Featured Post from ExpertFile

Announcing The NEW ExpertFile

Oct 23, 2023

5 min

Promoting your expertise just got easier with a host of new platform features.




Well the world’s best platform for Expertise Marketing just got even better! We’ve just released the latest release of ExpertFile and it’s huge. Our newly designed, mobile-ready platform provides the most intuitive, collaborative solution for creating, managing, and showcasing your experts and insights.



Whether you are managing content directly on your website or promoting it through one of our powerful distribution channels like our expertfile.com search engine used by leading media outlets, you will find a lot of great new features packed into this release.


With a host of new and enhanced features, streamlined workflows and more advanced analytics we’ve made showcasing your expertise, capturing valuable inquiries, and tracking your results easier than ever. You will see some exciting improvements that enable you to create highly customizable, searchable directories and media-rich profiles and content features to sharing valuable expert insights with detailed Posts and Q&A. Built for marketing and communications professionals and compatible with your current systems we continue to take the burden out of managing your expert content, and eliminate the need for ongoing, costly or time-consuming IT projects.


The following highlights some of the great new features and functionality that can be found across the platform. We hope you take a moment to explore the new ExpertFile.  And please let us know what you think!  


Cheers,


Robert

------------

Robert Carter
Co-Founder & VP Product | ExpertFile



A Quick Tour of What's New with the ExpertFile Platform



Home Screen


Experience the power of the ExpertFile Platform from the moment you log in. The *NEW* Home Screen is your gateway to a wealth of essential information related to your account, key analytics, recent activities and more. With intuitive menus and a new universal search bar for easy discovery, the Home tab is your jumping off point for effortlessly exploring all your expert content and quickly connecting with valuable inquiries. Our refined layout features clear tab structures, quick action buttons and links making it a breeze to create and manage your experts and their insights, whether creating detailed media-rich profiles, insightful posts, Q&A or other featured content. Plus, gain valuable insights and optimize your expertise marketing strategy with convenient access to resource links and tools to grow your online presence both on your website, through Google or by one of our powerful distribution channels.



New Home Screen features include:


  • Quick action buttons to access all frequent activities
  • Universal search capabilities for all your expert content
  • User/license overview
  • Analytics summary
  • Recent content & login activity


People Tab


Manage your experts and your team through the People tab. Quickly add users and create captivating mobile-ready profiles that showcase their knowledge and thought-provoking content. Effortlessly update experts profiles using our user-friendly inline editor or take advantage of bulk actions to make changes across your entire team. Easily create and assign your experts to categories and tags enhancing discovery and building of custom directories and featured content. Transition profiles seamlessly from drafts to public visibility, or establish private password-protected viewing for exclusive restricted access directories and targeted profile outreach.


Build the perfect support network. Manage your experts, their content, and inquiries with ease, while collaborating with diverse teams. With unlimited admins and agent users, we allow for more efficient management and better visibility across your entire roster of experts or within specific groups of experts. Easily add users from a diverse range of departments such as marketing communications, digital, research, analyst relations, and more to help maintain fresh and engaging expert content and ensure you never miss valuable inquiries. Assign agents to make edits or handle inquiries on an expert or multiple experts behalf. Extend your reach with access to leading tools for leveraging your experts, including easy export functionality and variety of integrations options for your website and with external platforms.


New People Tab features include:


  • New user setup enhancements
  • Streamlined profile status options
  • Advanced filtering capabilities
  • People specific activity log



Post Tab


The Post tab is the starting point for sharing your organization’s insights on current news, trending topics and more by creating shareable Posts that connect back to your experts. Interactive and mobile-ready, Posts let you quickly deliver expert, SEO friendly content to your audiences on any device at any time. Quick links allow you to create drafts including using our new AI Brainstorming feature to help generate ideas and initial drafts. For more interaction with your expert Posts streamline content discovery and expand your content distribution capabilities by tagging your Posts. Whether you choose to publish immediately or schedule for future release, you have the flexibility to align your content with breaking news, important announcements, cyclical trends or your marketing calendar. Finally increase the power of Posts by assigning individual experts to each post to better connect your insights to your experts, driving more profiles views and valuable inquiries.



New Post Tab features include:


  • Quick create button with AI brainstorming
  • Advanced filtering capabilities
  • Bulk action management options
  • Connected “experts” visibility
  • Enhanced tag management
  • Post specific activity log


Q&A Tab


The Q&A tab makes leveraging the power of Q&A easy. Deliver insights through expert curated Q&A, either with a single question and answer from an expert or organization, or allow for multiple experts to provide a variety of answers. By connecting your answer to your experts, you’ll drive profile views and capture valuable inquiries. Streamline content discovery and expand your content distribution capabilities by tagging your Q&A.



New Q&A Tab features include:


  • Quick create button
  • Advanced filtering capabilities
  • Bulk action management options
  • Connected “experts” visibility
  • Enhanced tag management
  • Q&A specific activity log

Analytics Tab


Track your performance with the customizable features of the new Analytics Tab. Access current metrics across all important areas from your people to Posts, Q&A and inquiries. Define your view by type and time period. Quickly export your monthly PDF reports or create custom exports to allow for detailed reporting that matches your organization’s reporting cycles. Easily export all your metrics to create additional reports in other systems you currently use.



New Analytics Tab features Include


  • Content-type specific reporting
  • Date range filtering
  • Customizable graphing capabilities
  • Enhanced data exports
  • Downloadable monthly reports
  • Bulk actions & Filtering



Inquiries Tab


The Inquiries tab provides access to all the capabilities you need for viewing, managing and responding to your opportunities. The layout lets you quickly understand the nature of your incoming inquiries whether they’re related to media, speaking, research, customer/business requests and more. Quickly view key details of all incoming inquiries including time-sensitive requests that require immediate follow-up. Activate only the type of inquiries you’re looking to receive through our inquiry type setup. At the same time keep unwanted messages away from your experts with our AI Quarantine function that monitors all your incoming inquiries and proactively blocks messages that can be reviewed later. Ensure total visibility with our mailing list functionality that enables inquiries to be seen by type beyond the specific setup for each expert.



New Inquiry Tab features include:


  • Enhanced AI Quarantine protection
  • Organization wide blocking
  • Network level blocking
  • Enhanced inquiry filtering
  • Inquiry specific activity log



Settings


The new Settings section provides easier more intuitive access to a wide variety of account customizations and system settings to tailor your implementation.  This includes access to integration options from Custom API to Embeds and our WordPress plugin.



New Settings Section features Include


  • Enhanced brand management capabilities
  • Improved asset uploader
  • Refined layout
  • New “Customer Success” resources



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Local newspapers – once a reliable venue for highlighting state university breakthroughs or healthcare innovations – have been severely impacted. The U.S. has lost over 3,300 newspapers since 2005, with closures continuing and more than 7,000 newspaper jobs vanished between 2022 and 2023 according to a Northwestern University Medill Report on Local News. Competition for coverage is fierce, and your story really needs to shine to grab a journalist's attention – or you need to find alternative ways to reach audiences directly.  The Big Message These Trends are Sending We can’t just assume goodwill – universities have to earn trust through clear, relatable communication. Less money means more competition and more scrutiny on outcomes. That's why communications teams play a pivotal role here: by conveying the impact of research to the public and decision-makers, they help build the case for why cuts to science are harmful. 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They don't see themselves in what we do." However, this feels more like a communication problem masquerading as a technology issue. We've built systems that speak fluent academic, but the audiences we need to reach speak human. When research descriptions are buried in jargon, when impact metrics are incomprehensible to lay audiences, when success stories require a PhD to understand—we're actively pushing away the very people we need to engage. The AI Disruption Very Few Saw Coming Yes, AI, like everywhere else, is fast making its mark on how research gets discovered. One impassioned speaker representing a university system described this new reality: "We are entering an age where no one needs to click on content. AI systems will summarize and cite without ever sending the traffic back." Think about what this means for a lot of faculty research. If it's not structured for both AI discovery and human interaction, your world-class faculty might as well be invisible. Increasingly, you will see that search traffic isn't coming back to your beautifully designed university pages—instead, it's being "synthesized" and served up in AI-generated summaries. I've provided a more detailed overview of how AI-generated summaries work in a previous post here. Keep in mind, this isn't a technical problem that IT can solve alone. It's a fundamental communications challenge about how we structure, present, and distribute information about our expertise. Faculty Fatigue is Real Meanwhile, many faculty are experiencing serious challenges managing busy schedules and mounting responsibilities.  As another EFS panelist commented on the challenges of engaging faculty in reporting and communicating their research, saying, "Many faculty see this work as duplicative. It's another burden on top of what they already have. Without clear incentives, adoption will always lag." Faculty researchers are busy people. They will engage with these internal systems when they see direct benefits. Media inquiries, speaking opportunities, consulting gigs, policy advisory roles—the kind of external visibility that advances careers and amplifies research impact. And they require more support than many institutions can provide. Yet, many universities have just one or two people trying to manage thousands of profiles, with no clear strategy for demonstrating how tasks such as profile updates and helping approve media releases and stories translate into tangible opportunities. In short, we're asking faculty to feed a system that feels like it doesn't feed them back. Breaking Down the Silos Which brings me to my main takeaway: we need more marketing and communications professionals in these conversations. The expert systems community is focused on addressing many of the technical challenges—data integration, workflow optimization, and new metadata standards — as AI transforms how we conduct research. But they're wrestling with fundamental communication challenges about audience, messaging, and impact storytelling. That's the uncomfortable truth. The systems are evolving whether we participate or not. The public pressure for accountability isn't going away. Comms professionals can either help shape these systems to serve critical communications goals or watch our expertise get lost in translation. ⸻ Key Takeaways Get Closer to Your Research: This involves having a deeper understanding of the management systems you use across the campus. How is your content appearing to external audiences? —not just research administrators, but the journalists, policymakers, donors, and community members we're trying to reach. Don't Forget The Importance of Stories: Push for plain-language research descriptions without unnecessarily "dumbing down" the research. Show how the work your faculty is doing can create real-world benefits at a local community level. Also, demonstrate how it has the potential to address global issues, further enhancing your authority.  And always be on the lookout for story angles that connect the research to relevant news, adding value for journalists. Structure Expert Content for AI Discoverability: Audit your content to see how it's showing up on key platforms such as Google Gemini, ChatGPT. Show faculty how keeping their information fresh and relevant translates to career opportunities they actually care about. Show Up at These Research Events: Perhaps most importantly, communications pros need to be part of these conversations. Next year's International Forum on Expert Finder Systems needs more communications professionals, marketing strategists, and storytelling experts in the room. The research leaders, administrators and IT professionals you will meet have a lot of challenges on their plate and want to do the right thing.  They will appreciate your input. These systems are being rapidly redesigned - Whether you're part of the conversation or not. The question is: do we want to influence how they serve our institutions' communications goals, or do we want to inherit systems that work brilliantly for academic audiences but get a failing grade for helping us serve the public?

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