June 26th, 2013 – Release Notes: Mobile Beta, Salesforce Person Accounts and more

Greetings – We’ve made various improvements and changes over the past few days including:

* Started beta testing of our mobile chat client which replaces desktop chat when a mobile browser is detected. This option can be enabled under the Site Settings in the Style tab of your SnapEngage Configurator.

* Added Integration support for Salesforce Person Accounts

* Improved the timezone lookup when showing the local time of a visitor

* Fixed an email case sensitivity issue when adding new admins in the in Permissions tab

Announcing an Updated Zendesk Integration

Today we are happy to announce an update to our Zendesk integration that brings many new improvements and enhancements to an already awesome integration!

In a nutshell things to look for are:

  • Improved custom field mapping (the ability for SnapEngage to automagically map specific data to a field in Zendesk)
  • Conditional mapping (every single mapping can now be for online, offline or both!)
  • Validation of Zendesk connection (indicator that we have successfully connected)
  • No longer need to use your password to establish a connection

Now let’s learn how to do all that!

Migrate to ZenDesk V2

The 1st thing you will notice in your account is the notification alert above, click the link to begin the migration to the new version. If you don’t see this notification make sure that you have selected your widget that contains a Zendesk integration.

You will then have a pop up to confirm your desire to migrate and a new screen that requests your Zendesk token. This token can be found in your Zendesk account under Settings > Channels > API. Copy your Zendesk token and paste it into the token field in SnapEngage.

ZenDesk Token

Now you will want to click Validate Connection and if successful you will see:

Connected

It really is that simple! Now that you are connected you can click the Advanced drop down and begin to test out the new custom mapping option. One of the great things is now you won’t have to remember any strange ID values for your custom fields, we will actually pull any that you have created and display them in the drop down directly.

Zendesk Conditional Mapping

The toggles on the left indicate how you would like us to handle each particular mapping:

  • If the speak bubble is selected then the mapping will only apply to live chats.
  • If the Envelope is selected then only offline messages.
  • If both are selected then the mapping will be applied to both.

To learn more about mapping data to custom fields you can read up on it in our help portal here.

June 10th, 2013 – Release Notes: Name mapping to Desk.com integration

Hello,

There is a small enhancement delivered today for customers of SnapEngage and Desk.com. If you have a JavaScript variable named “Name” either coming from a pre-chat form asking for the requester name or from instrumentation, this variable will be mapped to the Desk.com Contact name. The first part of the email address was always mapped instead until now. If you do not have a JavaScript variable named “Name”, there is no change in your flow.

We are slowly rolling out a new version of our Zendesk integration. You will hear more about this soon. Selected accounts are participating in this Beta. If you would like to be piloting this as well, please get in touch with us through our support team.

 

June 6th, 2013 – Release Notes: Chat queue management,

Good morning, here a few late Spring updates delivered today:

  • New option to automatically set the chat team status to unavailable when the waiting queue reaches a set size:

2013-06-06_chat_queue_management

  • Pushing a customer to a Zendesk article will no longer embed the article but will just redirect the visitor to it, as Zendesk now prevents the embedded display; this change is especially important for customers using the knowledge base search with Zendesk in the SnapEngage web client.
  • The My Account menu in the dashboard top right is now directly visible (no longer hidden below the account email address).
  • Customer accounts with over 15 widgets have a new way to select the widget they want to work with instead of the drop down menu.