BeatRoute just got better (Release 7.6.2 - Forcados)

The updates and capabilities mentioned below are available by next week.

1. Surveys, Feedback and Custom Workflows targeted directly on Team

Sales Team Targeted Campaign Forms          Customer Targeted Campaign Forms

Team Level Targeting of Campaign Forms -> Along with targeting campaign forms on customer level, team level targeting can also be done now. Forms like expense forms, regional surveys can straight away be targeted on team level. This opens up a whole new set of workflows that our customers can set up in BeatRoute. 

Other Improvements in Campaign Form -> 

• Supporting Periodic Submission -> We have added an option to define frequency at individual campaign level for visibility & submission control. For example campaigns that need to be filled once every 15 days can be set up with frequency control now. After submission, the campaign can now be hidden from the user until the next eligible duration based on the set frequency
  
  

• Input field validation for Numeric Fields -> We have added an option to define input validation rules for numeric types of fields. The numeric field will only accept values that meet the defined criteria. If the criteria are not met, the form cannot be submitted

2. Your Customers Can Make Digital Payments Now

3. Asset Audit Campaign Form are now aware of Deployed Inventory at the Customer Site

You can now effectively track marketing assets deployed at stores using campaign forms. Assets defined under the 'Marketing Assets' SKU type ( e.g., visicoolers, sampling stations, display stands, POS materials, signboards, promotional kiosks, product dispensers, demo units, branded shelves, and merchandising racks) can be continuously updated by your sales team, enabling real-time visibility of asset status at each store. At the time of submitting an Asset Audit report from the customer site, sales reps will be able to exactly see which assets are deployed at the store making it friendly and less error prone for them.


4. Configuration management on the backend portal gets more intuitive now

• Column Addition in Team Activity Download :
  We have added one column for customer external ID in team activity report download.
  
  

• Column Renames in SKU Download file : 
  We have renamed some of the columns in SKU download to make it consistent with the platform similar to other downloads. 
  Previous Columns -> alt_uom, conversion_rate, alt_uom1, conversion_rate1, alt_uom2, conversion_rate2, alt_uom3, conversion_rate3, alt_uom4, conversion_rate4
  New Column Names -> auom1, conversion_rate1, auom2, conversion_rate2, auom3, conversion_rate3, auom4, conversion_rate4, auom5, conversion_rate5 
  
  

• Column Addition in Primary Order Download : 
  We have added a column for “created_date” to show the actual date of when an order was created in the system. This will ensure that if order date & system created date are different they are clearly visible

Although we have always recommended against it, If you have an automation built on the basis of these downloads, you need to make changes to that.

At BeatRoute, we remain dedicated to continuously refining our platform to support your business goals effectively. Thank you for your ongoing trust and partnership.