1. Automation Enhancement

1.1 Optimize [Ask a Question]

At [ Chat ] – [ Automation ], when you select the action “Ask a question”, now you can set the answer format verification and synchronize the contact information.

After you fill in the question to the visitor, you can select the answer format to check. At the same time, by clicking “Sync to Contacts”, you can sync the email or cell phone number sent by the user to the “Contacts” information. If you choose to sync email in “Sync to contact information”, the answer format verification will also automatically match the email verification.

Note: This action is only applied to the chat plugin for now.

Usage scenario: You want to collect information from visitors by asking them, for example, “What is your email address?” asked by a robot. “Please send your cell phone number so that we can easily contact you afterwards”, then you can use this [Ask a question] action, and after the visitor sends it, its information is also directly synchronized to the contact.

1.2 Optimize [Send Message]

• [New] link button
• [New] send content with variables

Now when you set up automation – [Send Message] action, you can insert emoji, link button and insert variables. When you insert a link button, visitors will jump to the link you set when they click on the button. Insert variable means that you need to manually enter {{NAME}}, {{EMAIL}} at the edit message, and visitors will see their name or email name when they receive this message.

Note: {{NAME}} is the username variable, {{EMAIL}} is the email variable.

Usage scenario: If you want users to see the message you send, click the button in the message to jump to the product details page or the official website, you can use the “link button”, or you can set the product card, click the button to open the purchase link directly.

You want to set up the automation to send a greeting message with a username to make it more friendly, you can use the insert variable so that each user can see their username when they receive your automated message, as seen in the image below.

2. Optimize the plugin’s Information Survey

At [ Setting ] – [ Channel ] – [ Chat Plugin ], find the chat plugin you want to set up, click on “Edit Plugin”, and come to the ” Information Survey ” section. Under this section, you can select the type of information you want to collect from users and form a user information form, which can be viewed in the chat interface or session records, and support one-click copying of user information in the chat interface. At the same time, it adds a button to display the information, and visitors can fill in personal information by clicking this button.

Usage Scenario: Before opening the chat or when the customer service is offline, you can more straightforwardly guide visitors to click the button to leave visitor information, you can turn on the [Leave Information button] at [Information Survey] to guide users to fill in personal information.

3. Support authorized mailbox to reply email

When replying to users’ messages with mailboxes in the chat interface, you can choose the system to send them on your behalf, or you can use your authorized mailbox to send emails to your customers directly.

Usage scenario: When the customer has left your website, you can use your own mailbox to send emails to reach the customer again, which is more humanized.

4. WeChat register and login

We now support WeChat code to register SaleSmartly account and login to our platform, making it more convenient for you to register and login to our platform.

Note: if you have already registered your account with email, please click “Account Information” at “Avatar” and bind your WeChat account, so that you can use WeChat code to login; similarly, if you have registered your account with WeChat account, you can also At “Information”, you can also bind your email information, so that you can use your email account passwBinding WeChat account.

5. Support group Line messages

In [Contact], select “Bulk Messaging”, and now you can send messages to Line. Select Line users, and you can send them group messages.

Usage scenario: In marketing festivals, you can send new products and promotional content to your Line customers with one click, no need to send the same message to users privately one by one.

6. Support for translating session records

In [Contact] – [Conversation], the translation function is now added. When you view the conversation records, you can click ”Translate“ to translate the whole conversation records, which helps you understand the background and meaning of the conversation when you look back or check the details of the conversation.

Usage scenario: It is convenient for supervisors to click “Translate” to understand the background and content of the conversation easily if they cannot understand the foreign language when they are checking the details of the conversation.

7. Optimize quality control analysis

At [Setting] – [Team] – [Edit Permissions], you can subdivide the team members / managers of the quality control analysis rights, set it to “view all data” or “view my data “. If set to “view my data”, the member can only see his own data, can not view the data attributed to others. If you set it to “View all data”, you can see everyone’s data, and you can click to see a member’s data.

Usage scenario: You don’t want members to see data related to other members, but you want members to see data from their own processing sessions, which you can set the members’ QA analysis permissions.

8. Supports batch session termination

At [Inbox], click “Bulk Selection”, select the session you want to end, and then click “End Session” to confirm the second time to end the session. And then you can end the session you selected. Click “End All Sessions” to end all sessions.

Usage Scenario: With “Bulk End Sessions”, you can end your selected sessions with one click, instead of entering the chat screen one by one to end the session.

9. Advanced filtering of contacts

In [Contact] and [Email], it now adds advanced filtering function to quickly find your target user group according to multiple filtering conditions you set. Under the advanced filtering function, you can filter your contacts by visitor tag, channel, email, country, language, last communication time, message count, etc.

Usage scenario: You want to find the target group under multiple conditions, such as “Facebook channel with a certain tag and user language is Chinese”, so you can use the advanced filter function in [Contact] or [Email].

SaleSmartly supports to create mailbox plans based on mail plan behaviors, such as filtering only customer groups with successfully delivered emails (filtering out invalid mailboxes), and then creating mailbox plans to improve the delivery rate of mail plans, avoiding the weight of mailbox domains being reduced by mailbox servers and reducing the probability of entering spam.