<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).

In Review

To be able to bulk archive Email Templates/Messages

<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 have the option to insert the column/table in the article.

Add option to insert column/table in the KB article

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 src="https://media.user.com/uploads/1t1nnm-user-com-support/image_ZbszvSc.png?eqwm7" alt="image-zoom">

Knowledge base keyword search report

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

Add to segment as the trigger cube

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"

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

It would be nice to have the ability to add different colors to the pipeline stages. For my main pipeline, my first stage would be grey, the second would be yellow, third red, fourth to seventh blue, and eight would be green. If a deal is in a stage or has already passed it, the color is full; otherwise it's muted by 50%.

Color of pipeline steps

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

Add a feature which would remove company duplicates by company-id like you can already do with users.

Company deduplication

<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"/>

Analyzing

Timing - max x times per day

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

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"

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

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

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

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

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

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

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)

Planned

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

<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)

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"

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"

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"

<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

Please consider extending allowed number of characters for User attributes First Name and Last Name to 128.

Extend char limit to 128 on First and Last name

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

<h2>Description</h2>Currently, the default view for Deals - Kanban view, for each Deal has information: <ul><li>Status of the last activity assigned to deal</li><li>Deal name</li><li>Deal value with currency</li><li>Assigned User (as Person)</li><li>Assigned Company </li></ul>There is a need to add information about Participants in this view.<h2>Example</h2><ul><li>Currently, deals in Kanban view look like this:</li></ul><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451755367.png"/>elements that are not present (i.e. no assigned Company/Person) means that this element is not in it at all <ul><li>In order for Participants to be distinguished from the assigned Person, headers (including Company) should be added to these elements</li></ul><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451755734.png"/> add. Participants, in the case of a number greater than 1, should have the option of opening a dropdown with a list of users assigned as participants, as is the case with Employees for Companies<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/1673451756067.png"/>

Add Participants to Deal (Kanban view)

<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"/>

In Progress

Extend filtering in recommendation snippet tags

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

calendar - outlook 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

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

<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

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

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

Completed

Add all webhooks to Email Action module

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

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

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

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

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)

<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.

Mobile App inbox support