November
Block Stage Skipping with New Setting
In the opportunities section of the platform, we have added a new option to make sure that opportunity stages can't be skipped in a pipeline.
Now, when creating or editing a pipeline, you can choose to turn on the checkbox which makes sure the validation is added.
October
Content Feedback Changes 💬
With this new release, content feedback comments will now be linked to specific asset languages. For instance, if you leave a comment on French content, that comment will only be visible when the French language is selected. This change will not affect old comments, which will remain visible at all times regardless of the selected language.
Additionally, a new comment status filter has been added with three selectable options: 'to do,' 'in progress,' and 'done.' This new filter allows you to sort and view comments based on their respective statuses. For example, if you wish to see comments you have not yet addressed, you can select 'to do.'
September
Sidebar menu adjustments 📣
We've made a slight adjustment to the sidebar menu; the 'Campaigns' option has been replaced with 'Content,' and all the content-related menu items have been relocated there.
New platform sign-in methods! 🔐🔑
New sign-in methods are now available on our platform. This enhancement provides flexibility and convenience for our users. Here's what you need to know:
The new Sign-In Methods:
Email and Password: This remains the traditional approach.
Microsoft Account: We've seamlessly integrated with Microsoft for smoother access.
Google Account: Users can now sign in using their Google credentials.
Custom branding in emails ✉️
After releasing the custom branding feature a month ago, we now applied it to the emails as well!
What changed?
Based on the vendor custom branding settings, all buttons and links in emails will get the colors of the vendor.
The vendor logo is added to the emails.
August
Campaign Analytics 📈
This project gives the campaign view page a big upgrade, making sure that all campaign information is clear. But most importantly, we added an analytics page on the campaign level to make sure that all users get clear insights on campaign performance.
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Important changes
A new home tab to give users a quick view of what the campaign is about and the most important insights.
The new analytics tab, containing all important insights of all content items inside the campaign.
We improved analytics throughout the whole platform by making sure all definitions were calculated the same way
Custom Branding 🎨
With this feature, vendors can change the platform's user interface by adding their colors and a logo. These changes will affect certain places on the platform. Such as button colors, menu bar background color, and text color.
What's new?
The colors of the platform will change for all users while working for that vendor.
All users can turn off the functionality from Platform settings if they want to.
The timezone field is moved from the Personal Data tab to the Platform settings tab in the settings.
Vendor user view
July
Timezones 🕘
From now on, all dates and times in the platform will be based on your time zone.
For partner users, this was already the case, but it was company-based. Now the timezones are user-specific, for every user in the platform!
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What changed?
The first time you log in after this release, you will be asked to enter your timezone.
At any point, you can update your timezone in your settings
The timezone is user-specific. So you can have a different timezone than your colleagues.
All dates and times in the platform will be based on your selected time zone!
June
Content library 🗂
Store and share content of different types with partners. Create your own file structure and manage permissions.
Segment and group content for your partners by:
Selecting one or more specific partners to share the content with
Allow access for all partners subscribed to a category
Marketing content for marketing people and sales content for salespeople? Just set accessibility based on role and always know the right information ends up with the right people.
Using partner tiering and having content specifically for your gold partners? Set access for just the tiers that should see the content.
As a partner, a full library overview will show what is new for you from all vendors you subscribe to. Navigate through each vendors library with one login and find all the assets you need, marketing, sales, and enablement.
April
Salesforce sync for vendors ⚡️
The Channext x Salesforce integration can be used to sync generated contact, company, and opportunity information to your Salesforce environment. This way a more complete view of the channel and its opportunities both direct AND in your entire partner ecosystem are all living in one space.
The simple default setup, requiring minimal technical integration.
Mapping of salesforce and Channext fields in a step-by-step flow
All change activities synced to AND from salesforce.
Keep track of all changes on the entity level in Channext.
Contact our awesome Customer Success team to start your Salesforce x Channext integration.
March
To-partner communication 📣
Vendors & distributors can create in-platform messages. The announcements section is added in the partner section of the sidebar and can be managed and scheduled here.
Group announcements in different categories.
Schedule and plan announcements to easily
Segment which partners need to get what notification to keep messaging on point!
add rich information like images and videos to get your message across.
Directly to your partners inbox AND in the platform
Quality control through statistics and feedback from partners on your announcements.
As a partner always be up to date and get messages specifically targeted to you? Don't miss out on the need to knows, but also do not get overwhelmed with vendor messages?
Mail notifications for the most important messages
Newest unread messages on your dashboard
A clear timeline with messages from all your vendors
Check what is important to you and leave feedback for vendors if the messages are relevant to you!
Alliance campaigns 🤝
From now on vendors can create an alliance campaign and collaborate together with other vendors right in the Channext platform.
Campaigns can be created and collaborated on by 2 or more vendors already in the Channext platform.
Campaign assets can be collaborated on by users of both vendor companies or a third party like a marketing agency
ALL participating partners of both vendors are alerted about alliance campaigns.
Partners connected to both vendors participate in alliance campaigns automatically
Partners can easily activate any vendor they are not connected to yet!
Contact our awesome Customer Success team for more information about running an alliance campaign 🤝
February
Social post types expanded 👍
The social post create page and the edit page have completely changed. It is now possible to select different post types.
A few important things that have changed are:
Select from multiple available post types
A live preview of what your post will look like when published
Extra checks if your content is actually live when publishing social posts
Partner management 🎉
The new partner detail page has a more detailed overview of the partners status and allows vendors to manage partners through notes and comments. The screen is divided into 3 main sections.
Left sidebar - Contains all partners personal data. Like address information, Partner segmentation information, and connected users. This content is the same over all vendors.
Center content - Contain a notes and activities section where activities and notes can be shared between vendors and distributors to fully collaborate and manage a partner as smoothly as possible.
Activities: Changes of settings on the partner level are tracked as activities, you can see previous and current values this way.
Notes: Any vendor or distributor user can create notes and track communication about a partner here. It is possible to just add notes, or tag certain users to make sure they get a notification.
Right sidebar - The right side contains all information about the Partner/Vendor relationship. What Categories they have for this vendor, the campaigns or opportunities they have etc.
January
CRM for your channel 🤝
Contacts, companies and opportunities instead of leads.
No more leads. What?? In the Channext platform incoming leads are now saved in a CRM structure, which means whenever an end user leaves their details, this data is stored as a contact and company. This is how it works:
Contacts A new item in everyone’s sidebar. This is where end-user information ends up. A conversion for a form will create a new contact, but also leads generated through LinkedIn or Facebook campaigns show up here! The big difference is, one user can now have multiple conversions. This way it is easier to see when an end user has multiple touch points.
Companies Company data for a lead is stored separately, based on the domain the company and contacts are mapped together! This way it is easier to find and manage your contacts form the same company.
Opportunities The opportunities pipeline is managed by vendors in the platform. When activated it allows partners and vendors to collaborate on opportunities. Contacts and companies are linked to the opportunity so a full overview of the history and touch points of a prospect are all connected.
Pipelines These opportunities need to be stored and managed somewhere, Vendors can create pipelines with custom stages to manage and oversee the opportunities in the pipeline.
Field management The final big addition is that contacts, companies, and opportunities all can be enhanced with custom fields. This way you have all you need right on the Channext platform. Partners manage their own fields, and don’t have access to vendor fields and vice versa.
Together with this field management change, the way we create forms for landing pages is also changed. Forms are now linked to the fields available in field management. If new form fields are needed they must be managed through field management.
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