June 2024 Roundup

Enhanced Widget Customisation, Social Media Tagging, and Default Settings

June’s update focuses on giving you greater control over your ShareLink appearance and functionality with enhanced widget customisation options, improved social media tagging capabilities, and streamlined default settings. We’ve also optimised widget configuration and system performance. These improvements provide more flexibility in creating branded investor experiences while maintaining robust automation capabilities.

New Features

Feature: Enhanced Widget Customisation Options

Benefit: Customise your ShareLink widgets and pages with our expanded widget editor, including enhanced font settings for calculators and earnings displays, symbol and currency customisation, and additional label and input colour options. This level of customisation allows you to match ShareLink perfectly to your corporate branding using our intuitive visual editor, creating a seamless branded experience for stakeholders visiting your investor pages.

Feature: @ and $ Tag Support in Social Media Posts

Benefit: Use @ mentions and $ cashtags in your automated social media posts to increase visibility and engagement with your announcements. This feature allows you to tag relevant organisations, reference stock symbols with cashtags, and create more engaging social media content that connects with your broader investor community and industry networks.

Feature: Multiple Integration Setting Records

Benefit: Configure multiple automation rules for the same announcement types with different settings, providing more granular control over your communication workflows. This flexibility allows you to create sophisticated automation scenarios—for example, having different social media messaging for different platforms or varying email content based on announcement sensitivity.

Feature: Default Announcement Settings for All Clients

Benefit: New ShareLink accounts now come with pre-configured announcement settings for quarterly reports, annual reports, presentations, half-yearly reports, all financial reports, and all announcements (completely unfiltered), reducing setup time and ensuring you have working automation from day one. These default configurations provide immediate functionality while you can create additional custom filters using our announcement presets as your communication strategy develops.

Improvements

Feature: Enhanced MailChimp Campaign Management

Benefit: MailChimp campaigns are now automatically recreated and content updated before sending drafts, ensuring your emails always reflect the latest templates and settings. The system also saves changes if campaign sending encounters connectivity interruptions, protecting your email content and reducing the need to reconfigure campaigns when temporary connection issues occur.

Feature: Optimised Token and Authentication Handling

Benefit: Improved management of authentication tokens across all integrations provides more reliable connections to your social media and email platforms. This optimisation reduces authentication-related interruptions and ensures your automation workflows operate consistently without requiring frequent re-authorisation of connected accounts.

Feature: Streamlined User Interface

Benefit: The interface now provides more precise navigation and improved access to your most frequently used features. Enhanced validation and user identity management provide more reliable access to your customised settings, reducing the need to reconfigure automation rules and widget preferences.

Bug Fixes

Feature: Enhanced Widget Display and Configuration

Benefit: Optimised font loading, improved layout controls for date pickers, and enhanced validation ensure your widgets display consistently across all devices and browsers. These improvements provide a more professional appearance for your investor pages and eliminate display inconsistencies that could affect stakeholder experience.

Feature: Improved Preset and Template Management

Benefit: Resolved preset selection issues and template validation to ensure your saved configurations load correctly every time. Enhanced modal displays and user identity management provide more reliable access to your customised settings, reducing the need to reconfigure automation rules and widget preferences.

Feature: Streamlined Plan Management Interface

Benefit: Simplified plan upgrade options by removing redundant choices where plans offer identical features, making it more transparent which upgrade options provide additional value. This improvement reduces confusion during plan selection and ensures you can easily identify the features available at different subscription levels.

Conclusion

June’s updates provide significantly more customisation flexibility and improved integration reliability, allowing you to create more branded investor experiences while maintaining robust automation capabilities. The enhanced LinkedIn organisation management and advanced CSS controls give you professional-grade tools for consistent brand representation across all communication channels.

These improvements reflect our commitment to providing enterprise-level customisation options while maintaining the ease of use that makes ShareLink accessible for all IR teams.

FAQ

1. What level of customisation is now available through the widget editor?

Our visual widget editor allows you to customise fonts, colours, layouts, and styling elements across widgets and interfaces. This includes specific controls for calculator titles, earnings displays, label colours, input colours, and symbol/currency formatting. The editor provides extensive customisation options while maintaining ease of use through its visual interface.

2. Can I use @ mentions and $ cashtags for any announcement type?

Yes, @ and $ tag support works across all your automated social media posts. You can use @ mentions to tag relevant industry accounts or partners, and $ cashtags to reference stock symbols, increasing the discoverability and engagement of your announcement posts.

3. How do multiple integration settings work for the same announcement type?

You can create different automation rules for the same announcement category—for example, having one rule that posts price-sensitive announcements to LinkedIn with formal language, and another that sends them via email with detailed explanations. This provides more sophisticated targeting for different platforms.

4. What is included in the default announcement settings for new accounts?

Default settings include standard automation rules for common announcement types like quarterly reports, market updates, and material changes, configured with best-practice social media and email templates. These defaults get you started immediately while remaining fully customisable.

5. Will the enhanced MailChimp campaign management affect my existing email automation?

No, existing automation continues operating as configured. The improvements ensure your campaigns always use the latest templates and provide better protection against connectivity interruptions, but don’t change your current email content or scheduling.

6. Do the customisation options require technical knowledge to use?

While advanced CSS knowledge allows for more sophisticated customisation, the interface provides user-friendly controls for common branding elements like fonts, colours, and layouts. You can achieve significant visual customisation using the built-in options without needing to write custom CSS code.

Investor Insights You Will Actually Want to Read

Sign up for our monthly round-up of actionable tips and strategies to boost your investor engagement.
We deliver curated insights straight to your inbox.