The release that we’ve been previewing for weeks is here–Cirrus Insight 4.0!
We’re improving the user interface for saving emails to Salesforce, so you’ll be able to save even MORE time and make sure you’re getting all the right emails into Salesforce. To that end, we’re even giving you the ability to “auto-log” your emails to leads and contacts to Salesforce, so you can just set it and forget it.
We’re also giving you the ability to schedule an email to Send Later. That means you can schedule emails to arrive exactly when you know they’ll hit the customer the best. 10am emails work best? Write a bunch of emails the night before and set them to send at 10am the next day.
The best part? When they send, we’ll still log them to Salesforce to the right records and track them, so you’ll have the deep insight that you always do with our app.
We’ve also updated the interface by putting “Add to Salesforce”, email tracking, email templates, and email scheduling on a new toolbar at the top of the compose window.
Saving Emails to Salesforce
We used to put an orange “Send and Add” button next to the Send button in Gmail (along with a templates button and an email tracking button). Now, you’ll just hit the blue Gmail “Send” button on all your messages. When you’re composing your email, you’ll be able to click “Salesforce” to bring up the records Cirrus Insight thinks you want to save the email to in Salesforce:
You can just click “Add” if those are the right records, or you can hit “Edit” to change those records and you’ll see the classic Add-to-Salesforce dialog box. Once you make your selections, the cloud will be blue and “Salesforce” wil be in black text:
You can even set your emails to auto-log to leads and contacts in Salesforce without having to click “Add” each time. Just click that gear icon to the left of the blue “Add” button to be taken right to that setting:
Auto-logging is still disabled by default though for those who want more control of what gets saved to Salesforce.
Email tracking is easier than ever. You can set it to automatically track all emails in your Cirrus Insight settings. Just go to Settings (the cog icon in the sidebar), then “Email Tracking”, then enable your permissions and turn it on for all messages. That’ll ensure tracking is on unless you turn it off, so you can see exactly who’s opening your emails and clicking your links, and when and where they do it.
As a reminder: last week we released Link Tracking and our Enhanced Tracking user interface, which you can read about here.
Finally, we’re giving you the ability to schedule emails to send at a later date, so you’ll hit your customers inboxes exactly when you want to. Just click the “Delivery” button to bring up your email scheduling options:
Once you’re done, just hit “Save” and then “Send Later”. You’ll get a success message indicating that your message has been scheduled and saved in drafts. We also label the email as “Send Later” in Gmail, so you can either check your Drafts folder or your “Send Later” label to modify these emails right up until you send them.
Once they send, they’ll be tracked and logged to Salesforce, so you’ll be able to just set it and forget it!
One further note…
In our previous update last week, we added link tracking and changed our email tracking user interface. We also removed a couple options you used to have including the ability to filter by unopened vs. opened emails, and the ability to look up a contact.
Today, we’ve added these features back.
Here is a link to the updated release notes, and here is a screenshot to show you the new functionality: