This article provides an overview of the major changes to the Marketing Automation Enterprise (MA Enterprise) admin experience.
A focal point of the new admin experience, the Dashboard displays charts that provide at-a-glance metrics that provide an efficient way to gauge output and engagement. You can select which charts to display, and even pin your favorite ones to the top of the Dashboard for quick access to the data you need. In addition, for organizations who license both our Community and MA products, the Dashboard is customizable per individual admin, enabling every user to see only the data they're interested in.
NOTE: If your organization licenses only MA Enterprise, Dashboard customization is not available.
Navigating the interface is accomplished via the new vertical Navigation panel. Items have been reordered, relabeled, and reduced to provide a more streamlined and intuitive user experience.
TIP: If your organization has multiple Higher Logic products (e.g., Community and one of the Marketing Automation products), each is represented by a tab at the top of the panel. This enables you to quickly access the admin interface for each product.
The orientation is vertical, rather than horizontal, for mobile optimization, and can be collapsed to optimize website real estate. In addition, you can search by current (or former) menu terms for quick access to specific pages.
NOTE: When searching, a minimum of three characters must be typed before matching navigation items are automatically refreshed.
Click the (?) icon in the upper-right corner to expand the new Help Panel. Page-specific topics help you understand how to use and understand a given page. Most topics include a Learn more… link you can click to view more in-depth information in our Support Center. For pages that don’t yet have specific help topics, a set of default topics are presented.
New List Pages
Many admin pages have been re-designed in a list structure. This was done for a singular reason: Efficiency. These new list pages make it easy to find, create, and manage your content.
List Page Features
Click the magnifying glass to display the search field. The search feature queries a set of available columns that have been heavily indexed so that results are presented fast. The searchable columns are the text fields within a given list.
The list will automatically update with each typed character and display all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.
Many list pages also feature a filter enabling multiple fields to be combined using an “AND” operator for a more focused search. The example below is for the Community product.
List pages include numerous columns that can be shown or hidden, making it easy to locate the content you’re looking for. The number of columns per list has been streamlined to improve performance.
List pages support multi-selection. In many lists, you can perform bulk actions for efficient multi-item management.
How to Select Multiple Contacts
The button used to multi-select rows is device-dependent. To select more than one row, hold the Ctrl (Windows) or command (Mac) key and select each of the other rows you want to manage. To select a continuous list on PC and Mac, click one row, then hold the Shift key and click the last row.
TIP: After multi-selecting BUT before acting on the selected contacts, you can add and deselect contacts via the check boxes to their left.
To streamline the user experience, some pages have been consolidated. On many list pages, there is a drop-down to the right of the page title allowing you to view content of a specific type or status. For example, the Contacts List allows you to quickly view your Subscribed and Suppressed users with the click of a button.
A new Preview Panel is available on many list pages. Upon clicking an item in the list, the panel opens and provides an at-a-glance view of key data and metrics. Dots under a field value indicate that the data can be edited.
The re-designed Contacts List page enables you to view individual contact data without needing to execute a query first. In addition, Suppressed Contact management is also performed here, creating single page for comprehensive Contact management.
Landing Page and Engagement campaigns have been surfaced from the previous version’s single campaign-creation point, easing creation and streamlining access to these campaign types. Each list page displays only the campaigns relevant to the area being viewed.
This menu is still the go-to place for all other campaign creation and management. From here, you can still view campaign reports, manage your Salesforce Automation Integration, and view the Campaign Dashboard.
By surfacing Landing Pages to its own page, you no longer need to select the Landing Page Campaign Type from a list. Now, simply enter the Landing Page Name and start designing. Landing Page Templates have also been relocated to this new menu to keep page management together.
As with Landing Pages, Engagement campaigns have been surfaced to its own page. Now, simply enter the Engagement campaign name and start designing. Engagement campaigns consist of the following Campaign Types:
- Lead Scoring
The new Messages List displays all mailing types. From here you can create, edit, send, and track all of your communications. The new Preview Panel will display a thumbnail preview of the message for easy at-a-glance message management.
Mapping and management of Message Categories has been unified into a single page, making it easier to manage your categories.
The Template Library has been moved from the Preview screen and is now accessible directly from the navigation panel for ease of access.
The pages contained within the Send tab were part of the older Real Magnet interface. Due to this functionality being part of the new lists, this tab was no longer needed and has been deprecated.
Moved access to Manage Reports controls to a new Manage button above the list for quicker access to functions without needing the leave the page.
Moved access to Edit controls to the new More button above the list for quicker access to functions without needing to leave the page.
Moved access to Edit controls to the new More button above the list for quicker access to functions without needing the leave the page.
Some terminology changes, mostly affecting menu items, have been introduced in the new version. To help with the transition, you can type the old item name in the navigation search box to find its new equivalent.
|Previous Term||New Term|
|Predefined Billing Codes||Accounting Codes|
|International Character Pref.||Character Set|
|Subscription Page Mgmt.||Subscriptions|
|Manage Subscription Page Labels||Page Labels|
|Unsubscribe From All Recipients||Unsubscribes|
|Track Options (Category under Messages)||Tracking|
|Google Analytics Goal Conversion Setup||Google Analytics Goals|
|Tracking Page Preferences||Page Preferences|