Upgrade Alerts
Upgrade Alerts give you a quick snapshot into the power and diversity of the Streamdesk CMS / CRM platform, it also shows you how it is constantly adapting to changes in thinking and technology.
Auto Alert for Expired Documentation
Our new Documents platform allows you to set auto email alerts to contacts whose documents are about to expire.
Great for any user owned documents which have an expiry date.
- WWC (Working with Children)
- First Aid Certificates
- Police Checks
- Apprenticeship Certificates
- any other document with an expiry date
Member Documentation Area
Announcing the new members documentation/certificate area.
Previously only the administrator could upload important date-dependent member documsntaion, With this update, members can manage their own sensitive documents such as:
- WWC (Working with Children)
- First Aid Certificates
- Police Checks
- Apprenticeship Certificates
- any other document with an expiry date
Get email updates whenever they are uploaded. Set expiry alerts in the members area.
Analysing Contacts and Member Engagement
Streamdesk ENGAGEMENT now allows you to track in real time what is happening with your relationship with any Contact.
Whereever you see the icon, just click on it and you will see your engagement with any contact. Sorted by date, with actions, totals and descriptions.
With Quick actions like : "Watch" and "Add Note", you can now track and keep abreast of all your contacts' actions.
Optimising your website
Running a fast website is one of the ways to ensure great interactivity with your stakeholders. The size and quality of your images can drastically affect this. Slow sites, usually caused by images that are too large, also detract from your Google ranking.
We have added an Instant Optimise tool to help you achieve this.
This tool helps reduce website response times and makes your site more mobile friendly. It is not an image editing tool.
When applied, the image is reduced to a maximum dimension of 1600 pixels on any side (it's not enlarged if the existing dimensions are lower)
It's also compressed to High Quality where the original image is more, and all extraneous non-image information and personal information that represents a security risk is also removed from the file.
Whereever you use images:
- Products
- Content Items
- Events
- Photo Galleries
- etc
You will see an Optimise button which allows you to optimise your images.
Quick Search
You can now search your data quickly from any part of the StreamDesk platform using Quick Search.
- Located at the top of every page
- Choose which area you want to search through
- Add a search string
- Click the search icon
Event Custom Fields
You can now collect any type of data about your attendees for the events you set up in StreamDesk.
For example if you are hosting a golf day, you may want to collect information such as:
- Preferred Tee Off times
- Whether they need buggies
- Their golf handicaps
- What they want for lunch?
- Vegan/Vegetarian etc
- A personal photo of the player
- Etc
You can select anything from your attendee using:
- Text fields
- Text Boxes
- Date fields
- Image
- Select Boxes
- Radio Buttons
- Checkboxes
Just go to your event and click on CUSTOM FIELDS
Add all the fields you need then Click on SAVE FIELDS
Now when booking your events the attendee can enter the information required
New Social Media Channels
New Social Media Channels have been added to all contacts :
- Snapchat
- SoundCloud
- Tumblr
Better Appointment Management
Quicker and easier make appointments with your Contacts.
- Direct from your contact
- Share appointments with your employees
- Manage and Delete appointments directly from your CRM tab
Content Bundles
Content items are the most powerful way that you can distribute your information across your StreamScape platform.
* Content items are information which you wish to distribute to your stakeholders
* Content Groups are groups of Content Items which have a relevant or connected message
* ***NEW *** Content Bundles are collections of content groups to streamline your Streamdesk experience
Many clients have many groups of content items. We have now created "Content Bundles" to better organise your StreamDesk Console Panel.
Content Bundles allow you to consolidate your Content groups into a meaningful arrangements - thus making the StreamDesk Experience more streamlined.
To Create a Content Bundle
* Click on Content Groups
* Click on Admin
* Click on Group Bundles
* Click on Add New
* Add the name of your Bundle
* Choose and icon if you wish
To Allocate a Content Group to Bundle
* Click on Content Groups
* Click on Admin
* Click on All Content Groups
* Choose your Content Group which you want bundled
* Allocate the Group to a bundle and click update
Your Content Groups are now organised into a meaningful arrangement
Admin Areas
All configuration areas of your StreamDesk platform are now located under the Admin area of each Category which it powers. This has been done to de-clutter the interface, as well as to provide a foundation for further security and planned user-access control options.
Promote your newsletters automatically anywhere on your site
There is now an easy and instant way to promote any newsletter in your social media, on any web page and within your events.
You can now publish your newsletters directly into multiple Content Item lists, thereby anywhere throughout your website, with a single click.
Being a content item it now allows you to create content, webpages, events etc based on newsletters
Steps:
1: Go to your Newsletter
2: Click on Publish In?
3: Select the Content Item lists which you want your event to appear in
4: NOTE - Your Newsletter must be approved before you can publish it into any area of your website
Your Newsletter is now distributed amongst your Content Item lists.
Upgrades to your Email CRM
Great new functionality for your Email CRM platform.
- Instant access to al important attachment files
- Search your conversations in an instant
- Better mobile design