We’ve added some features to your Pearl account.
Dashboard visibility
If you want to limit the view of any of your sales staff to just their own contacts, quotes and sales, then visit Setup:Licences and permissions and set “View all contacts” to “no” for that team member.
We’ve added configuration options to the pie charts on the Contacts dashboard, so that you can see “All contacts”, or just “My contacts”. This is of course if you as an administrator are set View all contacts = yes.
Email campaigns
We’ve added a box on the timeline that shows you the email campaigns that a user has received, and whether they have read them. You will need to manually update the campaign statistics in the Marketing:Campaigns screen to get the data in from Mailchimp.
Events attended
The timeline shows a box with details of any public events that the contact has attended. If you’re running public events, then you can show these on your website calendar, and let people book places via your shopping cart.
Let us know what you think!
We are trialling a system called Uservoice – so that you have a good channel to let us know what you think, and so that we can ensure that the most important things get done first (we can’t do everything!)
You can reach our Uservoice feedback page from the Help:Feedback link in your Pearl account. This should be for feature requests. Support tickets, (ie how do I do this) should be raised using the Help:My account/Pearl support menu.
One click for easy email and printing
As a taster, we’ve dropped a feature into your account that’s currently being evaluated. We’re thinking of replacing the two Email/Print icons on the order edit page with one.
You can preview the email and add a message, and choose to send HTML rather than attach a PDF.
Have a go, and let us know what you think. Faster, easier, more control.
Merge contacts
Select two contacts in the contact search results and tick the “merge” box in the actions menu that opens on the left of the screen. For detailed information on the merge feature, click here.
Upcoming changes to MailChimp integration.
Following advice from the fine fellows at Mailchimp, we’re going to be changing the way that our integration works. It’s not going to be for a few weeks, but you should know about it. Currently you probably have lists, to which you attach a number of tags. If you want a contact to be on multiple lists, you have to add them to tags that sit on both lists.
The new method is going to use “interest groups” in MailChimp, so that ALL your contacts live on one list. You will get the choice of which tags to send each Campaign to at the point that you build the campaign.
We’ll also be adding the ability for a user to choose the “newsletter” tags that they are subscribed to in their profile area of your portal.
Tagging
The eagle eyed amongst you will have seen that you can’t add a contact to a tag that has child tags, you can only add “leaf level” tags. This is to keep things simple. Putting a contact onto parent tags makes them hard to isolate (clicking a parent tag in the contacts search will also show contacts in the child tags).
Lead sources
We’ve temporarily removed the statistics from the Lead Source setup page. This was causing some accounts to crash due to the massive amount of data it was looking through. We’ll have a drill-down analysis on your lead sources soon. For now, you can layer the contacts created chart (on your dashboard) by lead source. Check it out, add a lead source for Twitter, add a lead source domain, and see what customers are coming from your Twitter feed!
What else are we working on?
The data import tool is nearly ready for launch. You can use this to import your own fieldset for products, contacts and most excitingly orders too. That means that you can import orders (which will automatically create customers) from PayPal, Amazon, eBay, or even your existing ecommerce system.
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