Changelog
Here you will find the latest changes, additions, updates, fixes, etc. for the LeadBoxer Platform
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
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.
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.
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.
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
- 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.
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.
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.
We have implemented a robust roles and permissions system to help you manage user access and control within your organization.
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.
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.
- Segment Overview UI fixes
- Improved Active Campaign integration
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.
We added the option to create groups of triggers to combine AND and OR conditions in the trigger settings.
This was a big one, but we did it! We now have implemented the new LinkedIn version 2 Industry Categorization.
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.
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.
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.
You can now create a LeadBoard and only manually add leads. You can always add a segment later in the LeadBoard settings page.
- 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.
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!
Something new: You can now Upload other leads and Accounts to LeadBoxer.
Why is this useful? 2 answers:
- 1.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.
- 2.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.
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.
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.
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).
You can now manually add tags from 2 places: from the lead details window, but also from the leads & accounts list.
- 1.We have added new triggers:
- Industry
- Employee count
- Country
Meaning you can now trigger an Action based on the values of the above fields.
- 2.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.
Updated and now located directly in the export /download window.
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
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.
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:
We are happy to announce the latest native integration with Marketing Automation and CRM software Active Campaign.
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.
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.
- 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.
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:
- 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.
Last modified 1d ago