We’ve made a number of changes to the User Interface to aid navigation within the Horizon platform. This article provides an overview of these changes:
- Preview email message layouts/add a new layout
- Preview publication layouts/add a new publication layout
- Email/Publication templates: quick link to add a new template
- Quickly add a new Link Category from the Message Content or Publication Editor
- Persona screen - quick link to Persona Assignment screen
- Persona Assignment screen - quick link to add new personas
Preview email message layouts/add a new layout
Content > Add new message content > Channel selection [email] > Layout [...]
Preview message layouts: When selecting an email layout, it is now possible to preview each layout to quickly select the version you wish to use.
Add new layout button: There’s a new button that enables users to link directly from the [Select Layout] window to the [Add email layout] screen.
Preview publication layouts / add a new publication layout
Content > Publication content > Add new publication content > Channel selection [email] > Layout [...]
As per the changes above, it’s also possible to preview publication layouts. There’s also an [add new layout] button within the [select layout] window for publications.
Email/Publication templates: quick link to add a new template
Content > Add new message content > Template [...] >
Content > Publication content > Add new publication content > Template [...] >
If you’re choosing an existing template from the [select template] window, and wish to add a new template, the [Add new template] button makes this easier to do.
Quickly add a new Link Category from the Message Content or Publication Editor
Previously, when adding a link category, it was necessary to save and exit your message or publication and go to the [Settings > Link Categories] menu. Now it’s possible to add a new link category directly from the [insert/edit link] pop up window. Once you’ve added a new Link Category, you can close the pop-up window and continue creating your message.
Persona screen - quick link to Persona Assignment screen
Contacts > Personas
We’ve added a link from the Personas menu directly to the Persona Assignment screen.
Persona Assignment screen - quick link to add new personas
Settings > Persona assignment
Whilst creating Persona assignment rules screen within settings, it’s now possible to open a pop-up window to add personas using the new [Add new personas] link. Once you’ve added a new persona, you can carry on setting your persona assignment rules.
Contacts - quick link to relationship scores and to add a new lifecycle stage
Contacts > Edit contact [pencil icon]
From the edit contact screen, there’s a new quick link directly to the Relationship Scores settings menu.
In addition, when editing an individual contact record, there’s a new link to quickly enable you to add a new lifecycle stage.