Here's another September update coming up for you.

New trigger - FIeld changed

This trigger allows you to add a person to a flow when a specific field's value changes to any different value.

Choose a specific field. When the field is updated to a value different than the current, the person will be added to the flow. For example, if the Country field is changed from "US" to "UK", the person will trigger this step.

Then, connect the trigger step to an action step.

To learn how to trigger a flow when a field changes to a specific value, check out our help doc.

Select a time period in the Send Email report tab

You can now select a specific time period in the Send Email report tab: Last 30 days, last week, last month, all time, etc. That way, you can better grasp how well an email is performing straight from the flow page:

Small but important update from us.

We renamed the "Check Field" filter step to "Check Condition" to better represent the step's functionality. This step was never a filter step that only checks fields. With it, you can check and filter by any condition available, like page visits, email activity, tags, etc. For that reason, we are renaming it to "Check Condition". All previous "Check Field" steps will be automatically updated to "Check Condition" in your account. You don't have to make any changes on your end and the functionality of the step stays exactly the same.

Hello fellow Enchargians,

Despite the hot temperature and summer holidays, our team launched a bunch of new features and improves for you this August. Let's dive in and explore what we have in store for you!

New features

⚡️Native Segment.com integration

Before this launch, our integration with Segment was based on webhooks. We have now revamped our integration, and you can connect Encharge and Segment natively. You can learn more about the new integration in our help docs and on the Segment website.

If you are using the old legacy integration, you must disconnect and re-connect to enable the new integration.

⚡️Use data from events in emails/flow steps

You can now use event properties as merge tags in your emails. This would allow you to personalize your emails and share important information with your users. Read more about this feature.

⚡️Generate ready-to-use code snippets for events in Event Management

You can now get a code snippet in your preferred development language to add the event to your app.

⚡️ Improved "Getting Started" checklist

New users can now benefit from a better, more intuitive onboarding checklist:

Improvements

✨ Create an event in the event dropdown in the segment builder - You can create a new event from the segment page, instead of going to the Event management page.

✨ Label Template for events - customize how an event will appear in the events timeline - With this feature, you can customize how an event will be displayed in the the app. You can use properties from the event payload to customize the label. For example, for a "Registered" event, you can use the following label template: User {{properties.email}} registered for {{properties.plan}} plan.

✨Save broadcast scheduled time when closing the date/time popup (without clicking "Save")

✨Show warning if no IDs are mapped during import - When you import new people into your account, you will now see a warning if you have not mapped any IDs (email or userID). We show this warning because people imported without mapped IDs will be created as anonymous profiles.

✨ Improve email metrics display - We now display decimals for email metrics - Clicks, Opens, CTR, etc.

Bug fixes

🔧 Disable pasting basic HTML formatting and links in the Drag and Drop email editor as it was causing too many issues.

🔧 Allow embedding the same form multiple times on the same page - you can now embed the same Encharge form multiple times on the same page on your website.

🔧 "Person can receive multiple times" setting in "Send Email" steps when sending transactional emails can not be turned off - since transactional emails can always be sent more than once, this setting is enabled by default and can not be disabled

🔧 Fixed: Exporting archived users fails if the number of users is very large

🔧 Improve search performance in Tags/Fields/Custom Objects and other tables - now search is much faster.

🔧 Fix for "Are here/Were here" flow step metrics time out on large accounts/flows

🔧 Optimize Event Management loading for large accounts - Event Management loads faster now for accounts with a large number of events.

Last week, we launched an important feature that allows you to use event properties data in your emails to personalize your messages and deliver important information to your contacts. You can now create dynamic merge tags for your events. Read this announcement to understand how.

Each event can have one or more properties with values. Properties are additional details about an event. For example, a "Trial expired" event might contain the following properties:

• Trial start - when the trial has started. A date field. For example, "26 Nov 2023"

• Trial end - when the trial will end. A date field. For example, "10 Dec 2023"

• MRR - monthly recurring revenue from the user. A number field. For example, "100"

You can now use the values of event properties in emails to personalize the email and include important information relevant to the user. Let's say you want to include the trial end date of the user in your welcome email. To do that, you have to use an event merge tag. 

Event merge tags work like any other type of merge tag. Open an email to edit or create a new email, then select the "Merge tags" button:

Then select Events from the Object dropdown:

Under Event, you will see a list of all the events in your Encharge account. Select "Trial expired". In case the user can receive the event more than once, you can also choose which event you want to include in the email — the first received or the last received. Then select the field (i.e., the property of the event) - "Trial end" in our case. 

Then, select the default value. In case the event doesn't have a property or value for the property, this value will be inserted instead.

Lastly, click on the "Select" button, and the event merge tag will be inserted in the email:

This merge tag will dynamically populate the end date of the trial of the user in the email.

We just launched a new feature that would help SaaS businesses create behavior emails much easier than before. Event Management allows you to track, create, and edit the actions that happen in your product. Event Management displays all of the events that have been received in your Encharge account.

Ever since the inception of Encharge, our primary goal has been to simplify behavior emails for SaaS companies. This aspect stands as one of the most intricate challenges in the marketing space, demanding big assistance from developers and technical expertise that often exceeds the usual strengths of marketers.

Event Management aims to help you solve this issue by providing you with a way to see all of the events in your app, edit and share them with developers.

With Event Management, you can now visualize and organize all of the events that happen in your product, including Ingest API, JavaScript, Segment.com, and Stripe events (like subscription created, cancelled, trial started, etc.) You can test and see how many times a specific event has been performed, as well as easily work with your developers to implement the right events needed for your behavior emails.

Learn more about Event Management and read the help docs.

It was a busy July here at Encharge, and we’ve got two important updates to share with you.

Here's what we've built for you this July.

Change the wait time of Wait steps for people currently in the step

For people that are currently in a Wait step (i.e., people showing under "are here"), you now get the option to choose whether to update the wait time for them or only for people that enter the step in the future:

Let's examine a couple of scenarios where you are changing the wait time for people that are already in the step:

• Scenario 1: The old wait time was 5 days. People have entered the step 3 days ago. Then, you change the time from 5 days to 10 days. Since people have already been waiting 3 days on this step, it means they will wait 7 more days before they continue to the next step.

• Scnerio 2:The old wait time was 5 days. People have entered the step 3 days ago. Then, you change the wait time from 5 days to 1 day instead. Since people have already been waiting for longer than 1 day, they will continue to the next step immediately.

Read the full help doc on using the Wait step here.

People can now continue to newly added steps in an activated flow

Now when you add new steps to an existing activated flow, you get the option to choose whether you want people to continue to the newly added step(s).

In the example below, there are 852 people who have entered the last step - Send Email. The flow has already been activated, but we can still add new steps to it.

If we add a new step and connect it to the last step (the Send Email step), you can choose whether the 852 people continue to the newly added step or not:

• If you select "No", these people will not enter any newly added steps.

• If you select "No, and don't ask me again for this session", people will not be added to the new steps for the whole session (until you close the browser tab with Encharge).

• If you select "Yes", people will continue to the next newly added step.

Read the full help docs here.

We hope these updates make your work in Encharge much more productive!

Hey, Enchargians! We hope everyone is in high spirits. We're thrilled to share some exciting news with you - our latest improvements and bug fixes update are here! We've been working tirelessly behind the scenes to enhance your experience and address any pesky issues that may have been bugging you. Without keeping you waiting any longer, let's dive into all the awesome improvements and fixes we've made just for you!

Improvements:

✨ Manually remove a person from a flow - You can now select and remove a specific person from a flow manually. This is another option that we added to the Flows page and improve your overall flow management experience. 

There are two ways to manually remove a person from a flow:

1. On the Flows page, click the three-dot icon before the name of the flow that you want to remove the person from. Select “Remove person from flow”, type the name or email of the person, select him from the dropdown list, then click on the button to remove.

   

2. Open the flow, click the action button at the bottom right, and select “Remove person from flow”. Type the name or email of the person, and select him from the list.

   

✨ Remove/skip the Wait step for a person - We’re glad to introduce another helpful improvement to the Flows feature. We added the options to skip the Wait step for a person and to remove a person from the Wait step.

Skipping the Wait step will move the person to the next step of the flow while removing them from the step will not have them proceed to the next steps.

Skipping the Wait step for a person is helpful in testing flows, so you do not need to wait for the time to expire before you can check if the rest of the flow steps are working.

Both actions can be done within the Wait step by going to the “People that are here” column within the People tab and clicking the three-dot icon as shown below:

✨ Export email as HTML - Your email templates can now be exported as HTML which you can save as a backup of your email contents and provides you flexibility in styling and modifying your emails.

✨ Warning if you are saving email with Liquid errors - We added a valuable safeguard in building your emails. You will now get a warning when saving an email with liquid errors. It significantly helps ensure that your email is accurate and saves time and effort. Rather than sending out an email and then realizing later that there was a merge tag problem, the warning allows you to identify and fix the issue during the email creation process.

Here’s a sample warning shown on the Drag & Drop email builder:

✨ Paste basic formatting and links in Drag & Drop Email Editor - Previously, pasting texts didn’t copy the formatting of the link or the actual link. This is not the case anymore after we’ve made an improvement by making it possible to paste the basic formatting and links in the Drag & Drop Email builder.

Bug Fixes:

Fix HubSpot and Calendly accounts disconnecting - We rolled out a fix to address the issue with HubSpot and Calendly where it often gets disconnected from Encharge.

Transactional email often fails after the first attempt - Transactional emails will be sent successfully and will not fail on the first attempt.

That’s it for this month’s update. We’re glad to share these improvements and bug fixes with you, as our aim is to continuously enhance your experience and provide a seamless journey. Stay tuned for more exciting updates!! 🙂👌

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