Features

New Personalization Viewer: Sales Speed Customization

What is it?

Create once, then let anyone adapt the content as easily as editing a document without breaking your brand. The new viewer makes personalizing content for each prospect more intuitive, with clearer guidance and simplified workflows.

• Streamlined Interface: The microapp menu has everything you need in one place: back to library, microapp name, create new instance, fullscreen view, adaptive sizes, and share button.
• Enhanced Field Recognition: The all fields panel displays every personalizable element with comprehensive progress tracking and visual indicators. Required fields are highlighted with red bounding boxes on the canvas for immediate identification. Interactive hover states create a seamless connection between the panel and canvas, allowing you to easily locate and identify fields from either location.
• Quality Control: All required fields must be completed before sharing to ensure brand compliance. If you attempt to share with incomplete required fields, a modal appears with the remaining fields listed, allowing you to complete them directly in the modal and share immediately without returning to the main interface.
• Smart Instance Management: Create new instances tailored to specific prospects to utilize personalization. The selection modal organizes your work by category with search functionality and filtering options between 'All Instances' and 'My Instances' for improved organization.
• Inline Editing Mode: Hide the personalization viewer and edit directly on the microapp. A dedicated page navigator on the left shows only pages with personalizable fields for easier navigation.
• Seamless Microapp Navigation: Click on the microapp name and select 'open a different microapp' to browse your library with thumbnails and names without leaving the viewer.

What’s in it for you?

• For Sales and Enablement Teams: Navigate the personalization process without roadblocks or confusion. The improved interface provides clear guidance on instance creation and field completion, eliminating guesswork while empowering teams with self-service capabilities that scale.
• For Creative Teams: Build your microapps knowing the interface will guide people through the right steps. Better field detection and clearer validation means your brand stays consistent without constant oversight.

How to get started

To get started, click the links below: Creating & Editing Personalized Instances 2.0

Bugs

General bug fixes

Text Tile

• All font weights now render correctly in the builder
• Shared instances display the correct text values
• Personalized text works properly in microapps converted from 1.0 to 2.0
• The "Font in use" section in the Font Family dropdown loads as expected in Builder 1.0

Scroll Tile

• Undo in Builder 2.0 no longer hides the “Done editing” button
• Dragging an asset into a nested scroll no longer changes the parent scroll’s background

Microapp Actions

• Converted microapps (1.0 → 2.0) now display thumbnails for background assets
• Microapps can once again be duplicated and exported