LeadBoxer Product Changes

Update notes for the latest changes and improvements:

CSV Download updates

We have rebuild the feature that allows you to download the LeadBoxer data as a Comma Separated Values (CSV)

The biggest change is that you now have full control on the columns that are in your downloads.

You can now choose from a few pre-defined column sets but also create, save and share your column sets.

For a more details, please see the documentation

Lists

Based on feedback from many of our clients, we have added the option to upload lists and use these in your filters.

Simply upload a list of companies and/or domain-names and use LeadBoxer to filter your data for these entries.

Very use-full for  Account Based Marketing and or upselling to existing clients!

For a more details, please see the documentation

Visits and Events count for selected period

We have added 2 new metrics to LeadBoxer:

• Web Visits for selected period
• Events for selected period

This is useful to see the level of engagement inside the selected period.

The metrics can be found in each individual lead card and as a column in the CSV download

Further updates

• Fixed minor bugs

Update notes for the latest changes and improvements:

More Dashboard improvements

Visualize your Segments on your dashboard

You can now select any of your Segments in the dashboard and the graphs and chart will visualize this subset of your data.

Slice and drill-down to accounts view

You added the option to ‘slice’ the data on our dashboard, by clicking on any of the donut chart pieces.

We also added a the option to drill down directly to the accounts view.

Once sliced you can see these labels

• Minor improvements on the dashboard:
  • added Loading message
  • added spinner icon during loading
  • made the slicing labels pretty
  • improved the header-bar for better screen usage
  • improved the styles for top organization widget

Further updates

• Ordered the Segment list alphabetically so its easy to find the Segment you are interested in
• Fixed minor bugs

Update notes for the latest changes and improvements:

Hubspot Integration

We now have a native Hubspot Integration that will sync and enrich contact details between LeadBoxer and Hubspot. For complete details see our product page here: Enrich Hubspot Contacts with LeadBoxer 

Dashboard improvements

You can now drill-down to the actual lead data, straight from the dashboard.

We can now also add custom widgets like top organizations or top countries. Contact us for details.

Admins can now see all Segments

You can now (as an Admin) select all Segments from all users in your account, also if they have been set to private. This is useful if you want to test and or modify segments for your colleagues or clients.

Custom field mapping

Do you need to map specific fields to match with your CRM or other tool? You now can with our custom field mapping feature.

For example:
By default, leadBoxer provides the company size values as 1-10 and 11-50, etc. But your CRM only accepts a value of 1-50… We can now create custom fields and map these to your needs. Contact us for details.

Customise User Interface Language

Would you like to rename or change the language in the LeadBoxer Application? We now offer the option to rename basically every field in the UI to something else. Contact us for details.

Hide User Interface Elements

Would you like to hide specific filters or LeadCard elements for your users? We now offer the option to hide many of the UI elements for your users or clients. Contact us for details.

Set Application Entry Page

We can now set the Entry or Landing page for your users or clients. Contact us for details.

Further updates

• Fixed a bug where industry group filters were not applied in Segments on dashboard
• Fixed a bug that prevented notifications with PDF files to be sent
• API fix for Pipedrive integration
• Fixed minor bugs

Lead Ownership

We added the Lead ownership concept in LeadBoxer a few years ago, but it somehow got snowed under by new features and other cool stuff. So last month we decided it was time to revamp the concept and make it part of our core feature set again.

What has changed

Lead Ownership is now saved as a value in the Lead Properties, meaning that:

• Lead Ownership can now also be used in the filters; using an easy select drop-down of your users.
• Lead Ownership is visible in the Lead Card as a separate item (including the timestamp on hover)
• Lead Owner can now be selected in the custom column drop-down in the Leads overview.

Also, because of this restructuring, we realised we did not need the dropdown to select the owner, so we removed it. The hidden Leads has now been moved to the Display filter.

Update notes for the latest changes and improvements:

Set or change ownership of Segments

You can now (as an Admin) change ownership for all segments in your account. This is useful if you want to create or modify segments for your colleagues or clients

Search in Accounts view

We have added the search feature to the accounts view, meaning you can now search for specific datapoints as grouped per account. You can also save and use existing segments that use Search queries.

Custom date-range in accounts view

Looking to group leads into accounts over a specific date range? Now available using the improved date-range selector.

Infinite scrolling in stand-alone Leadcard

Going forward: when you open a lead in the stand-alone lead-card view, you can see entire history as far back as we have measured/ tracked.

Further updates

• Added search values to Segments Overview
• Referrer value in click / activity stream
• API fix for Pipedrive integration
• Fixed minor bugs

Here are the update notes for the latest changes

New Dashboard

We are happy to announce our new dashboard. This new dashboard is the first release, and contains visualisations of data such as (daily) identified Leads, Visitors, Events, Top Campaigns, Industries, and Company size.

Referrer in Click/event stream

We have added the referrer value to the session in the click or event stream in the lead details.
This allows you to see all the referrers for each visit.

SBI codes filter

Good news for our dutch customers, we have added a new filter option in where you can add SBI codes. These are dutch equivalent to industry codes.

Further updates

• We now show all sessions in the individual lead cards, perviously we had limited this to last 5 sessions.
• Fixed numerous bugs

Here are the update notes for the latest changes

Updated LeadBoxer Outlook email tracking:

Today we are releasing a new official version of our Outlook email tracking add-in.

Due to a restriction placed by Microsoft, we have removed the automatic enablement of Leadboxer tracking for each email. This is required in order to continue developing the add-in inside the store for future improvements.

As an alternative solution to have automatic email tracking enabled, we are releasing a customized add-in. This can be achieved with a download / install outside of the Microsoft app source.

NOTE: the add-ins are otherwise identical and we recommend you only have one version installed.

If you have an active subscription through the MS app-source platform, there are no other steps that you need to take. The add-in is auto-configured based on your email address.

Please contact us for assistance, or questions.

Marketo Integration

We have further improved our Native integration with Adobe Marketo.

For full details, see the Marketo Integrations page and our Marketo documentation

New and improved email notifications

We have redesigned and rebuild our daily or weekly email notifications to include more details such as industry, company size, lead tags, etc.

Further updates

• CSV download column order can now be set in the column selector.
• Fixed numerous bugs

In the first weeks of this year (2021) we worked and improved many different aspects of our platform.

User Interface improvements

For you, the end user, you will most likely notice that we implemented a slight redesign of our application user interface. We hope you enjoy or appreciate (or both).

New Filters

The redesign also included a grouping of filters into 4 categories and an additional 2 new filters:

1. Channel
   You can use this to filter and segment your leads based on their (original) acquisition channel.
2. From email (Sender)
   As more and more of our customers discover the power of our individual email tracking through Gmail or Outlook, you can now filter and segment based on the Sender of the email. Note: the sender needs to be a user in LeadBoxer to show up in this list.

Improved ISP filtering

We have  implemented an enhanced ISP filter, meaning we can now filter out the vast majority of ISP’s mobile carriers, CDN’s and hosting providers.

CSV files notifications for Accounts view

You can now set .CSV files as format in your daily or weekly email notifications for Accounts view.

Enhanced firmographic data

As part of the premium plan, you can now get firmographic social profiles, phone numbers and email addresses.

Active Demand integration improvements

We now support enrichment of contacts that came through a webform.
We also offer enhanced firmographic data.

Further updates

• Custom domain for LeadBoxer User Interface available for agencies/resellers
• We improved channel logic for better classification
• Fixed numerous bugs

Google Places Integration

The companies database that LeadBoxer uses for enrichment is large and very accurate. But there are many (smaller) companies out there that are not in the main enrichment databases we use such as Linkedin or any of the other sources we use.

For that reason we now support the Google Places API for improved enrichment of smaller local companies.

Meaning that if you add a Google maps API key, we will use the Google API to enrich your leads with the places company details like address, domain, and phone number.

For detailed instructions see this link: Google Enrichment

Mailchimp Automations

We have added support for Mailchimp Automations campaigns, meaning that if you send out emails through Mailchimp automations (like drip campaigns, auto-follow-ups, etc) we will now grab the behavioral data (email opens, clicks) and add these to LeadBoxer profiles.

Read more from Mailchimp on creating Automations in Mailchimp

Other Updates:

• Multiple small improvements for the Active Demand integration
• Squashed a few small bugs in the Pipedrive Leads integration

Pipedrive Leads Integration

Get identified website visitors in Pipedrive as Leads

We are extremely proud to announce we are the first third-party integration provider that can push website visitors to the new Pipedrive Leads section.

Contact us for more details

CSV Download improvements

• Added the CSV download selector to the accounts view
• Cleaned up the .CSV download selector and removed many irrelevant fields

Other Updates:

• We improved our identification for IP6 type IP addresses
• Multiple small improvements for the Active Demand integration
• Improved the documentation for the Accounts view API endpoint
• Fixed a bug in the Pipedrive integration that was causing companies with special characters to duplicate