This release introduces a new user interface for Insights+. The design language for the new interface is based on Engage+ to ensure a uniform user experience in both products.
The new interface release will be done in multiple phases. This is the first phase that includes redesigned landing pages for few features of insights+ like Reports, Segments, Data export, and Library. The changes are effective for all the Organizations across clusters.
User Interface is redesigned for the following modules or pages.
- Navigation bar
- Reports home page
- User segment
- Data connectors
The navigation bar is available on the top of the page similar to Engage+.
All Capillary CRM products and modules can be accessed through the product widget on the left of the navigation bar.
On the right of the product widget, the org drop-down list is available to choose the organization.
Insights+ feature widget
All Insights+ features can easily be accessed through this features widget.
The support icon redirects you to the Capillary Support Portal. You can find all product reference documents, support articles, and product forums on the portal.
The settings icon helps modify FTP configuration, Target setting, and Dimension hierarchy settings.
The profile section provides options based on the user’s access control. Users having access will be able to view the organization settings and admin settings.
Reports home page
- Improved report filter provides multiple filter options to find the required report quickly.
- Option to change the status of the report just with Publish or Unpublish report option without the need of opening it.
- Ability to access active schedules directly from the home page.
There are few design changes on the segment listing page.
The following features are available on the Data connectors tab.
- Export schedules
- Export templates
- External facts
The following options are available on the Library tab.