Channel property grouping

We now categorise each new lead and customer into channel groupings, meaning you can see how see how each lead or customer originally arrived or was referred to your site (Original Channel), and in their last session/visit (last Channel).

Channel groups are defined with the following rules:

• Organic: referrer contains google|yahoo|bing|etc
• Social: referrer contains twitter|facebook|linkedin|etc
• Referral: referrer exists and not equal to ‘organic’ or ‘social’
• Email: utm_medium = ’email’
• Paid: utm_medium matches regex ^(cpc|ppc|paidsearch)$
• Direct: utm_source = ‘direct’ or utm_medium = unknown
• Other: everything else

In our next Sprint we will add these to the filter options so you can create segments/filters based on channel.

Send test email notifications

One functionality our customers asked for was the ability to test the emails that will be sent out automatically on a daily or weekly basis. This can now be accomplished from the smartlist / segment edit window.

Other Updates

• We have configured the Daily / Weekly notifications to continue as per usual after a trial has expired, however the data is limited to 3 results.
• Added another node to our script serving cloud, to improve response times on the US East Coast
• Mapped additional Form properties to specific LeadBoxer values

Lead or Customer data as PDF

This Month we added the option to receive your daily or weekly segmented leads or customers in a new file-format: PDF

These PDFs contain the full details of one person or company. By default we will send the top 10 leads or customers that are within your created segment and period.

Improved Dutch Chamber of Commerce (KvK) Matching

We now match significantly more dutch companies to their entries in the dutch chamber of commerce.

Introducing the Display Filter

We’re happy to announce that today we have implemented the next step in our evolution from a lead generation solution towards what we call a Lead & Customer Data Platform. Read more about CDP’s here:  Customer Data Platforms

As of now, we have introduced a new filter called Display. This filter allows you to easily segment (filter on or hide) Companies, Persons and Unidentified leads.

Important change:
By default we now are no longer showing the Unidentified Visitors when you login. If you want to see the Unidentified, you need to enable this via the Display filter

Next steps / vision

As many of you know, most purchasing decisions in the B2B world are made by a decision making or Demand Unit.
Our vision is to enable our customers to get detailed insights into these units and provide ways to score, filter, and segment these units so that Sales and Marketing teams can get the insights needed to close these deals.

This is the first step towards this vision. Following steps include: a) Automatically group multiple persons to one company and b) Create an overall Company leadscore

All existing smartlists (segments) have been updated to reflect this new filter, please let us know if anything seems incorrect or illogical.

Additional updates

• We added the utm_term value in the lead details
• We included the option to ‘add comment’ when assigning a lead