1/22/2018 Release Preview - Users

*Note: Historical release notes may not completely match the settings or interface of the current platform.

Overview

WHAT:

All students, segments, and campaigns will be available to all users in a department
New “Messages” area stores your Inbox and All Messages
“Send to my students only” feature will be added to send specifically to students assigned to the user sending the text message
Segments that have not been used since 10/1/17 will be archived (can still be used)

WHY:

Based on client feedback we collected, we wanted to re-examine existing features with a focus on improving team workflow and streamlining the way that all users interact with Cadence. The end goal was to remove artificial boundaries and simplify tools to empower users to have greater success using Cadence.

WHEN:

The release will take place on Monday, January 22nd.

NEXT STEPS:

Full release notes will be sent to everyone on January 22nd.
A webinar will be held on Tuesday, January 23rd to showcase the enhancements added as part of this release. All users are welcome to attend, and you can sign up here. The webinar will also be recorded and posted in our knowledge base.

Updates

Messages

Your Inbox and All Messages will be merged into a new “Messages” section in your navigation. These areas will function exactly as they do now and will remain unchanged.

Send to My Students Only

This new function will provide you with the ability to send messages to only students who are assigned to you. Since you now have access to ALL students, we wanted to make sure that you have the option to only send messages to the students who are assigned to you (even though you see all students). Note that your department must be importing StaffID in order for you to utilize this function.
All Students, Segments, and Campaigns will be visible to all users within a department.

Students and Visibility

You will be able to find and text any student within your department.
When viewing records under Students, all imported students within your department will be shown automatically. Students can be filtered by staff assignments along with custom fields.

Segments

All segments will be available for all users, effectively making them all “shared.” With this change, we will be removing the “Share” function. Staff name is shown so that you can filter and see who the students are assigned to.
Segments will be filtered by creator and whether they are active or archived.
Any Segments that have not been used since 10/1 will default to “archived” status. You will be able to make them active again if needed.

Campaigns

All campaigns will be shared. You will be able to track your messages as part of any already created campaign, and the campaign list will have filters for who created them--the individual user or all users.
Since you will be able to associate your messages with a campaign created by someone else, you will also have the ability to view all campaign reports and associated data.
Campaigns will be filtered as Active or Archived.