Enhanced Automation
1. Enhanced Robotic Automation
1.1 Optimize the Inquiry action
In Message Interaction - Automation, when you select the "Inquiry" action, you can now set answer format verification and synchronize contact information.
After filling in the questions to be asked to visitors, you can select the answer format verification. At the same time, click "Sync to Contact Messages" and you can synchronize the email or mobile phone number sent by the user to the "Contact" information. If you choose to synchronize the email in "Sync to Contact Information", the answer format verification will automatically match the email verification.
Note: This action is currently only applicable to chat plug-ins.
Usage scenario: You want to collect visitor information by asking them questions, such as asking a robot questions like "What is your email address?" or "Please send us your mobile phone number so that we can contact you later." Then you can use this Inquiry action. After the visitor sends the information, the information will be directly synchronized to the contact person.
The following are the effects of synchronizing visitor information to Contacts:
1.2 Optimize the Send Message action
- Added Send Hyperlink button
- Added the ability to send content with variables
Now when setting up the automation - Send Message action, you can insert emoticons, hyperlink buttons, and insert variables. After inserting a hyperlink button, visitors will be redirected to the hyperlink you set when they click the button. Inserting variables means that you need to manually enter , when editing the message, and when visitors receive this message, they will see their own name or email address.
(Note: is the user name variable, is the email address variable)
Usage scenario: If you want users to see your message and click a button in the message to jump to the product details page or official website, you can use the "hyperlink button" or set up a product card to directly open the purchase link by clicking the button.
If you want to set up an automated greeting message with a user name to make it more friendly, you can use the insert variable so that each user can see their user name when receiving the message you automatically send, as shown in the following figure:
2. Plugin Information Survey Optimization
In Settings - Channels - Chat Plugins, find the chat plugin you want to set up, click "Edit Plugin" to enter the "Information Survey" section. In this section, select the type of information to collect from users and form a user information form. The user's information form can be viewed in the chat interface or session record, and it supports one-click copying of user information in the chat interface. At the same time, the display effect of the leave information button has been added. Visitors can click this button to fill in personal information.
Usage scenario: Before starting a chat or when the customer service is offline, you can more directly guide visitors to click a button and leave visitor information. You can turn on the Leave Information Button in the Information Survey to guide users to fill in their personal information.
3. Support Reply Emails from Authorized Mailboxes
When replying to user messages via email in the chat interface, you can choose to have the system send the message, or you can use the email address you authorized to send the email directly to your customer.
Usage scenario: When a customer leaves your website, you can use your own email address to send an email to reach the customer again, which is more user-friendly.
4. Register and Log In by Scanning the QR Code via WeChat
We now support registering a SaleSmartly account and logging into the platform by scanning the WeChat QR code, making it more convenient for you to register and log in to our platform.
Note: If you have previously registered your account with an email address, please click "Account Information" at the "Avatar" - scan the QR code to bind your WeChat account, so that you can log in using WeChat. Similarly, if you registered your account with WeChat, you can also bind your email address at the "Account Information" so that you can log in using your email account and password. To bind your WeChat account:
5. Support Line Group Messaging
In Contacts, when you select "Group Message", Line group messages are now supported. Select Line users to send group messages to them.
Usage scenario: During marketing festivals, you can send new product launches and discount promotions to your Line customer base with one click, without having to send the same message to each user privately.
6. Support Translation Session Recording
A translation function has been added to the Contacts Conversation Management module. When you view a conversation record, you can click Translate to translate the entire chat record, helping you understand the context and meaning of the conversation when reviewing or checking the conversation details.
Usage scenario: When the superior is viewing the details of the quality inspection conversation, if he/she cannot understand the foreign language, he/she can click "Translate" to easily understand the conversation background and expression content.
7. Subdividing Quality Inspection and Analysis Permissions
In Settings - Team - Edit Permissions, you can subdivide the quality inspection and analysis permissions of team members/managers and set them to "View all data" or "View my own data". If it is set to "View my own data", the member can only see the data belonging to him/her, and cannot view the data belonging to others. If it is set to "View all data", you can view the data of everyone, and you can also click to view the data of a certain member.
Usage scenario: You do not want members to view other members' related data, but want them to see the data of their own processing sessions. In this case, you can subdivide the members' quality inspection and analysis permissions.
8. Support Batch Termination of Sessions
In Online Chat, click "Batch Selection", select the conversations you want to end in batches, then click "End Conversation", confirm the end of the conversation twice, and you can end the selected conversations in batches. Click "End All Conversations" to end all conversations.
Usage scenario: Use "Batch end conversations" to end the conversations you selected with one click, without having to enter the chat interface one by one to end the conversations.
9. Support Advanced Contact Screening
In the Contacts and Bulk Email modules, we now have an advanced filtering function that allows you to quickly find your target user groups based on multiple filtering conditions you set. Under the advanced filtering function, you can filter contacts based on visitor tags, channels, email addresses, countries, regions, languages, creation time, last communication time, number of messages, etc.
Usage scenario: If you want to find the target group under multiple conditions, such as users with a certain tag on Facebook channel and whose language is Chinese, you can use the advanced filtering function in Contacts or Bulk Email.
Supports creating mailbox plans based on mail plan behaviors, such as filtering only customer groups with successfully delivered mails (filtering out invalid mailboxes), improving the delivery rate of the mail plan, avoiding having the mail server reduce the weight of the mailbox domain name, and reducing the probability of entering the spam folder.
