We've made some exciting updates to the Do Some Good platform to make your experience the best it can possibly be. These changes are based on customer feedback. Thank you for helping shape and improve our platform for all users!
NOTE: Other Help articles may still be outdated and not have new screenshots or updated details on new navigation. These articles will be updated soon.
Check out the FAQ for a quick overview of what you need to know, or read on for more detail.
FAQ - ALL YOU NEED TO KNOW
1) I've noticed some pages are missing in my Management Area - Invite, Approvals, and Reports. Where did they go?
Don't worry, these features all still exist! We received some great feedback that companies preferred features to be organized contextually by "task" or by "user type", so we've added invites, approvals, and reports tabs to pages where it makes sense.
- For example, Reports related to Forms and Submissions can now be found on the "Reports" tab in that page.
- Another example is that "Approvals" for story posts are now under News & Marketing.
Having all of the features and tools you need for a given task or user in ONE place will allow you to stay focused on the task at hand and save you time!
2) I've noticed other pages are no longer in the Management sidebar - Account Management and Marketing Tools. Where did they go?
Not to worry! To simplify navigation and reduce the number of pages, we've moved Account Management and Marketing Tools to be tabs on pages where it makes sense.
- For example, Account Management is now a tab on your Home page, and Marketing Tools is now a tab on your News & Marketing page.
- We've also renamed a few pages like Profile & Addresses to clearly show where to access and update your address book, and updated and combined everything related to Employees, Admin and your team under the new Team page.
Improved Management Area Navigation
We always want to save you as much time as possible and have your platform experience be intuitive, easy, and efficient. That’s why we’ve streamlined the navigation in your Management Area (left-hand list of pages).
Here's what the new, cleaner navigation looks like.
(Note: Only Plus and Premium customers will have the Widgets page, and depending on your package, you may also have a Customers, Clients, or Members page.)
Let's dig into each page - what we changed and why.
HOME
What changed? Your Home page now includes the Account Management tab.
Why? To keep all information about your account conveniently in one place.
PROFILE & ADDRESSES
What changed? We've changed the name of the "Profile" page to "Profile & Addresses".
Why? Simply to add clarity to what's housed in that tab and so it's easier to find where to access your addresses.
*NEW* NEWS & MARKETING
What changed? You now have a News & Marketing tab that allows you to post stories from right within the Management Area! We've also moved your story approvals tab here, as well as the Do Some Good marketing tools.
In your posting window, we've added a field that auto-populates based on cities in your address book. We've also included your full newsfeed so you can keep track of and easily share posts.
Why? Now ALL of the features and tools you need to boost your brand and reputation as a company that cares are in ONE place, streamlining your workflow and saving you time.
Located in B.C.?
-
You'll also see a new blue bar at the bottom of your posting window related to having your post promoted to local media sites.
- Clicking the "Get your post promoted" link will tell you what criteria we look for when promoting posts, so you can be sure yours hits the mark.
-
The blue bar also shows you how many media sites your post will be promoted to, and if you click that link, we share the publication names.
COMMUNITY CONNECTIONS
What changed? We've added a Reports tab and have moved all community-related reports here.
Why? So you conveniently have all of your connections-related tools in one place.
FORMS & SUBMISSIONS
What changed? For Plus and Premium customers, we've now moved your form reports right within your Forms & Submissions tab.
Why? To save you time by having everything you need to know about your forms and submissions in one place.
WIDGETS
No changes.
CUSTOMERS / CLIENTS / MEMBERS
No changes.
*NEW* TEAMS
What changed? We've created a new Teams tab that is a merge of the old Invite tab and Admin & Employees tab. We've also rolled in your admin and employee approvals and, for Premium customers only, an Analytics and Reports tab specific to employee engagement.
Why? Reducing two tabs into one makes for cleaner navigation and truly creates a one-stop-shop for everything to do with your team, both administrators of your Do Some Good account and your employees.
POSITIONS & EVENTS
What changed? We've moved your volunteer approvals into this tab, and have added a Reports tab that is now accessible to all of our customers!
Why? To keep everything related to your positions and events in one place, and to provide the valuable event summary report to all to enhance your event planning.
Comments
0 comments
Article is closed for comments.