Engagio Product Blog

What's new, cool features and plays

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 Updates: September 2019 — September 11, 2019

Product Updates: September 2019

It’s that time of year when students are back in school, the grown-ups are back to work (I hope everyone had a good summer!) and we are excited to announce key new features as part of this September release.

Configurable Journeys and Dash updates will be live on September 16th and Segments will be live by the end of September.

To learn more about this release, please sign up for the September 2019 Product Release Webinar that will take place on September 26th, at 10AM (Pacific).

If there is a theme to this release it’s all about “Configurability.” We’re making the Engagio platform even more configurable to how you do business and what’s important to you.

Configurable Account Journey

Configurable Journey enables you to go beyond the account funnel Engagio currently has by letting you customize each stage with your own criteria and add stages like “Customer”, “Meeting”, “Recycled” or “Disqualified”:

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With Configurable Journey you can:

  • Customize account journey stages to align with your business needs
  • Compare multiple account lists across stages in a single view
  • Understand how accounts in each list are trending over time
  • Calculate advanced metrics like Stage Velocity and Stage Conversion (%) Rates.

What Existing Features are Impacted?

Configurable Journey brings lots of new analytics to Engagio, but also replaces some existing functionality.

ABM Scorecard

The ABM Scorecard has been re-designed to allow for configurable stages, but should still be very familiar if you’re used this page in the past:

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MQA Page

The existing MQA Page is retired entirely, and is replaced by a new section in Engage called “Journey” which in turn has 3 more new pages:

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Where and How MQA Rules Are Defined

Existing Engagio functionality allows you to configure the rules for the MQA Stage only. The new Journey Builder allows you to configure ALL stages of the Journey, including the MQA Stage.

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The new Journey Builder is powered by Engagio’s Selectors – which were built for maximum customizability.

The Journey Builder will have the existing Engagio stages by default:

  • No Engagement
  • Aware
  • MQA
  • Open Opportunity

So you don’t have to define a new stage to make this feature work. If you choose to not define any new stage in Journey Builder, Engagio will automatically configure the Configurable Journey to use your existing Engagio account funnel.

Account List Snapshots

The Account List Snapshots feature has been replaced with an automatically historical Journey data instead. This means that you no longer have to add Account Lists to Snapshots and instead the historical Account data will be generated by Engagio.

Journey Summary Page

Shows which journey stage the accounts in account list are in right now.

Example Question: “How many Accounts are in stage MQA right now?”

chart stage select

New Volume Page

Shows the historical trends in how many accounts moved to which stages which a period of time.  Example Question: “How many Accounts moved to MQA last Quarter?”

New Velocity Page:

Shows how long Accounts spent in each stage historically (in # of days). Example Question: “How long do Accounts spend in stage MQA?”

New Conversion Page:

Shows how Accounts are moving from one stage to the next in terms of their (%) conversion rates.
Example Questions: “What % of Accounts moved from MQA to next stage last year?”

Segments

While other systems can look at Account, Opportunity, or Activity information to pull a list of People our Segments can be configured to return groups of Accounts, Opportunities or Activities as well as People.

Configured in Engagio: Customizable groupings that leverage selectors instead of assistance from an SFDC Admin.

Activity Fields: Segments provide a more flexible way of categorizing activities in Engagio.

  • Create and manage all of your existing Account, People and Opportunity Lists.
  • Create new Dynamic Lists that no longer rely on a Salesforce report or view as the source.
  • Refine your target account lists to discover new cohorts of audiences based on member attributes and activities with filters
  • Create best practice Reports for your Marketing and Sales teams, e.g., VP-level activity from accounts with open opportunities scheduled to close within 90 days
  • Set up subscriptions to automatically receive digests of key insights, e.g., account has just become marketing qualified

Dash Updates

Our latest version of Dash has improved performance, new functionality and new reports and dashboards.
If you upgrade, must be on “engagement minutes” version of Dash for the dashboards to work. Contact CSM on how to upgrade.
New Out of the Box Attribution Dashboards
  • Closed Won Attribution – Lightning/Classic

Closed Won Attribution (Minutes) - LIGHTNING _ Salesforce
Closed Won Attribution Dashboard in Dash

  • MQA Impact – Lightning/Classic
    *If you upgrade, must be on “engagement minutes” version of Dash for the dashboards to work. Contact CSM on how to upgrade.

MQA Impact Dashboard - LIGHTNING _ Salesforce
MQA Impact Dashboard in Dash

  • ROI analysis weighted by engagement minutes is now available.

Campaign Cost ROI - LIGHTNING _ Salesforce
Campaign ROI Attribution Dashboard in Dash

Performance and other Improvements
Batch API for Account Batch Job
  • Ability to update up to 100 accounts with Engagio activities in one API call
Renamed objects and fields in Dash to be consistent with Configurable Journey
  • Customer Path = Journeys
  • Campaign Attribution = Attribution
  • Lifecycle Stage = Journey Stage
  • To Lifecycle Stage = To Journey Stage
  • From Lifecycle Stage = From Journey Stage
Other Minor Enhancements:
  • Increase field character limit for “Activity Details”
  • Fixed null reference error for engagement minutes recalculation
  • Fixed error where opportunity updates were adjusting account lifecycle stages
  • Updated attribution to now calculate based on engagement activities for the person journey
  • Created a “read only” permission set for non-Dash admins

We hope you like it!


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. 

Product Updates: April 2019 — April 18, 2019

Product Updates: April 2019

We’re proud to announce that Engagio Orchestrator is now generally available (GA).

Orchestrator serves as your home to manage all of your account based activities. This release includes:

  • Create and manage all of your existing Account, People and Opportunity Lists.
  • Create new Dynamic Lists that no longer rely on a Salesforce report or view as the source.
  • Refine your target account lists to discover new cohorts of audiences based on member attributes and activities with filters
  • Create best practice Reports for your Marketing and Sales teams, e.g., VP-level activity from accounts with open opportunities scheduled to close within 90 days
  • Set up subscriptions to automatically receive digests of key insights, e.g., account has just become marketing qualified

Lists

Lists, previously managed from the Manage Account Lists section, are now available from within Orchestrator. Don’t worry, all of your previously created lists are still available to you.  In addition, we have introduced a new Dynamic List type that no longer relies on a Salesforce report or view as the source.  We have also introduced the concept of public, private and favorite lists.  This will make finding lists that you care about more easily accessible while decluttering other users’ views.

Lists

For more details on the changes to manage lists, please read more.

Filters

Filters allow you to refine your target account lists to discover new cohorts of audiences based on member attributes and activities.  Additionally, any filters you have previously created in Engage will be available in Orchestrator.  Like lists, filters can also be made public, private or favorited.

Filters

For more details on Filters, please read.

Report Subscriptions

With Report Subscriptions, you can notify Marketing, Sales and Leadership teams of key Account, Person, or Opportunity insights.  Some examples include:

  • Send a Report to Account Owners of VP-level activity from their accounts with open opportunities scheduled to close within the next 90 days
  • Send Report to Account Owners when a new key persona is created in a Target Account
  • Send a daily Report of yesterday’s marketing engagement that occured in my Territory

Selectors

All of these features are made possible through Engagio’s new Selectors functionality.

Selectors unlock a robust set of filtering capabilities, enabling marketers to move beyond just people insights to create audiences that were previously impossible to find.

We hope you like it!


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

Product Updates: January 2019 — January 11, 2019

Product Updates: January 2019

We’re proud to announce that Actions are now generally available (GA). Actions are accessible in Engage from either Accounts or People.

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Users can 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 a Marketo Campaign (more Marketing Automation Platforms coming soon!)

Engagio Actions

  • Add or Remove Accounts 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.

screen shot 2019-01-09 at 6.35.01 pm

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 documentation on Taking Actions with Accounts and People.


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

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

customer-banner

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.

Screen Shot 2018-10-23 at 10.10.46 AM

Screen Shot 2018-10-23 at 10.11.22 AM

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.

Screen Shot 2018-10-18 at 5.20.16 PM

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.

Screen Shot 2018-10-18 at 5.20.29 PM

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