Beta version of UserEngage completely new layout is now publicly available!
You can switch to the new app layout by going to app2.userengage.com and logging in using your standard credentials.
Please share your feedback regar...
We are now officially available in Zapier app integration system. We've also created new ways of integrating our app with other Zapier apps.
You can now:
1. Generate Events in UserEngage with data from other apps
Inside People section, we added the ability to recalculate all segments. Manage -> Recalculate segments. The application will recalculate and cache all users that belong to each segment.
New action module that gives you the ability to send any data to the user browser.
1. Inside actions you have module "Send code".
2. How to use in browser what you send to them:
Many users using our Zapier integration, so Zapier published it in official directory.
You can filter users by deal owner. It's important to show users that have a deal with specific agent.
Inside filters you can filter users by minutes. E.g show me a user that last seen <5 minutes ago.
You can see a minutes filters inside fields with date & time.
You might have experienced periodical downtime of the chat widget and/or your application backend between 10 a.m. and 12.p.m. on the 28th of May 2018.
We've allocated all the possible resources to tackling the problem from the fir...
We've recently published a more advanced way to manage your team's access levels. Among other options, you will are now able to restrict access to chosen user attributes.
To change access levels visit: Team members -> Access...
You can limit the visibility of particular attributes for different agents/agent groups. Read this article to learn how to do it.
We've added an ability to save an SMS Campaign as a draft.
You can now create an event using automations. Why would you do that? For example in order to repeatedly start one action using another one. This solution will often save you a lot of time with implementing events.
You can filter CRM activities by due dates. We're also working on a feature that will let you send alerts for overdue activities.
Our Zapier integration is much more advanced now!
We've added new triggers:
And new action modules:
You can now filter out conversations that have been initiated with an automated message. The dropdown with "Active" and "Closed" conversation types now include an element titled "Automated".
Our fresh Product Event feature received its own action trigger.
For example, you can now start an automation when a given product was added to cart and the user has proceeded to the third step of the checkout process.
Our Show a Form module used to show the form on every tab of your website when triggered. Sometimes it could cause troubles in user experience.
This is why we've improved it by letting you choose the page where it can be shown usin...
You might have encountered troubles when calling users whose phone numbers you got from a form or by importing them via a CSV file. Why? Our phone number field does not have any limitations regarding how short the number can be (different lenght...
You might have encountered troubles when sending an email or a chat message that includes a mailto tag.
That was because UserEngage turned each link into a custom redirection link inside emails. This feature is usually very u...
Our new automation action module lets you change the attributes of a company the user is assigned to based on his behaviour.
Moreover, you can include user attributes inside those company attribute update automations.
So for examp...
Some of our users wanted to send API calls to services such as Google Analytics.
This technique has been for example described here: https://docs.userengage.com/implementing-userengage-with-google-tag-manager/
The problem was...
Your customers usually have lots of tabs opened in their browser at the same time. When sending a chat message, you want to make sure that they check the tab with the conversation with you. This is why we've introduced tab alerts that will notify...
Probably you could see that our application speed up a little bit.
For your information we realize over 100 mln queries to the database daily, it's hard to manage so big number in short time, but you should see a pe...
Let's say you have two websites: examplepage.com and myexamples.io.
Both websites revolve around the same business. So far, when using UserEngage on those websites, you had user duplicates - the same user on two websites had two se...
Our new feature regarding chat message is a small fix necessary from the mailing concent and GDPR perspective.
Let's take an example:
John enters your website and registers for your service. He does not give any permission to be ...
Our Deals section in list mode now enables you to search for deals based on the agent they are assigned to.
Simply choose the "Assigned to" field and in the filter section and include your search parameter.
You can now send test emails from any SMTP. Remember that before you can do that, you have to head to Emails -> SMTP settings and add your SMTP. You can read more about custom SMTP
Our e-commerce oriented feature of product events has been upgraded with new types of events.
The new types enable full compatibility with Analytics Enhanced Ecommerce - a standard for e-commerce event tracking. This update is a founda...
You might have experienced issues with websockets caused by Redis cluster malfunction which resulted in unresponsive chat between 8:30 and 11:00 am CET on the 5th of April.
In some cases the user timelines might lack some page vie...
The new chat panel is finally here. More clear and user-friendly than ever.
This update has been long awaited by our customers who have lots of agents in their apps.
Oftentimes you might need help when dealing with a certain customer or prospect. Many of our customers asked for a simple way to notify other agents t...
Our new chat has finally arrived!
Our early tests suggest that the new chat drives more conversations due to improved design.
You can now set up a gradient chat background gi...
In case some of your users have a gravatar image which has not been properly downloaded, you can update their avatar image by clicking the update button in the top-right corner of the user profile and then "Update Avatar".
The problem regarding OVH servers has been solved within less than 2 hours. Here is the original content of the warning we've issued.
"During last hour you can have a problem to access to our application.
OVH have a...
As you might have discovered this morning, UserEngage now delivers daily emails with your app stats.
You will learn about the recent visitors, chat conversations, CRM deals progress and so on.
You will start your day with a q...
You can now see responses to SMS sent to the user inside chat.
This gives you a better context and smooth alignment between communication channels.
happy to let you know that the issues with the chat widget that we've announced several minutes ago has been solved.
We're sorry for the inconvenience!
- Team UserEngage
Hello, we're sorry to inform you, that we are currently experiencing brief technical issues regarding the chat functionality.
We're aware of the problem and our IT team is focused on solving it asap.
We will keep you poste...
We want you to succeed as fast as it's possible. This is why we've rolled out a huge list of new email templates, layouts and form designs.
Let us know what you think about them :)
You can now include user attributes in the content of a pop-up form using a simple drop-down.
We're pretty sure this will make your work a lot easier :)
Here is how it looks like:
We've created an entirely new email campaigns model. The beauty of it is that you have everything in one place.
No more switching between templates, messages and campaigns - it's all in one approach.
For a while, it ...
Our CRM is going through a small visual update, so from time to time you can expect micro-updates.
Recently we've introduced a small agent photo on deal cards.
Those will help you get a quick overview of who's currently wo...
You can search People / Deals / Companies using phone number.
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...
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.
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 "...
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...
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.
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 :)
When the user responds to your automated SMS, his message is visible in the chat thread with a source tag "SMS".
Newly created notes about users are being displayed along with an information about the author of the note.
We've improved the usability of the Delay action module by enabling setting the delay by the number of days, hours and minutes.
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...
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:
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...
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 ...
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 ...
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...
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&...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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 ...
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 ...
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.
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...
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...
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...
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...
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. ...
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 ...
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...
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 "...
From Companies view, you can add a tag for filtered records.
Check our new search! It's real-time. You don't need to click on search, just type something!
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...
We added a direct url to conversation inside chat panel.
We added the ability to set a category for:
You can create an unlimited number of categories to better manage your campaigns.
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...
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...
We have added an ability to export users to a .CSV file. If you want to do that:
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.
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.
Import events and assign them to the user by user_id not only email field. We recommend using user_id as a primary key from your database. More info about import
You can click on tag name in Analytics -> Tags, system will move you to people section with all users with that tag or list.