January 29, 2024
Smart Form Configurability
Additional configurability is now available with Smart Forms. Instantly qualify and branch the visitor based on fields submitted in the form, eliminating the delays associated with waiting for a record to be created by the form in your Marketing Automation Platform.
For more details and recommendations, check out the Smart Form Experience article here!
January 22, 2024
Meeting Links
Direct and Routed links are now available for all customers!
- Direct meeting links allow reps to share a link and book directly with themselves or others on their team. The rep can choose whose calendar they wish to send, as the link does not reply on routing rules.
- Routed meeting links allow reps to share a link to the meeting type and automatically book with the correct rep(s) as defined by the Routing Rules.
You can read more about links here. Please reach out to your Qualified Success Architect for more details and access to the feature.
Stacked Bar Charts for Custom Dashboards
Stacked bar charts are now available in custom dashboards to demonstrate comparison metrics. For example, how many meetings were booked compared to the number of meetings offered? Visualize metrics like these using Comparison Stacked Bar Charts.
GDPR Deletion API
Visitor data can be deleted based on GDPR requests using emails. As an Admin, you can now generate API keys in Qualified specifically for GDPR data deletion, instead of relying on manual deletion processes. For more information, please reach out to your Qualified Success Architect.
January 16, 2024
Meeting Routing to Multiple Attendees
Route to unlimited combinations of users with added meeting routing flexibility! Now admins can configure meeting routing to route to Flexible Teams, Exact Teams, or a combination of Salesforce owners and Qualified roles.
Read more about group routing options here! As always, please reach out to your Qualified Success Architect with any questions.
December 21, 2023
Advanced Pre-fill Values
Advanced pre-fill logic allows admins to transform values provided by the source (whether that be visitor data, enrichment data, etc.) to match the values accepted by the push destination (whether that be Salesforce or your Marketing Automation Platform). Setting this logic on the visitor field allows for one time setup - no need for complicated blocks and branching logic!
To learn more about visitor field settings, including the option to use advanced prefill logic, check out the article here or reach out to your Qualified Success Architect.
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November 6, 2023
Smart Button Qualification Questions
Button experiences allow you to take your prospect directly to a meeting booking experience - skipping the traditional marketing form when the intention of the website call to action is to book a meeting.
At times, additional information is required to qualify a prospect before offering meeting times. Adding Qualification Questions to a Smart Button experience allows you to obtain information needed to qualify and route them appropriately.
Admins have the ability to configure qualification questions two ways:
- Qualification questions asked with email
- Qualification questions asked after email, allowing for enrichment
To learn more about Smart Buttons and Qualification Questions, check out more details here!
October 10, 2023
Support for additional languages
Have a sales global team? Our multilingual experiences now include four additional languages: Polish, Thai, Czech, and Indonesian. These new languages are included in the experience language drop down for customers on our multi-language plan. If you are not using multiple languages today and are interested in expanding your team, please reach out to your Qualified Success Architect.
September 26, 2023
Pre-fill Blank Values on Matched Records
Sometimes your 3rd party data sources, such as Salesforce or your MAP, may have a blank value for a mapped field when we match to a record. With this setting, you can choose whether to 'Keep the blank value' in Qualified, or you can choose to 'Use the next source' to prefill the field with the 'Additional sources' and then update the Salesforce or MAP record with the new data.
Learn more about visitor pre-fill values here!
September 5, 2023
Meeting Lightbox Loading States
We understand the critical importance of providing an exceptional user experience, especially when it comes to engaging with potential customers! That's why we're thrilled to introduce dynamic meeting lightbox loading states. When a Meeting lightbox is triggered by a Smart Button or Smart Form, our loading states kick into action, ensuring that your visitors stay informed and engaged while we connect them with the best rep!
June 26, 2023
Meeting Routing Weights and Exclusions 💯
Modify the distribution of meetings booked across your reps with weights!
- Have a new team member still ramping? Set their weight to 25% so they receive only a quarter of the meetings they typically would.
- Got a star performer ready to take more meetings? Set their weight above 100% to route more meetings their way.
- Need to exclude a team member for a special project? Completely exclude them from being routed to by setting their weight to 0% in Smart Routing, or excluding them from Round Robin.
All Qualified Admins can go to Settings → Meeting Types → Routing to find these updates. For additional details, learn about about Meeting Type configuration, here.
Zoom and MS Teams Integration with Meeting Link Generation
No need to search high and low for your personal meeting link anymore... reps can now connect directly from Qualified to Zoom or MS Teams!
Users can connect by going to Settings → Calendar. For details, check out a step by step guide here.
June 12, 2023
'Book during a chat conversation' setting per Meeting Type 📆
With a handful of meeting types, it can be overwhelming for reps wanting to quickly offer a meeting during a chat. Admins can now control which meeting types are displayed to reps during a conversation. When this option is selected, the admin allows reps to serve this meeting type to visitors during a chat. When this option is deselected, the reps will not see this meeting type displayed when clicking "Offer a Meeting" during a conversation.
All Qualified Admins can go to Settings → Meeting Types to find these updates. Check out more customizations available with Meeting Types, here.
June 5, 2023
Meetings Round Robin
While Qualified strongly recommends using our Smart Routing functionality, you now have the option to use a strict round robin for meeting routing.
Round robin will route only to the rep who is next in line to get a meeting. Round robin routing does not optimize for finding the best time possible for the prospect, and hence may result in fewer meetings. Smart routing is strongly recommended.
For more details around Meeting Routing, check out more, here.
May 8, 2023
Meeting Type Booking Windows🪟
Hoping to book meetings only during the week of an in-person event? Want demos to be scheduled 2 weeks out? Accomplish this now with Booking Restrictions set per Meeting Type! Restrict the meeting type to be booked based on a Rolling date range or a Fixed date range.
All Qualified Admins can go to Settings → Meeting Types to find these updates. Check out more customizations available with Meeting Types, here.
Personal Meeting Links 🔗
Allow reps to offer their personal calendar with personal meeting links! Admins now have the ability to Allow meeting link sharing for specific Meeting Types.
Once enabled, reps can navigate to their Calendar Settings and click Copy link to access their personal meeting links. Visitors who are sent a personal meeting link will be offered the specific rep's calendar to select a time that works best for them. No more back and forth email scheduling needed!
Related Object Filtering 🗂
Wish you could filter in Qualified based on custom objects in your Salesforce org? Now you can!
Qualified gives you the ability to not only filter by our three core objects (Leads, Contacts, and Accounts), but also by all fields of all objects directly related to those. By providing robust filtering capabilities, there's a massive increase to the data available to you and allows you to expand what the type of experience you serve your visitors.
Related object filtering in Qualified now applies to Experience triggers, Segments, and Routing.
Some example use cases include:
- Trigger a specific experience for Leads that have the Status = ‘Active’ in a custom related 'Free Trial' object
- Segment a Contact to a specific group or live stream if the Registration = ‘True’ for a related 'Event' object
- Route to a specific routing rule if an Account’s AccountTeam includes certain users
This feature is included in Enterprise plans. For access to Related Object Filtering, please reach out to your Qualified Success Architect.
May 1, 2023
Minimum Meeting Notice for Meeting Types 📆
Give your reps enough time to prepare with minimum meeting notices!
Able to host a discovery call with just 30 minutes of advance notice? Set this value to 30 minutes.
Need 2 days to prepare a custom demo? Set this to 2 days.
The minimum notice is the amount of time between when a meeting booker is offered and when someone can book a meeting on the rep's calendar. Instead of only setting this on the user level, this is now customizable per meeting type.
All Qualified teams can go to Settings → Meeting Types to find these updates. Check out more customizations available with Meeting Types, here.
April 24, 2023
Meetings Card in Visitor 360 🖼️
Equip your reps with relevant, account-based information right when they need it: during live chat. All meetings booked by the current visitor will be displayed in it's own card in the Visitor 360.
To view meeting routing, cancelation, or rescheduling details, hover over the highlighted text in the card.
April 3, 2023
Meeting Exclusion Dates 🚫
No one wants meetings booked on company holidays! Set org-wide meeting exclusion dates to prevent meetings from being booked on days where your team will be out of office.
All Qualified teams can go to Settings → Business Hours to make these updates.
March 6, 2023
User Admin Table
Calling all admins! Manage all your users in one spot. Here's what the new user table includes:
- Visibility into profile setup in order to action on steps that are incomplete (for example, see which users still need to connect to Salesforce so you can follow up)
- Ability to send reminder email if calendar is not connected
- Ability to send binding emails for SSO
- Ability to set rep Offline for Chat availability
- Ability to invite based on Salesforce role, invite multiple users at once, and add to groups
- Admin, Chat, Meeting, and Deactivated filters up top to easily sort by user type
Admins can access the User Admin Table by navigating to Settings → Users.
January 24, 2023
Update: Refreshed Messenger Theme Settings Include New Button & Privacy Policy Options 🎨
Your most important marketing asset is your website, so customize the Qualified messenger to resonate with your buyers and drive engagement. Introducing enhanced messenger theme settings:
- Select the shape and color of buttons inside the messenger, like your CTAs.
- Build trust with visitors by adding a link to your privacy policy:
We also now check the theme’s color contrast ratios, because a more accessible website is easier for all visitors to use. If you choose colors that don’t meet WCAG standards, we’ll suggest selecting more distinct colors.
All Qualified teams can go to Settings → Messenger to find these updates.
November 30, 2022
Update: View Signals Research Intent in Salesforce 👓
Centralize all of your accounts’ Signals data in Salesforce. Research Intent was added to our Salesforce unmanaged package so you can present your data, your way. In this release, you’ll find new and updated fields, reports, and a dashboard.
This update does not affect your Salesforce org if our package was already installed. If you previously downloaded our Signals unmanaged package and want to bring Research Intent into Salesforce, connect with your Qualified Success Architect to find the best option for your team.
November 1, 2022
New Feature: Guide Reps with Signals Live Streams & Customize Experiences with Signals Segments 🧭
Efficiently convert visitors into pipeline by prioritizing accounts with the hottest Signals. New to Qualified Conversations, you’ll find pre-built Live Streams and segments for accounts with high Engagement Intent and Research Intent to guide sales reps towards your most important visitors:
With these new segments, you can also configure Experiences to present different paths to accounts with unique Signals. Send visitors researching a specific topic to a relevant Experience relevant or promptly route a visitor with On Fire Engagement to an available sales rep:
Accounts with Qualfiied Signals will see these updates now, and admins can head to Settings → Live Streams or Segments to customize them. If you don’t see the new segments, reach out to your Qualified Success Architect.
October 25, 2022
Update: Intuitive & Insightful Call Analytics 🧮
Calls propel deals, so discern best practices for successful calls in Qualified. We revamped report and dashboard call metrics so you can learn:
- Which Experiences have the highest rate of visitor and rep calls
- How many successful calls were completed per rep
- How many successful calls began after an Experience's Route for inbound chat step versus Route for pounce step
That being said, visitors don’t always accept a call—we’ve been there, too. Build a Total successful calls tile and add comparison metrics to learn just how tenacious your reps are:
All accounts with Qualified voice and video can dig into these robust analytics, so head here to learn more. 💫
October 17, 2022
New Feature: Account 360 Smart Summary Embedded in the Visitor 360 🖼️
Equip your reps with relevant, account-based information right when they need it: during live chat. We added the new Signals Account 360 Smart Summary to the Visitor 360:
The account’s Engagement Intent and Research Intent are presented along with snapshots of the account’s most recent high-intent sessions, like sessions that began from an Outreach clickthrough. Researched key topics are also highlighted:
Want to dig in further? Click the Account 360 Smart Summary’s timeline to expand and review the account’s activity:
To jump to the full Signals Account 360, click Go to account in the upper-right corner.
By centralizing everything you know in one place, Qualified empowers reps to execute your ABM strategy.
September 27, 2022
New Feature: Recognize G2 Clickthroughs within Qualified 🚨
Researching your company on G2 suggests high purchase intent, so identify and elevate those visitors within the Qualified app. With our new G2 clickthrough tracking, your sales reps can focus on visitors most likely to buy.
A card appears in the Live View and Account 360 when someone clicks a link on your G2 profile and lands on your website:
Knowing who clicked through your G2 profile, you can then:
- Add them to a high-priority Live Stream
- Trigger and customize Experiences
- Finetune routing rules to expedite deals
Connect with your Qualified Success Architect to get started.
September 9, 2022
New Feature: Create and Update HubSpot Contacts 🧙♀️
Keep your sales and marketing teams in sync with pristine HubSpot contact records. New to this release, create and update HubSpot contacts via Qualified:
- Automatically from a Push to an external system Experience step
- Proactively by sales reps in the Visitor 360
Curious about which reps or Experience create the most HubSpot contacts? Wonder if Qualified generates more Salesforce leads or HubSpot contacts? 🤔 Dive into your Qualified dashboards for answers.
These updates are available for all accounts with our HubSpot integration. If you previously connected to HubSpot, go to Settings → HubSpot → Connection and click Update Connection to access the enhanced options.
August 30, 2022
New Feature: Pinpoint Promising Accounts with Research Intent 📌
New in Qualified Signals, Research Intent helps reps spot promising prospects by highlighting accounts exploring products in your market. Upon selecting topics to track, the Research Intent appears in Signals account lists and the Account 360:
A complement to first-party website Engagement Intent data, Qualified Signals creates a 360-degree view of account-based buying intent. Sales and marketing teams can focus their time by aligning messaging to the topics buyers care about most.
Connect with your Qualified Success Architect to get started.
August 29, 2022
New Feature: Enhanced Marketo Integration 💅
Accelerate lead targeting with the streamlined workflows introduced in our improved Marketo integration. From the comfort of Qualified, you can now:
- Create Qualified segments from Marketo static lists, smart lists, and programs.
- Enable Qualified to automatically create Marketo activities when visitors interact with the Qualified messenger, regardless of whether your default push is to Marketo or Salesforce.
- Add Marketo leads to your Marketo programs.
These updates are available for all accounts with our Marketo integration. Connect with your Qualified Success Architect to get started.
August 26, 2022
New Feature: Create Salesforce Accounts with Qualified Signals 🏗️
Qualified already enriches Salesforce accounts after they visit your site, but what about visitors you don’t track in Salesforce yet? Problem solved: equip your Qualified admins to create new Salesforce accounts.
Here’s how:
- Select and map fields for the new Salesforce accounts.
- Pick which accounts to create within Salesforce.
- Click Push to Salesforce on a Signals account list:
Or click Create in Salesforce within an Account 360:
Talk to your Qualified Success Architect to learn more.
July 25, 2022
New Feature: Track Clickthroughs from Google Ads, LinkedIn Ads, Salesloft, & Outreach 🔀
Qualified tells you who is on your site, but what brought them there? 🤔 Introducing clickthrough tracking visible in Qualified from:
When you create an ad or send an outbound email, our new and updated integrations will display the ad’s visual or email message in the Live View and Signals Account 360:
Want to track your ads without connecting Qualified to your ad platforms? We’ve got you covered: append UTM parameters to your LinkedIn and Facebook ads or customize your Google Ads query parameters.
Connect with your Qualified Success Architect to get started with Qualified for Advertising and Qualified for Outbound today.
New Feature: View Signals Account 360 in Outreach 🧐
If your sales reps already work within Outreach, give them easy access to their accounts’ Qualified Signals data. Embed the Signals Account 360 right in the Outreach console:
To get started, reach out to your Qualified Success Architect and then download the Qualified Signals app from the Outreach Marketplace.
July 19, 2022
Update: End Calls with One Click
A small update with a large impact: finish calls in the Qualified messenger with the new End button. When a sales rep or visitor clicks End, both members’ camera and microphone immediately turn off.
This update is live for all customers with Qualified voice and video.
July 15, 2022
Update: More Robust Revenue and Pipeline Influence Dashboards 💰
We revamped the Revenue Influence and Pipeline Influence dashboards to more precisely reflect the ROI of your Qualified investment. Hone in on the value of opportunities where:
- A visitor with a new or existing opportunity interacted with Qualified
- Qualified created a new lead that was associated with a new or existing opportunity
- Qualified created a new lead that was converted into a new opportunity
Head here for full details about how we decide which opportunities are included.
Do your account managers want insight into expansion opportunities? Create a filter that searches for only that opportunity type. Does your revenue ops team want to understand the value of opportunities in negotiation? Build a filter for the negotiation opportunity stage.
New to these updates, click Link in the opportunity list that appears below the calculations to see which visitor sessions are attributed to a specific Salesforce opportunity.
These changes are live in most Qualified admin accounts. If you don’t see the updated analytics, reach out to your Qualified Success Architect.
July 13, 2022
Bug Fix: iOS Qualified Mobile App Tune Up 🔧
We overhauled our Qualified Mobile app for iOS to:
- Run faster
- Fix an identified issue with push notifications
- Include minor security improvements
The app’s view and functionality are the same, albeit with a more robust engine.
If you already installed the Qualified Mobile app for iOS, it’ll most likely automatically update. We recommend verifying that you’re now on version 8.0.0 for these enhancements.
July 8, 2022
New Feature: Rep Availability Timeline Tile for Custom Dashboards 🧩
Create custom dashboards to show relevant information to the right people on your team. You can now add a Rep Availability Timeline tile to any custom dashboard that displays exactly when each rep is available on Qualified.
Hover over the shaded bars to learn what time the sales rep was available:
In the top-right corner of the tile, click the Filter icon to choose which reps or groups are included:
We recommend creating one custom dashboard per sales manager. Add a Rep Availability Timeline tile to display only their reps, focusing visibility on their team’s efforts.
All Qualified users can include this new tile on custom dashboards.
June 28, 2022
New Feature: Call Visitors via Voice & Video Without Leaving the Qualified Messenger ☎️
You and your visitor already found the perfect time to meet: right now. When they’re on your site and already chatting with you, elevate the conversation to voice and video within Qualified.
To drive faster conversions and grow pipeline:
- Your reps can Allow voice and video when they first go available:
- Reps and visitors can start a call. When a rep initiates a video call, they click the Camera icon and Microphone icon:
- The other person clicks these icons within their own view to join the call.
And that’s not all.
- Marketing needs this to align with your brand colors? Enter your exact color hex code to customize the video box’s background color.
- Sales reps looking to perfect their video pounce? Encouraging them to earn Qualified Sales Rep certification for tips to optimize chat and video conversations.
Qualified voice and video is available on all plans. To learn more about the transition from our previous Qualified voice feature, reach out to your Qualified Success Architect.
June 16, 2022
New Feature: Route to Account Team Member 🛗
Everyone on your team has a specific role and relationship with your customers. If you organize groups of users who work on the same account with the Salesforce object Account Team Member, great news: you can now route to the Account Team Members object within your Qualified Experiences. 🎉
This feature is currently in early access, so connect with your Qualified Success Architect if you’re interested.
To use this within your Experience routing, select Related Team Account Role and enter the name of the Account Team Member role in the textbox that appears.
Head 👉 here for the full details.
This update does not change any existing Experiences or routing rules.
June 6, 2022
Update: Faster Navigation Between Conversations in a Report ⬅️ ➡️
When you’re reading a report, click to learn more about that visitor or session. This opens a modal with that visitor or session's Qualified conversation and browsing history of your website.
Use your keyboard’s arrow keys or click the arrows in the top-right corner to review the next or previous conversation in the same report:
Previously you needed to close the conversation modal and return to the main report page before clicking into the next conversation.
This change affects all Qualified users.
May 2, 2022
Update: Allow Visitors to Book a Meeting with Multiple Reps 📆
Visitors can schedule a meeting with multiple people on your sales team, and we’ll coordinate everybody’s calendars. Your reps, for example, can schedule a prospect’s demo with their AE and SE—all while chatting.
The meeting booker now provides two options:
- Schedule with anyone: Visitors are offered all available time slots across your reps’ calendars. When a visitor selects a meeting, we book time with that single rep and send the calendar invite.
- Schedule with everyone: Visitors are offered times when everyone in your rep group is available. When a visitor selects a time, we'll schedule and send calendar invites to all users included in the group.
Ready to streamline your team’s calendars? When your sales reps are chatting live and offer a meeting, they choose who’s invited.
And you—👋 Qualified admin—can update your experiences’ meeting bookers to pick when visitors schedule a meeting with one or multiple people.
This update does not automatically change any existing experiences.
April 26, 2022
New Feature: Search & Archive Experiences 👀
This feature allows admins to search experiences by title (across automatically-triggered experiences, manually-triggered experiences and blocks). Admins can also archive experiences, preserving their analytics but hiding them from the main experience view. To archive an experience, click the kebab icon in the top-right of the experience builder and select "Archive". Experiences can be unarchived by following the same step and selecting "Unarchive".
April 15, 2022
New Feature: Deferred Push for Updates 💪
This feature adjusts the "Push to an External System" experience step so that customers can defer pushing updates to external systems until after a visitor has given all their info. This results in faster experience building, more streamlined experience flows, less redundant API calls to external systems and a faster visitor-facing experience.
Update: Messenger Redesign ✨
We released a number of updates to the design of the Qualified messenger including:
- When opened, the messenger will dynamically resize to fit the content rather than full screen.
- The branded header is now full-width instead of floating.
- The messenger floats on the page rather than being fixed to the right.
- Subtle enhancements to scrollbars and animations, improving overall messenger design.
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