Engagio Product Blog

What's new, cool features and plays

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.

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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).

 

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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.
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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: January 2018 — January 17, 2018

Product Updates: January 2018

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And just like that 2018 is here–hope the year has been off to great start for all of you!  To get things started on the right foot, we have some incredibly helpful tools to get your ABM into shape.


Highlights

Admins: You can now categorize engagement minutes with activity fields.

Users: A new default filter will allow you to focus only on marketing-driven engagement from accounts.


New Features

  • Activity Fields and Categorizing Engagement Minutes:Admins now have the ability to categorize engagement activity, which will better help with filter capabilities throughout Engagio’s analytics platform.  As a starting point, we created a default “Sales Engagement vs. Marketing Engagement” field for everyone that allows admins to categorize activities as sales, marketing, or none (admins should take time to review this for your instance and reach out to your CSM for help).  You can add more activities to categorize against, analyze engagement, and create new saved filters based on categorizations.  Learn more about it in the video below.

 

  • Persona Mapping (Their Team):Last year we introduced persona mapping for “Our Team” inside of PlayMaker.  Now you can automatically assign players on “Their Team” based on keywords in Salesforce fields.  It use to be that the personas you typed in on “Their Team” would only be a textual clue to the person running a Play to go to the list of people and find the best fitting person.  Leveraging persona mapping will automatically suggest people that meet the persona criteria for you.  Read more about how it works in our detailed documentation.

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Updates

  • New Default Filter: In the coming days, you’ll notice a new filter (“Engagio Marketing Engagement”) has been applied to your views of engagement activities, graphs, and charts you’re seeing across Engagio.  This new filter will help you focus on marketing-driven engagement minutes as categorized above (removing sales-driven efforts out of the mix).  This will only affect you if you haven’t previously selected your own default filter.  Learn how to change your user-level default filter view (or remove a filter) at anytime here.

 

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: December 2017 — December 12, 2017

Product Updates: December 2017

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I hope everyone is gearing up for the holiday season! We’ve got some presents for you as the end of the year is just around the corner.

New Features

  • Adding People as Lead OR Contact: When adding a new person in Scout, you can now select the individual to be either a lead or contact from the get go (no need to wait for matching of the lead).
  • Engagio Status: Ever wonder if Engagio is down? Visit our status page to view all planned and unplanned outages. Make sure to subscribe to receive e-mail notifications, bookmark the page, or find it directly from the Engagio homepage.

Highlights

PlayBook History
Similar to an individual Play, you can how find the history of a template under PlayBook designer. Simply go to PlayBook, select any Play that you’ve used (this will be helpful for everything from one-off to batch to auto-trigger), and click the new History tab. You’ll see the Account, the Details (which links to the individual Play if you click on it), Date, and associated Player. In most cases you’ll see two items under Details: the Play ran and the first step was executed (which confirms a Play has successfully started). If there was as problem or if you hit a limit, you’ll see an error telling you such. See more in the video:


 

New Selection / Moving Structure in PlayBook
In PlayMaker’s PlayBook, you can now use command + mouse click to select multiple items in the content tree. Right-click on a folder or section (My Plays, Published Plays) for action options including move. Keep in mind, you cannot move folders between the My Plays and Published Plays sections. Learn more about it in the video below:


Updates

  • Weekly E-Mail Redesign: The updated weekly e-mail design is now live for all Engagio customers and users who are set receive e-mails. If you haven’t already seen this in your inbox, let us know. Among the new graphics and tables, you’ll find sections for Highlights, Most Engaged Accounts, MQAs, Open Opportunity Engagement, Web Traffic, Most Engaged People, and Most Engaged Executives. We’ve moved away from sending reports as attached PDFs, and sections are now clickable directly from the e-mail into the associated section in our Engagio Analytics dashboard.
  • Reintroduced Text Snippets in Editor: In any editor, you can now insert snippets using the “T-Snips” icon (this is now the unofficial name, FYI). Clicking on the icon will give you a dropdown of all your saved snippet options.

 

Have questions or feedback? Share it in our Slack Channel, Intercom, reach out to your Customer Success Manager, or reply directly back to me!

Keep on swimming!

Product Updates: November 2017 — November 17, 2017

Product Updates: November 2017

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We added a number of new features and updates over the last month–a lot of which revolves around customizing your Engagio data.  If you haven’t already given them a try, I think you’ll be excited to hear about what’s new!

New Features

  • There are new Salesforce inserts that can be activated and toggled under our extension settings (reminder that the inserts will only appear if you’ve downloaded and are using our Scout Chrome extension):
    • Highlights and Activities Table are live.
    • All inserts are now available on both account pages AND opportunity pages.
    • And you can dig directly into those inserts by clicking-through using the “View in Engagio” links.
  • Customize your sidebar with the new Scout Widget Panel (the nine-dot icon).
  • In Play Console, we detect if the step after a phone call is an e-mail. If so, you’ll see a new split button that will open up the e-mail step in a new tab in case you want to follow-up with an e-mail right after a call.
  • There’s no going back–deleting a folder in PlayMaker now deletes everything within it (with an extra warning step that requires you to know how to spell “delete”).

Highlights

Custom Fields in Salesforce
Administrators can now customize Engagio data and how it writes back to Salesforce so it works for your sales organization.  Slice or roll-up engagement minutes, count of activities, and first engagement date for customized timeframes and filtered down to meet specific activity criteria.  Learn more about it in this spiffy video:
User Level Filters
All users are can choose their own default views for analytics throughout Engagio using the saved filter of choice under profile settings.  See how to customize this for yourself:

Updates

  • The activities on Person Profile in Scout has been updated to list of all activities in a table view with date, activity type, and associated engagement minutes (hover over the activity type to see details for that activity).
  • The Our Team section of the Pick Players screen in PlayMaker has shrunk down.
  • Click on an individual Play card in Scout and it will drill down into the Play’s history log.
  • A new tab opens when you select ‘Go to Play’ from any dropdown menu in Play Console.
  • Sorting your tasks by date (newest and oldest) now works in Play Console.
  • Landing on a phone call step in Play Console automatically pulls up the Communication History for that Play in Scout.
  • The “Daily Task Report” e-mail has been updated to sync with your Play Console tasks.
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Have questions or feedback? Share it in our Slack Channel, Intercom, or reach out to your Customer Success Manager.

 

Keep on swimming!
Account Highlights and Engagement Activity Now in Salesforce — October 19, 2017

Account Highlights and Engagement Activity Now in Salesforce

If you haven’t already seen them live, there are two new inserts you’ll find in Salesforce–Account Highlights and the Engagement Activities Table.  These new additions will help you access more of Engagio’s information in more places now.

Use Account Highlights to stay updated on key people and their recent engagement.

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And use the Engagement Activities table to see all interactions happening at an account including specifics like person, title, engagement type, engagement details, related minutes, and date.

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But wait–there’s a few more tweaks, as well:

Saved Filters

You now can get a bit more specific with the of data you’re seeing in these inserts by using saved filters (click here to learn how to create saved filters).  Simply select a filter you’ve created from the dropdown, and this will apply to the Engagement Trend Chart and the Engagement Activities.

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I know what you’re thinking–where did the heat map go? (AKA: the colorful boxes you use to see before)–not to worry, it’s still around just not turned on by default.  You can turn it back on:

  1. Click on the Engagio icon in the top your Chrome browser.
  2. Select “Options” from the menu.
  3. Toggle the heat map on or off (or toggle any inserts you like to your heart’s content).

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Reminder that the inserts will only appear if you’ve downloaded and are using our Chrome extension (you can get it here).

Got feedback?  Share it in our Slack Channel or Intercom.  In the meantime, watch you Halloween candy intake–Franken-Gio looks like he might have had a few too many…

 

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P.S. Keep your eyes peeled for this in the near future:

Drilling Into Engagio

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Want to dive a little deeper into the data you’re seeing in the Salesforce inserts?  You will be able to click directly into Engagio and land on the associated view in our ABM Analytics dashboard, by clicking on the “View in Engagio” links.

Our LinkedIn Sales Navigator Integration is Here! — October 11, 2017

Our LinkedIn Sales Navigator Integration is Here!

Engagio is excited to announce that we are launching an integration with LinkedIn Sales Navigator.

We have been included in the LinkedIn Sales Navigator Application Platform (SNAP), and starting today you will be able to access our latest integration (check out how it works below).

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Now you can view LinkedIn Sales Navigator information wherever you can see a person’s profile in Engagio (specifically under the People section in PlayMaker and our Scout extension).

Inside the LinkedIn Sales Navigator display, you will be able to:

  • Mention Icebreakers to identify commonalities between you and your prospect within the display
  • View additional profile details to the extent provided by a LinkedIn end user–including photos, current roles, and work history from within PlayMaker and Scout.
  • Uncover the best way to get introduced through TeamLink
  • Find new leads directly in PlayMaker and Scout with Lead Recommendations

Keep in mind that using this latest integration requires a Sales Navigator Team or Enterprise license.

We know many of you use LinkedIn Sales Navigator information, and now it will be even easier for you to access that directly in Engagio.

Got feedback?  Share it in our Slack Channel or Intercom.

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.

sea-turtle

#dadJokes

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

 

 

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…

Run SFDC Contacts View.gif

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.

 

 

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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