We want it to be super easy to get the info you need into Batchbook. Whether you’re importing from a webform, connecting your email marketing software, or sending data to your accounting software, we want Batchbook to be a useful hub for all the info that’s coming and going. To this end, we recently upgraded our Eventbrite integration, making it a hands-off connection that does the heavy lifting for you. Searchable event details Most importantly, useful event details are now imported from Eventbrite right into Batchbook. Quickly see: Whether the contact registered for your event Whether they attended What ticket type they ordered A link back to the event dashboard in Eventbrite Storing info like this in Batchbook means that you can search and build lists based…
Custom fields are the perfect place to store unique information about contacts. That information is searchable and highly useful as you work to build great relationships with your contacts. Sometimes, you may need to update custom fields for a group of contacts. We’ve just made this exceptionally easy to do in Batchbook. Introducing if/then criteria for managing custom fields Now, when you batch edit contacts and select to manage their custom fields, you’ll have the option to add “if” criteria. When that criteria is met, and only then, your changes will go through. This makes it possible for you to make all kinds of useful and very specific changes. For instance, let’s say you are retiring from the sales field and…
So you have a Wufoo contact us form on your website. That’s a great way to collect information about new contacts and leads. Where does that information currently go? Just to your email? Tsk tsk. We’ve set up a special Zapier Shared Zap to make it painless to hook up your Wufoo form to Batchbook. You already have a Wufoo account and a Batchbook account. Now all you need is a free starter account with Zapier and you can get these two great products working together. Once it’s connected, every new Wufoo form entry will create a new person in Batchbook, where you can add other contact info and build a great relationship from the get go. Set it up…
Batchbook affiliations connect contacts in meaningful ways. We see all sorts of uses for them. Maybe you need to link together customers who have been referred with their referrers. Or perhaps you need to keep track of spouses, parents, kids, students, teachers and more. Improved Exporting It’s often helpful to export those contacts out into a spreadsheet so you can report on your affiliations. We’ve made that export more useful. We now include each affiliation in it’s own column with a header that matches the affiliation type. This lets you do some quick sorting of your affiliations. Have more than one affiliation on a contact? We have that covered. You’ll see a new column for each unique affiliation type. This lets…
As part of my Product Manager job, I get to find out how customers are feeling about Batchbook. One of the ways I do this is with a quarterly customer survey.
These surveys provide a ton of useful information to us as we continue to work on making Batchbook better.
Of course, the benefit of getting direct feedback from customers is not unique to us, so I thought I would share my process for running a survey and collecting and acting on its data. I hope you find it helpful.
Survey the right people
First off, the success of a survey really depends on sending it to the right people. I focus on users who have been active in Batchbook recently. This includes both long time users and new ones, so I get a wide range of views.
There are lots of ways to create your segment. Batchbook is a great option. Using advanced search, you can really drill down to a group of customers that you want to participate in your survey. You can then send those contacts to a handy email tool like MailChimp or ActiveCampaign.Read More
Need more info on a to-do? Now you can just send a reply. This week, we’ve added a simple little tweak to our assigned to-do email notifications that makes it easier for you to collaborate. Turns out, if you have a question about a to-do, you might need to reach out to the person who assigned it to you for clarification. The easiest way to do that is by replying to the email, and now you can do just that! When you get a to-do assigned notification, we’ll include the assigner’s email in the reply-to: field. This puts them just an email response away. We hope this simple tweak helps you manage your tasks. Let us know what you think.
How often do you get emails that are basically to-dos? Whether it’s an email from a co-worker asking you for information, or an email from a lead who will need some follow up, your inbox is probably overflowing with tasks that you need to get done.
Wouldn’t it be nice to be able to put those emails on your to-do list so you can keep your inbox organized and stay sane? Here’s how Batchbook makes this super easy:Read More
Want to do a better job communicating with your leads, customers, members, what have you?
You should be segmenting your contact database.
What is a segment?
A segment is just a group of contacts that share some similarity. On a very basic level, if you run a small business, you could have two big segments; leads and customers.
There would be some value in that. You communicate differently with leads than you do with customers.
Yet, you can get a lot more value if you create even more specific segments. Think in terms of what actions you would like to take. You may want to make some sales. Here are some segments that would help you with that goal:
- New Leads (came in today, last 3 days, etc.)
- Hot Leads (they’re basically knocking down our door)
- Expiring Leads (came in a while ago but haven’t converted)
- Referred by Leads (folks who came in because of a referral)
Web forms are a great way to collect info on new leads for your business. As you probably know, we have a really great integration with Formstack, and we’ve also recently added an integration with Ninja Forms. But, what if you use one of the many other web form services out there? Turns out, getting that form data into Batchbook is still pretty easy, thanks to another integration partner, Zapier. The folks over at Zapier have built a pretty nifty email parser. No, that is not a robot that will take over the world. It’s a tool that let’s you pull data out of an email. This works great for webforms. Say you have web form fields for first, last,…
We’ve just released a small update to lists: you can now build an empty list in Batchbook. But why would you want to do this? Preparation, my friend, preparation. Batchbook lists are fantastic. They update automatically and help you stay on top of important touch points, such as which new leads need a call today, which long time customers haven’t visited in awhile, who’s coming to your next event, which customers are waiting for a quote, and lots more. Things you want to keep track of in the future When you’re first setting up your Batchbook account, you probably have ideas about what you want to keep track off. If you need to see all the contacts who meet X criteria, a list is…