Updates in Proactive Campaigns for Zendesk

Proactive Campaigns app for Zendesk is your universal helper in bulk messaging. Sometimes our clients share their opinions that the app has everything for email marketing, especially in union with Email Tracking. However, the Growthdot team continues making it a more powerful Zendesk tool, and updates in Proactive Campaigns have become our daily activity. So, now we want to share with you other improvements. So, let’s see what we got here.

Possibility to share a campaign

Sometimes there can be technical issues or some restrictions from the company that require the admin's approval of all email campaigns before launching them. For that purpose, we made an update that can be handy for any support team. So now, any agent can craft a campaign with Pending status in the final stage as it is shown in the screenshot below.

Save as Pending

Then the campaign will be held under this status until the admins' approval on the Campaigns tab and Pending Campaigns bar. Admins can approve as many campaigns as needed and they see the following bar with all pending email campaigns.

Pending bar

Moreover, agents can share their campaigns even after they notice they failed. Just click Share with admins button as you can see on the screenshot.

Share on progress bar

Automation Tracking

Now, you can easily track every automation's statistics via the Email Tracking app. Just switch the toggle inside the email editor and you will see the charts and indexes for any step of the specific automation.

ET-turn-on-track

Here is how statistics look on the Email Tracking Statistics page. Besides, the Email Tracking app sends the read receipt to the ticket when the email is opened.

Automation stats

 

Automatically add a tag and update the ticket custom field

Previously, you could only update the contact custom field via Automation after an email was sent, but now you can do actions with tickets. So, we added 2 more options such as:

  • Update ticket field
  • Append tag to the ticket

Add-field-tag

The HTML Preview Mode

If you are a frequent HTML code user and prefer creating emails through the Source code editor, the Body preview option would definitely be helpful. So, after you create an email or select an HTML Template, click the eye button, and you will see how a recipient will view the email. Besides, this option is also available on Automations and Templates tabs.

Body Preview Button

HTML Preview

Pay attention to tags, styles, and attributes you use, as not all of them are supported by the editor. Read this article to know more about the Source code editor peculiarities: Usage guide: 'The Rich-code and Source Code Editors Peculiarities'.

Expand the Editing Area

Another small update we want to share is the Expand editor feature. For more convenient work with Proactive Campaigns editors, click the button shown in the screenshot below to make the editing space wider.

Expand The Editor

Meet our Core Update!

We have recently announced the core Proactive Campaigns update - Automations. Now we are happy to inform you that you can are the first who can try this feature. You will find a new tab on the application sidebar, as shown in the screenshot below. So, go to the Automations tab and click Start a 7-day free trial. That’s it. Create your own automation and make communication with your customers more reliable and efficient.

Automations Core Update

You can purchase the Enterprise plan to access this feature if you are a new customer.

The Comming Soon Feature - Automations

You most likely have ever gotten an automated email after the program purchase or payment transaction is done. Unfortunately, Zendesk does not provide an option to send automatic mass emails, and considering that, we started developing such automation as a part of Proactive Campaigns. This core update will give you the opportunity to create the whole path of your customer interaction and adjust sending emails. Besides, you are also will be allowed to delay sending emails and automatically update user fields.

You will be the first who can try this feature, just monitor the application sidebar, and you will see the new tab there!

Surely, we will inform you about the automation feature when it is launched.

Keep all templates in one place

For your convenience, all templates you can find on a separate tab in the Proactive Campaigns sidebar. So now, create and manage templates in one place. No worry, as at the third stage of the campaign creation, you will be able to click the Select Template button as before and upload the requirable item.

Create New Template

Upload Images to emails

A new important update allows you to upload images to your emails in most in-use formats. There are several ways to do so. For example, you can click the Insert image icon on the tools panel or drag and drop a required file into the email body area.

Upload An Image

Besides, you also can insert an image in Base64 format but only with the Pro Plan subscription. In case the image link is being tried to be replaced with the Base64, you will see such an alert.

Base64 Format

The Text length in the Description

From now on, the number of symbols you can type in the Body field is 65 535. Therefore, make sure that your text consists of symbols that are not over then this number. Such changes help optimize the workflow of the application.

Email Body Is Too Long Alert

Identify Proactive Campaigns’ tickets easily

Have you considered how you can monitor email marketing performance when using the Proactive Campaigns app? Now it is possible to filter tickets that were created within all companies. So how does it work? When the application creates/updates tickets, it also adds the proactive_campaigns_ticket tag.

Small hint. Based on this tag, you can create reports in Zendesk Explore and analyze the success of all campaigns.

Add The Tag

Free application on Sandbox

To give you more opportunities in campaign testing, we now offer a free version of the Proactive Campaigns app! All you need is to have the Zendesk test platform. As this integration is for your Sandbox account, you can launch campaigns and test other features. To get the free application, contact our support team!

Updated Homepage Interface

We work on the app's improvements daily as we want you to have a positive experience. Therefore, we have the new look of the app's first page. Here you can book a demo with our support team, start your first email campaign, view video tutorials and read the related articles and guides. Simply click on the thematic box, and you will be taken to the required topic.

Proactive Campaigns Homepage

If you are a user of both Proactive Campaigns and Email Tracking, a new update will make customer interaction more informative. So, now you can not only track email campaigns but links applied to them. To turn on the link tracking option:

1. Directly click on the link and select an Envelope Icon from the appeared menu.

Click On A Link

2. In case you need to track several links at once, click the same icon on the instruments panel of the body section. Then, select the requirable items, or put the checkmark next to the ‘Track all links,’ depending on your purpose. To see what links were followed by recipients, open the All Campaigns tab, find a necessary campaign, click on the Three Vertical Dots next to it and select Details from the proposed options. Then, find a Tracked links tab on the opened page.

Link Tracking Button

The Campaign Details Page Improved

The campaign Details page got some changes. So now, you will see the blocks with general campaign statistics on the upper part of the page. The email Subject and Body are on the left. Besides, the configurations that were adjusted while creating a campaign are laid out on three tabs on the right (Campaign settings, Ticket fields, and Tracked links). Note that the Tracked links tab activates when the Email Tracking Add-on is installed, as well as statistics blocks with the email tracking info.

Campaign Details Updated

Field Mapping in Import Users is Updated

To improve your user experience, the field mapping now has an improved interface and enhanced options. After you import a CSV file in the second stage of the campaign creation, you see the Field mapping modal window. If column names in your document are the same as system and custom field names, then the mapping process will go automatically.

Field Mapping

Possibly, you can see the red alert after saving the CSV file. It will inform you of the document's incorrectness, like the invalid name or/and email address. To overview what items are incorrect, simply click on the red alert. If you want to skip invalid contacts, and send a campaign to the proper ones, select 'Skip invalid customers' in the lower left corner of the modal window.

Skip Invalid Contacts

Besides, you can also import Facebook or/and Twitter identities by creating separate columns in your CSV file.

Select several items from a list

After this update, the selection process gets variety. Now you can open any list in the app and manually choose contacts, tickets or organizations to send an email campaign. There are a few steps you should pass. First, go to the Contacts, Tickets or Organization tab and select a list. Then, put the checkmark next to the necessary items, click 'Send Email to…' and choose Selected Users > Proceed in the modal window opened.

Select Items

After, you will be taken to the Campaigns page, where you need to continue the creation. However, in the second stage, you will see a newly generated tab – ‘Selected Users.’ Just check out the list and go ahead as usual.

Selected Users

Custom Fields for Ticket Lists

We launched a new feature that expands the filtering capabilities of ticket lists. Previously, the application proposed creating lists based on system fields. But now, you also can use custom fields to make unique lists and segment tickets precisely.

Ticket Fields List Condition

Fields Improvement

We want to mention our little updates. You can now use the Any text field for Ticket and Organization lists that finds items by keywords in all text fields.

Any Text Field

Another improvement regards creating lists using no-value fields. For example, you can filter contacts that have no tags. Therefore, the condition will be: ‘Tag’ - ‘Has no value.’ At the same time, the condition ‘Organization’ - ‘Have any value’ will include customers who have any organizations connected to them.

Has No Value

This feature works for fields that support such an option.

Send Attachments to Test Recipients

If you need to check how your recipient sees the attachment in the email, now it is possible! We applied some improvements to the app, allowing you to test a campaign with included attachments. If you send emails to check them out using Send to me Only or Send to test recipients buttons, then you will see the link with the attachment, but empty.

To overview the realistic look of the attachment, click the arrow next to these buttons. Then, select Send without ticket deletion/Send without tickets and imported users deletion. This way, tested tickets won’t be automatically deleted, preserving the actual view of attachments. So you will be able to check them out in your email inbox.

Send Without Ticket Deletion

Ticket Forms Improvements - Clone and Edit

After cloning the campaign, the used ticket form with filled fields will also be duplicated. The previous application's functionality didn't allow doing this. Moreover, the new update will make your work faster. So, the information contained in fields is saved after you change the ticket form. Sure, the key condition is that both ticket forms must have the same fields. Only this way the data will be transferred from one ticket form to another.

Ticket Forms Update

Import Tags with a CSV file

Previously, you couldn't import tags with contacts using a CSV file. However, now we improved such an option, and it is possible to import tags. Before uploading the document, make sure the input data is correct. So, if one contact has more than one tag in the field, they should be divided by commas, like in the screenshot below.

CSV File Tags

When you are sure in a prepared file, create a new campaign > on the second stage of the campaign creation – 'Select Target List,' open the Import User List tab > drag and drop the file > select fields and continue as usual.

Import A CSV File

The Events Feature Added

From now you can easily monitor actions you and your agents perform with the help of Events. To see the whole list of events that occurred with campaigns, lists, and settings, go to the Settings page > Events tab. There you will find the event objects (campaign, lists, settings), action types that may differ from each other, the name of the agent responsible for actions made, and the accurate date of each one.

Besides, you use filters to make the search quicker and more precise.

Events In Proactive Campaigns

Set different access levels for agents

If you need to segment the access levels for agents, then Access Control Management is what will help you. With the new update, you can entirely or partially restrict the agents' rights in the app or grant full access to some of your coworkers. Just click the Access Control Management icon on the Proactive Campaigns's sidebar and set the required permissions. Additionally, admins can specify what access new agents will get as well as change the current restriction levels for each agent.

Proactive Campaigns Restriction Icon

Skip Invalid Customers in a CSV

We are all people, and it's not a secret we can make mistakes, primarily if we work with massive documents. Counting it, we decided to optimize the app and added an option of omitting invalid users from a CSV file. Thus, in the second stage of campaign creation, when you upload a CSV doc, mark Skip invalid customers to activate this function.

Skip Invalid Users

After launching a campaign, the app will inform you if there are skipped users. You also can click Export to CSV to download missed users and edit invalid fields.

Export To CSV

Note: here, you can find the most common errors agents can face after launching a campaign.

The Highlight Placeholders and Remove Format Options

Sometimes, agents meet cases when a placeholder needs to be fixed in Proactive Campaigns. Usually, a placeholder breaks because of the wrong formatting copied from a third-party resource. Our team developed new features to recognize invalid placeholders and clear unnecessary formatting.

So, we move to the third stage of campaign creation. Here, we enable the {*} Highlight valid Zendesk placeholder button on the Body edit panel and insert two placeholders. As you can see, the first liquid markup is highlighted, which means it is a valid placeholder.

However, although the second one looks like a valid liquid markup, the app considers it a broken one. Why? Because the formatting is applied only to the text in curly brackets. If you need to color dynamic content, be careful to select the entire placeholder, including brackets. Therefore, if you copy a placeholder from, for example, Zendesk Knowledge Base, remember that it can be broken with the applied formatting.

Consequently, if you see a placeholder is not highlighted, then use the Remove Format option.

Hoghlight Placeholders Button

This element on the edit panel helps get rid of the color or other text styles. For this, we select the whole placeholder and click the Remove Format button, as shown in the screenshot.

Remove Format

By the way, it's possible to use this option to remove any formatting from the text.

Friendly App Hints

This time it’s not a new-released feature but some app improvement that will be handy for you. Therefore, we would like you to pay attention to our hints bar. It is located below the Body editor section, and its purpose is to inform you on how to make proper emails.

It works pretty simply. Just click on the side arrows to move hints back and forth. Also, keep in mind that we constantly update the hint bar, so check it periodically.

Hint Bar

Create Organization Lists

If you need to sort out your contacts or tickets by organizations, this option is definitely for you. Now, you can create an Organization list similar to a Ticket or Contact list from Settings > List Management > Organization list > +Add New List > set the List Name and necessary conditions > Save. And when it's done, you will get several options to use this list.

List Management

1. If you go to the Organization Views tab, you will see all organizations from the list filtered by the app. So, when you click the Send Email to list button on the top right-hand corner of the page, the app will select contacts who relate to these organizations from the list.

Organization Views Page

2. To see a ticket list whose requesters belong to organizations of the recently created list, go to the Ticket Views page and switch on the tab to the organization list (at the bottom of the page). After clicking the Send Email to list, the app selects unique ticket requesters for the email campaign. Moreover, you also can update existing tickets. All you need is to checkmark the Update existing tickets instead of creating new ones at the second stage (Select Target List) of the campaign creation.

Ticket Views Page

3. In case you need to view the complete list of contacts related to specific organizations, here is an option. Visit the Contact Views page and click the organization lists tab at the bottom of the page. Except for seeing the whole contacts from organizations, you can create the campaign by clicking Send Email to list.

Contact Views Page

Important: If you have more than 300 organizations on the list, the app will show you a message: ‘Too many organizations in the list. Preview is not available. You can still create and run the process, and all proper list targets will be processed.’ Despite this, you can see the number of users/tickets related to organizations and still launch campaigns.

More Than 300 Organizations

Clone the Shared List into a Regular Contact or Ticket List

Shared lists are handy when agents need to work as a team and use such collaborative materials. However, agents might feel quite limited while using such lists as they can’t be edited. Yes, in shared lists is impossible to make changes, but there is a way how to bypass it. All you need is to create a copy and use it as you want.

So, open the Settings page, go to the List Management, find Shared lists, and finally click on the horizontal ellipsis (Meatballs menu), and on the Clone button.

Settings Page

After, you will see the cloned list you can edit. Thus, do appropriate actions and Save changes. Then, watch a result on a lists page.

Contact lists

Upload HTML Templates

At our customers' request, we added a new feature. Now you can upload your HTML templates into the Proactive Campaigns Editor. So first, click the arrow button near the Save as new template on the third stage of campaign creation. Then, select the Upload templates from file.

Upload A Template

When the modal window has been opened, name your template, select an HTML file and upload an image (it’s optional. Use it if you want to differentiate your templates easily).

Upload Template Modal Window

The template will be opened in the Source code editor so that you can change or leave it as it is.

Source Code Editor

Note: Read how the Source code editor works to make sure you use “save tags” in an HTML code.

Send Follow-ups to Seen/Unseen Tickets (with Email Tracking)

We deepen the integration between Email Tracking and Proactive Campaigns to use the advantages of each app to reach the best results in your email marketing and customer support. For example, previously, you could send follow-up campaigns only for those who didn't reply. However, together with Email Tracking you can also track seen/unseen emails directly in the particular campaign and send follow-ups.

Campaigns Seen Unseen

Besides, you can switch toggles to modify your contact list and include exactly what you need. For instance, we created a follow-up list only with seen and replied tickets.

Customize Follow Up

Possibility to Send an Email on Behalf of the Other

Sometimes you need to launch your mass email campaigns on behalf of the other agent or even an imaginary person. For that purpose, we have created an  Alias field to type the name so that the end-user will see that name, but the reply will return to the agent. Take into account that admins can choose an alias for any assignee and agents can do it only for themselves.

Alias Proactive Campaigns

Test Your Email Campaigns

Proactive Campaigns allows you to create lists from Zendesk contacts, and theoretically, you could compose a list with test emails. However, that is unnecessary work and you also need to waste time creating the list, and then delete those emails from Zendesk. Nevertheless, the spam filters become more advanced with each passing day, so sending emails without testing can harm your business. We found the way out, let's see.

So, when you are on the final stage of creating your bulk email campaign (Ticket configuration) you can click on the arrow button near Save and Run and select Send email to test recipients.

Send Test PC

Then, you'll see the window where you need to type test email addresses and click on " + " to add them to the list. Then click on Send to test recipients or hit Send to me only if you need to send to your address.

Send emails to test

Finally, check email's destination in testing tools or check out your emails to know where your letter is.

Proactive Campaign Text Editor Update

Every day the GrowthDot team works on developing our products to make them more customized and easy to use for our business clients. We are excited to introduce a newly designed Proactive Campaign update at our client's request.

Let’s take a closer look at the new-added text formatting properties within a create campaign option.

You can find a rich-text editor and a source code editor on the Create campaign page (the third step of creating a new campaign). That helps you craft personalized and brandy emails and build associative bonds in customers' minds by using a recognizable writing style.

Text editor properties

Besides current typographical items like Bold, Italic, and Underline, the Strikethrough was put on the edit toolbar. Alongside Heading, Bulleted, and Numbered lists, became available particular properties: Text alignment, Font Size, and Font Color on the panel.

Besides existing Code, Blockquote, and Link functions, an Insert Code Block was incorporated. Using the Insert Code Block makes email designs more extraordinary and unique. So check out all main typographical formatting attributes directly in the Proactive Campaign app.

Source code editor

If there is a feeling like it’s not enough and you need to create more advanced and personalized emails, click on the Source code editor and use HTML code to create those emails that match your brand identity.

CSAT Surveys and Ratings are Now Available Updates in Proactive Campaigns

Nowadays, you can’t do any business without customers’ opinions as they can provide you with valuable information and help define your strengths and weaknesses. However, sometimes it is not easy to collect reviews as you imagined, but the Proactive Campaigns app can help you with it. You can add a 5-stars rating or typed feedback to choose from now on. So, start creating your email campaign as usual and on the Email stage, switch the toggle and select the option.

Update Proactive Campaigns Rate

Then, continue editing and start your campaign. Afterward, you need to wait for replies, and when they appear, go to the All Campaigns tab, click on the dotted icon, and select Rates.

Rates

Finally, you’ll see the replies or the diagram with statistics on how many stars were chosen by your clients.

Rating

Take into account that adding CSAT surveys and ratings are available only with the PRO plan of the app.

Let’s see what’s next.

Extended Stats with the Email Tracking App

If you are using Proactive Campaigns with Email Tracking, you can notice that your reports page has changed. It has become more informative. No wonder, as we added two indexes available only with Email Tracking and want to explain their meaning. Also, you can check those data when you enter the details of the particular campaign in the All Campaigns tab.

Update In Proactive Campaigns Statistics

Total Emails Read- shows the count of emails that the recipient opened.

Average reading percentage by the campaign - display the average reading percentage by all campaigns.

Try our other apps

According to the customers’ reviews, our Proactive Campaigns app and Email Tracking boost your efforts in Email Marketing. However, we suggest you increase your sales (CRM and Deals), improve messaging (Video Reply), and comply with privacy standards (GDPR Compliance). Also, try our themes and services . We also have customers' favorite apps for Jira, ServiceNow, and Freshdesk.

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