Dec. 13, 2017, 9:47 a.m.
You can change attributes of multiple users at once.
All you have to do is go to the People section, select a filter to find a certain group that you want to update, then click Manage and Update users.
A pop-up box will appear whe...
Dec. 13, 2017, 8:29 a.m.
Filtering by hostname might help you find all the people who enter your website from the same network. This might be particularly useful when working with large companies with multiple stakeholders checking out your page from the same location.
Oct. 26, 2017, 1:02 p.m.
Check it out: now you can filter people that DO NOT match given filter parameters.
Go to People section. Open Filter option (on your right) and scroll down. Now you have "...
Oct. 26, 2017, 12:56 p.m.
Woo-hoo! Merge your users easily whenever you need it!
No problem with merging 2,3,4 users! Just visit People section and mark the users you want to merge, then click Manage and select Mer...
Oct. 16, 2017, 3:38 p.m.
Our text field in the chat room has gone through a quick upgrade.
We've added searchable emojis and an ability to make your text bold, italic and underlined.
Oct. 16, 2017, 3:26 p.m.
We've upgraded the design of the Emails -> Campaigns section. It is now a lot more clean and understandable.
Let us know what you think about it :)
Oct. 6, 2017, 12:39 p.m.
When the user responds to your automated SMS, his message is visible in the chat thread with a source tag "SMS".
Oct. 6, 2017, 12:36 p.m.Oct. 6, 2017, 10:36 a.m.
We've improved the usability of the Delay action module by enabling setting the delay by the number of days, hours and minutes.Oct. 3, 2017, 8:34 a.m.
You can automatically check if the user is included in a phone call campaign.
Our new module Phone Campaign Status lets you check if the user that goes through the automation is included in a given phone call campaign, what is his status (S...Oct. 3, 2017, 8:26 a.m.
You can now check the time inside automations. So for example, if you want to send an automated response to every chat message that comes up between Monday and Friday but only between 7 p.m. and 8 a.m., you can do the following:
Oct. 3, 2017, 8:16 a.m.
You can now let your users unsubscribe from a single mailing list instead of the entire mailing.
Why is it helpful? For example, if you are a service provider, you might have separate lists for newsletters and really important alerts for th...Oct. 3, 2017, 7:57 a.m.
You can now easily change the visibility of a given segment to any agent.
So, for example, you might have a sales representative and customer success manager and two segments: "New leads" and "Users in trouble". You can ...Sept. 28, 2017, 11:45 a.m.
Our API has been updated, enabling you to very easily get users whose custom attributes comply with given rules.
For example, you can get all the users whose custom attribute "position" is equal "CEO".
You can ...Sept. 20, 2017, 10:44 a.m.
Our still very new Phone Call Trigger has been upgraded to let you lower the scope of the trigger to a particular agent.
So, for example, you can now automate adding a tag such as "spoke with John Doe" to user profile after an age...Sept. 20, 2017, 10:32 a.m.
When you are in the CRM deal profile and create a new activity associated with this deal, the activity attributes such as PERSON and COMPANY will be automatically filled out with the data from the Deal profile.
So for example, I might have&...Sept. 20, 2017, 10:27 a.m.
You can trigger automations when the stage of the deal changes.
So for example, having a deal stage "Offer Sent" you can automate the process of sending a follow-up to the decision maker from time to time. This trigger is als...Sept. 20, 2017, 10:16 a.m.
You can now trigger automations when the status of a CRM deal is being changed.
So, for example, you can automate win-back process when the deal is lost or count all the new won deals. This feature is particularly handy when it comes t...Sept. 19, 2017, 8:51 a.m.
We've released a new automation trigger called Activity.
It enables you to begin an automated process when a CRM activity has been created or finished.
Optionally you can lower the scope of this action only to certain type of ...Sept. 19, 2017, 8:41 a.m.
We've improved the Dashboard section by making the widgets in your dashboard load asynchronously. That solution will make loading faster and more reliable. To see the improved dashboards simply head over to Analytics -> Dashboard and create or...Sept. 13, 2017, 3:30 p.m.
In most companies with large sales teams, each user profile is assigned to a sales agent.
Using the restricted access attribute, you can set which users will be able to open the user profile. Now you can also filter users based on this...Sept. 13, 2017, 3:22 p.m.
You can automate different processes based on which agent the user is assigned to on chat.
So for example, if the visitor is coming back after a long time, you can notify the agent he last spoke with about this instance so he can welcome th...Sept. 4, 2017, 7:29 a.m.
Let's say you want to find all the users who are employees of companies from a given region. Now you can find them with company based filters.
Here is how it works: In your CRM, you have a list of all companies. Each company has a numbe...Sept. 4, 2017, 7:24 a.m.
The chat panel will now underline conversations with unread messages. This will help you find the conversations that still need your attention, making the support process easier and more precise.
Go to the chat panel, take a look at th...Sept. 2, 2017, 8:32 a.m.
You can now automate custom communication based on a comparison of values of custom attributes.
For example having custom attributes such as "Number of trainers viewed" and "Number of high heels viewed" you can compare t...Aug. 31, 2017, 1:10 p.m.
You can view email campaigns and messages that you've archived.
On the list of Email Campaigns and Email Messages there is a "Go to archive" button. When clicked, you'll be redirected to a list of email campaigns/messages ...Aug. 31, 2017, 1:07 p.m.
Create separate folders for different kind of automations and keep your marketing organized.
On the left side of the Engage -> Automations section you'll find an Add New button. It will let you create a new folder for ...Aug. 21, 2017, 8:58 p.m.
If you want to improve your tracking and introduce more advanced automations, you can now go to App Settings -> Clients attributes -> Sample attributes and find a set of custom user attributes that are recommended for a given industry.<...Aug. 21, 2017, 8:54 p.m.
You can now find users based on two types of CRM properties:
- Find users assigned to a given number of deals.
- Whose deal was lost/won/at given stage
- Whose deal was valued at more/less th...Aug. 21, 2017, 8:49 p.m.
UserEngage enables both users and admins to create several separate conversation threads in chat.
However some businesses want to keep things a bit more simple and do not allow users to create new threads.
Now it's possible. Y...Aug. 4, 2017, 8:31 a.m.
Yes! You can edit email templates using a Drag & Drop editor.
Visit email templates -> choose a template and click "Power edit". During the next few days we will publish a lot of tutorials & articles on how to use...Aug. 3, 2017, 6:38 a.m.
You can trigger automations with incoming or outgoing phone calls.
1) Someone is calling to you, but nobody answers -> send an email to your team that you have unanswered phone call,
2) You mak...Aug. 3, 2017, 6:31 a.m.
To analyze the impact of your email campaign, you can now download a CSV with all the 'email opened' events from a specific campaign.
Visit Emails -> Campaigns -> chose a campaign. ...Aug. 3, 2017, 6:29 a.m.
Inside automatons, you can find a Send SMS campaign module. Simply choose which SMS campaign you want to send to a user that reaches that point. It's super easy and lets you implement instant SMS after registrations or when a key lead visits you ...Aug. 2, 2017, 5:43 p.m.
Hi, we added the ability to declare a reason why a deal is lost.
So, you move a deal from the pipeline to "Lost", -> system will ask you about the reason why the deal is lost.
You can insert own...Aug. 1, 2017, 2:15 p.m.
Good news if you're using our Contact Center module. You can now receive phone calls directly in your browse.
As an example:
1) You call someone, but without response.
2) Simply enable "...July 27, 2017, 4:47 p.m.
From Companies view, you can add a tag for filtered records.July 27, 2017, 4:28 p.m.
Check our new search! It's real-time. You don't need to click on search, just type something!July 26, 2017, 9:27 a.m.
See all conversation threads with a single user in one place!
If you go to a user profile and click on the chat tab -> Show all conversations, you will be redirected to the Chat Panel with all the threads connected with the given user in...July 25, 2017, 5:02 a.m.
We added a direct url to conversation inside chat panel.
https://app.userengage.com/APP_ID/chat/?conv=CONVERSTION_IDJuly 21, 2017, 9:46 a.m.
We added the ability to set a category for:
- email templates,
- email messages,
- email campaigns,
You can create an unlimited number of categories to better manage your campaigns.July 20, 2017, 3:30 p.m.
Decide on the visibility of the sections: People, CRM (Companies and Deals) for particular segments. It's up to you what is seen by the Agents assigned to a given segment.
Comes in handy when:
1. Each sales&nb...July 19, 2017, 10:07 a.m.
Yes, there is a new pricing. Now you can choose which products you really need, and pay only for them. Clients that have old plans can still pay old pricing or move to new.
We believe that we will have more products to choose - e...July 19, 2017, 8:19 a.m.
We have added an ability to export users to a .CSV file. If you want to do that:
July 19, 2017, 6:54 a.m.
- Visit the People section,
- Filter users that you want to export,
- Click Manage -> Export...
We publish to all our customer's ability to add an IMAP integrations with your email accounts. So you can see in user profiles emails that you send to that customers directly from your Gmail account.July 18, 2017, 9:57 a.m.
Now inside campaign report, you can see who exactly clicked, who opened a particular email campaign. Soon we will add a feature to add him a tag or add those users to the specific list.July 17, 2017, 4:05 p.m.
You can click on tag name in Analytics -> Tags, system will move you to people section with all users with that tag or list.July 15, 2017, 8:44 a.m.If you filter tables inside activities, and when you back after e.g one day, then you will see last filters that you applied.July 15, 2017, 8:03 a.m.We added today ability to add tags for chat messages: You can: - add tag to specific chat message, - search chat messages by tag: xxxx - see in dashboards a module that show you a number of messages with specific tagJuly 15, 2017, 7:39 a.m.Yes! We speed up large queries for clients that have >50 mln events up to 5-10 times. It's a great day :)July 14, 2017, 3:43 p.m.Some of our customers have a problem with getting data from referer. Now it's fixed for all websites. You should see a referer for new users.