Engagio Product Blog

What's new, cool features and plays

Product Updates: November 2018 — November 2, 2018

Product Updates: November 2018

We’re proud to announce that Actions are now available to customers who have “Show Beta Features” turned on. Actions are accessible in Engage from either Accounts or People.

Actions

The first actions available allow users to take action at both the account and people level across the following systems:

Salesforce Actions

  • Change Person Data
  • Change Account data
  • Add to Salesforce Campaign
  • Create a Salesforce Task

Marketing Automation Actions

  • Add people to Marketo Campaign

Engagio Actions

  • Send Email
  • Add or Remove People to/from a static Account List
  • Run Play (for customers that have licensed PlayMaker)

Sales Development Actions

  • Assign SalesLoft Cadences
  • Assign Outreach Sequences

Getting Started

Actions can be enabled and managed for teams by Engagio Admins. This includes turning the Actions on or off at the system level. It also allows teams to set Actions for Admin use only.

Action Configurations

These settings are accessible via Actions Configuration under Engagio Wide Settings.

By default, Engagio Actions are set to “on” and will be visible to users. If Salesforce and Marketo are configured for Engagio, these actions are also defaulted to “on.” Please note that Salesforce actions are defaulted to admin use only.

If you use an SDR tool, you will need to enable the integration with Salesloft or Outreach if you have not previously done so. Once that integration is complete, the corresponding Actions will be defaulted to “on.”

For more information on how to enable Actions, please review the associated material at docs.engagio.com.


Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager.

Customer Love Updates – October 2018 — October 22, 2018

Customer Love Updates – October 2018

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It’s been a busy fall and we appreciate that you’re very focused on driving revenue for your year-end goals. With that in mind, our product and engineering teams have been working hard to make things a little easier with a number of enhancements in our “Customer Love” release. These enhancements are designed to help you more easily manage your Engagio instance and find the critical account insights you need.

Data Synchronization Visibility & Management 

Data Sync Controls

Admin users now have the ability to control the schedule for regular sync jobs with their CRM and marketing automation systems.  Available from Engagio-Wide Settings, admin users can now define the sync schedule, controlling when and how often it runs without having to call Engagio to make the change.

Data Sync Status

We’ve made it easier to verify Engagio sync status and troubleshoot any issues — just go to the new Sync Status admin page to see when each system last successfully synced.

October- Data Sync Status

User Management Enhancements

Bulk User Import from Salesforce

Admins can now bulk create Engagio users by simply selecting those from the list of Salesforce users. This feature is available from Engagio-Wide Settings.

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Reset Password – coming soon!

It’s easy to lose track of passwords. Soon, individual users can reset their password directly from the login screen without needing to contact Engagio for help.

Email Authorized Status

The User Admin page displays an “Email Authorized” status indicating whether a user can send an email with PlayMaker and log inbound emails. In the past, when a customer’s Exchange or Google Access Token becomes invalidated for whatever reason (change password, etc.) – this table was not updated.  Now, this table will update to reflect the current email authorization status by user. This will enable admins to more easily troubleshoot email issues.

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Improved Discoverability and Visual Design aka “Find what you’re looking for more easily”

Searchable Admin Settings

Over time we’ve added more capabilities into our Admin section. With more than 30 admin configuration pages, it can be hard to find the right page for the task at hand. So we’ve added a search at the top of the navigation pane to help you easily find the admin capability you are looking for.

Screen Shot 2018-10-18 at 5.20.23 PMDistinguishing between Similarly Named Accounts

Many customers have accounts with the exact same (or similar) name, and it’s difficult to identify the desired account in Engagio. It’s now possible to assign a metric, such as engagement minutes, to display next to each account (similar to a badge icon) to make it easier to know which one to choose. This feature is available automatically to all users with the default metric of Engagement Minutes (3 months).

You can configure the desired metric through the account search drop down. This can be accessed and configured at either the user or company level via the profile or company info screens respectively.

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Clear Previously Applied Filter

We’ve heard from users that they sometimes get confused when there appears to be no data in a chart in Analytics. This can occur when a filter for alternative conditions has been applied. For example, if you were looking for Engagement for Tier 2 accounts and the Heatmap has been previously filtered for Tier 1 accounts, you would see “No data to show.” Engagio now highlights that a filter has been applied and provide users the option to “Clear Filter.”

October- Clear Filter

Auto Create Account Lists based on Custom SFDC Fields

Engagio can now create Account Lists automatically based on Salesforce fields.  For example, each ADR could have an Account List with their assigned accounts created automatically based off that specific field in Salesforce.

October- AutoCreate Lists

Single Account Sidebar Usability

The usefulness of the single account sidebar has been improved by ensuring that important account specific information is viewable at first glance. This redesigned format collapses standard information so that engagement insights are in the top part of the sidebar.

October- Single Account Sidebar

For PlayMaker customers, the “Run Play” buttons were both hard to find and not available from all sidebar panel views. The button is now shown in a consistent place in the sidebar to improve accessibility of the Run Play capabilities. Here are 3 of the 6 panels views, as examples.

Screen Shot 2018-10-18 at 5.20.40 PM

Visual Enhancements – coming soon!

Based on feedback from many of you, we have enhanced the visual distinction between the navigation bar on the left, the main workspace in the center and the sidebar on the right. Although subtle, we expect these changes will make it easier to navigate within Engagio. We anticipate these changes to be rolled out to all users by the last week of October.

Before

October- Before

After

October- After

Dash Tracking & Layouts

Admin Dashboard

As a native Salesforce.com app, Dash does a lot of work inside of your Salesforce org. We’ve learned that as an admin of Dash it’s very helpful to be able to monitor what specifically Dash is doing in Salesforce – from creating new records and to updating existing data.

With the new Dash Admin Dashboard, we’re providing more visibility into advanced technical processes that make Dash work in the background – and allow Salesforce admins to fine tune the configuration to optimize it for their org.

October- Dash1

New Dash Configuration Layout

Dash configuration settings live inside of Salesforce and with all of the new Salesforce Lightning improvements, we’ve refreshed the layout of the Dash Configuration screen. This updated layout lists all the settings on the same page removing the need to switch tabs to the Related records. You can now also view Account Funnel transition data directly on the configuration page — giving you instant visibility into the health of your dataset.

We hope you use this layout as inspiration to create your own custom layout using the Salesforce Lightning App Designer and add any other elements that are important to you.

October- Dash2

 

Product Updates: Late Summer 2018 — September 4, 2018

Product Updates: Late Summer 2018

It’s hard to believe that summer’s winding down and it’s time for back to school! We’re excited about these new product updates that will make it easier for your whole team to use Engagio. These enhancements include:
  • ABM Scorecard: Now Available in Public Beta
  • Quick Cards & Quick Links: Reminder to Configure Before GA
  • Sign onto Engagio with Salesforce Credentials

ABM Scorecard: Now Available in Public Beta!

The ABM Scorecard is designed to show how different groups of Accounts (Account Lists) are performing in an aggregate view. It will remain in Public beta for a short time so Engagio Admins can add account lists and customize views before this feature is GA for all users.

The ABM Scorecard also includes snapshotting capabilities that allow you to compare different periods to better understand how accounts are progressing through your MQA funnel over time. For example, here are some of the questions you can now answer using the ABM Scorecard:

  • How many Funnel 1 MQAs do we have compared to last month?
  • How much has our Pipeline changed in our Tier 2 Accounts this last quarter?
  • How does that compare to the change last year?
  • How do I see multiple account lists in one view?

Note: Snapshotting begins only after lists are added using the ABM Scorecard settings. Engagio Admins have the ability to hide lists from display in the Scorecard so we encourage you to add multiple lists so that historical data is available as needed. Managing the ABM Scorecard is simple.

Action: Add Account Lists to your ABM Scorecard

  • Your ABM Scorecard will come with one Account List enabled by default (the “All Accounts” list). 
  • To add more funnels and lists, navigate to the top right of the ABM Scorecard, click the “kebab” and then click “Edit Scorecard.” 
  • You can add account lists and choose which lists to display from Manage ABM Scorecard Screen. 

Note to PlayMaker Customers: Where did the list of Plays go?

The ABM Scorecard is now the top “Funnel” icon in the left navigation. Your list of PlayMaker plays, historically visible from the top “Home” section, can now be accessed via the “Plays” section.

Quick Cards: Reminder to configure before GA!

Quick Cards (along with Quick Links) are currently available to all customers who have the “Show Beta Features” flag turned on. We encourage you to configure these Quick Cards because in just about a week, they will be visible to ALL users from the top of the Account and Account List Dashboards.

If you need a refresher, Quick Cards are designed to help users easily discover answers to core account-based questions, e.g., Active Accounts with No Sales Touches in the Last 7 Days or Most Engaged Accounts in the Last 30 Days. Quick Cards work by saving settings for a specific analytics view – including global filters, section filters, and table column settings. This ensures the desired view is always accessible and will not require adjusting or resetting any filters.

A set of default cards have been configured with common account-based topics for “out of the box” use. Engagio Admins can customize these cards with the most relevant analytics views for their organization. The section titles and card descriptions are also editable. Editing Quick Cards is available from the “more” icon. If you need more guidance, our documentation can walk you through the configuration steps in more detail.

Sign into Engagio with Salesforce credentials!

We recently rolled out single sign-on capability with Salesforce. This means that any existing user in Engagio can now also log in to Engagio with their Salesforce account (assuming their email address in Engagio matches their Salesforce user’s email address exactly.)

We think this is a great way for users to log in – particularly for users who primarily live and work out of Salesforce. The experience is as follows:

  • Users will be prompted to give Salesforce permission to “Access your Basic Information” the first time they log in this way.
  • This contains the user’s email address so as to match them to the corresponding Engagio user.
  • Once a user signs into Engagio with their Salesforce credentials, as long as they are logged into Salesforce, they should be logged into Engagio. 

If the user has already set up an Engagio username and password, no worries! Both credentials will work. This feature is already available with no further action required to enable it. Please see our documentation for more information.

Other Announcements: Saying Good-Bye to the Legacy UI, Visit us at Dreamforce

On August 31st, the legacy Engagio UI was decommissioned. The timing of this event was shared with users still accessing the old UI via “in app” messaging during the first week of August. Last week, the few remaining users were notified via email directly by their CSM that this change would take place.

Finally, fall really is around the corner because Dreamforce is just a few weeks away! We have a number of great activities lined up – take a look here to learn more. We’d love to see you – whether you’re at the conference or simply happen to be in the Bay Area.

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Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager.

Product Updates: August 2018 — August 7, 2018

Product Updates: August 2018

Hello! Hope you all have been having a great summer. Things have been humming here at Engagio, and we have new product updates Generally Available (GA) and in Public Beta.

Just a reminder, to view features available in Public Beta, the “Show Beta Features” setting must be enabled. It is managed at the user level profile page as shown below.

New! Quick Cards and Quick Links Now in Public Beta

Effective close of business on August 6th, our new feature Quick Cards and Quick Links, will be available to all customers who have the “Show Beta Features” flag turned on.

Quick Cards, available from the Account and Account List Dashboards, are designed to help users easily discover answers to core account-based questions, e.g., Active Accounts with No Sales Touches in the Last 7 Days or Most Engaged Accounts in the Last 30 Days. The card works by saving settings for a specific analytics view – including global filters, section filters, and table column settings. This ensures the desired view is always accessible and will not require adjusting or resetting any filters.

A set of default cards have been configured with common account-based topics for “out of the box” use. Engagio Admins can customize these cards with the most relevant analytics views for their organization. The section titles and card descriptions are also editable. Editing Quick Cards is available from the “more” icon.

Reminder: These cards are only visible to users with “Show Beta Features” turned on. The cards will become visible to all users once the feature becomes GA – currently targeted for the end of August. We recommend you configure the cards during Public Beta so that once the feature is GA, all users see the cards most relevant to your business.

In addition to Quick Cards to address common questions, it’s now easier to share specific views. With the introduction of “Quick Links”, a special URL can be generated that ensures that all selected filters and column settings for that view are saved so that user with whom the link is shared will see the exact view. All you need to do is to click on the “more” icon to get the shareable link. It’s available to all users without any admin configuration.

Coming Soon! ABM Scorecard

Later in August, the ABM Scorecard will be released to Public Beta. The ABM Scorecard will be viewable from the Account Dashboard screen and allows users to compare multiple Account Lists to better understand account progression in each list across the stages of the MQA funnel.

There are a few things to keep in mind:

  • Once you add an Account List in the admin section, Engagio will begin to take a nightly snapshot of the count of accounts in each stage so you will be able to compare the count to a previous period.
  • We recommend you add relevant Account Lists for your organization when this feature is released in public beta (target mid August). This will ensure your users see the most relevant set of Account Lists once the feature is generally available.

New Partner Cloud Steps! PFL Now Available

We’re excited to announce the addition of PFL as a new Partner Cloud Step. If you use PFL for direct mail, you can now send out physical packages through PFL as a step in a play. To get started, you need to have a store set up with PFL. Once that’s complete, an Engagio admin can enable it for use in Plays under Settings > Integration.

Reminder! Spearfishing Slack Channel

In case you weren’t aware, Engagio has a Slack Channel (engagiospearfishing.slack.com) where you can interact with our team and other Engagio ABM practitioners.

We’d like to call out a channel called #product-ideas. It’s a place for you to post post questions, ideas, and feedback on improving the Engagio platform. Going forward, we intend to proactively share updates and get feedback on product enhancements and UI designs under consideration. We’d love to see you on the channel and get your help on making Engagio more powerful for you!

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Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager. 

Best,

Chandra Patel
Product Marketing | chandra@engagio.com

 

Product Updates: June 2018 — June 18, 2018

Product Updates: June 2018

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Product Updates: June 2018

Happy June! Summer’s finally here and we hope you’re as excited about warm weather and summer vacations as we are. But even with the great weather, we’ve got a steady stream of improvements coming your way.

Unified Engagio Experience: Available in Soft GA on June 16th

The Unified Engagio Experience has been in Public Beta since June 1st. Thank you to all of you who have turned on “Show Beta Features” to explore the new UI and provide feedback.

After close of business June 15th, the new UI will be available to all users. Users will still be logged into the Classic Analytics but can transfer to the new UI simply by clicking the “Try New Analytics” link at the top of the left side navigation. Users can return to the Classic Analytics view at any time via the link near the bottom of the left side navigation.

Soft GA

As a Reminder: What’s New

If you are a PlayMaker customer, the new experience will look familiar but now Engage Analytics pages have been incorporated into your account views. You’ll also be able to select  views at the Account List level.

What's New

If you are not a PlayMaker customer, you’ll still be able to navigate to Engage data and functionality as the left-side navigation is similar to the existing UI. PlayMaker navigation will simply be suppressed from your view.  

Regardless of the products you use, you’ll find a number of other enhancements designed to improve usability. These include:

  • Filtering Enhancements: Heatmaps and pie charts are now clickable for drill down.
  • New Sidebar: Clickable insights on the person without leaving current page.
  • Navigation Enhancements: Filters, buttons, and list management are now more visible.

An overview of these changes is available to view on demand.

We expect to remain in Soft GA for the next few weeks, after which all users will be transitioned to the new UI. Please note, Engagio will support both the new and legacy UI for a period of time after the transition to ensure a smooth experience for all users. You will receive advance notification as we prepare for each event.

Salesforce Charts: New SFDC Package Available

We’ve updated Engagio’s Salesforce Package! This update delivers Engagio charts as Visualforce components – which means they will automatically load in Salesforce for users logged into Engagio. This package update offers a number of benefits we think you’ll appreciate:

  • Users will no longer need to download the Chrome extension to view the engagement charts we all love so much. It’s important to note that they still, however, will need the Chrome extension to view information in Scout.
  • Any user not currently logged into Engagio will be prompted to login directly from that component in Salesforce. There’s no need to chase down credentials for new users.

SFDC Charts

These views are available in both Classic and Lightning on the Account and Opportunity pages. Each chart is an individual component so the admin can select which charts to add and position them as they’d like. Users must still login to Engagio to see these charts.

More information on how to get started is available here. If you have questions, contact your CSM for more details.

Out of the Box Content: New Filters, Lists and Custom Fields

We’re excited to add new predefined filters, custom fields and account lists that are now provided “out-of-the-box.”

New Filters

Available at the account, people, and activity level and designed to make drilling down to more granular views as easy as possible, the following new filters are now automatically available in the saved filter list:

  • Accounts with No People
  • Accounts with No Engagement
  • Leads Only
  • Inbound Emails
  • Meetings
  • Executives
  • Engaged Executives

New Custom Fields

Did you know that you can track engagement using any custom field in Salesforce? We’ve now made it even easier to use this feature by providing additional pre-defined custom fields to map to Salesforce. These now automatically show up under “SFDC Fields”:

  • Sales Touches (7 days)
  • Sales Touches (14 days)
  • Marketing Engagement Minutes (30 days)
  • Sales Engagement Minutes (30 days)
  • Date of Last Meeting
  • Date of Last Inbound Email
  • Date Last Activity Logged
  • Date of Last Web Activity

Note that you will also need to create corresponding custom fields in Salesforce to which to map the fields from Engagio.

If you’re not familiar with how to customize your engagement tracking using SFDC custom fields, you can learn more by viewing the slides or watching the replay of our on-demand webinar: 10 Ways to Customize Your Engagement Reporting.

New Account Lists

Finally, we have available some new custom Account Lists to help prioritize accounts on which to take action. These include:

  • Accounts with Open Opportunities
  • Highly Engaged Accounts with No Open Opportunity
  • Customer Accounts
  • MQAs with No Follow Up

Note that access to the new Account Lists does need to be enabled by our customer success team. Please contact your CSM if you’d like to turn any of the new account lists, and you can read more about all the new out of the box content here.

Lead Matching Enhancements: Lead Matching and Account Domain Reports

We continue to enhance our L2A matching capabilities. With this release, Engagio Admins can now access a new section with detailed diagnostics about lead to account matching operations, as well as to make adjustments in cases where matching is not occurring as desired due to data quality issues.

Use the Lead Matching Report to easily view match rate for any time period or segment, and to take action to address undesired matches or retry after Salesforce errors are resolved.

Lead Matching Report

With the Account Domain Report, you can now see all of the domains considered for an account along with the reason it was considered. From this report, you can take specific actions such as including or excluding certain domains from an account or adding specific domains to consider.

Account Domain Report

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Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager.

Best,


Chandra Patel
Product Marketing | chandra@engagio.com

Product Updates: May 2018 — May 31, 2018

Product Updates: May 2018

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Summer is just around the corner and we’ve been focused on getting Engagio’s new look and feel ready for graduation – here are a few things to keep in mind.

Unified Engagio Experience: Available in Public Beta on June 2nd

Last month we announced that Engagio was working to deliver a more consistent experience across our products. The first step was to unify our color scheme. This visual change, reflected in Scout and Playmaker, went live the weekend of May 4th.

We are now finishing development on the product integration that will allow users to access all Engage (Analytics) and PlayMaker activity from a single screen. The new UI will be available to users that have turned on “Show Beta Features” on their profile after close of business June 1st. Please note that the “Show Beta Features” setting is managed at the user level profile page as shown below. Users that have not turned on  “Show Beta Features” will experience no change at this time.

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Getting Started

If you are a PlayMaker customer, the new experience will look familiar but now Engage Analytics pages have been incorporated into your account views. You’ll also be able to select views at the Account List level.

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If you are not a PlayMaker customer, you’ll still be able to navigate to Engage data and functionality as the left-side navigation is similar to the existing UI. PlayMaker navigation will simply be suppressed from your view.

Regardless of the products you use, you’ll find a number of other enhancements designed to improve usability. These include:
  • Filtering Enhancements: Heatmaps and pie charts are now clickable for drill down.
  • New Sidebar: Clickable insights on the person without leaving current page.
  • Navigation Enhancements: Filters, buttons, and list management are now more visible.

More details on all of these changes are outlined in the documentation for Customer Beta: Unified Engagio Experience. As an Engagio admin, we encourage you to get an early view of these changes in Beta. If you find any issues or have feedback on Beta, you can  report these to the Engagio engineering team through Intercom.

We expect to remain in Beta for the next few weeks, after which users will be able to see these new pages without having the beta flag turned on. Please note, Engagio will support both the new and legacy UI for a period of time to ensure a smooth transition for all users. You will receive advance notification as we prepare for each event.

Finally, as you plan for this transition, the Engagio team will be providing additional resources (overview webinar, office hours) to address any outstanding questions. More information on registering for these events and receiving additional materials will be sent in the near future.

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Any other questions or concerns? Share it in our Slack Channel, reach out to your Customer Success Manager, or reply directly back to me!

Keep on swimming!

Jason Jay Sharma

 

Product Updates: Spring 2018 — May 3, 2018

Product Updates: Spring 2018

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Spring has finally arrived, and we’re excited announce a number of new features that will make it easier to track and drive quality engagement.

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COMING SOON! A New Look and Feel for Engagio

You’re probably aware that various parts of the Engagio platform look a bit dissimilar. We figured it was high time to update that. This will ensure that users have a more consistent Engagio experience regardless of their role or the product they’re using. We’re also excited because this consistent look and feel will allow us to more rapidly deliver product enhancements!

What does this mean for you? This migration will roll-out over several phases and is designed to deliver a new look and feel with minimal disruption to your business process. First, this weekend after close of business on Friday, May 4th, PlayMaker users will see an update to the PlayMaker dashboard color scheme. This is a visual change only and will not impact functionality or the manner in which you navigate the application.

The migration will continue over the coming weeks, but please be assured that you’ll receive advance notice along with an overview of the expected impact to your business operations.

TRACK EVEN MORE SALES ACTIVITIES: Automatic logging of Inbound Emails, Non-PlayMaker Outbound Emails, and Events

You can now log even more sales activities directly to your Salesforce instance. Engagio will detect all new inbound emails received and sent from your email client, plus all meetings or events detected from your calendar. A couple things to note:

  • All logged items must match to an account in Salesforce. These will then log against a lead or contact.
  • These activity logging types have been activated by default. An Engagio admin can deactivate logging if the business so chooses. This can be accessed via Engagio Settings > General > Activity Logging as shown below.

Activity_Logging_-_Engagio.png

Learn more about how we log to Salesforce here. (And remember, all of our latest PlayMaker integrations also log into Salesforce.)

UPDATE ACCOUNT ACTIVITY DETAIL: PlayMaker Salesforce Steps

Marketing teams no longer have to worry about keeping PlayMaker activity a in sync with Account Activity in Salesforce. With Salesforce Steps in PlayMaker, it is now possible to capture the most recent activity after each PlayMaker touch without requiring account owners to manually make changes in Salesforce.

This release supports the following Salesforce actions:

  • Change account-level data fields
  • Change lead or contact-level data fields
  • Add person(s) to a Salesforce Campaign
  • Create a Salesforce Task

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Learn more about each Salesforce step type in our documentation.

NEW REPORTING CAPABILITIES: New Dash Dashboards

If your marketing team is anything like ours, you obsess over metrics and analytics. To help be sure marketing teams have the right set of insights available, there are now ten new standard dashboards in Dash. Additionally, these dashboard are optimized to view in Classic, Lightning and Salesforce One.

Here are some details from just three of the dashboards:

  • CMO Highlights: This dashboard is designed to provide the broad visibility into the marketing team’s performance. It includes metrics such as total pipeline generated/influenced, where accounts are in the ABM account funnel, top performing channels and ROI on marketing investment.
  • Revenue and Pipeline Attribution Dashboard: This is actually two dashboards so you can explore both revenue and pipeline in depth. Each includes measures of marketing influence against total pipeline, the mix of and best performing marketing channels – and more.
  • ABM Program ROI Dashboard: You’ve defined your target account list and turned on ABM. Now what? This dashboard focuses on the performance of your ABM program and successes with target accounts. It includes deeper visibility into the Account funnel, % of accounts showing success, best performing campaigns and channels – and more.

Other new dashboards now available include:

  • MQA Impact
  • Attribution Examples
  • Journey KPIs
  • Journey KPI Details
  • Journey Stages – Inflow and Outflow
  • Campaign Bubbles
  • Channel ROI Detail

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Stay tuned for more information on documentation and resources to help you leaarn more about Dash!

IN CASE YOU MISSED IT: 10 Ways to Customize your Engagement Reporting

We were excited to kick off our monthly webinar series sharing best practices along with tips and tricks to get the most out of Engagio. Last week, Shaun Van Weelden covered 10 Ways to Customize your Engagement Reporting. If you missed it, you can access the materials here.

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Have questions or feedback?  Share it in our Slack Channel, Intercom, reach out to your Customer Success Manager, or reach directly out to me via e-mail below!

Keep on swimming!

Jason

Product Updates: March 2018 — March 27, 2018

Product Updates: March 2018

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It’s March Madness and here at Engagio we’ve been thinking about Plays!  That means new features to simplify PlayMaker workflows and view analytics on how your Plays have performed.
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Partner Cloud Steps

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With the introduction of Partner Cloud Steps, marketing teams no longer have to work across multiple systems to complete programs.  You can now initiate marketing activities from within PlayMaker to create multi-touch Plays without disrupting your workflow.
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We’ve been working with key B2B marketing application providers to build these highly requested step-level integrations for Plays within PlayMaker.  With this release, we support integrations with:
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Learn more in our Partner Cloud Step documentation portal.
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Partner Cloud Steps.png
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Link Click Tracking

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We’ve added link click tracking ability for emails sent through PlayMaker.  The resulting tracked link clicks now also surface in Engage analytics and Play Analytics (see below).  This feature is easy to add, and you can learn more about how you can track all of your link clicks here (I’m tracking this link click, just so you know).
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Play Analytics

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Previously only available in beta, Play Analytics is now generally available and includes the new link click tracking feature.  You can now gain insight into how Plays are performing.  These analytics can be sliced by Play Owners, Play Content, and Custom (where you can group by any field tracked in Engagio).  Learn more details including how you can also view this in a table format, filter, and/or use custom date ranges in our Play Analytics  overview.
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On-Demand Snapshot Email Send

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You no longer have to wait for Monday to see a weekly snapshot of the activity in your account lists.  You can now email activity snapshots on-demand from within the Engagio app.  Marketers can keep track of follow-ups, while sales can see progress on their target accounts throughout the week.  Each send recalculates the report and the surfaced data is based on the previous “week” (the last seven days from today).
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Special Note

Keep an eye out for new announcements in the coming month around best practices, new features, and product updates.  We have plenty of new and exciting communication heading to your inbox and this blog soon.

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Have questions or feedback?  Share it in our Slack Channel, Intercom, reach out to your Customer Success Manager, or reach directly out to me via e-mail below!

Keep on swimming!

Jason

Product Updates: February 2018 — February 26, 2018

Product Updates: February 2018

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Just because Valentine’s Day already passed, we’re not done showing love for our customers this February. We have some major features and enhancements to organize and prove the impact of your efforts.

New Features

  • Play Analytics: We’ve created a new analytics dashboard for PlayMaker to help track performance. You can now gain insight into how Plays influence a number of key metrics by Play Owners, Plays, and Custom (where you can group by any field tracked in Engagio). You also have the ability to view this in a table format, filter, and/or use custom date ranges. You’ll be seeing Play Analytics roll-out over the coming weeks–keep an eye out for a follow-up announcement.

 

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  • Dash Account Lifecycle Stage Sequencing: You can now easily define which Account Stage is allowed to follow the next by setting the Lifecycle Stage Sequence in Engagio Dash.

Dash Feb 2018 Product Update.png

 

Updates

  • Dash Attribution Calculation Timing Control: We’ve added the option to calculate attribution asynchronously, with a definable delay, to allow for more granular control over SFDC processes.

 

  • PlayMaker Integrations: Does your team use AdRoll, Oracle Eloqua, Outreach, SalesLoft, Sendoso, or Terminus? We’re finalizing our newest step-level integrations and would love to give you early access. Simply send me a note (jason@engagio.com).

 

Have questions or feedback?  Share it in our Slack Channel, Intercom, reach out to your Customer Success Manager, or reach directly out to me via e-mail below!

Keep on swimming!

Jason

Engagio Users: New Default Marketing Engagement Filter — January 22, 2018

Engagio Users: New Default Marketing Engagement Filter

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Last week we shared Engagio’s January product updates (if you missed it, check out the blog post). We also alerted you to a change coming to your default filter that is now live. Here’s some more details:

What is this default filter?
A new default filter (“Engagio Marketing Engagement” ) has been applied to views of engagement activities and minutes you’re seeing across Engagio. This gets applied to:

  1. Just the Dashboard section of the Engagio Analytics application.
  2. The weekly e-mail snapshot reports.
  3. Default to the Salesforce plug-in views.

This won’t change your data, just your default view of it (which you can adjust).

 

Marketing Filter GIF.gif

 

Why is it being applied?
This new filter will help you focus on marketing-driven engagement by removing sales-driven efforts–helping you better evaluate account engagement. Admins have access to add or edit activity fields and categorize engagement further using a new feature launched this week (see the “Engagement Categorization” video) that has the ability to affect your filter.

When is this happening?
The new default filter has been set and is now live.

Who will this filter affect?
You will only see this by default if you haven’t previously selected your own default filter.

How can I adjust or remove my filter?
You can always change your user-level default filter view (or remove a filter) at anytime–watch this video to learn how.


Tip

You can also easily toggle the filtered views in Engagio’s Salesforce inserts from the drop-down menu without changing your default filter.
Engagio Marketing Engagement Filter (SFDC).png

 

Have questions or feedback?  Share it in our Slack Channel, Intercom, reach out to your Customer Success Manager, or reach directly out to me via e-mail below!

Keep on swimming!

Jason