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September 1, 2021

Platform updates in August: mobile app integrations, onboarding via pop-ups, embedded content blocks have become less intrusive

Key updates

Key updates

Mobile apps can now be integrated in one week thanks to the SDK.

It used to take up to three months to integrate a mobile app and start sending push notifications, whereas now, it only takes a week. Thanks to the free SDK library, we can save a developer’s time and resources while making fewer integration errors.

Developers can use ready-made instructions ready-made instructions to integrate an app using the SDK.

Pop-ups help with customer onboarding, guiding customers back to the cart, and drawing their attention to promotions.

Now pop-ups can show to a customer how a new interface element can be used, or draw their attention to a section featuring promotions, new products, or favorite items. To do this, simply link the pop-ups to a feature on the website. For example, place a pop-up next to the cart in order for it to remind the customer to complete their purchase.

Pop-ups can also draw the customer’s attention to their cart, reminding them to complete their purchase
Pop-ups can also draw the customer’s attention to their cart, reminding them to complete their purchase

To place a pop-up near a feature on a page, simply open pop-up “Settings,” go to the “Form position” section, select the element using the CSS selector, and specify the location where the pop-up should appear:

Embedded blocks have become less intrusive as a result of being displayed less often or only on select parts of the page.

Embedded blocks used to always be displayed on every page of the website, which would annoy users. Now they appear only once; either once per session or once every few minutes.

This is particularly useful in social proof mechanics, where “X amount of people purchased/viewed this item today.” A built-in block displayed only once every couple of minutes won’t overexpose customers and won’t affect their decision regarding their purchase.

To set a block’s display frequency, open its “Settings” and enable the “Set Pop-up Frequency” function:

The embedded block can be displayed once per session or according to a specifically designated frequency
Thereafter, you can choose to display the embedded block only once per session or according to a specifically designated frequency.

It is also possible to close embedded blocks. An “X” icon to close the blocks will soon appear on all ready-made templates. If the desired template is not available, message the support team via chat.

Launch your mechanics faster. The Visual Scenario Designer is now available to everyone.

It is now faster and more convenient to configure and run automatic chains of mechanics in the Visual Scenario Designer. These chains can be assembled from ready-made block events, conditions, and actions. To create a scenario, open the campaign, click “Add” and select “Scenario.”

Abandoned cart scenario with mobile push and email notifications
"Abandoned cart" scenario with mobile push and email notifications

Updates

Website Personalization

Customers can retake surveys or receive prizes via pop-ups and embedded blocks.

At times, customers would enjoy winning Wheel of Fortune-like prizes or would like to leave feedback about their service after each order. Prior to the update, setting up the necessary operations for these functions would only be possible by contacting a manager. This, of course, took a lot of time, and the pop-up didn’t always work well. But now you can configure these types of pop-ups yourself.

All you need to do is find the “Completed Customer Form” block in pop-up settings. Enable the “Issue Action” function and configure the action using the necessary additional fields, for example, “Winning Result,” “Survey Response,” or “NPS Rating Comment”:

System actions after form is filled in

Preview and test stories on the platform’s interface.

Before this update, previewing stories was only possible when launching them on a website’s test page. Now you can instantly check stories on the platform’s interface.

Story preview on the platform’s interface
Story preview on the platform’s interface

Scenarios

Sending promo codes or product selections is now available in scenarios.

Imagine you’ve set up an automatic mailing to customers that provides an overview of the week’s new products, but there was only one new product for that week. This means that customers would be sent an overview with just one product displayed. To prevent this from happening, a specific condition should be set up in Scenarios: launching the chain only if there are more than X number of products in the segment. Chains can also be launched once the desired promo codes become available.

Simply add a block to the scenario with the designated condition which can be achieved by selecting the section with availability of promo codes or the availability of products in the segment:

Use the promo code availability condition to prevent an email with a promo code from being sent when it is not available
Use the promo code availability condition to prevent an email with a promo code from being sent when it is not available.

Use scenarios to send messages when a specific customer needs them — simply specify the date in an additional field.

Automatic triggers often need to be set up to remind the customer about an event – e.g the beginning of classes, or the end of a subscription. This is now available in Scenarios. Specify a date for a customer, order, product, or action in an additional field. Your scenario will then send a message on the set date.

The waiting period can be specified in minutes, hours, or days
The waiting period can be specified in minutes, hours, or days.

CDP

Evaluate the efficiency of communications using a smaller control group.

To allow us to assess the impact of direct marketing on sales, the behaviors of two customer groups are compared: one who receives company communication and the control group that does not. The minimum size of the control group used to be 5%, which could represent hundreds to thousands of customers. This led to many companies refusing to utilize the control group comparison.

Now the minimum size of the control group has been reduced to 3%. Although this value makes it harder to achieve statistically significant results, projects with a customer base of over one million still provide us with the information we need.

Find order notifications with ease while conversing with a customer.

Previously, if a customer did not receive an order notification and contacted the call center, it would take a long time to find the right transaction message in the system. Now, all it takes is to enter an order number, and a complete list of related notifications will appear on the screen.

If the opposite situation arises, i.e., it is necessary to quickly find an order associated with a transaction message, it can now be reached with just one click:

Storing data is now safer. Simply adjust which campaigns an employee or a contractor can see.

Marketing agencies or other contractors often work with the platform without necessarily having access to all project campaigns. To protect your data, open each employee’s card and set up access to individual campaigns only: