Streamlining Campaign Creation with Template Library Visibility Control in Bosseo CRM
Bosseo CRM is proud to introduce a groundbreaking enhancement in our high-level Ad Manager, focusing on the integration of agency-level visibility controls from the Template Library. This development is vital for agencies looking to streamline user experiences by excluding options that aren’t accessible due to specific restrictions. Particularly affected by this enhancement are sub-account users who, due to agency permissions, do not have access to the Template Library. As a result, these users will experience a simplified campaign creation process which enables a more intuitive navigation without unnecessary selections.
Understanding the New Template Library Visibility Control
The enhanced visibility controls provide a new level of customization in the campaign creation process. Here’s a detailed look into how it works:
Lack of Access Translates to Streamlined Flow
If sub-accounts have restricted access to the Template Library, they will see an adjusted workflow when starting new campaigns. The “Ad Manager Templates” option will be hidden, directing them straight to a “Start From Scratch” approach. Upon creating a new campaign, these users will select their desired advertising platforms, such as Google or Facebook, and be directed to the campaign builder screen, fully bypassing template selection. This adjustment is consistent with agency-configured visibility settings, which ensures that the enhanced controls only affect sub-account users, while agency admins and privileged users maintain full access.
The Importance of This Enhancement
The update is aimed at enhancing user experience by aligning the Ad Manager interface with system-wide visibility settings, creating a consistent experience across the platform. The primary benefits include:
Streamlined User Interface
By removing template selections from users without access, the potential for confusion and selection errors is significantly reduced, resulting in a more user-friendly environment.
Consistency Across Systems
The new feature aligns Bosseo CRM’s interface with pre-existing system-level visibility controls, ensuring consistency and maintaining user expectations.
Use Cases Across Industries
While the Template Library Visibility Control can benefit any industry, its impact can be particularly significant in fields requiring frequent, targeted ad campaigns:
Home Improvement
For home improvement businesses, where advertising strategies often emphasize local targeting and customized campaigns, this feature allows sub-accounts to focus on building personalized campaigns without the clutter of unused templates, aligning precisely with localized marketing efforts.
Legal Practices
Legal practices benefit from this enhancement by having a clean interface that streamlines the advertisement process, focusing on highlighting their expertise without unnecessary distractions. This can be crucial in fields where specific advertising channels or strategies vary in appropriateness and effectiveness.
Medical Practices
Medical practices, which must navigate stringent regulatory environments and often require specialized advertising approaches, will find the separation from template selections advantageous. It removes any advertising options not applicable to their industry, supporting regulatory compliance and reducing administrative overhead.
Conclusion
The latest update in Bosseo CRM’s Ad Manager marks a significant step forward in enhancing user experience and aligning system functionalities with agency-specific needs. By introducing these visibility controls, Bosseo CRM commits to providing a customized, intuitive, and seamless experience for all users. Whether you are in home improvement, law, or medical fields, these new features stand to simplify and improve your campaign-building efforts in meaningful ways. As always, Bosseo CRM aims to ensure you have the most efficient tools at your disposal to meet your goals effortlessly.
