We hope that everyone’s last week was as great as ours. Before we end the month of May, let us give you another dose of a monthly update and see what we had worked on these past few weeks starting with the new features we released this month.
New Features:
⚡️ New and improved Stripe integration - The revamped Stripe Integration introduces syncing customers automatically without having to set up Stripe Triggers in a flow. It gives you the capability to import your existing and new customers, monitor the sync health, send billing events to Encharge, and access Stripe data in Encharge. It also comes with 8 pre-defined segments.
To enable Stripe integration, go to Settings → Apps → Stripe. Click on "Create a new Restricted API key" to create a Restricted API key on the Stripe page, map the field on Encharge, and start the syncing. Check this in-depth help article for more details - Stripe Integration Overview.
️⚡ Form styling - Build eye-catching forms and increase form completion with the new Form Style feature. With this new feature, you can make changes to the form, text, button, and fields.
This feature can be accessed within the Native Form’s Style Tab. We’ve updated the Native Forms help article which explains the Form Styles feature in detail.
Aside from new features, we also added improvements to some features. Below are the latest enhancements that you’ll surely love.
Improvements:
✨ Marketing consent field in forms - This adds a checkbox to your form that people can click on to agree to your privacy policy or other agreements (i.e. providing consent to receive emails from you). You can also include custom text and links to the label of this field using markdown.
✨ Export form as plain HTML - Aside from the embed code, you can now export your form as plain HTML and embed it into your site or use it with other form builder tools.
✨ Click-through rate metric - We added a new click-through metric to help you evaluate the effectiveness of your email copy.
✨ Support “alias” and “group” calls in Ingest API/Site tracking
✨ Get all people API endpoint
✨ Export archived people - We’ve added the capability to export your archived people to make it easy to get a copy of the people you archived and restore people in bulk via import.
Lastly, we rolled these fixes for a more reliable and robust Encharge.
Fixes:
🔧 Restore archived people on form submission - Now, archived people are restored when they submit a form. You don’t have to manually restore them.
🔧 CC/BCC/Reply parameters not working with transactional API - The issue with CC, BCC, and Reply parameters is now fixed in the transactional emails API.
🔧 During import add warning if no email field is mapped - A warning is now displayed when you import people without mapping the email address field during import.
🔧 Email editor always displays warning about non-saved email - A warning message will always be displayed when leaving or clicking outside the email editor indicating the email needs to be saved or you will be lost all unsaved changes.
🔧 Importing phones with + sign doesn’t work with Excel file - Importing phone numbers with plus sign using Excel can now be successfully done and it will appear on the contacts' Phone field.
🔧 Check if domain has restrictive DMARC when verifying - We check if the domain has restrictive DMARC records which will prevent the domain from sending via Encharge. We provide appropriate messages on how to address this.
🔧 Having over 1k emails in account crashes - We've fixed the issue where the accounts that had over 1000 emails would crash.
🔧 Fallback to account timezone in liquid time zone filters - When using the liquid time zone filters, the time zone falls back to the account time zone if the contact's time zone is unavailable.
That’s it for this month’s updates. Stay tuned cause we have more in store for you. As always, Encharge team is happy to help you with any concerns and answers your questions so don’t hesitate to reach out. 😊
Hello, Enchargians. We’re back with another great update for all of you. We’re excited to announce that the new and improved Stripe Integration is now available.
Stripe, the popular payment processing platform that makes it easy for businesses to accept payments online, is one of the most commonly integrated apps with Encharge. The new and redesigned integration we have just released is bound to enhance your user experience significantly.
Without further ado, let’s get started with what’s new with the Stripe integration.
✨ Sync Stripe customers automatically - Now you do not need to set up Stripe triggers in Encharge flows to add your Stripe customers and billing data. In just a few clicks, you can enable the integration and sync Stripe data to Encharge.
✨ Import existing Stripe customers - Gone are the days when you need to export your existing customer from Stripe and import them to Encharge using CSVs. With the new and improved Stripe Integration, you can import them to Encharge by just starting the sync when you connect the app.
✨ Sync health - Monitor the Stripe sync health. Get an idea of when the last sync happened and the number of customers in sync from the Data Sync Health page.
✨ Billing and customer events in your Encharge account - After connecting Stripe, billing events will be sent from Stripe to your Encharge account and you see them in the person's activity stream. Events like trial started, subscription activated, subscription scheduled for cancellation, and more.
✨ Access to the Stripe data - By integrating Stripe, you'll be able to access the following data in Encharge:
Customer fields - Stripe ID, Personal/Billing information, and MRR.
Subscription fields - Subscription ID, status, start/end dates, and subscription product information.
Plan fields - Plan ID, value, and recurrence intervals.
Latest payment fields - Amount, currency, and payment dates.
Events - Subscription created/expanded/canceled/scheduled for cancellation; Invoice created/paid; Trial started/ended/converted
✨ 8 pre-defined Stripe Segments - The new integration comes with a bunch of pre-defined segments to help you get started right away. Of course, you can also create your own custom segments using the Stripe events and Stripe data fields. For example, a segment using the conditions: “Event” is “Trial converted” and “Plan ID” is “Premium” will show all converted Premium accounts.
Are you ready to try the new Stripe integration?
Feel free to test it out by going to Settings → Apps → Stripe.
If you want to learn more, check this in-depth help article - Stripe Integration Overview. You may also reach out to us with your questions by sending an email to support@encharge.io. 😊
Since its release, the Native Forms feature has been a great help to users in collecting email contacts and information about your leads or subscribers. As important as having a form, a visually appealing one can boost user engagement and increase the likelihood of form completion.
We're glad to announce that the Form Styles feature is now available to make visual changes easier. The sections below provide an overview of the visual changes that can be made in each of them.
Form - In this section, you can change the background of the form, the max width, the font, the horizontal and vertical paddings, and the top and bottom spacing between the form elements.
Text - The Text section lets you change the text color of the form (including the Success message) the text size, and the alignment.
Button - This section is dedicated to making changes to the form's Submit button. You can alter the text color, text size, border and background color, alignment, and horizontal and vertical paddings.
Fields - Just below the Button section, you will find the Fields section which can be used to make changes to the fields in your forms. This includes adjusting the colors of the field labels, the input text, the background, and the border. Aside from these, you can also modify the text size, the roundness of the corners of the fields, and the horizontal and vertical paddings.
The sections above can be accessed within the Style tab when editing your forms. For more information about the Native Forms and the Form Styles, check this help doc - Native Forms.
Send us an email at support@encharge.io for your queries.
Excited to let you know that we updated our existing flow templates and added over a dozen new templates! Right now, we have a total of 40+ different flow templates that you can get inspired from and start your automations with. From lead nurturing to onboarding and retention — we have you covered.
Just start by creating a new flow and choose one of the pre-defined templates we have in store for you. Also, all of our templates come up with pre-populated emails.
New update for Email Editor.
The Text Block has been updated to include responsive font sizes for Mobile. The new update changes how Font Sizes are managed across a Text Box and it moves the Size selection tool to the right Menu bar of the Editor.
Also, please note that the update limits the ability to change sizes to specific number of words in a Block. The size change now applies to the whole Text Block.
We are excited to announce yet another highly-requested feature - the Recurring Time Trigger.
With this trigger, you can start flows on a recurring schedule. Whether that's daily, weekly, annually, or even with a custom schedule, the options are many. You can now effortlessly send your ever-green newsletters, group call reminders, and others with this trigger.
You can specify the time, the day of the week, or the month, and even choose to start a flow on the first Monday of the month or the last day of the month. And with the custom schedule, you can specify to trigger the flow every X number of days/weeks, or months.
We are curious to see what you plan to build with this new trigger :)
New update for your Encharge forms:
Encharge Form Submitted trigger adds people to a flow when a person submits one of your Encharge forms (also known as native forms).
Note that this trigger is different from Tracked Form Submitted and External Form Submitted.
February is not over yet and here's our post-Valentine present that you'll surely like. Introducing the new Notes and Annotations feature.
Like triggers, actions, and filters, you can simply drag and drop Notes and Annotations from the sidebar to your flows. You can find them under the Notes section at the bottom of the flow builder's sidebar.
Notes have a background and are like sticky notes that you can use for longer texts, while Annotations do not have backgrounds and are brilliant options for adding headlines and small texts to your flows.
Collaborate with your team members to build your flows by leaving remarks about your flows for them, get up to date with changes that you need to do with your flows, and be creative with personal notes and emojis.
Check this help doc to know more: Note and Annotation
Hello, Enchargians. 2023 started with fresh new features and this month has not ended, but we’ve rolled out helpful features and updates that will level up your marketing automation. Let’s head back and see what your Enchrge team has worked on in the past couple of months.
New Features
⚡ Form Builder - There’s no better way to start a year than with one of the most requested features from our users. With this feature, you can now turn your website visitors into valuable leads.
Go to Forms, build your forms using the Fields, Style, and Options tabs, and embed them on your website or use a public shareable link to collect email contacts and information about people.
Check this help doc to know more: Native Forms
⚡ “Change Numeric Value” Step - An additional flow step intended to increase or decrease a specific number field at a specific point in your flow. While the Lead Score action step only supports the lead score field, you can track multiple scores with this newly added action step. Simply create your custom number field, add the step to your flows, and select the number field from a dropdown of number fields and the operation you want to execute.
You may check this help doc for more information: Action - Change Numeric Field.
Note that this field only works with number fields.
⚡ View Custom Objects in the app - If you have created Custom Objects, you can view them in the app, create segments out of them, and associate them with other objects/companies/people.
⚡ Create Custom Objects and fields for them - You can create Custom Objects by clicking the (+) button in the “Custom Fields” screen as shown below:
Then, you can create fields for those objects.
⚡ API to update/insert custom objects - There is an API that allows you to define/create/update/read/delete Custom Objects: https://app-encharge-resources.s3.amazonaws.com/redoc.html#tag/CustomObjects
⚡ Use Merge tags from associated objects - You can use data from companies/custom objects in emails (and other steps).
To use this in other steps, you have to click “Advanced” on the Merge Tags dialog:
⚡ View people who were/are in the step -
Viewing the people who went into a step in your flow is now easy when we added the “People that are here”, “People that were here”, and “Step failed for people” tabs on the People section of each step. The section now shows a table of all people who:
Were previously on this step
Are currently on this step - Displays people who are currently waiting. This is mainly used for the Wait step.
Failed on the step - People who fail to enter the step or people who fail to exit the step when, at any point in the step execution, an error occurred, enter this step.
Improvements
✨ Search within segments for Companies and Custom Objects - A search function is added within the segments for Companies and Custom Objects.
✨ Smart merge tags in Drag and Drop email editor - The Drag & Drop builder has additional options to add your merge tags. You can now select the Object and Field for the merge tag, set the Default value, and update the merge tag automatically.
✨ Show why the step failed in “Step failed for people” - Added the "Error" column under the "Step failed for people" tab to show the reason why people failed in the step.
✨ Wait step - wait until a specific date - You can choose a specific when you want your subscribers to move from the Wait step to another step in your flow.
✨ Wait step - Specify if the step should use person or account timezone - Choose which time zone the time on the Wait step will be based on. Enable the "Use contact's timezone if available" option to follow the subscribers' time zones on their profile or disable it to follow your account's time zone.
**Note that if the time zone is unavailable in the contact's profile, your account's time zone will be followed.
✨ Specify custom period in email metrics - We've improved the way of viewing metrics by adding an option to select a custom date filter to show. Simply choose the start and end date, and select how you want the metrics grouped: Day, Week, or Month.
Bug Fixes
🔧 Fix: Disable loops in flows without Wait Step
🔧 Fix some Wait step timezone-related bugs
🔧 API: Properly return whether Custom Object has been created or updated
🔧 Multiple HubSpot Sync fixes and improvements:
Sync Tags and Lead Score from Encharge to HubSpot
Automatically create segments for people/companies synced from HubSpot
Fix for contacts with multiple emails
Fix for contacts with invalid emails
Fix to coerce data in the correct format for HubSpot even if the wrong field type is used in Encharge
Fix to not sync email events for people not on the list
That's a long update, but you can count on us to continue enhancing Encharge and make it the best marketing automation tool for you. There's more to come so keep checking this page for more updates.
For queries about any of the features and improvements discussed above, feel free to send an email to support@encharge.io.
We just rolled out a long-waited feature - native forms. You can finally turn website traffic into valuable leads with Encharge forms and avoid using a 3rd-party form tool. With native forms you can provide relevant lead magnets. Automate the whole customer journey across email and other channels for the people that submit forms.
Things you can do with forms:
Embed the form on your website or use our public link
Add a tag when a person submits a form
Style your form with custom CSS
Notify team members with an internal email
Notify the contact with a confirmation email
View form submissions
You can view the the official feature page or read the help documentation.
Note that the feature is still in early Beta, and some other features are still missing, also, please test your forms before launching them publicly. We are currently working on a Native Form Submitted trigger to allow you to use the forms easily in flows, but in the meantime, you can use Tags
If you are experiencing any bugs or have any questions on how to use forms, please email us at support@encharge.io
We just rolled out another important quality-of-life improvement for the flows. You can now see the people that have entered steps inside of your flows.
To do that, click on any flow step, then in the top right tabs select the person icon.
This People section shows a table of all people who:
Were previously on this step
Are currently on this step - primarily used for the Wait step to display people who are currently waiting
Failed on the step - it's possible that a step fails for some people
The people are displayed chronologically, with the latest people who entered the step at the top. You can view their name, email, and the time they entered the step. Clicking on a profile will take you to the person's profile.
Stay tuned for more updates coming up from us soon!
It's just a few days in after the new year started but improvements in Encharge keep coming. Before we end this week, let us give you another useful update that will surely boost the Metrics feature.
⚡Custom Timeframe Selection
We now have the custom timeframe selection on the Metrics page which makes it possible for you to select a custom date range for generating your metrics.
This added option gives you more flexibility by allowing you to specify a custom start date and end date. as shown below.
In addition to this, you can even select how your metrics will be grouped. You can group them by Day, Week, or Month.
Comparing your metrics of two specific timelines will now be super easy for all of you. Try it out and let us know what you think.
Tune in for more updates. 😊
Hello, Enchargians. We hope that you had a FUNtastic 2022 and that 2023 will be more amazing for all of you. Things are getting better in Encharge with the new features and improvements lined up to be released this year. Let's kick it off with a new action step - Change Numeric Field.
✨ Change Numeric Field
It's like Change Field, but this action step is intended to change the value of a number field using formulas. This can decrease and increase a specific number field you created in your account to track multiple scores.
While we have the Lead Score action step available, it only supports one lead score field. So, with the new Change Numeric Field, you will be able to update multiple custom lead scores (i.e. marketing lead score and sales lead score).
You can set it up in three easy steps:
Select the number field from a dropdown of number fields.
Select the operation you want to execute.
Select the value.
See the image below for reference.
Check this article to know more about this new action step and learn about its common usage: Action - Change Numeric Field.
Test it out and let us know what you think. Tune in for more useful updates from your Encharge fam. 😉
Hello, Enchargians. November is almost over and we’re back with one of the much-anticipated feature requests: The HubSpot Two-Wa Sync.
HubSpot is one of the popular apps you can integrate with Encharge, and with the HubSpot triggers and action steps, you can automatically add your new HubSpot contacts to Encharge or perform a HubSpot-related action.
It’s been an exciting month and we would like to make it more exciting for all of you by announcing the release of the HubSpot Two-Way Sync which will certainly take your Encharge - HubSpot integration to a whole new level.
This bi-directional integration with HubSpot lets data flow between the two software in both directions. This allows you to create personalized emails in Encharge using the Contact and Company Properties from HubSpot and store Enchare data in your CRM.
Note: The new HubSpot integration is only available on the Premium Plan.
Here’s a quick overview of what we have prepared for all of you:
✨ Two-Way Sync
- By enabling this feature within the HubSpot integration, you can now sync contact and company data, lead score, customer lifecycle stage, email activity, and other pieces of data between HubSpot and Encharge. If any data is updated in Encharge, you can be sure that it will show on your HubSpot account making it possible to have a perfect single source of information on your marketing and sales data.
Note: We won't sync any Encharge data to HubSpot during the initial sync. Only after the initial sync do we start to sync data from Encharge to HubSpot.
✨ Two-Way Sync Health
- For your convenience, we’ve added a separate page that allows you to check the progress of the initial sync, the status of syncing of the contacts and companies, and the date and time of the last changes that were synced.
✨ Companies page
- We’ve also added a page that lists the companies that have been synced from HubSpot to your Encharge account.
Note: Companies can only be created from HubSpot in Encharge. In other words, if the company doesn't exist in HubSpot initially, Encharge can not create it in HubSpot.
✨ Additional HubSpot Triggers, Actions, and Filter
- A meaningful new integration comes with additional flow steps that will aid to automate the user journey and your marketing stack. Create powerful automation using the HubSpot Flow Steps.
Take a look at our HubSpot Integration page and learn why it’s smart to use the new Encharge - HubSpot integration by going to this link: Encharge + HubSpot. The Most Complete Two-way Sync Integration.
Do you want to learn more about the integration? Check our newly added help articles for HubSpot here: HubSpot Integration.
We hope this early-Christmas present makes this month a “Nice November”. We’ll be back with more useful updates and improvements so stay tuned. 😉
Hello, Enchargians. We hope you're all doing well. Our team has been working on new features and improvements to give all of you a flawless experience. We can't wait to announce additional changes to Encharge and in the meantime, let us give you an update on what we have implemented in the past couple of months.
New Feature:
⚡️ Flow changes history
Have a better understanding of how your flows were built and get logs of all of the changes made to them through the Flow Changes feature. With a few clicks, you can access the history of the changes made to your flows and cut the time spent analyzing your flow.
This can be accessed on all flows by clicking the menu button at the bottom right and selecting Flow changes from the options.
It will show the date and time of the logs, the values set for a step when you click Details, and even show all changes for one step to save time in looking through the logs using the funnel button.
Go to this help article for more details about this feature: Flow Changes.
Improvements:
✨ Broadcast emails are now separate from flow emails
Emails sent via broadcast and the emails on the Emails page are now independent of each other. The previous setting caused issues, especially for skipped contact when duplicating broadcasts. Thus, we added this improvement to make sure that this will be eliminated.
✨ Show metrics in the Broadcasts table
After separating emails in Broadcasts from Emails, we've also added a way for you to get a quick view of the metrics of your broadcasts without clicking on each of them. You can now get the metrics by simply going to the Broadcasts page.
Check this out for more info: Metrics of Broadcasts.
✨ Public API for Tags Management https://app-encharge-resources.s3.amazonaws.com/redoc.html#tag/Tags-Management
Resources for Tags Management are now available on our API documentation.
Bug Fixes:
In addition to the new feature and improvements we added, we also implemented the bug fixes below for stability.
🔧 Fix for: Email Click trigger not working properly
🔧 Fix for: Default person fields are not available via API
🔧 Disable autocomplete for CC/BCC fields in Email Editor, as it can lead to incorrect CC/BCC behavior
🔧 Fix for: Custom Fields data not being saved properly in some cases
🔧 Fix for: Empty rows not appearing in some emails
🔧 Fix for: Lead score improperly calculated
🔧 Fix for: Site tracking - Custom cookie prompt not working in some cases
🔧 Fix for: “Archive All” failing on very large segments
That's it for today's Changelog update. There's definitely more to come so stay tuned. 😊