In Review

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Main Roadmap

Problemcampaign metrics reported within campaigns, namely open and click rates can be inflated due to the well known issue of bots, apple privacy, email security software etc the issue As emails are often opened and clicked - not by the member but by applications and tools the metrics reported can be considerably higher than they should be. Possible solution we are aware of the difficulty and complexity of working with email sending but we have seen that other platforms have created features to try and distinguish clicks and open rates which are outside of a normal pattern for email delivery, example being - <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://community.hubspot.com/t5/Email-Marketing-Tool/Are-Bots-Affecting-Your-Email/m-p/310626/page/3">https://community.hubspot.com/t5/Email-Marketing-Tool/Are-Bots-Affecting-Your-Email/m-p/310626/page/3</a> this thread details the issue we have and some steps that hubspot have made to help reduce these inflated numbers from being added to the final metrics the solution mentions "The new tools take a behavioral-based approach. We look for patterns in the open or click events that indicate a likelihood of being generated from a bot.&nbsp;&nbsp;" and this is something that could be put in place, probably at the SMTP level, rather than the <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://user.com">user.com</a> app level heres some info that another SMTP delivery platform is taking to address this <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://www.mailgun.com/blog/product/bot-detection/">https://www.mailgun.com/blog/product/bot-detection/,</a> other examples <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/email-setup/filtering-email-bot-activity.html?lang=en">https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/email-setup/filtering-email-bot-activity.html?lang=en</a> <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/email-setup/filtering-email-bot-activity.html?lang=en">https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/email-setup/filtering-email-bot-activity.html?lang=en</a> <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://sponge.io/6-ways-sponge-recommends-handling-bot-clicks-marketo/#:~:text=Remove%20Bot%20Click%20Link%20Scoring,improve%20your%20email%20metric%20reporting">https://sponge.io/6-ways-sponge-recommends-handling-bot-clicks-marketo/#:~:text=Remove%20Bot%20Click%20Link%20Scoring,improve%20your%20email%20metric%20reportin</a>g. From researching their does seem to be a number of possible solutions to identify bot like activity with email campaigns sent this could be a setting that can be turned on/off within the app - if turned on the campaign could show both values of clicks and opensOpened; 98 (with bot guard 56)We believe this could be a good feature request - many other providers have addressed this issue, looking at the forum on hubspot it was a big issue for clients, and these stats are such an important metric to determine the success of the campaign and the strategy of email marketing in general a <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://user.com">user.com</a> specific update to also help address this issue could be the placement of a hidden link contained within the DEMs sent from <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://user.com">user.com</a>, (not added in the template, but sent in the email) if this link is clicked it is likely a bot, so could also be used to help with analysis of possible bots

error reporting email metrics within campaigns

Nick Wale

<h2>What will be added?</h2>Ability to delete / archive email templates (Campaigns&gt; Email&gt; Resource&gt; Messages)<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451738126.png"/><h2>Description</h2>Currently, it is not possible to delete / archive unused email templates, which is not very transparent with a large number of messages, which are additionally tedious to delete (each such action requires confirmation).

To be able to bulk archive Email Templates/Messages

Grzegorz Kacperski

<h2>What will be added?</h2><ul><li>add a link to the meeting in the confirmation in the Google Calendar</li><li>add a phone number on the confirmation sent to the email (below the visible email to the user)</li><li>add the phone number shown in scheduled meetings</li></ul><h2>Screenshots</h2><ul><li>confirmation of the meeting<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451735673.png"/></li></ul><ul><li>scheduled meetings<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451736068.png"/></li></ul><ul><li>confirmation sent by email<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451736397.png"/></li></ul>

Calendar improvements

It would be great to drive more self service to have a report showing the keywords search by the user in the knowledge base.This will allow news tags to be added to existing relevant articles or for new articles to be added to 'fill the knowledge gap' and reduce operational costs / improve customer experience.It would look a bit like this.<img alt="image-zoom" src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/20231002171225215693.png"/>

Knowledge base keyword search report

Paul Hopkins

It would be great to have the option to insert the column/table in the article.

Add option to insert column/table in the KB article

Polina Tsigelskaia

When I send the email campaign containing 3 different links, which lead to the url-s where there is no <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://user.com">user.com</a> traking script (facebook / instagram / pdf file), I can check if the user clicked the link checking if I find the user /emails/campaigns/{{ campaign_id }}/clicks/ But there is no option to filter that out using automation nor to tag those users in some easy way (I can only filter/tag users who clicked any link in the campaign).That would be very nice to add a filter "link clicked" where we can check if the link with some specific url (or containing some url) was clicked by the user in some time period.

New filter "link clicked"

Arkadiusz Wiśniewski

Possibility to reorganize (manually sort) people, company, and deal attributes. Now, they are in the order you have created them, but in reality, it's random without logic. It is even better if you could organize all attributes (custom &amp; default), but MVP-level is the possibility to organize custom attributes.

Possibility to reorganise (sort) attributes

Paulus Perkkiö

Our company urgently requires this feature as we have numerous email campaigns that need to be renamed and re-categorized. Presently, we are unable to modify either the name or the category. Due to this limitation, our email campaigns section appears disorganized, making it extremely difficult to work with.

Ability to change the name and category of an email campaign

Vlad Turak

<pre><code>Add a trigger cube: "add to segment" and "remove from segment". </code></pre>

Add to segment as the trigger cube

Agnieszka Obstarczyk

Need to have "in x minutes/hours" filter for on date and time This is a lacking condition for your On date and time. This will ensure sending campaigns/emails when its X minutes before a Date/time Value. You only have X mins have passed and less than X mins. But no option for "In X mins" meaning it will trigger if date /time event is x minutes from now.

Need to have "in x minutes/hours" filter for on date and time

dinodinz

<pre><code>Let's say an automation A counts the occurrence of a page visit event. Then, when the number of occurrences reaches x, we assign the tag to the user. After assigning the tag, the automation B, that displays a pop-up, starts.

Due to the fact that the pop-up is supposed to be displayed once, automation B has the timing set to "max once" or "max once per day".

Despite the fact that we have disabled automation B for the user, automation A still counts the occurrence of the page view event.

We would also like to exclude the user from automation A, e.g. after 10 entries into automation in 1 day.

Also, timing "max x times per user" and "not more often than x times in x days/hours/minutes" would be great - making it more flexible to use.

Timing "not more often than" will not work in this case, because user might have more than 1 occurence of event in 1 minute.

This solution will offload the application.

</code></pre><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451864080.png"/>

Timing - max x times per day

Bartosz

Currently <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://User.com">User.com</a> has only "user notes" feature. These kind of notes are assigned to the user directly, so they show up in all conversations assigned to this user. "Conversation notes" will be assigned to the specific chat threads. It's a useful feature for support teams which helps to exchange information and leave useful tips about the case.

Notes for conversations

Alina Shafikova

Chcemy wykluczyć pojawianie się prompta zapisu na wybranych stronach witryny, np. by nie pojawiał się na wszystkich podstronach zawierających w url "checkout" W ustawieniach prompta możnaby było dopuścić stosowanie składni regex, aby móc wykluczyć lub wskazać konkretne pule URL-i do działania prompta. <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1676537875238.jpeg">

Webpush prompt - dopuszczenie reguł regex w opcjach "webpage adress"

Damian Wojdyna

As a user that heavily uses Activities on Deals, I'd like to be able to delete an Activity directly from the Deal, if I no longer need it.Currently, I have to do a workaround of changing the date of the activity to today and add the description why it's no longer required, before marking it as complete.

Delete Activity from Deal

Vatroslav Mileusnić

i would love to display the selected message from "Send an email campaign" modal view in automation or if it would be possible to open a message by clicking some btn next to each message in dropdown, that would be way, too my use case is i want to check the automation and quickly check also the email message sent - with my proposed solution it would be accessible on one click..

Link to email message from automation modal view

frantisek

We have identified a need where our open chatroom does not meet all expectations. We analyze the chat queuing system based on established rules and the conversation assignment module based on the chat agent workload.

Chatroom queues

Michal Brozyna

We are considering adding an experimental video chat feature to our chat widget. The video call section would be tailored to many types of businesses and would include features such as screen sharing and product recommendations.

Video conversations via Chat Widget

IssueWhen an incoming file attachment is removed as per the settings (/settings/allowed-file-types/), there is no notification at all that the email contained an attachment. This makes it very confusing for the support agent that sometimes has no idea that the customer has sent an attachment.SolutionAdd a notification in the incoming message that the email contained an attachment, but was removed due to the allowed file type settings.

Notify in the message when an attachment has been removed

BjornRB

Newer and more advanced A/B tests allow you to compare not only email designs but also email preheaders and sender names.We will also be adding new winning metrics based on events that let you better reach your email campaign goals.

More advanced A/B tests in email campaigns

There is a request to add a notification about unread messages from the Inbox section to the tab. Same way as we have it for users (when the user has an unread message in the widget)

Notification about unread message for agents in tab

<h2>Description</h2>Due to problems with handling repetitive automation under given conditions, e.g. show pop-ups from Friday 14:00 to Sunday 23:50. we could make Timing only on given week day more advanced.<h2>What will be added?</h2>Change for Timing Only on given week day:<ul><li>For this specific timing, we hide Toogle's display enable this path only in specific hours</li><li>next to the checkbox (day of the month) we add fields with a choice of hours (from default, after selecting the checkbox, they are set as 00:00 - 12:00 (pm))</li><li>below Timing, adding a dropdown narrowing Timing to once per day, each time the condition is met, once</li></ul><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451735074.png"/>

[Automations] Timing - more advanced conditions

If I hit the HTML block on specific URL it's hitting on every open card even if there are different URLs.I would like to (the same as with popups) could set up the "Check URL" filters - the best would be with the possibility of adding the snippet tags :)

HTML blocks - adding "check URL"

<h2>Description</h2>Currently, in the Show pop-up automation module, after clicking the Check web page URL toggle, we have the option to select a condition related to the URL.This makes it possible to exclude pages on which the Pop-up is to be displayed, which is especially useful when a unique user has many pages open where the same widget is located.However, this possibility is limited to one condition only.The option to add more conditions related to displaying Pop-up on specific urls would make this module even more useful.<h2>Example</h2><ul><li>the current appearance of the settings form of the Show pop-up module (Check web page URL toggle enabled)<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451759225.png"/></li><li>a new look for the Show pop-up module settings form could use the same design that is already present in the Page visit module<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451759579.png"/><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451760036.png"/></li></ul>

Additional conditions for the URL (Show pop-up automation module)

I want a custom "Unsubscribe from emails" message on the landing page people come to when they have clicked unsubscribe in an email. I want to be able to add custom images, text, and links. This would help to make the page more personal and fun. And it is also the last chance for us to convert users back.

Customizeable landingpage "Unsubscribed from emails"

Hanna Falkdal

Same like for emails, I would like to trigger an automation when any or a specific web push campaign has been delivered or clicked.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1672924634955.png">Let's suppose that we want to track it and do not send too many campaigns to our customers.

New automation trigger - "Webpush action"

Problem: When the quota for media storage is full, all sort of bad things happen.<ul><li>Attachments from customers are just silently removed (no trace of there even being an attachment). This causes a LOT of confusion.</li><li>Can't upload new images to pop ups, emails etc</li><li>The only notification received that the media storage is full is to the app owner, in the small notification ring bell icon (where ALL notifications end up, so very easy to miss).</li><li>In the media section (/files), you can't sort on size to remove the biggest ones.</li><li>In the media section, you can't see where the media belongs. Is it from a customer email? Is it from a Campaign? An automation? This makes it impossible to bulk remove media files with confidence without being afraid to f*ck shit up in your automations.</li></ul>Solution?<ul><li>Start with emailing ALL Administrators when quota is 90% full</li><li>Add possibility to sort by file size to /files</li><li>Add a filter to remove all media that are associated with your own automations, emails, campaigns, whatever. For instance, I only want to remove old screenshots that our customers have sent us that are more than x months old.</li></ul>

Media Storage improvements

We want our recommender to give even better results and to be able to configure its design at the level of the <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://User.com">User.com</a> application

User.com product recommender improvements

Email test should include testing title and sender as well as snippets from TEST button already available. Now, the only way to test the entire message is by adding tags to particular email and it impacts the overal results of the campaign.

Email test improvement

Centuria Marketing

<ul><li>personalized charts</li><li>specific data about your CRM</li><li>dashboard as a main application view <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451764868.png"/></li></ul>

Default Dashboards

Marcin Szczygieł

<h2>What will be added?</h2><a class="text-blue-400 dark:text-blue-300 cursor-pointer" href="https://app.user.com/snippet-tags/product-recommendations/" rel="noopener noreferrer nofollow" target="_blank">https://app.user.com/snippet-tags/product-recommendations/</a>Extend filtering options by snippet tags for product recommendations.The same filtering options will be added as in Product snippet tags (by segments, by tags, in stock, by custom attributes)<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451735367.png"/>

Extend filtering in recommendation snippet tags

The order data model allows you to make more advanced actions between users and products and unify them to create a seamless dataset about your customers' purchases. It makes an easier way to monitor and analyze your customers' data and it will be compliant with existing product events, automations and all types of campaigns.

New data model - Orders

Native <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://User.com">User.com</a> and Amplitude integration.It allows you to send data about customers and their behavioral and campaign events from <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://User.com">User.com</a> straight to Amplitude to analyze them and create cohorts and send them back to <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer text-indigo-500 dark:text-indigo-300 cursor-pointer" href="http://User.com">User.com</a> as a user list for further actions.

Amplitude Integration

When you create an email campaign you define the ETA and then have the summary of all the details. <img alt="" src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451855606.png"/>However, there is no info about the timezone. It's not obvious if it's an agent's timezone, app's timezone or UTC. Suggestions 1: Just show the timezone info near the date, time 2: Show it the way we do in the automations: <img alt="" src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451855878.png"/>

Show timezone for the email campaign

currently 2FA is set within the individual account, meaning a co worker is entrusted to turn on 2FA as per company policy we would like a feature where 2FA is set at an app level and is enforced on all members, meaning they cannot themselves individually turn this on and off as they desire once enabled, it would log users out and enforce 2fa on next login

2FC authentication - set at app level

<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1687853920844.png">Brand new In-app message builder. It allows sending fully customizable in-app messages containing photos, animated gifs and custom fonts.

New In-app messages builder

So anybody can for example count how many soft bouces were there per user (using integer attribute + update an attribute field).

Add all webhooks to Email Action module

Maciej Rządkowski

Good day, i realize zapier is avalible, but integromat does the same being much less expensive, is it possible to add it as an integration?

integromat integration

David Grass

The loyalty program brief description:<ul><li>Complex and fully integrated within the <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://User.com">User.com</a> app</li><li>Gather data from different sources</li><li>Allows to automatically communicate with your users through any possible scenario accessible to the <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://User.com">User.com</a> app</li><li>Define the levels of your customers</li><li>Customize engagement groups and set up certain rules</li><li>Run more than one campaign at the same time</li><li></li></ul>

Loyalty program

Currently, there is no such endpoint and clients need to tag users in the list to Get users by tag.

API request to Get users by list for Nick from Educations.com

Dmytro Moiseienko

By getting daily statistics for specific segments size in <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://User.com">User.com</a> and putting them in some database with a timestamp, we can measure segment size changes outside from <a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="http://User.com">User.com</a> (like we do in analytics module). It's useful to connect that with other data.Right now the only possibility to get segment size for each segment is asking one-by-one to the endpoint:<a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="https://apidocs.user.com/segments/view-user-segment.html">https://apidocs.user.com/segments/view-user-segment.html</a>But this endpoint gives back not only the segment size but every user from that segment, which makes response pretty heavy and sometimes, when asking for too many segments at once I get some timeouts. That would be great to add: a/ New endpoint for checking segment size (with possibility for giving multiple segment ID-s in one request) b/ Another argument (size) in each segment object in response given by existing endpoint:<a target="_blank" rel="noopener noreferrer nofollow" class="text-blue-400 dark:text-blue-300 cursor-pointer" href="https://apidocs.user.com/segments/list-all-product-segments.html">https://apidocs.user.com/segments/list-all-product-segments.html</a>

API - easier access to segment size

Często używamy dynamicznego wstrzykiwania produktów do maila na bazie dużego segmentu produktów. Czyli robimy coś takiego:<ol><li>Tworzymy segment produktów składający się z np. 500 produktów (wszystkie czerwone sukienki)</li><li>Wysyłamy maila w którym dynamicznie wstrzykujemy 8 produktów z tego segmentu. Aktualnie nie mamy możliwości, żeby wstrzyknięcie objęło 8 dowolnych produktów z tego segmentu, musimy posortować po czymś deterministycznym jak nazwa/cena itp.</li></ol>Chcielibyśmy móc wstrzyknąć dla każdego użytkownika losowe N produktów z segmentu, który ma ich wiele. Wystarczyłaby do tego możliwość sortowania produktów po losowej wartości, czyli coś w stylu:{% products count=7 order_by='RANDOM' order=1 segment='mailing20220415ks' as product_list %}{% for product in product_list %}

Random order in snippet tags

Mateusz Nowak

Jeśli chodzi o szczegóły update_or_create deala to:Endpoint np. POST /deals-by-id/update_or_create/<ul><li>Akcja powinna aktualizować deala o podanym id (naszym id) lub utworzenie deala o takim custom_id, jeśli takowy wcześniej nie istniał</li></ul><ul><li>Akcja ma przyjmować wartości potrzebne do userowych powiązań w postaci custom_id - company_id, person_user_id, products_custom_id (i jeśli uda się dodać custom_id loss reason to też takowego chcielibyśmy tu użyć) - mechanika tych pól powinna zostać "przeniesiona" z PUT deals-by-id/ (tam te pola działają tak jak tego oczekujemy)</li></ul><ul><li>Akcja powinna mieć możliwość ustawienia wszystkich naszych custom atrybutów</li></ul>

API Call - Update or Create Deal (Analogicznie jak dla Usera)

we would like the calendar to be integrated into MS outlookMS is still a big calendar client that is in use.

calendar - outlook integration

<h2>Description</h2>Multiple triggering of the same events (such as eg Exit intent) makes the user's Timeline unreadable, and thus - the analysis of his profile is difficult.<h2>What could be added?</h2>In the list of events (/settings/events/), would be added the Retention column in which you could specify the number of days after which the event will be deleted on the user's timeline.

Option to automatically remove Events has been added

We understand that mobile push messages can be easily rejected by users and important messages may be lost. Our goal will be to develop a backend integration that will send user data and mobile push message content so that you can display it in the inbox section of your mobile apps to the right users.