Changelog
Fresh bread! Updates on the latest changes, additions, updates, fixes, etc., to the LeadBoxer platform
23-02-2024
Account Tags
We have introduced a new tagging concept, allowing you to tag Accounts, companies or organzations.
Account tags are visible in the Account details pannel, on the LeadBoard cards, and in the Leads & Accounts report as a column.
New Workflow Action: Set LeadCard Owner
You can now automatically set an owner for Leadboard cards using an action in your workflow automations.
For example, set the owner for Leads from a certain country or region to the responsible person.
Bonus: Auto Ownership
When enabled, ownership is auto assigned based on fromEmail address value.
Improved LeadBoard cards removing features
You can now optionally add an leadcard organization to the Exclude list, which means it can no longer be added to this LeadBoard going forward, effectively blocking it from appearing again.
02-02-2024
LeadBoard Filters
We've added new filters to the Leadboard, allowing you to narrow down results so you can focus on the most important or qualified leads.
Filter on Tags: include and/or exclude Leadcards with one- or multiple tags.
Filter on Owner: Did you know you can assign an owner to a Leadcard? It's now also easier to filter on your- or your colleague's cards.
Filter on Date-range: set a relatively fixed date-range, so you can focus on new leads. Choose between lead activity and Card activity or card created.
Also: you can Enable the filters by default (make it sticky), so you can continue where you left off yesterday!
Cross-domain tracking (based on GA)
We now support cross-domain measurement if this is implemented using the Google Analytics GA4 method, see https://support.google.com/analytics/answer/10071811?hl=en
If you are looking for this feature, please contact us to get this enabled for your account.
12-01-2024
LeadBoard Improvements
We now show all individual tags for the organization or account in a LeadCard details
We added LeadCard tags to the Account details
We added LeadBoard Loading improvements
You will now see various loaders, so that it is clear if we have finished updating the card with the relevant details.
03-01-2024
Set Fixed LeadBoard Direction or flow for Automations
This might seem tedious but is in fact a very useful update. If enabled (default), Workflow Automation actions can only move your LeadBoard cards to the Right direction of your funnel or qualification stages. You can still manually move cards to the Left. You can set or change this setting in the LeadBoard settings.
28-12-2023
Added LeadTags to Daily & weekly HTML notifications
14-12-2023
Lead Tags in the event / click / behaviour streams
Starting today, we are showing Lead tags activity in the lead details drawer / panel so you can see when they were added and by whom.
We will show if the tag was added or removed manually, through a workflow automation, or even an integration like Mailchimp.
07-12-2023
More permission options for your users & roles
You can now enable and disable even more UI elements and features for your users by setting permissions.
This is very useful if you would like to make LeadBoxer less 'advanced' or easier to use.
30-11-2023
Mailchimp Tags Sync
We now automatically import tags from your contacts in Mailchimp and add these to LeadBoxer leads as Lead Tags. This can be very useful if you label or tag your Mailchimp audiences, for example your customers (client status, or how they entered your mail-list, or the product group or service they are interested in.
23-11-2023
Batch 'add' or 'remove' leads from LeadBoard
We added the option to add or remove a list of leads to your LeadBoards. Meaning you can now create a list of leads using filters or saved segments and upload these leads to a board. Very cool: this works retroactively.
This is extremely useful if you want to build a board with existing data, and do not want to wait for 'new' Leads or behaviour to trigger a Workflow Automation.
02-11-2023
New ease-of-use: calendar / date-range selector
We updated and improved the date-range picker, to make it more intuitive and easy to use.
23-10-2023
Google BigQuery integration
We now support native export of LeadBoxer data into Google BigQuery.
Push all your raw analytics and behavioural data into this powerful storage platform and write custom queries to analyse and visualize your data.
This also enables 1 click export to Google Looker Studio!
Download improvements for Leads & Accounts
A BIG SHOUT OUT to Charyle Gandee of Fineos here - whose many insightful pieces of feedback have been published here - THANK YOU CHARYLE
Your downloaded file now has the same column order as what you seen on your screen
Downloaded files now have a more descriptive title eg: LeadBoxer-Leads-mysegment-20230901-20230907.csv
You can now also modify the name of the file you are downloading
When selecting Excel format, we now hide the delimiter dropdown
When you start a download, we now automatically close the download modal
Other
We fixed several bugs on the LeadBoard
Speed improvements
25-09-2023
Improved Referrer details
We improved the referrer data we capture for all website visitors.
Meaning we now have these 4 fields:
First Referrer (full URL)
First Referring domain
Last Referrer full URL)
Last Referring domain
URL Routing
We have added 'routing' to our application, meaning you can now copy & paste and share the browser URL from the Leadboxer application or link to any Lead, Account or Leadcard. The person opening that link will automatically be taken to the right report, date-range and selected item.
Redirect
If a user that is trying to access a direct link to a Lead, Account or LeadCard in the LeadBoxer application and this user is not logged in, the user will be first taken to the login page, and after successful login we will now redirect this user to the correct item.
15-09-2023
Search & Sort your leads on the LeadBoard
You can now search through all leads on your LeadBoard, and also sort leads based on either the last lead activity or last LeadCard modification date.
You also choose ascending or descending in each column by clicking the little arrows.
To make room for these new features we moved the help button and switch LeadBoard to the top header bar.
31-08-2023
Duplicate LeadBoard
We added the option to duplicate a LeadBoard, also to another dataset.
This is particularly useful if you want to create multiple leadboards for multiple sites, sales-teams, products, etc.
A duplicate will not duplicate the content aka LeadCards, but only the stages
25-08-2023
UI improvements
Clicking the close /remove icon (x) and removing a filter from a selection or Segment now reloads the Leads & Accounts view.
We fixed a bug causing scroll-bards to appear in the top dropdown navigation
You can now horizontally drag and drop columns on the LeadBoard and your browser will automatically scroll to the left or right.
18-08-2023
LeadBoard Ownership
We added the concept of 'ownership' on the LeadBoard, allowing you to assign one of your users to become the 'owner' of a Leadcard.
Easy user Avatars allow you to quickly filter the Board for your or other owners cards.
08-08-2023
Batch Update Leads
We have added the option to batch update a list of leads, meaning you can now select multiple leads and perform an action for all the selected leads.
For now, you can add or remove Tags in batch mode. In the near future we will add other actions like hide, assign, add to LeadBoard, etc.
04-07-2023
Roles & Permissions
We have implemented a robust roles and permissions system to help you manage user access and control within your organization.
For a complete overview of all documentation see the Roles & Permissions page.
Improved Lead details
We changed the location where we show the preview of the organization to be more prominent. We also added the option to manually link an organization to a lead. This is useful if you actually know the organization of an unidentified visitor (eg because you were just on the phone with them) you can aslos 'unlink' an organisation if you want to update or improve the data.
20-06-2023
Multiple Actions in Workflow Automation
You can now set up to 3 actions in the same Automation, for example: Add a tag, move to Stage, and add a custom property.
Other updates:
Segment Overview UI fixes
Improved Active Campaign integration
15-05-2023
New Trigger: Lead Tags
You can now trigger a Workflow Automation, when you manually add or automatically set a lead tag. This is useful if you want to automate your LeadBoard based on Lead Tags.
Support for nested triggers for Workflow Automation
We added the option to create groups of triggers to combine AND and OR conditions in the trigger settings.
24-04-2023
Industry Categories Overhaul
This was a big one, but we did it! We now have implemented the new LinkedIn version 2 Industry Categorization.
From 148 to 421 industries
This means that you will see any of the new 421 industry values in LeadBoxer and they replace the old version that only had 148 industries. The new industries are much more detailed and also make much more sense in many ways.
Industry Grouping Filter
We also implemented the new industry groupings, so if you dont want to choose individual industries, you can also select an industry group and filter on multiple industries in one go.
System events
If you are using one of the new features we added like the LeadBoard and Importing Leads, you might have noticed that we have started adding events in the activity stream for updates that the LeadBoxer system did to this lead or account. We have modified the UI so you can now clearly distinct these from behavioural events, and added some context to the event itself.
10-04-2023
Allow LeadBoard without linked Segment
You can now create a LeadBoard and only manually add leads. You can always add a segment later in the LeadBoard settings page.
UI / UX improvements
We added a reset button, so you can now easily reset and remove all filters/ (quick) segments you might have applied.
We changed the colouring of labels, to easier make a distinction between values.
01-04-2023
New trigger and Actions to automate movement of LeadBoard cards through your funnel!
We are super excited to announce that you can now configure LeadBoxer to automatically create new cards and move existing leadboard cards from one stage to another based on all the triggers we support.
This means you can now create a fully automated visual overview of your Lead Generation efforts!
See the Workflow Automation documentation to get started and see examples.
Upload Leads
Something new: You can now Upload other leads and Accounts to LeadBoxer.
Why is this useful? 2 answers:
Use LeadBoxer and the Lead Management features from the LeadBoard for ALL your leads. for example from offline sources like events, phone enquiries, physical encounters, etc.
To visualize and get complete insights of your outbound campaigns: Upload all leads that are contacted, put them in a board, and automatically track how they move through your leadboard funnel once they start interacting with your content.
More details and instructions can be found in the Upload Leads documentation page.
17-03-2023
Quick Segments
We have added the concept of Quick Segments.
Quick Segments are pre-defined Segments that allow you to quickly filter your data. Quick Segments are not real Segments, meaning they are basically filters applied to the data in real-time and cannot be altered. You can however duplicate a Quick Segment and modify and save as a 'real' segment.
See the Quick Segments documentation to see the details.
Engagement details
We have added 4 new metrics to the Leads & Accounts view regarding the level of engagement in your content. In other words the number of sessions and events for each lead.
Improved UTM and marketing campaign tracking & reporting
We improved the way we store and display the values from UTM tags for each Lead. They are now categorised in First * and Last * values (eg first Campaign and Last Campaign).
For more details see our documentation on UTM tracking
03-03-2023
New Tag options
You can now manually add tags from 2 places: from the lead details window, but also from the leads & accounts list.
To read more on Lead Tags, see the Lead tags documentation page.
24-02-2023
Workflow Automation update
We have added new triggers:
Industry
Employee count
Country
Meaning you can now trigger an Action based on the values of the above fields.
New Action
Create a new custom property (field) and populate with UTM campaign data.
This is particularly useful to capture the UTM tags values for the session where a conversion has happend.
See complete Workflow Automation docs for more details
08-02-2023
Easy Export for LinkedIn Matched Audiences
Updated and now located directly in the export /download window.
See the complete LinkedIn Matched Audience documentation for full details and instructions.
17-01-2023
LeadBoxer 3.0 released
A complete new User Interface, Navigation and a rebuilt Leads & Accounts report.
One of the main differences is that the Leads & Accounts are shown in a grid format, allowing for numerous easy customisations such as:
Turning columns on and off
Grouping Leads into Accounts
Re-ordering of columns
Custom summary columns
Sorting on any column
Pinning columns
Filtering within columns
You can read a full breakdown of the new Leads & Accounts section.
19-12-2022
This week so far, we fixed an issue with links to LinkedIn not working properly in some cases on the account details panel and actually link to the homepage of an organization if we know it.
15-12-2022
We added the option to manually create a Card on the LeadBoard, straight from from the Leads view. That sounds complicated but it is not really, just have a look at this screenshot and hopefully it wil make sense:
07-12-2022
New Integration: Active Campaign
We are happy to announce the latest native integration with Marketing Automation and CRM software Active Campaign.
You can see the complete details of the integration here
30-11-2022
New Enrichment Engine
We enabled our new enrichment Engine based on domain-names for all accounts. Meaning all new leads and contacts that have either an email or domain-name will be enriched using our new Engine.
The New engine is our new 'state-of-the-art' API based endpoint. We will release this endpoint to the public in 2023.
Lead Details & UI improvements
As you may have noticed, many of the new features we have added are based on a new User Interface library with modern design patterns that we are transitioning to.
We now have added a new Lead Details View or drill-down, and we are also pleased to announce that we have added animations!
To see them in action, go to your LeadBoard and click on one of your cards, and open an associated lead.
22-11-2022
Bug-fixes and small improvements
Improvements to the LeadBoard, including a new 'empty state' screen. So that if you have no LeadBoards, it becomes clear what you can do with this feature.
Style and content updates for the 'Account details panel', for example we now show the email address for each lead if this is known to LeadBoxer
Style and content updates for the 'Lead details panel', where we now show first campaign and other UTM tag values.
14-22-2022
Workflow automation
We have added a new feature called Workflow Automation, that will allow you to create all sorts of simple or complex tasks.
For example to tag a lead if they visit a certain page.
A complete overview tutorials can be found here:
Bug-fixes and small improvements
Updated new UI to latest version of React (18), which will add speed/ loading time improvements.
Fixed a bug that caused duplicate LeadBoard cards imports
Improved initial importing speed of leads into the Leadboard.
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