Introducing BrightView

What is BrightView?

BrightView is our newest, sleek user interface. We are actively adding features and continuing to improve this interface.

How can I switch to BrightView?

If you are still using the "New Look" user interface, you can open the top left main menu and use the link “Switch to BrightView." The system will ask you if you’d like to keep BrightView for subsequent logins. If you select “yes” then it will stay as BrightView for future logins. If you select “no” then it will revert back to New Look the next time you log in. You can always switch back and forth from BrightView with the menu option “switch back from BrightView.”

Pages in BrightView

For the most part the BrightView interface should work in a similar manor to the New Look interface. This should help minimize the need for retraining. However, BrightView is a full upgrade of the interface and does include some new features that will not be put into the New Look interface.

BrightArrow Central

In all iterations before BrightView, the default "home" page is the My Lists page. In BrightView the new default location is the dashboard called BrightArrow Central. The dashboard shows a chart of messages sent the past week as well as status of currently running messages and scheduled messages.

My Lists

My lists originally showed all lists you had access to in the Original Look. Then in New Look we introduced folders so that lists in separate folders could be expanded or collapsed and personal folders could be created to group lists by how you use them. In BrightView we still have folders but now you will see just one at a time. You'll also be able to see more or less detail depending on your personal preference.

1. Reduce the lists by searching for common attributes displayed on the screen such as part of the name, date, contact count.
2. 'Choose Users to View' is now its own button making it easy to find and change as needed.
3. Folders appear as button rather than showing as collapsible regions.
   1. Your personal folders show first and have a star in the icon. How we designate a personal folder versus an account folder may change but there will be a visual cue that it's your own folder.
   2. Account folders show a more basic icon.
4. Show the data you want
   1. Click on Advanced to view more data
   2. Click on Basic to show less data
5. List grid
   1. Basic shows only the list name and how many records are in that list
   2. Advanced adds back the status, type, list updated, message sent, message changed columns that were in the New Look

BasicAdvanced

Message screen more closely resembles the app

In an effort to make things more intuitive, we've designed the message creation window to work more like how it works in the mobile app. Before it was an all-in-one screen while the app was more of a guided step process due to screen size. BrightView also allows for a walk-through approach to creating a message to help guide users along.

Reports

Reports are now easier to get to from the home page, BrightArrow Central, by simply clicking on the large Reports button. The main reports page itself looks drastically different than it did in previous interfaces. In addition to the updated look, the special reports are now separated from the message sent reports. Reports are also much, MUCH faster as they are being converted from Crystal Reports, which was a huge resource hog and very slow, to a much quicker method. Each different report type has been updated for the new interface.

Message Reports (All Messages)

• Report filters is the same as before but with a cleaner look
• More details of the message have been added to the top of the report including who sent the message and what types of messages were sent
• Summary information remains

Monthly Totals

All Portal User Edits

• If your public portal is editable, see what changes users made
  

Texting Opt-Ins

• This will be the 4th tab on your reports page. You can view the responses from all contacts who’ve opted-in, all contacts that have been invited to opt-in but haven’t responded, and those who have opted-out.

BrightChat Logs

• If you have BrightChat activated, this will be the last tab on the Reports page. You’ll be able to see the full history of all BrightChat communications.

How can I get additional help with the interface? 

Now that you've switched to BrightView, you may have some questions about the new interface and its features. We are always available to provide support by emailing gettechsupport@brightarrow.com or calling +1(425)558-2100. We also offer free-of-charge training sessions each month (register here). 

If you would like to find answers to your questions on your own, BrightView has integrated beacons where you can search a multitude of documentation to help. Clicking either the hand icon at the bottom of your screen or the question mark icon at the top of the screen then clicking the Get Help link will bring you to our easily searchable knowledge base of user documentation.