Engagio Product Blog

What's new, cool features and plays

Product Updates: November 2019 — November 21, 2019

Product Updates: November 2019

Days are getting shorter, leaves are starting to fall, and pumpkin spice fills the air–Autumn is here! Before you head home for the holidays, we have a few treats in store for you.

Intent
  • Bombora: The new Engagio + Bombora integration combines first-party engagement data and third-party intent insight to measure active demand for accounts, help prioritize which accounts need action by Sales, and orchestrate the right plays across human and automated channels. Check out the press release here!
  • Import Intent Data: For those of you using other intent providers, you can still leverage the benefits of bringing third-party intent data into Engagio through an intent activity import.
Orchestrate
  • Hourly Recurrences: Hourly recurrences are here! You are now able to schedule automations to recur monthly, weekly, daily, and hourly.
  • Automation Cloning: Have a really cool automation template that you want to re-use without modifying the original? You can now easily clone automations directly from the automation menu!
  • Run History Enhancements: Sometimes, you just need to know what happened on a specific date. Custom date is now available for your automation’s Job and Action Status.
  • Bulk Actions: Have a bunch of automations you need to activate or deactivate? You can now manage your automations in bulk from the Automation Overview Grid.
  • New Automation Actions: You now have the ability to manage the full lifecycle of someone in a Salesforce campaign with Add to Salesforce Campaign, Change Status in SFDC Campaign and Remove from Salesforce Campaign actions.
Dash
  • Person Activity Attribution: Dash now offers a new “Engagement Minutes” attribution model on the person journey. This allows you to calculate and weigh attribution by engagement minutes for all person based stages (e.g. MQL).
Analytics
  • Anonymous Web Activity: Expand your prospects with insights on the accounts that are browsing your website that are not already identified in your CRM.
  • Filter Enhancements: As an admin, you have access to all of your users’ stuff, which can some times clutter your views. With this release, you now have the ability to specify whether you want to see just public or private filters across your organization.


To help get you started, check out Engagio’s release notes located here!

Questions or concerns? Share it, via live in-app chat or reach out directly to your Customer Success Manager. 


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

Product Updates: October 2019 — October 31, 2019

Product Updates: October 2019

Engagio Orchestrate is here bringing the scale and sophistication of traditional lead-based marketing automation to the account-based marketing world. With it, you can drive more meaningful interactions using multi-channel, cross department plays — at scale. 

Orchestrate is made up of two major feature areas: Automations and Audience Management.

Automations
Automations are designed to be the workhorse of Engagio and can be used to automate all sorts of operational tasks like:

  • Adding people to Marketo to nurture them when their engagement drops
  • Adding qualified executives to Outreach or Salesloft when their Engagement minutes reaches a certain threshold
  • Adding event attendees to a Salesforce Campaign to give sales visibility into who they need to follow up with
  • Driving tighter sales and marketing alignment by automating SFDC task creation for key activities for sales to follow up on
  • Data management for account and person data

Learn more about automations here!

Audience Management 
The second part of Orchestrate, Audience Management enables marketers to seamlessly sync Engagio audiences to other platforms to:

  • Target an Engagio audiences with relevant ads based on funnel stage
  • Target Engagio audiences with relevant ads based activity, behavioral, demographic or firmographic data
  • Enable cross channel nurture to accelerate funnel velocity by ensuring the right person at the right account has the right content experience
  • Manage Account suppression lists in Marketo, Pardot or HubSpot

 
Learn more about Audience Management here!


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

Product Update: July 2019 — July 17, 2019

Product Update: July 2019

Love is in the air and we are excited to announce that this release is all about Customer Love. We have introduced a few new features and usability enhancements that came directly from you through our Ideas portal, Engagio Hydrophone! In this release you can expect:

Filter and List Cloning: Have a really cool filter or list template that you want to re-use without modifying the original? You can now easily clone filters and lists directly from the filter and list menu!

Tokens: Tokens are here! You can now insert data from one field to another by using a tokens in Change Data Value Actions.

Usability Enhancements: Applied filters on each page of Engage have been made more discoverable.

Salesloft and Outreach Enhancements: You can now choose when adding someone to an Outreach Sequence or Salesloft Cadence to create them if they do not already exist in Outreach or Salesloft.

Engagement Minutes Attribution: Dash now offers a new “Minutes Model” which allows you to calculate and weigh attribution by engagement minutes. 

UTM Attribution: You can now report on pipeline or revenue attribution by utm fields directly in dash.

To help get you started, check out Engagio’s release notes located here

Questions or concerns? Share it in our Slack Channel, via live in-app chat or reach out directly to your Customer Success Manager.