New UI - General information

Say hi to the new Symplify User Interface! Check out our small teaser.

 

We are introducing a new interface, starting with top layer pages of the platform (main menu + one click).

Our goal is to streamline the workflows cross the Symplify ecosystem and open up for new and more flexible solutions. In this article you can find a summary of all the articles related to the New UI.

 

In this first step, the new interface will affect:

In the top right you can find a feedback button - all your thoughts are in interest for us so please let us know what you think or if something isn't working as you thought it would! Thanks!

 

Demo video of the New UI:

 

Dashboard

The dashboard displays Journey information, a list of your available segments and your latest campaign drafts. It also includes information related to Dynamic Web if it's included in your package. 

Related articles with more details can be found below: 
Dashboard

 

Main menu and navigation

The main navigation is updated and streamlined across all our products. It will appear as a panel on the left side of the screen and will be accessible from all pages within the platform.

When you hover over the panel, it will expand to reveal full menu options, making navigation both space-efficient and easy to use.

 

Collapsed navigation panel:                                      Expanded navigation panel:

                                                                         

 

Using the Create Button

A blue Create button is available on the right side of the screen in sections where you build content — such as campaigns, automation, segments, and more.

This quick-create option makes it easy to start something new without leaving your current view.

 

 

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Related articles with more details can be found below:

Main menu and navigation

 

Overviews

All overview pages are updated, and when we talk about overviews, we are referring to the pages where a bunch of different things you have created are listed for you to find. This can be e.g. Campaign drafts, journeys or segments.

The overview hierarchy will be slightly updated with campaign and automation overviews cross channels. This means that when you enter Campaign drafts, you will see all your drafts, regardless of channel. To narrow your view, you can filter on Channel.

In Campaigns you may see both campaign types Multi step (Campaign manager flows) and Single step (old campaign module). 

 

By clicking the arrow on multi step rows (Campaign Manager) you will be able to see the individual send steps within the campaign.

The Campaigns and Automation pages are where you do your everyday work with editing your communication. With the new interface you will no longer see any reporting from here.

You will still be able to see your sent campaigns from here and copy them to drafts but the overview statistics has a new address. To able to provide more statistics over time we are adding a new category; Reports, gathering statistics for all sending modules.

 

Related articles with more details can be found below:

Campaign overview

Campaign Manager

Automation overview

Create and edit a Journey

Message step

Split​ steps

Action steps

Journey starters

Wait steps

Testing a Journey

Journey version control

DataDocs for Journeys

Create communication

Instant Messaging setup

SMS inbox

 

Monitor

What you previously knew as "Progress Center" is now "Monitor". On Monitor you will find the latest processed activity on your account.

You can filter your view on Status and/or Type. You can also search and change your timespan.

 

All related articles can be found below:

Monitor (New UI)

 

Reports

Reports are found in the menu.

On the left, you can filter your view by type. On the right, you can search, adjust the timeframe, and customise column order and visibility.

 

All related articles can be found below:

Reports

Manual sendout statistics export

Contacts 

All your recipient data is stored in a database which you use whenever doing a sendout or analyzing customer activity. To find your databases, simply navigate to Contacts on the left side menu, and you will find an overview.

All related articles can be found below:

Database overview (Under Contacts in new UI)

How do I export my active subscribers list?

Segments

When entering Segments from the main menu you will also see an updated editor.
We've given it a new look and feel but the same functionalities remain.
 

All related articles can be found below:

What is a segment?

How to create segments

Segments: Time references

DataHub rules

Export your test result

Testing your segments

Segments > Matching criterias:

Condition groups

Recipient attribute with text value

Recipient attribute with date value

Channel behavior segment

Recipient attribute with number value

Journey status segment

Purchase history segment

DataDocs segments

 

Account settings

The Account settings include the same settings but are now divided into three categories: Content, Users and Settings Just like the rest of the UI, Account Settings now has a left-hand menu that lets you move between different sections without jumping around. 

Some settings have been renamed or relocated in the new UI. You'll find a guide showing where to find them now in this article Accounts settings - differences between the Old and New UI.

 

Content 

Snippets

Questions & Answers > Email + Skins - Design, Styling and Content 

What are the fonts to use in an email for optimal rendering?

Why does my email look different in Outlook/Gmail/iPhone?

Why can’t I see my logo in Dark Mode?

Why are my buttons not round in Outlook?

How can I give my images a round corner?

How do I add more items to my bullet list and how do I change the bullet symbol?

How can I add text to my block that has just an image?

How can I change the width of my header/footer?

How can I change the width and color of my divider?

How can I change the size, color, font-family of my text?

Can my headline have a different font-size on mobile devices?

How can I change text in my footer/header?

Why can’t I see the text I added in Skins in my footer?

Why are the colors in my email different in Dark Mode?

How can I avoid that gmail removes punctation in my preheader?

How can I change the alignment of my button?

Is it possible to add a special font (our own or Google Font) to emails in Symplify?

How can I change the position of my unresponsive image?

How can I use different content in my header/footer when I use the same project?

 

Users

Two factor authentication

Create and manage users

GDPR Contact anonymization

GDPR list purge

GDPR contact export

 

 

 

Settings 

General

Data retention

Projects Publishing approval

Projects

Project management

Integration 

Data Masking

Converting to Send Gate Plus

FTP Accounts

API keys and tokens

API starter - multiple contacts (Journeys and Campaign Manager)

 

 

 

 

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