PDI Transition Guide for Recent Product Updates.
As we head into the 2024 election year, PDI has made some significant changes to our system, making the program more stable and easier to navigate.
The most significant upgrades focused on the back end of the system making it more stable during times of peak usage, scalable for increased usage, and faster when loading pages, running universes of voters.
The changes to the program’s user interface are based on much-appreciated user feedback to make the system more intuitive and user-friendly. With this in mind, we simplified the program’s menu and navigation structure while adding brief descriptions to every item. For those of you who have been using the PDI system prior to 2022, the new changes will seem a bit familiar.
This document provides an overview of program changes that will be implemented on Saturday, September 10th. In addition to this document, the PDI support team is updating support documentation and videos, offering live web-based training sessions, holding office hours for live support, and boot camps for an in-depth hands-on training experience.
In case you missed our live Sept 7th Release Training, you can watch it here. It includes some Q&A at the end.
Please watch our "Basics of your PDI Account" Playlist on YouTube to get aquatinted.
The New Menu / Navigation at the top page header
Descriptive Menu Groups - Each menu group contains brief descriptions for each option.
Menu Sub-Items with Descriptions - We have added clear descriptions to the menu sub-items. We also created menu sub-items for the various voter count reports that were previously accessible only through the Custom Count Report page.
Split Saved Universe Pages - We separated the Voter Universes page and People Universes page since they could not be combined for Saved Universes. This also allowed us to provide a simple version of the Voter Universes page without the numerous tabs for less experienced users. Advanced users will have the same robust Create Voter Universes page as before.
The People Universes page will have a separate menu sub-item but will remain unchanged.
Grouped Saved Universes - We are now grouping the universes listed in each Select Your Saved Universe combo box to separate the following categories:
Target Universes – as designated by your account admins for internal sharing.
My Universes – created by you.
Account Universes – created by other uses
PDI Template Universes – Popular and effective targeting universes created by PDI consultants for easy implementation.
This change allows us to remove the Show All Universes check box above each Select Your Saved Universe combo box throughout the program.
To support your transition to the new version, ensuring it is smooth and useful, we will be providing comprehensive training programs tailored to our current clients. This includes personalized 1:1 office hours, weekly webinar training sessions, and the eagerly anticipated PDI in-person and virtual Boot Camps. Our detailed schedule can be accessed through this link. We will also be extending the opportunity for product demos to prospective clients who may be deliberating over our offerings.
In addition to these initiatives, we are excited to introduce our newly onboarded team members who are dedicated to revamping all our training videos, enhancing our support materials. Stay tuned for more exciting developments!
Please let us know if you have any questions or concerns about these updates by emailing email@example.com.