[Update] Sticky Header Notification Updates – Close Button Becomes Optional, Introduction Of Minimize Option And A Better Live Preview

4 months ago, when we released sticky header layout for notifications, we didn’t know it would sell like a hot cake. Its amazing to see the kind of use-cases our customers have been using it for – from system alerts to dynamic messaging to running offers/deals/discounts to smart notifications based on our targeting criterion, we have seen them all.

If you haven’t used this Notification layout already, do take a look at some of the use-cases captured live on our customer websites, you’d love these – #WebEngageLive

We have added two new options in the Notification create/edit screen:

Close button is now optional and the ability for users to minimize a notification has been added. Underneath is a preview of how these appear on your website when both the options are used. On the right hand side is the “minimized state” of a notification, as it appears on your website.

As an outcome of this change, you can, now, get rid of the close button in your sticky header notifications whenever you want to run persistent notices on your website.

Note: Notifications when minimized by a user on your website, appear minimized in his/her next visit. Want to check out other options in this layout? Check out the post here.

Stay tuned, we love you!

[Annoucement] Feedback Routing – Automate Your Feedback Management Workflow

As promised last week, we are back with a brand new feature release! We have a nice update for customers using our Feedback product – it is now possible to automate routing of incoming feedback emails depending upon preset rules. So, e.g. you can configure a rule that says – “for all the feedback submitted on my website, send UI/UX related issues to design@mysite.com and sales or order related queries to billing@mysite.com“. Sounds exciting? Underneath are a few screenshots from the dashboard on how to use this feature.

Start at Dashboard > Feedback Settings > Feedback Routing to use this feature. By default, we send all the incoming feedback emails to users in your account with “feedback management” access.

Add rules based on categories and your custom fields. E.g. in the screenshot below, we are setting a rule to “send all billing and sales related queries to Bob“.

This is how your routing rules (once saved) appear in the dashboard. You can edit/add any point of time. The changes take effect in almost realtime.

Need routing based on dynamic data? Have we ever said a NO? 😉 If you use custom data, you can now build routing rules based on those too! E.g. in the screenshot below, we are saying “route all design related queries submitted by customers in the paid plan” to a certain email. Cool, ain’t it? For custom data, we support numbers, strings, booleans and date data types.

This is it! If you have any questions on how to use this feature, please drop us a feedback.

Note: This feature is available from the Standard plan and onwards.

Stay tuned, we love you!

Targeting Engine Updates – Now Supports Negation In Geo Rules, Visitor Sampling, Deeper SEO Targeting And Much More

In the last two months we have added tons of new add-ons to our targeting engine for notifications and surveys. Wondering, what are we talking about? Before you read further, please take a look at how our survey and notification products can be targeted on your website, without adding any extra line of code.

Underneath are the new additions:

Exclusions (negation) in geo targeting rules
So far, we allowed you to create rules that would make your notifications/surveys appear ONLY for visitors from certain geographies. Now, with the new update, you can add negation or exclusion rules as well. We know, you so much wanted it! Now, it is so easy to create an offer for all your visitors except for the one’s from NY, Texas and Florida.

Exclusions in search engine traffic rules and handling traffic with “unknown” keywords
If you are an enterprise customer, targeting based on search terms was always available to you

(the first option in the screenshot below). e.g. show this promotion (notification) ONLY to visitors coming from Google search who were looking for perfumes on Google. We have now added additional capabilities that allow you to exclude search terms. e.g. In the screenshot displayed below, show this promotion (notification) ONLY to visitors coming from Google search who were NOT looking for shoes OR sandals on Google.

Also, you can use the unknown term targeting (option inside search terms, pic above) to pop a survey or a notification to visitors who came via search but the search engine didn’t provide search keywords in the referrer information. Damn those stats on “unknown / not provided” in your Google Analytics search traffic! Now, there’s a way to pop a survey asking on your site what those users were looking for on Google and get over 10% response rate on such surveys!

Time and page views targeting
Earlier, we allowed you to specify a time delay on the page you would like to pop a survey or notification. Now, in addition to that, we let you specify “minimum number of pages viewed in a session” and “minimum amount of time spent on the site in a session” as other optional targeting criterion. It is now, so cool and easy to say this – display a notification ONLY to users who have spent at least 2 minutes on my site, in a session.

Targeting only a subset of visitors (sampling)
Now, you can choose to pop a survey or notification ONLY to a subset of users. We use random sampling currently. If you wanted to control the sample size, you can use a whole host of other parameters in the targeting screen to narrow down to a set of “applicable users/visitors” who should get to see the survey/notification (see the other targeting options below).

While you are at it, do take a look other available targeting options: webengage.com/notification#targeting

Stay tuned, we love you!

[Release Announcement] Sticky Header Layout For Notifications Is Now Available

Ladies and gents, we present to you our second Notification layout – Sticky Header! Underneath is a sample of how it looks on your website:

Sticky header notification in action

We are listing down a few use-cases when you’d like to use this layout:

  • When you’d like to show a persistent header message to all visitors on your website … something like “Hey, if you need any help please call on 1-800-xxxx ..
  • When you’d like to make an announcement for a couple of days .. “We have a 10% off on all diapers this week. Check it out!“; and here’s why you should use us – because you don’t need to make any code changes on your website at the end of the week, as campaign dates can be controlled from within your WebEngage dashboard. Did you say “oh, wow!”? Thanks 😉
  • When you’d like to greet users who log on to your website and throw specific promotions – “James, great to see you back. Claim your $20 coupon now!“. For more on such application specific use-cases, see custom targeting.
  • When you’d like to train your users on the product – “Hey Joe, having trouble using the loan calculator? Check out our user guide“. The message can be targeted at users who end up spending a-lot-of-time on certain pages in your product’s workflow.
  • When you’d like to prompt visitors on your blog/website to “subscribe to your newsletter“. The best part? – those who close the notification, won’t get to see it again. So, no more worrying about irritating your users with the same prompt over and over.

Rings a bell? Cool. We are sure that you can think of hundreds of such use-cases in context of your application. That’s precisely the reason why we have made it super simple to create a notification. You can get up and running in less than 5 mins. Here’s how:

Step 1: Create a Notification (Dashboard > Notification List > Create)

Create a notification and choose sticky header layout

Step 2: Add message and call to action (see live preview)

Add message, call-to-action and see live preview

Step 3: Additional options and themes

Options (push down, stick-to-top, content alignment etc)

Choose from our themes or add your own

Step 4: Add rules to filter the audience which gets to see this notification (more on targeting here)

Specify rules to filter the audience which gets to see this notification

Step 5: Advanced options; activate and go live!

Activate the notification and go live!

Step 6: Get real-time stats and reports

Real-time stats

An interesting bit with this is latest feature is that we have designed layouts keeping third party developers in mind. The idea is to allow developers to make use of our infrastructure, API’s etc and build+distribute such layouts. More on this next month .. if this interests you, do keep a watch on our docs.

Liked what you saw? Let us know. In coming weeks, we’ll be rolling out all the other notification layouts. Existing customers can log on to their dashboard and start using this new feature; and, for the new ones …

Sign-up today for a FREE trial →

Stay tuned. We love you!

[Feedback Update] Feedback fields become optional and sortable. Now, accept feedback anonymously on your site with WebEngage

Thus far, the system fields in your feedback form (name, email, category and message) were very restrictive as compared to the custom fields that we let you create.

Not any more.

We have rolled out customization capabilities for these fields by allowing you to rename the field, mark it as mandatory, optional or hidden and sort these fields in conjunction with your custom fields.

This new enhancement is done to your existing Feedback Fields screen in the dashboard. Screenshot underneath. To access, go to Dashboard > Feedback Settings > Feedback Fields

Dashboard > Feedback Settings > Feedback Fields

Some samples on how this new feature set is being used on customer websites underneath.

The default feedback form. This gets added to your account the moment you sign up. You can customize categories at Dashboard > Feedback Settings > Feedback Categories

Default feedback form; For custom categories Dashboard > Feedback Settings > Feedback Categories

Feedback form with optional email, that too, as the last question in the form

Feedback form with optional email field

Advanced feedback form with custom fields and category dependent sub-fields. You can create custom fields (drop-downs, checkboxes, radio buttons, file upload fields, text boxes, comment boxes etc) from Dashboard > Feedback Settings > Feedback Fields > Add Custom Field

Form with category dependent sub-fields

And, here comes the super anonymous feedback form. Nothing, but the feedback!

Nothing, but the feedback 🙂

We hope that this customization capability will give you more controls on how you want to render your feedback form. More importantly, the control to just ask questions that you think are relevant for your online application. Let us know if you find this useful.

Not a customer yet? No better time to join the club, than now. Sign-up today for your free trial – webengage.com/pricing

Stay tuned. We love you!

[Dashboard Update] Transfer Ownership Of Your WebEngage Accounts

We shipped a brand new update to your WebEngage dashboard last weekend: Transfer Ownership in the administration area.

What does it do?
In simple terms, it lets you transfer your (or your account admin’s) rights to someone else.

Why do I need it?
You will find this feature helpful for a couple of use-cases. We are highlighting some underneath:

  1. Agencies, who manage WebEngage accounts for their customers, typically sign-up on their behalf. As, a next step, they would add the customer as an administrator for their account and then remove themselves altogether. With more and more agencies coming on board WebEngage, we realized this was a pain point. Now, with this feature, agencies can thank us.
  2. An employee, currently managing your WebEngage account, decides to leave the company and you have to transfer the responsibility to a new person. We know that this situation is traumatic; so, we made sure the pain and friction is reduced on our end, as much as possible 🙂
  3. With the FREE tier, there was no way to “delete” yourself and “add” another admin to the account, because the feature “add admin” isn’t available in the free plan. Free plan customers will no longer need to update their personal email info to receive end user feedback in a different mailbox.

Ah, got it. How does this work?
This option is available for each of your widget accounts. Navigate to Dashboard > Settings > Administration and follow the steps underneath:

Step 1. Navigate to your administration area. Click on Transfer Ownership

Navigate to your administration area. Click on Transfer Ownership

Step 2. Add details of the new owner

Add details of the new owner

Step 3. An email is sent to new owner. Transfer is pending activation (as per instructions in email)

Email is sent to new owner. Transfer is pending activation

Step 4. Yay! Bbye old admin. Welcome new admin.

Yay! Bbye old admin. Welcome new admin!

Stay tuned. We love you!

Simplifying the on-boarding process – introducing WebEngage dashboard’s sitemap

With 3 feature-rich products rolled into one, WebEngage dashboard is no longer the super-easy-to-navigate platform that it earlier used to be. A large number of our support queries these days are about, “how to get to a certain page in the dashboard?”.

To make things simpler, we have now added a “useful links” page for each of your widget accounts in the dashboard. The URL for this page is also sent to you in the on-boarding email. Now, be it changing styles for your survey windows or adding a new notification theme or changing the HTML template for feedback acknowledgement emails – there’s no need to spend time looking for it; this page will guide you to wherever you wish to go.

Underneath are different sections of this page to give you an idea of how it looks and what it does –

Quick links for Survey


Quick links for Notification


Quick links for Feedback


Quick links for account administration and other tasks

Long live simplicity! Do let us know if you love us for doing this.
Stay tuned. We love you!