What's New?

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New "View-only" User role

August 24, 2022

Product Updates
Product Updates

Use Cases

Functions

Tips

Apps

New Features

Our new View-only User role allows you to invite anyone who you would like to see the journey. They can own plays, but not make any changes, so they can see what they own without having to make updates.

Bug Fixes

Functions

Tips

Apps

Supercharge your Assets bringing data from Salesforce!

August 17, 2022

Integrations
Integrations

Use Cases

  • Now bring Assets (ie. customer, partners, leads) critical data into your Journey
  • Visualize all attributes in one place connecting Uniply to Salesforce

Functions

Tips

Apps

New Features

Bug Fixes

Functions

Tips

Apps

Small UI/UX Improvements

August 1, 2022

Product Updates
Product Updates

Use Cases

Functions

Tips

Apps

New Features

  • Hover over Add buttons for better experience
  • Improved way to navigate and add a new Journey Template in the Library
  • Better UX when opening a closing a stage in Portfolio
  • Improved mouse hover symbols when working on an Asset
  • Cleaner Owner & Collaborators popup

Bug Fixes

Functions

Tips

Apps

Rapidly see the most important attributes for your Assets

July 11, 2022

Product Updates
Product Updates

Use Cases

Functions

Tips

Apps

New Features

  • Visualize the most important attributes (ARR, Churn, Due Date, Leader, etc) all in one place in the Portfolio View
  • Better onboarding experience of a new user by starting at the Portfolio View
  • Improved performance of overall product (faster!)

Bug Fixes

  • Fixed filtering by Play Tags showing wrong Plays
  • Fixed comment in Play Workspace not showing up

Functions

Tips

Apps

Extend reach through PR & Influencers

July 7, 2022

Playbook Templates
Playbook Templates

Use Cases

Functions

  • Media
  • Influencers
  • Industry

Tips

  • 15 Plays
  • 27 Tips

Apps

  • 3 Files
  • 2 Apps

New Features

Bug Fixes

Functions

  • Media
  • Influencers
  • Industry

Tips

  • 15 Plays
  • 27 Tips

Apps

  • 3 Files
  • 2 Apps