This update is the last in a set of major changes to the flow & structure of the product. Check out our new Views tab, a reimagined sharing process, & some additions to our data connectors.
The “more to come” has come. We mentioned in our last update that we’re taking some important steps towards our grand vision of Polymer. This update is the last in a set of major changes to the flow & structure of the product. For some of our OG users, you know how far we’ve come in the recent months. For those of you that are new, we’re glad to be starting off on the right foot. 😉
Thanks to all for your support & feedback! Please, as always, share any thoughts with us through polymersearch.com/contact. Or just say hi, we’d love to hear from you!
We’ve upgraded Views from a drop-down menu to a full-blown tab. Quick reminder: a “view” is a snapshot of data or insights you want to revisit or share. While you’ll still be able to create, save, & share a view, the way you go through this process has changed a bit.
From either the Data or Insights tabs, you will visualize your data & create a view. When you’re ready, you’ll click the [+ Save View] button in the top right corner.
If you then navigate to the Views tab, you’ll find this view & any others you’ve saved. From here you can share, edit, or preview any of your views as well as delete, duplicate, etc.
View tab changes inspired updates to the way we think about sharing across the product. We’ll take this as an opportunity to walk through each of the ways you can share in Polymer, starting with views.
Sharing a view
As discussed in the previous section, a view you create can be shared by visiting the Views tab. There are three share settings:
Sharing an App with collaborators
If you’d like to work on your Polymer App with a friend or colleague, you can add them as a collaborator. They’ll be able to see all of the data in that App, create saved views, & edit settings. In order to do this, the collaborator will need a Polymer account of their own.
General Polymer App access
To share a Polymer App more generally with guests without a Polymer account, you would adjust general access to one of three settings:
Adding a member to your workspace
This is the highest level of access someone can have to your data in Polymer. Similar to a collaborator, a workspace member will be able to freely edit, create, & explore. However, a workspace member has access to all of the data in the workspace they’re invited to, not just one Polymer App.
To review, a workspace is where you upload data in Polymer. You could have just one workspace or create multiple to work on different sets of data with different groups.
You can now directly link your Polymer App to Facebook Ads & Linear data sources. Just select the source & enter your login credentials.
Once the connection is established, you can set up automatic syncing between the data source & Polymer so you’re always looking at the newest data. For a super powerful workflow, set up a saved view to automatically get the freshest insights every time you log in!
These data connectors have been a long time coming & don’t worry, we won’t stop here. We can share that Google Ads is next in line. Any other requests? 👀
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