Welcome to Release H… new look…new Nook. We haven’t made a big splash about our rebranding, and you may not have even noticed that we have a new look and brand voice. Well… we have refreshed our brand and started using it throughout our marketing in the last couple of months. Now we have extended the brand refresh to our platform. PathFactory and your instance will look different when you log in. We have already gotten feedback about the changes and have a small change coming to make it even better- check out the details below, plus we haven’t changed the user experience much so you should still be able to do the things you already do!
We’re also excited to tell you that we have updated our knowledge base, affectionately known as The Nook. Here you can continue to find new resources, including how to accelerate some of the tactics for our five use cases: Content Strategy, ABM, Nurture, Web Conversions and Enablement. Be sure to bookmark the url when you click through, as we update and add to our content often.
As always, our Product and R&D teams are hard at work and we hope you find these new features helpful. If you have any questions, please reach out to your Account Executive, CSM or Solutions Engineer. We’re more than happy to walk you through and help implement them.
Core platform
Color changes in the user interface
You will notice when you open your PathFactory instance that we have changed the colors in the user interface. Some of our customers mentioned it was a bit too bright for their liking so we have made some changes to ensure you’re all happy! In the next release, July 19th, we will adjust the header color to be a darker blue, with the core blue color being used for primary buttons.
See the screen capture below for a sneak peek of the upcoming color updates. We hope you like it!
NEW:
Goal tracking in PathFactory
PathFactory can be used across a number of different use cases in your marketing strategy – Nurturing, Enablement, Website Conversion, ABM & Content Strategy. We wanted to make it easy for you to track your progress against each of these use case buckets directly in PathFactory so we have created a goal tracker. Your CSM will be walking you through this new product feature over the coming weeks – so you won’t see it in your instance in this product release. However, we wanted to let you know it was coming! We are excited to continue to work with you to drive your strategy across each use case and let PathFactory work as hard as it can for your business.
Analytics permission management
All analytics permissions have been unified under one tab, allowing for an improved navigation and configuration experience. In previous versions, analytics permissions were managed in different areas of the platform. This improvement centralizes the permission management for analytics.
To access the analytics permissions, follow these steps:
- From the top-navigation menu, select Signed in as [your name] > User Management.
- From the secondary navigation menu, select the User Roles tab.
- Next, click on Analytics Permissions.
IMPROVED:
Strict mode modifications
This improvement provides a strict mode option that aligns PathFactory tracking rules with external consent managers to enable or disable engagement tracking, PII collection, IP address tracking, and IP to account lookup. This improvement also:
- disables any authoring features that allow users to override the strict mode (i.e. track and form);
- enforces strict mode to website tools experience; and
- tracks engagement and PII based on the consent level configuration.
To access these improvements, follow these steps:
- From the top-navigation menu, select Signed in as [your name] > Organization Settings.
- From the secondary navigation menu, select the Cookie Consent tab.
- Configure your cookie consent rules easily with more explanation of what each setting means for your company and visitors privacy protection.
Website Tools – Content Library
NEW:
Enhanced insights with the new Engagement & Audience view
We have expanded on the popular Content 360 with the introduction of the Engagement & Audience view, which details engagement and audience attributes including (but not limited to):
- VISITS & VIEWS
- total visitors
- total unique visitors
- total page views
- visitor trend
- ENGAGEMENT
- time on page
- average scroll depth
- engagement trend
- PERFORMANCE
- average number of bingers
- average binge percentage
- TOP ACCOUNTS
- TOP INDUSTRIES
To access the new Engagement & Audience view, follow these steps:
- From the top-navigation menu, select Content Intelligence > Website Content Library.
- Next, select a content asset from the list provided.
- From the right modal, scroll down and click on the 360 view button.
- Next, select the Engagement & Audience tab from the secondary navigation menu.
IMPROVED:
Enhanced UI & navigation
We’ve heard your valuable feedback and we have introduced various user interface and navigation enhancements aimed at optimizing the content intelligence audit process. These improvements include:
- Topic summary dashboard – now includes definitions and terminologies of topics.
- Topic card page – now includes a status of topic review to assist you in taking actions to improve the corpus topics
- Topic details page – Now displays the most significant key phrases and documents related to a given topic along with a corresponding score. You can also view content related to a topic within the topic details page.
VEX
IMPROVED:
Hide session blocks without content
Currently, when you have configured a session block and it has no content under it, you receive the following message:
Your search does not match filter/search criteria.
If you wanted to hide it, you had to manually delete the block and re-add when content became available under the particular block. With this improvement, the block is displayed only when contents get populated under it if enabled.
To enable/disable this improvement, follow these steps:
- From the top-navigation menu, select Virtual Events.
- Next, select a virtual event from the list provided.
- From the secondary menu, select Landing Pages > Modify Page.
- Select the session block then click on the pencil icon to edit.
- Toggle on/off the Hide the block if no sessions are present to enable/disable.
Hide Block toggle
Core platform
NEW:
Goal tracking in PathFactory
PathFactory can be used across a number of different use cases in your marketing strategy – Nurturing, Enablement, Website Conversion, ABM & Content Strategy. We wanted to make it easy for you to track your progress against each of these use case buckets directly in PathFactory so we have created a goal tracker. Your CSM will be walking you through this new product feature over the coming weeks – so you won’t see it in your instance in this product release. However, we wanted to let you know it was coming! We are excited to continue to work with you to drive your strategy across each use case and let PathFactory work as hard as it can for your business.
IMPROVED:
Analytics permission management
All analytics permissions have been unified under one tab, allowing for an improved navigation and configuration experience. In previous versions, analytics permissions were managed in different areas of the platform. This improvement centralizes the permission management for analytics.
To access the analytics permissions, follow these steps:
- From the top-navigation menu, select Signed in as [your name] > User Management.
- From the secondary navigation menu, select the User Roles tab.
- Next, click on Analytics Permissions.
IMPROVED:
Strict mode modifications
This improvement provides a strict mode option that aligns Pathfactory’s tracking rules with external consent managers to enable or disable engagement tracking, PII collection, IP address tracking, and IP to account lookup. This improvement also:
- disables any authoring features that allow users to override the strict mode (i.e. track and form);
- enforces strict mode to website tools experience; and
- tracks engagement and PII based on the consent level configuration.
To access these improvements, follow these steps:
- From the top-navigation menu, select Signed in as [your name] > Organization Settings.
- From the secondary navigation menu, select the Cookie Consent tab.
- Configure your cookie consent rules easily with more explanation of what each setting means for your company and visitors privacy protection.
The Nook
We are launching a new and improved knowledge base for our customers to easily find what they need, without needing to login. PathFactory’s Nook can be found at support.pathfactory.com. Here you will find all the great information from our previous knowledge base plus much more! We have made it easier for you to navigate and find what you are looking for. Plus, we are utilizing our own Microsite product and Website Tools to provide the best experience for you.
We are excited for you to check out our Nook and we hope you will be patient with us, as you may find some images that aren’t working, links that are broken, grammar issues, etc. Please know we are working through all of these issues and working to fix them as quickly as possible. If you can’t find what you’re looking for, reach out to our support team or CSMs and they can guide you, or check out our knowledge base, as we are keeping it live while we work through this transition.
As the dog days of summer are upon us in the northern hemisphere, remember to take time for yourself and your families. It’s the best time to get outside and enjoy the fresh air. For those in the southern hemisphere, spring is coming! Hold tight, it will get warm soon.