Take Twitter Support to New Levels with the SnapEngage App for Hootsuite

Interested in providing stellar customer support? Of course you are! We’re always seeking new ways to help you help your customers, and today we have an announcement that is sure to delight everyone: the SnapEngage App is now available in Hootsuite!

In a nutshell, the new SnapEngage App provides an exciting new avenue for joint SnapEngage/Hootsuite users to boost their customer support via live chat initiated through Twitter.

Customer View Tweet to Chat

Scenario: Your customer is frustrated and upset. They are experiencing issues with your product. They need an answer right now (in their mind: yesterday). They don’t want to sit on the phone waiting to speak with a real live human, email a generic support address, or submit a support ticket into the void where it could take 4, 12, or even 24+ hours to receive a response (let alone a resolution). In today’s social age, your customer might consider taking the problem to Twitter, casting their grievances across the social sphere for all to see. Surely this will spur a quick response, right?

Luckily, there’s a better approach, and critical instances like this are where the SnapEngage App for Hootsuite shines. Now you can connect with customers that require support before issues like this have a chance to escalate. Target customers that mention your company and Tweet for assistance, or simply listen for keywords to alert you of issues.

How exactly does it work?

mention_hootsuite_2

Once SnapEngage users log into their Hootsuite dashboard, they can send out invitations to specific Twitter users in need of assistance and invite them into a real-time chat session. This allows companies to solve customer issues with the immediacy, simplicity, and privacy of a live chat conversation. The chat invitation can be sent directly from any of your SnapEngage widgets, which ensures that customers will be connected with the right team to help with their particular scenario.

Invite to Chat

With this integration, agents are empowered to resolve customer issues right then and there instead of going back and forth via Twitter or getting caught up in a sluggish email thread. Chat From Tweet helps agents avoid the D.M. dance and move beyond 140-character constraints, not to mention bypassing the security issues that resolving issues publicly via Twitter could pose. Inviting Twitter users to resolve issues via private live chats will also cut down on ticket submissions, which frees up customer support teams to tackle more problems as they arise, and decreases overall resolution times.

ChatPortalview

Solving problems proactively and quickly via Twitter will boost customer satisfaction, trust, and brand loyalty. When an issue occurs, customers will know they can count on your team to give them the prompt and quality attention they deserve. In addition, the SnapEngage App for Hootsuite allows agents to easily reach out to interested prospects at crucial moments within the sales funnel, starting valuable conversations that result in increased sales.

Read more here to learn about how the Hootsuite Support Team uses the SnapEngage App every day to deliver exceptional customer support! Ready to get started? Take a peek at this help article and let the conversations – and resolutions – begin.

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Introduction to our New Security Settings

Published on: Oct 21, 2014

Nothing can bring a real sense of security except true love. We do love you, for sure, but in a world of complex threats we want to, tangibly, offer you a secure service as well.

That is why we’re proudly introducing our new Security Settings!

Our conscious developers’ team has been working during the past few weeks on a series of configurable settings that will protect you more effectively against any malicious hacking and mischiefs. As the account owner, you – and only you- will now have actual control on the security of your SnapEngage account.

*The new security settings are available on premier, unlimited and enterprise accounts.


Password Rules

The security of your team’s passwords is by all means imperative for the overall security of your account. You are, now, able to choose among and combine a series of password requirements that will add up to the password complexity and increase the difficulty of password cracking.

Being safe is good but being paranoid with safety could drive your team crazy since every time you increase the requirements of your passwords all your users passwords will be expired. For your users’ sake, keep this to a minimum!

1st

Password Complexity

Your password complexity can be based on four different elements; namely  length, mIxed caSE LetTers, special characters! and user information. 

Length

Each added character in your password increases exponentially the time it would theoretically take for it to be cracked. ‘alongerpassword’ would be harder to crack than ‘password’. Thus, you can require your users to set their password using a certain number of characters.

Require letters in mix case

By requiring your users to combine both upper case and lower case characters also improves the password strength. In such a case ‘notsafepassword’ would not be accepted but a ‘safePassword’ would have to be used instead.

Require at least one special character

Can question marks strengthen your password? Yes they can!!! Exactly as exclamation marks can also do. So, require your users to include at least one special character (non-alphabetic and non-numeric) in their passwords and instead of having a ‘notsafepassword’ to create a ‘safepassword!’ or a ‘safe+password’. With so many special characters one can be quite creative 😉 .

Password cannot contain user information

If someone tries to guess your password, it is more likely than not that they will also try to get information from your users login. This is common practice for hackers because it is also a common for users to include elements from their login in their passwords in order to, more easily, remember them. That is why you should make sure that your users are not using parts of their login information in their password. Thus, if you log in your SnapEngage account with the email: [email protected], you  would not be allowed to use neither ‘name’ nor ‘surname’ in your password.

Password Handling

Besides the password complexity per se, there are more tools at your disposal which can increase your account’s safety, the first one of them being the password originality.

Require password originality and forbid password reuse

Why prohibit password reuse? -Because of risk mitigation and human psychology.

Imagine that you become aware of a password leak in your administration. The first and easiest thing to do, would be to ask your account owner to reset all user passwords. Nevertheless, we, humans, tend to be wary of changing our passwords. Many of us would actually decide to just  set our old password as our new one again; this however, would render the safety action of resetting all passwords useless. To make sure this does not happen, you can disallow password reuse when a user renews their password.

You have the option to either not allow any password that has been used during the last 1, 6 or 12 months or any of the 5-8 most recently used passwords.

2nd

*If the two password settings get compared, we would consider the ‘x last passwords’ option more secure than ‘passwords in the last x months’.

Password expires automatically

By using this option you obligate your users to renew their password on a recurring basis (every 1,3,6 or 12 months).

Lock account after a number of failed login attempts

We are no robots and same applies for you and your colleagues. As humans, we all make mistakes and we are entitled to forgetting one of the many passwords that we are required to use in our everyday life. Many of us use multiple email accounts – personal and professional – Facebook, twitter and other social media, credit cards etc.These are many passwords and pins that we need to remember.

Nevertheless, many failed attempts to log in an account could also mean that somebody is trying to hack it. Thus, after a certain amount of failed attempts you can have an account locked which will then be unlocked again after a certain amount of time (except if specifically required to be locked permanently) or manually from the admin dashboard.


Access Rules

To, even further, protect your account, you can allow restricted access to SnapEngage based on IP addresses. You can either give specific IP addresses or use wildcards.

6th

For more details on the Access rules please click here.

Deactivate an agent’s account due to inactivity

Automatically deactivating an agent’s account if they haven’t logged in for a set amount of time is another additional safety measure that you can decide to use.

 

Whatever the settings that you decide to use are, please remember that the basic rule is to always play it safe. It might get a bit uncomfortable at some point but it can save you from a lot of trouble later.

 

 

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Announcing Our New Integration with Hubspot

logo-hubspot-180x60

Greetings everyone! SnapEngage is proud to announce our native, certified integration with Hubspot! With the new SnapEngage + Hubspot integration, you’ll be able to leverage both online and offline interactions with your website visitors in exciting new ways to maximize your SnapEngage service and convert your leads into sales. Keep track of all SnapEngage chat interactions and leads directly in Hubspot, your all-inclusive marketing platform.

In case you’re already a SnapEngage/Hubspot user and you haven’t given this exciting new integration a try, we recommend that you run – not walk – to your Admin Dashboard to set it up (well, after you finish reading this post of course!). Once you’re there, choose the widget you’d like to use and then click the Integrations tab on the left side. From there you can select the Hubspot icon, and proceed to set up the integration. Connecting to Hubspot is quick and painless; just enter your Hubspot portal information into SnapEngage and you’re all set. Please check out this guide for full instructions on integrating SnapEngage with your Hubspot account.

Let’s dig in and take a closer look at what this new integration can do to enhance your sales and marketing strategies.

Continue reading “Announcing Our New Integration with Hubspot”

Introduction to our Shiny New Analytics

If you’ve been with us for a while, hopefully you’ve made good use of our Reports system to monitor and improve both your live chat activity and chat agent performance.

We know that actionable data is vital for improving both your business and your customers’ experience, and although our Reports were very useful, we knew we could make them better and more useful for you!

That is why we’re proud to bring you our new Analytics system!

It’s better, faster, stronger, more accurate, and completely rebuilt! (Also prettier.)

blog_analytics-overview

The new system has been custom built by our developers over the last several months to be perfectly suited to your needs and specifications, so you have all the tools at your disposal to increase your live chat performance, and grow your business! We have much greater control over the new system, and we plan to continually improve our Analytics features and offerings.

A few notable features and improvements:

  • Faster, more responsive reports. 
    • With a vastly superior back-end system to support them.
  • The new reports are far more interactive.
    • You have greater control over how you wish to visualize your data — chat type filtering, period scaling, agent selection, etc.
  • Timezone struggles are now a thing of the past.
    • Your Analytics reports are now tied directly to the Timezone configured in your “My Account” settings.
  • Drill down on data in the graphs to find all correlated chats.
    • Simply click on a bar or datapoint to see the drilldown!
  • More granular visibility on individual agents’ performance.
    • Click on agents in the “Agent Table” to see individual data visualized in the graphs above.

To see answers to commonly asked questions about the new reports, check out our Analytics FAQ.

Or, to get a detailed description of each new report, check out the Intro to Analytics.


A harbinger of what’s to come!

You’ll also notice that the Analytics system is using a completely re-designed Admin Dashboard. We are currently in a transitional period as we work to migrate our entire Admin area to the new, easier-to-use layout.

One of the biggest improvements of the new design:

Never forget which widget you’re working on again! The new layout offers significantly improved visibility for your current widget and the current chat status of that widget. If your widget is in “unavailable” status, mouse over the yellow bead to see a tooltip with more details.

Click on the dropdown to switch to another widget, or just to see the chat status of all your widgets in one convenient view!

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Any questions or comments about the new Analytics, or our new Look and Feel? If so, please come chat with us or drop us a line at [email protected] to let us know!

Intelligent Pre-Chat, Empower Customers to Find the Right Answers Before you Do.

Better Customer Support With Less Effort? Yes.

Intell_Pre_ChatHow would you like to answer customer support questions in a matter of seconds without ever moving your mouse or even touching the keyboard? You might be telling yourself this ability simply isn’t plausible, but with SnapEngage’s new Intelligent Pre-Chat feature it’s actually very simple.

What is It?

Intelligent Pre-Chat is a feature that allows visitors to quickly get answers to FAQ’s by providing customers with a relevant list of support articles, FAQ’s, and blog entries in a matter of seconds. This allows visitors to be immediately directed to a list of possible solutions without having to leave the chat box.

Lets take a look at how this feature works and how to enable it for the benefit of your website visitors: Continue reading “Intelligent Pre-Chat, Empower Customers to Find the Right Answers Before you Do.”

New Feature: Sneak Peek for chat

SneakPeakTextPreviewWouldn’t it be great if you could read your visitor’s minds? Get a glimpse into their questions and thought process before they send you a question? Just a little peek so you can work on having the best answer in the world prepared and look super responsive to boot? Well guess what you no longer have to be a super hero with x-ray vision or mind reading capabilities. You don’t even need to attend the 3 week mail in, online, by phone undergraduate course from the local Boulder psychic institute to be able to have insight into your customer’s questions before you actually see them! Continue reading “New Feature: Sneak Peek for chat”

SnapEngage Chat Now Mobile Optimized

mobile notification

As we all know, mobile devices are taking over the world. A few statistics to whet your appetite:

  • 91% of all people on earth have a mobile phone
  • 50% of mobile phone users, use mobile as their primary means of browsing the web
  • 72% of tablet owners purchase via their tablets each week

That’s a bunch of impressive numbers which should resonate with anyone reading this… especially since there’s a high probability that you’re reading this on a mobile device yourself. (If you detach the laptop from the power cord that makes it mobile right? Just don’t want anyone to feel left out.)

So what has SnapEngage been doing to address this mountain of data? We have been secretly working away in our laboratory hidden on an unnamed South Pacific island beneath an active volcano. The combination of liquid-hot magma and brilliant minds at work has produced something rather magical; a fully optimized chat experience for your mobile visitors! Continue reading “SnapEngage Chat Now Mobile Optimized”

Announcing New Advanced Proactive Live Chat

ProactiveV2ChatboxProactive chat is an excellent way to get your visitor’s attention when they come to your website and creates a wonderful opportunity for engagement. SnapEngage has always made a proactive chat feature available but we knew we could always improve upon it so that is why we are releasing our new Advanced Proactive Chat! With the advanced settings available now you are no longer limited to simply launching chat via time on page or having to code something up to launch a proactive programatically (those options still exists of course!). Continue reading “Announcing New Advanced Proactive Live Chat”

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.

Announcing A Major Update to our SalesForce Integration

We are very happy to announce a major update to our live chat SalesForce integration today! We have been compiling notebooks and sketchpads full of great feedback from our SalesForce users on how we could make things better. In the dark of night, in a secret laboratory, located on an island, with a volcano, guarded by sharks with lazerbeams on their heads…. our developers have been hard at work crafting some pretty impressive feature, let’s take a look.

What’s New

  • Security tokens are no longer required, you will link SnapEngage and SalesForce once and be done
  • Your custom fields will populate automatically, no more manually creating hieroglyphic like field names
  • On the fly commands are completely configurable now, you have total control
  • Comments for cases can be public or private
  • One click to enable your Sandbox

Getting Started

The very 1st thing you will want to do is migrate to the newest version of the integration by logging into your SnapEngage account and clicking over to the Integration Tab.

You will be greeted by a pop up asking you to connect with your SalesForce account (make sure you are an administrator).

UpdatedSalesForcePopup

Login with your Salesforce credentials and Allow access, if you are already logged into SalesForce even better.

After that you will see that you are connected! That is it, now we will stay connected to SalesForce until you revoke access. You can control these access rights directly inside your SaleForce account if needed.

salesforce-connected

Custom data mapping

Any current custom data/field mapping you have done will remain but the great thing is going forward, any custom fields you create in SalesForce will be present in the drop down menu! No more having to find the name and copy and paste it into SnapEngage!

Commands and Operator Variables

In the past we had some hard coded commands that agents could use to record information during a chat to automagically fill in the relevant field in SalesForce. This is a great time saver for the agents as they don’t have to go back later to fill in the fields. A great example would be:

\name=Sponge Bob

\company=The Krusty Krab

Well now we have done away with a standardized system and instead you can create commands that work best for your team.

In the case of name you could create an Operator Variable and call it, “FN” translation “First Name” and map the field you would like the command to interact with the “FirstName” field in SalesForce. We can do the same thing with “LN” for “Last Name” So during a chat you learn that you are chatting with Sponge Bob, you want to make sure you capture that and send it to SalesForce so you type:

\FN=SpongeBob

\LN=SquarePants

Comments

When using SalesForce in support mode you now have the option to have case comments be public or private. Include the contents of the chat transcript in replies or leave them out, your choice.

Sandbox

Enabling your SnapEngage sandbox couldn’t be easier now, just check the box and you can login directly to your SalesForce sandbox. There you can build a sand castle and construct temporary structures to your heart’s content, just don’t throw sand.

Next Steps

You can login to your SnapEngage account right away, activate the new integration and start creating some operator variables!

For a more detailed walk through of the integration hop on over to our Help Portal.

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