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🗓 Block calendar dates

Notify multiple contacts with automations, filter ad metrics in the Customer Portal, and store customer notes

Author

Michele
January 02, 2024

FEATURE
Block Calendar Dates

Block dates in your ad calendar

On your publication settings page you can now exclude specific dates from your ad calendar. These same dates will also be excluded from your metrics and fill rates.

Use it for any special day your publication will not run. Everyone needs some well deserved holidays :)

FEATURE
Notify multiple customer’s contacts

Mark multiple contacts as “contactable“

Each customer has a primary contact, but many of you asked to be able to reach out to multiple contacts at once via the automations. This is handy if more than one person should receive reporting for example.

Surprise surprise! Now multiple customer’s contacts can be marked as “contactable” in Sponsy’s CRM ✨

Primary contacts are “contactable“ by default.

Don’t forget to also update your automations’ actions to notify the customer contacts instead of only the primary one based on your ad flow.

Use automations to notify all contactable contacts at once

FEATURE
Show only selected metrics in portal

Your advertiser can see their ad performance via the Customer Portal

When connecting with your ESP we sync all data points we can find: unique clicks, opens, sends, and more.

Metrics reporting are a great way to increase your advertiser satisfaction mid and after campaign, but too much information can also be confusing for some.

That’s why you now can completely customize which metrics should be shown in the portal to your customers.

Select which metrics should show in the Customer Portal

FEATURE
Create private notes on your customers

Add private notes on your customers

The relationship with your advertisers is fundamental for long term success. Important details such as special agreements cannot be missed.

You could write private comments on the ad slot itself, but as many of you suggested it would be awesome to have the same on the customer profile.

Note down everything and never miss a beat ✍️

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