Engagio Product Blog

What's new, cool features and plays

Add and Edit Account or People Data — February 13, 2017

Add and Edit Account or People Data

Switching between tabs to complete your task is a pain. We are trying to save you time by allowing you to edit data wherever you are.

Adding People on the Fly
In people area, check out the little plus button.


Click it and you can add a lead instantly to Salesforce. It will be automatically matched to the right account. Remember how you used to have to wait a day to do this. Now it’s right away. Woo hoo!


*Coming in 2017 the ability to add contacts

Editing People Data
Right click on one of the people and click Show Data. Notice on the right the details of the contact or lead.


*Coming soon, we are redesigning the whole scout section to make it easier to edit and read

You can click on any field and it will update in salesforce.com right away.

At the bottom, you can add fields to your personal view. (Upgrades to this are on the way)

No Longer with Company
In that same menu, you can do other things, like mark a lead as no longer with company. It will put them in a folder, out of the way.


*Coming in 2017, you will be able to automatically mark SFDC fields as well in this process. However, for now, you can edit the fields (above) to achieve the same goal.

Rematch/Un-match Lead to Account
If you happen to catch an incorrectly matched lead and realize it belongs to another account, just click the menu item to Re-match (or un-match to leave it orphaned).

It will popup a menu and let you pick which the right account is. The results will update in Salesforce immediately.

Editing Data in an Email
It’s simple, but very useful. When you are editing an email and see a misspelled name, just click on the pill and edit the details. Voila! Instant updates in Salesforce and Engagio.


We have so much goodness coming in 2017 including a fully redesigned task interface, a redesigned Scout experience, play analytics and much much more. I can’t wait.

Gio wants to congratulate the New England Patriots for their SuperBowl LI win. It was the best comeback since the Monday Night Miracle 16 years ago. Fun Fact: Tom Brady grew up in San Mateo, CA, which is also the home of Engagio. I guess good things are born in San Mateo.


Group By in Engagement — February 10, 2017

Group By in Engagement

In the ABM Analytics product, you can do amazing things. You can track engagement of your target accounts, break down your accounts into coherent cohort lists. You can see your marketing automation program impact against those engagement minutes. You can filter people and accounts in lots of different ways.

However, there was one filter not available, until now.

Let’s say you want to see all of the CxO people from target accounts who have engaged in a webinar. First, go to your target list (All Target Accounts) and click on engagement.


Then filter by category = Webinar and Role = CxO


Finally, scroll down the table and change the grouping.


You can choose Person, Activity or Account. Each row would roll up based on that grouping. This gives you new capabilities to find the specific people you need.

Some other examples of what you can do with this capability:

  • Show me Brett’s accounts where someone visited the pricing page
    [filter: Details Contains “pricing”]
  • Show me target accounts where we held a meeting last month
    [filter: Type Equals “Meeting Attendance”]
  • Show me Tier 1 accounts with more than 10 minutes and less than 60 minutes of total engagement during Q4
    [filter: Engagement Between 30 to 60]

Lots of good stuff still coming in February. There is so much typing to do, we hired an intern with 8 arms. Here is her employee photo:


Barabara (above) is studying computer science at Cal Berkeley. Currently, she is learning Sea++. (ba dum fish!)

February: Month of Love —

February: Month of Love

We have so much new stuff to show you. Between now and Valentines Day, we will roll out all kinds of customer love and goodness.

Today, we will start with a small but important one. You can now go to the program impact table and add a column for Engagement Minutes.


This will let you see how your programs are driving overall engagement.

It’s the simple things in life, yes? Stay tuned for all kinds of presents in the coming days.



Reply and Forward Steps — February 7, 2017

Reply and Forward Steps

Reply and Forward are easy to use but incredibly powerful in the context of a play.

You will notice when you are designing a play, new steps appear.

Reply and Forward!

The first step can’t be a reply (yet!). However, after you have your first email you can add in forwards or replies from that email. When you add the step it asks you which email you want to reference.

Choose the email to reference

Once you choose, it looks like this.


Those tokens are there because you are still editing the first email. They will automatically put in the right text once the first email is sent. I just ran this play and put a task in the second email so you can see what it looks like.


Notice how the text is not a token anymore. You can edit it like a normal email. However, the dates and who sent it look exactly the way Gmail and Outlook render replies. People will not be able to tell the difference.

You should use replies and forwards to make your interactions seem 100% human and natural. The whole point of this sort of system is to scale human creativity. People can smell a fake email a mile away. Make your forwards and replies a natural part of your play design.

An example of a reply play is the “Handoff”. This is when the SDR writes an email to a prospect introducing them to the AE. The second step is a reply from the AE thanking the SDR. It should include relevant information like business goals. This simple play ensures a smooth transition in sales. Having a play for it means the AE doesn’t need to do any work to make the handoff a success.

Not alot of user interface, but it works smoothly. This feature is pretty rock and roll, don’t you think?



Refresh Account — December 9, 2016

Refresh Account

Ok, this is the last one for today…and it’s a crucial one.

You can now update the information for an account from Salesforce on demand. Also, you can easily import a new account from Salesforce without having to wait overnight. Huzzah!

The first one is easy. Just update whatever fields you want in Salesforce and then click the refresh button in PlayMaker.


Simple is as simple does. Note: Refresh Account will not update the engagement analytics. It will just import new people in the account and update fields for other people and the account.

To import a brand new account, just try to search for the name of the account you created in Salesforce and click Import Account.


Enter in the Salesforce ID and it will do the rest automagically.



Now now, when you have a brand new account you can run the play immediately. This is an exciting day, lots of goodness. It makes Gio just want to spout!



Account Dashboard —

Account Dashboard

Introducing the brand new, super fancy and useful Account Dashboard. Just open up an account in Scout or PlayMaker and you will see the goodness.



It’s got configurable fields at the top, Engagement history and more. All the info you need at your fingertips. Use the most engaged people to target specific people at the account in your plays. Please take a look and let us know what you think. We are eager to keep improving it.

We just get to build this stuff, but you get to use it every day. We are so jelly.


Pro-tip: Did you know you can get assistance at any time by clicking the intercom button at the bottom right?


CoffeeSender —


Our first cloud step is up and running. You can now automate a CoffeeSender gift card right from a play. Each potential sender should put in their CoffeeSender credentials in their profile.

Then, just add the step like any other and it will send automatically.

The body text is included in their custom message. As a security measure, an approval is required for all gift cards. You can approve quickly in Scout.

Pro Tip: Did you know you could open http://scout.engagio.com for a streamlined experience?

Each new step we deliver makes me feel as warm as a good cup of joe.


Engagement Mins by Status — November 29, 2016

Engagement Mins by Status

Marketo Programs and Salesforce Campaigns are key tools to keep track of who was involved in which events and marketing initiatives. Up until now, you could only track minutes on membership in those programs/campaigns, not split it out with different statuses.

Head on over to the admin -> engagement section and check out the new ability to specify status in your programs or campaigns.


It works for both the Marketo Programs section as well as the Salesforce Campaign section.

As an example, if you have a 1 hour webinar; give 1 min for “Registered”, 60 mins for “Attended” and nothing for “No Show”. This will likely result in a whole bunch of changes for your scoring.

Note: Remember that changes work retroactively, and are compiled each night.

Helpful Tip
Marketing and Sales often get out of alignment regarding scoring. Make sure your end-users, the SDRs and Account Execs believe in and support the scoring system. If you have accounts that “look wrong” to them, they will start to ignore the engagement altogether. This would be a bad outcome, obviously.

Stay in touch and aligned between sales and marketing and good things happen.

Also stay in touch with me, let me know your ideas in the Engagio Spearfishing Club.

Gio loves spear fishing. Sometimes, he goes overboard though. Too much coffee maybe.


Eleven-Eleven Goodness — November 11, 2016

Eleven-Eleven Goodness

For 11-11-2016, I have a laundry list for you. Ready?

Fix incorrect leads-account match

This one is quite simple. Let’s say you have a lead who somehow got matched to a specific account, but you realize that it was a mistake. You can change the matched account directly in salesforce. Here is how.

Find the Engagio Matched Account on the lead. Click to edit and then use the search feature to find the right account.


Leave the account blank to remove matching altogether for that lead.

The system will pick up the change in the nightly sync and rematch the lead everywhere in the system.

Scout Options for Salesforce

Right-click on the Engagio chrome extension and click Options.



You will see a choice to hide the charts or change their placement. We will likely make other charts available in there soon. Also, if you collapse any of the sections, it will be sticky and remember how you left it.

Enhanced Wait Options

We improved the usability of the advanced wait options. It’s clearer now what you are choosing. Click the button called “Choose Date” if you want to pick from a calendar.


Do you think it could use more love? Use Slack to send us feedback and we will improve it.

I hope you like, no LOVE the updates. Go for love or don’t go at all, amirite?


Auto-Pause on Phone Connect and Other Fun Stuff — November 8, 2016

Auto-Pause on Phone Connect and Other Fun Stuff

Phone calls can end in several outcomes.


The first three (Good, Neutral, Bad) are “connects”. It means you spoke to the person and could judge their willingness to engage in a sale. The third three (Voicemail, Wrong Number and No Connect) are “no connect”. Usually you want a play to pause if their is a successful phone connect. Just jump to the settings of a play and you will see the auto-pause feature to do exactly that.


Nice, right?

Some other goodies:

  • Go to Manage Account Lists. Notice the extra column that says Lead to Account Setting. Now you can see which lists have an L2A setting without having to look at each one individually.
  • Check out your tasks. You will notice a little button on the right side. It gives you a bunch of task options. Give it a try. Also, make sure to try it in your mobile browser too. Just go to scout.engagio.com and swipe left on a task.


Happy Eel-ection Day! Go vote like Gio!