Engagio Product Blog

What's new, cool features and plays

New Email Editor and Bulk Actions — September 27, 2017

New Email Editor and Bulk Actions

Summary
A major change to the email editor is now live.

Note: Some of you received this information via email last week. This is the official live announcement. Sorry for repetition.

Why?
The inline tasks in the email editor have been causing intermittent rendering issues such as extra line-breaks and incorrect formatting. We had to change the system to make sure emails are always bulletproof.

Inline Tasks are now Email Checklists
We decided to remove the inline tasks and replace them with an email checklist instead.  This means you can no longer put the task inline in the body of the email. Example: [Customize HERE] – I know this was useful, but it has been one of the sources of the problem.  For now, you can still resolve already created inline tasks, but you should move them to the email checklists.

Email Checklist Specifics

  • You can pop open the email checklist by clicking on the new checklist icon or by pressing (Alt-T) on your keyboard.

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  • You can complete all your tasks all at once by pressing Alt-D
  • You can drag the checklist around the screen and still type
  • You can save the content and mark all the tasks as finished with one click (right side of button)

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Autosave is now a Save Button
Although autosave is cool, it was causing some issues.  To maintain stability and consistency, there is now a save button.

Note: If you leave the page, it will automatically save. (Control-S will also save)

Preview Mode
When the email is rendered it is in read-only mode. Clicking on it will start the editor. Additionally, at the bottom right, there is a little eyeball. Hovering or clicking on that will show you the email rendered as it will look when someone receives the email.

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But wait, there’s more!

Bulk Actions

You can speed up taking certain repetitive actions now by doing them in mass.  From the homepage, you can bulk resolve Plays.  From Play Console, you can:

  • bulk approve emails (email approval tasks)
  • bulk resolve Plays (Play has problem notifications)
  • bulk resume and bulk resolve Plays (Play stopped notifications)

 

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These has been in testing for a while, but let us know of any bugs, and we will jump on it immediately.

We are TURTLE-Y making the system better every single month.

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#dadJokes

P.S. Lots of goodness in beta. Stay tuned and give feedback in the Slack Channel or Intercom.

 

 

Dynamic Players — September 12, 2017

Dynamic Players

A very small, but crucial feature is now available.

When you are designing a play in the PlayBook, you can now set the player to be any lookup field in Salesforce.

DynamicPlayers
Any lookup field on the account object should automatically be available for the “Our Team” section

A wise man once said that 99% automated is not automated. Well, now it’s 100%. You can send alerts to the appropriate people, automatically assign the correct play owners and more.

How it works is simple. When a step becomes current, the system uses that field to lookup the correct person. If the value changes, the system should adjust accordingly in the nightly sync.

Now that you don’t have to pick players all day, what are you going to do with all that free time?  Maybe go out on the town and have a good time! Cheers!

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Run Multiple Plays on Demand — August 24, 2017

Run Multiple Plays on Demand

You can trigger plays. You can batch plays. You can run plays from Scout. But what about running multiple plays to a group of people or accounts?

Ok, Gio let’s break it down like the Wu Tang Clan!

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Old Dirty Gio

From Analytics
Just head over…

Run Play From Analytics

From Salesforce Accounts
When you…

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From Salesforce Contacts
Lastly…

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Caution
Running plays this easily is tempting, but remember, Don’t Send Spam. Put some customization tasks in your emails and make sure not to send too many all at once.

 

 

Mid-Summer Scout Enhancements — August 21, 2017

Mid-Summer Scout Enhancements

We really want you to be able to do more and more work directly in Scout.

What’s Scout? Have you seen the 3 minute Scout video? It’s cool.

The big improvement right now is that you can edit emails directly from Scout.

Let’s say you are in LinkedIn or Salesforce. Just pop open Scout and click Run Play, then click the little green plus.

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(That’s my first animated gif screen capture. I hope it works)

If you are running a play from Scout and the first step is an email, it will let you edit the text right there. Lastly, if you approve emails, you can now edit the emails before you approve. This works great on your phone too.

Just go to http://scout.engagio.com on your phone and get lots of value.

Some other items of note:

  • In the person profile, click on the logged emails. They now go to the specific email. I started using that one today and love it.
  • In the Admin section, you can suppress Communication History.
  • On that same page, you can now set custom fields to use for Scout’s profile picture, LinkedIn, and Twitter.
  • You can now run plays from the people page in Scout (Image below)

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Plus, of course, lots of bug fixes and performance enhancements. We are always trying to make things smoother, more usable and faster.

We have some big things in the hopper that will help you and your team be super heroes. Right Gio?

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Summer 2017 Release — July 25, 2017

Summer 2017 Release

Summary

  • PlayMaker
    • Play Console
    • Edit snippets
    • Duplicate play
  • Scout
    • Better detection in GMail
    • Edit emails in Scout
    • Account plan/notes
  • Analytics
    • Saved filters
    • Salesforce Lightning support

That’s a lot to unpack. Let’s get started.

PlayMaker

Play Console
We have been working on this one for a long, long time. Play Console is a humongous update. If you have ever tried to execute dozens or hundreds of plays, you know it has been a lot of clicking to get things accomplished. The Play Console streamlines all task execution and allows you to scale your human touch efforts exponentially. It’s designed to be easy and fast. Our internal mantra is 90 miles an hour. We will be continuing to reduce any speed bumps and add bulk actions to get the speed to the max.

Rather than list every feature of Play Console, we made this 5-minute video to walk you through it.

Our customer success team should be in touch to relaunch you on PlayMaker with this game-changing new interface.

Edit Snippets
I don’t know why we didn’t have this before, but it’s an obvious feature. You can now edit text snippets directly. Just click on the text snippet in the PlayBook and go to town.

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Duplicate Play
Just right click on a play or text snippet and click Duplicate. Bam! This is a big improvement on the previous method.

Note: Dragging plays from Published Content to My Content will automatically make a duplicate so you don’t accidentally delete plays intended for multiple people.

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Scout

Better detection in GMail
If you use GMail, scout now loads up the right person for you based on the email TO or FROM fields. Also, just try clicking on a name and Scout will load up their profile.

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Tip: Have you edited the fields you see? It’s pretty cool. Learn how to customize your fields in Scout.

Edit emails in Scout
Let’s say you are on LinkedIn and just want to send a quick email to someone on behalf of your CEO (with their approval). That would be cool, right?

First, open up Scout and click Run Play.

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In addition to being able to run a Play, you can also just shoot off a single email.

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Voila! Start typing your email and choose the sender. Widen the editor (just drag on the left edge of Scout). You can even create a task for yourself to finish the email later.

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Account Plan/Notes
There is a new category in Scout called Account Plan.

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You can keep notes in there or build a full account plan. It’s shared amongst all of the Scout users. A simple, but powerful way to stay aligned on goals.

ABM Analytics

Saved Filters
In ABM Analytics, you may have multiple sets of filters that you use repeatedly. Now you can save the filters and switch back and forth seamlessly. Big time saver!

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Salesforce Lightning Support
We finally are starting to see some customers using Salesforce Lightning. I use it myself and find it a nice improvement for them. Now Scout works properly in there as well as inserting the trend chart. Let us know if you see anything wrong in there.

Lots of little enhancements on the way as we round off these features. Plus, our Fall release is looking great so far. Happy Summer everyone!

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New Play Steps (LinkedIn/Marketo) — June 19, 2017

New Play Steps (LinkedIn/Marketo)

Two new play steps are available for you. Marketo and LinkedIn.

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Marketo Play Step

This step uses the Request Campaign trigger. Here are instructions on how to set up your Marketo Smart Campaign to show up on the list. All you need to do is add the step in your play and PlayMaker will do the rest.

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You choose the people you want to add to that Smart Campaign and which campaign you want to use. Optionally, you can specify an approver. If you just want it to be automatic, leave the approver blank.

Examples of using this step in a play:

  1. Human-to-Automation
    Start with a human email or phone call step and if you receive no reply, add them to a nurture stream. After a few months, the play will continue with some more human emails/phone calls. Switch seamlessly between automation and human effort. That’s Marketing Orchestration!
  2. Data Management
    If you want to change a field on a lead or contact when a play reaches a certain point, just throw in the Marketo step and get all the power of automation right in the middle of your play.

Share your usage in the Slack Channel. We want to hear what you are doing.

More documentation on the Marketo Play step.

LinkedIn

This step is pretty straightforward. If you want the sales rep or ADR to send someone a message through LinkedIn Sales Navigator, just throw int he step and it will make a specialized task for them.

The task will link people directly to the compose window in LinkedIn and copy the text of the message to the clipboard. As LinkedIn opens up their APIs we plan on even deeper integrations.

Give it a try. Different people will respond more/less through different channels?  Which channel should we roll out next? Let us know in the Slack channel or through Intercom at the bottom left of the Engagio app.

More documentation on the LinkedIn Play step.

Cool, right?

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Bugs, Fit & Finish, and Beta Features — May 22, 2017

Bugs, Fit & Finish, and Beta Features

Bug Bashing
The last month or so, we have fixed over 150 bugs. Hopefully, you have seen the improved stability and reliability. We take quality seriously. So if you see a bug, please report it to the slack channel. I will personally see to it that it gets attention.

Additionally, we have improved a bunch of things that we call fit & finish all over Engagio. There are more to come, but here are some examples:

Account Play Table
When you go to an account in PlayMaker and click on Plays you will see a table with just the plays for that account including good information about them. Right click on the status to delete or resolve a play.

Run Play in Account is less confusing
When you go to an account and look on the right, the playbook is no longer there. Instead, look to the bottom and you can see the Run Play Bar. Click it and it will give you the playbook to choose your play or start with a simple step.

Play Table and Run Play Bar

Run Play buttons

This is a change from how it was. The intention is to make it less confusing when you are editing the playbook vs. editing an individual play. You still have a snippets section for when you want to drag content into an email. More documentation on Run Play. This is also not consistent with running a play from Salesforce.com.

Persona Warnings
This one is a request from customers just like you. When the persona has a warning, the email or phone would blink red. We added a little line to show exactly what’s wrong rather than wait for the user to hover.

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Note: It automatically detects if the person has an email or phone step targeting them. It won’t give you a warning if no steps target that person.

Sender Tokens
It’s a minor thing, but you should always use Sender Tokens when signing off an email that you design in the PlayBook. The reason is that someone could change who the email is from and you don’t want to have a mismatch on the signature. It’s easy to do. When you add the token, just choose sender on the left and it will do the rest for you.

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Program Impact Groupings
In Analytics, you can now group program impact by Salesforce Campaign/Type or by Marketo Tag/Channel. Don’t forget all the cool columns you can add to make a true ABM program impact report.

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Official Beta Program
Go to your personal profile page and you will see a new option there called Advanced Settings.

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Change it to “Show Beta Features” and you will see new functionality. Beta features aren’t perfect, but do it if like to live on the edge.

Example beta feature: Run Play from Salesforce Account
Go to Salesforce and bring up an account. Remember, you need to have Show Beta Features turned on. You will see this button:

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That will slide Scout out and let you run a play for that account. We are improving that feature significantly in the future, so stay tuned for more.

MQA Flexibility (beta – soon to be released)
Ask your CSM if you are interested in enhancing your MQA settings. A bigger rollout will be coming soon as it exits beta. Until then, keep it on the DL.

There are some major features that should be coming out in the next month or so. I am excited and so is Gio. He is working out with Soul Cycle getting ready for the next big features.

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Scout: So much goodness — April 11, 2017

Scout: So much goodness

Scout just took a major step forward. We have Tabs, Profiles, Editing and more…

First up is the Scout Tab. This tab will recognize a company or person on the page and load up the right info. This works in GMail, LinkedIn, and Salesforce. It turns teal colored when it finds a match. It also has a little indicator that tells you how many tasks you have.

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Note: If you want to suppress the Tab just click on the Chrome Extension and click Options. This will have a toggle to hide the tab from your view.

If you click it, Scout will open. Scout has received a big speed boost, so it should open nice and quick. If it finds the person, it will jump to their person profile including activities, communication history as well as plays they are in.

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Lots to point out here:

  • You can cycle through people in the account with the up and down buttons or search for a coworker of the contact.
  • You can click the link at the top to see all of the people all at once.
  • There are links to Twitter, LinkedIn and Salesforce courtesy of ClearBit.
  • Click the little pencil on the right to go to Edit Data mode. (See below)
  • You can Run a Play from the bottom. (See further below)

Edit data mode lets you choose the fields you want to see and edit them directly, just click on the value. It will update Salesforce.com in real-time.

If you want to see more fields, just click the gear on the right and it will let you choose new fields and reorder them. (Drag and drop)

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If you have fields that are lookups to users in Salesforce like Assigned ADR Owner, it will automatically show you the name, not the crazy Salesforce ID. Woo hoo!

But wait, there’s more… Click on the people at the top.

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Click on any person and you get a menu. You can re-match or un-match the L2A settings or mark them as No Longer with Company. (It doesn’t currently change any fields in Salesforce, but that is coming later this year.)

Also, notice the little (+) button. You can add matched leads to the account at any time on the fly.

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If Scout detects a new person it will prompt you to add them.

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Next up is the Run Play button. Just look at the bottom when you are on an account or particular person. Click Run Play and it will give you the Playbook to choose your play.

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It lets you know if that person is already in a play and how many steps there are, plus what the first step is.  Click Load Play and it takes you to the next step.

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You can edit the name of the play and pick the players. If the play started from a particular person it will throw their name into the first persona on their team. Coming later this year, we will check a persona field that you can maintain and automatically map people.

Coming soon, the email editor will be embedded right there for you to write an email and send it on its way.

Bonus: You can now resize the panel! Just put your mouse on the edge of the panel and drag it left/right.

So much goodness and we have so much more on the way. Work on the new Task UI is progressing nicely. I hope to have it in beta next month.

I feel like we are really starting to take wing. What do you think?

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Import Template in GMail — March 10, 2017

Import Template in GMail

We are working on some big changes and improvements that are all scheduled to go out over the next 90 days. Whenever possible, we are going to release those improvements as we go, rather than hold them back for a single big release.

That way, we can get feedback as we go.

This update is pretty straight forward. When you are in GMail, you can click the Engagio button in the compose window (see below) and choose a template from your playbook.

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Engagio button in GMail compose window

This will insert the text of the template directly into the compose window.

In case you didn’t know how to make a template, just click on the Save as Text Icon in the Email step.

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You can’t directly edit the templates yet, but that is also on the horizon. In the meantime, just create these templates and let your SDRs go to town.

Fun Fact: New employees to Engagio get a mug with their name and custom Gio illustration. Here is the latest request: Hockey Gio!

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Want to work with Engagio? Check out the open positions.

 

Scout Nav Evolution — March 7, 2017

Scout Nav Evolution

We are engineering some big feature enhancements to Scout in the near future. To prepare for that, we are moving a few things around. Sorry for moving the cheese, I usually try not to do that.

Where did the people panel go?!?
Again, sorry for moving the cheese. It will all make sense soon. The people information has moved to the right side. See the two people icon on the top right, that’s it. On that score, we changed is how scout looks. Rather than a menu navigation, it is now a sidebar navigation on the right.

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The icon choices (from top to bottom) are:

  1. People list
  2. Account dashboard
  3. List of active plays
  4. Communication history
  5. Plays or text snippets
  6. Tasks (at the bottom right)

When you navigate the choices will remain sticky for you, except in special circumstances. For example, if you are on the players page, the people side panel will open up automatically. We also added the most engaged people at the top of the people panel to help identify the right people to target.

An additional change is in the PlayBook area. Scout on the right side is simplified to eliminate the confusion of which section you are in. No more nav or tasks. Don’t worry, tasks are about to get their own major section very soon.

If you have questions about the new architecture or would like to see the new Tasks UI design up close, just click on the intercom chat icon on the bottom left of the screen and Shaun can help schedule time. Lots more work happening to make Engagio easier and faster than ever before.

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