editor - 01:19
BOGO Rates - 02:55
Limit Client Types on Account Create - 06:30
Sort order for Classified Packages - 07:55
Tax overrides by Product - 09:38
Display Material Preview on all production reports - 12:10
Update Page Number in an issue support for Spaceholder Child Ads - 14:00
Support to Import Currency Rate Changes - 16:55
Some new Statement Merge Tags - 19:11
Paylinks Profile filter - 23:45
Turn off login/create account option in Classified Portal - 26:17
On-Screen View of pdf when approving Classified Portal Orders - 27:30
OPTIONAL ADD-ON to Naviga Plan: Automatic update of Tearsheet URL back in Naviga Ad - 28:20
Some API Changes affecting login on the Swagger page - 31:14
Coming soon: Nylas API changes. We will be working with the individual sites who will be affected by this change in the coming months to change you over to the new version of the API - 33:48
Please Visit the Release Guide for all new features in this release.
Topics covered in the webinar
Not every new feature is shown in the webinar, but those that are shown are listed below (along with approximate start time).
Pop-up on Size Change if material is already attached - 00:53
Warning on Renew if issue sequence unavailable - 03:15
Preprint/Insert Changes - 05:35
Group Security changes (x2) - 22:00
Adjustment workflow routing change - 24:38
GAM Changes - 28:46
Import/Export Category Template Rates - 31:50
Metadata fields can optionally display on Invoices and Confirmations - 33:32
Customer overview screen will display the Advertiser and their ID on Agency Accounts IF the option is set to split statements by Advertiser. - 37:10
Allow Credit Card Surcharges without ACH option in the Advertiser Portal - 39:30
Please Visit the Release Guide for all new features in this release.
Topics covered in the webinar
Not every new feature is shown in the live webinar - there just isn't enough time to show everything! But those that are shown are listed below, and in the Release Guide, the topic heading shows this icon -
if it was covered in the webinar - so you can easily see which ones were and were not covered. Click HERE for the Full release notes with all the great new features in 2024.3
Items from the Enhancement Portal
Package Filtering by sub-category (CLS Portal)
Flag to disable future rep assignments
Hide download option after signing proposals in Portal
New GAM Line Description format
Tickets Dashboards - new columns added
Flag to use original rep on renewals rather than current brand rep
General System/not module specific
Maintain Color choice when refreshing test from prod
Easily switch menus to other modules for faster navigation
Advertising Module
Insert/trigger change history (used in Interface Link)
Default # of columns for CLS templates (Booking Wizard only)
Several Inserts workflow mods (Rating by weight, versions, Zone Download
New shortcut from Campaign to Accounting view on customer
Import Lines on Quick Line Entry Package Setup
Find and re-send affidavits
Reports clean up on Product/Group Analysis Reports
CRM Module
Prompt for Quote Status when creating proposal from opportunity
Classified Self Service
Better deadline management
Support for Free Ads
Topics
Here are the topics covered w/Start times in case you want to jump ahead:
Statement Template Hierarchy (01:00)
Group Security for Payment Types (7:00)
Collection Letters - sending only Overdue Invoices (9:00)
Delete Name - CRM checks (11:55)
Three New Group Security settings (14:00)
Two new System Parameters settings (20:45)
Share of Voice on Inventory for Non-GAM digital lines (24:47)
Some new GAM options: (28:30)
Drag and drop Custom Targeting
Creative Targeting Presets support
Filtered Product List in Booking Wizard (31:00)
Renewals > 60 Days out (32:00)
Update Page # in an issue Report - Customize columns (33:38)
Discussion of a coming soon mod to better support 5-4-4 Periods on Digital Lines (34:43)
There were several questions asked throughout and at the end. Most were answered in the call, but the unanswered Q&A is below:
Q: How does that show up on the invoice? (This was in reference to the future rep change feature) A: The "current rep" will be displayed on the invoice. So, if today is March 1, and Kelly is the rep for Company ABC. I put in a rep change that goes into effect on April 1 where Wayne will take over the account. When I do the billing on March 15th, Kelly will be displayed on the invoice. Even if I am invoicing in advance for an April order, if I create the invoices before April, Kelly is still the current rep and will display on the Invoice.
Q: Can you put in an effective date prior to today? If so, what happens? (This was in reference to the future rep change feature) A: No, you cannot back date the change prior to today's date. Only today and forward is selectable in the calendar
Q: Is this same option available under "Change Sales Rep Assignments"? For when you're updating multiple accounts at once. (This was in reference to the future rep change feature) A: Yes. On this screen the effective date is up at the top of the screen.
Q: Is this available in classic too or only digital first? (This was in reference to the future rep change feature) A: This idea actually came from Classic - but in Classic it was only available on Print Ads, and it remains the same today. In Digital first, it can be used on any type of advertising order.
2023
There were six releases made during 2023. For each release we have a video explaining the most impactful of the new features for that release. Full details of all the new features are included in the release notes for that release. Each video, plus a link to the release notes is included in tabs below:
2022
The release guides for each of the five 2022 releases were in our older format and not in this browser-based documentation site, but to save you from having to search in the old docs site, I have attached the New Features User Guide pdfs below each video.
The 2023.3 release came out right around the time of our Navigate 2022 virtual user conference, so during the conference we included a session on the new features.
2021
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