Hello, from everyone at Cliently.

We are excited to bring to you the new User Interface (UI) and Dashboard for all accounts.

Why the new User interface? As Cliently continues to add to our feature set, it was time for a new design that would support the robust system we are continuing to update and build. Besides the new clean look of our 2.0, this will also scale, and vastly improve the UI/UX of the application.

Why two versions of the User interface? While we can continue to build out our 2.0, we didn't want our clients to have to wait to be able to use those new features (such as the new Dashboard). We've created an experience that will allow you to use our new 2.0 pages seamlessly with our 1.0 pages. As we add/update, new pages will continue to replace our existing 1.0 interface.

What is the Dashboard?: The dashboard is a high level overview of what is happening in your Cliently account. It can be used to view your engagements via actions, flows and individual contacts. Options are provided to complete tasks and to view your timeline to track all actions and events in your account.

Dashboard is starting to collect analytical data as of today 10/11/2019. You can go back in time, but you might see dependencies with video message clicks/watches data. This is due to changes we had to make to provide the latest update of up to date information.

Let's break down the new Dashboard (UI).

Overview and Navigation

This icon is designed to provide you access to the following pages:

Account Settings*
Teams & Permissions*
Billing*
Integrations*
Logout

Navigate to the various sections as follows:

Dashboard
My Clients*
Find Leads*
Flows*

Navigation to new Dashboard from our app sections

Dashboard Filters

We have two filter options on the dashboard for Owner/Admin/Manager roles and one filter option for Team Members.

Owner/Admin/Manager:

Filter by DATE (Last 7 days shown by default, you can click on the from/to date fields to change)
Filter by USER (including the ability to view data for ALL USERS in a team workspace)

Team Member:

Filter by DATE (Last 7 days shown by default, you can click on the from/to date fields to change)
Will only see their own data

Workspace/Team switcher:

If you are using multiple workspaces, you can access your workspaces and view Dashboard data for each.

If you change workspaces on the Dashboard and then go into V1, it will take you into the requested page/section for the last viewed workspace Please note: If you have “disabled” workspaces in V1, they will NOT show up in this workspace switcher.

To re-enable a workspace, go to: Settings > Team members and flip the switch to on (green)*

*this requires Owner/Admin/Manager permissions. Team Members cannot enable/disable workspaces.

Engagement Overview

In this section we show the total number of contacts for given date range/user filter and the percent of those contacts who have had a positive engaged with your content. Positive engagement activities include:

Multiple opens
Replies
Links clicked
Video watched
Phone call disposition > Demo Booked

Please note:

Any of the following phrases are excluded from replies and are not calculated as engagement:

“unsubscribe me”
“spam”
“take me off your list”
“remove me from your list”
“remove me”
“not interested”

Action Analytics

Action analytics shows you a count of all actions from flows and instant actions based on the filter set (date range and/or user)

Hover over each action type to view a count of that action.
Click to drill down to more analytics data for each action. We show you a breakdown by status.

Example with Email actions:

Example with Video Message actions:

Timeline

Timeline shows a running history of all events for the account (based on your Dashboard filter settings). This includes details for each action and all events/statuses associated to that action.

Event/status types per action captured in timeline:

Email: Opened, Replied, Link Clicked
Video Message: Opened, Replied, Link Clicked, Video Opened, Video Watched
Postcards:
Gift Cards:
Handwritten Notes:
Phone Call Tasks:
LinkedIn Tasks:
Other tasks:
Instances of the same event type for a single are grouped together and have a round indicator with a number inside.
The number indicates the count of that event/status type.
Example a circle with a 2 beside “Reply” means there are two replies for that action
Click to view a list of the replies
Use the expander () to view the full reply message
The timeline auto-refreshes once every minute to show any new activity.
When your mouse is hovered over the timeline, it will not auto-refresh. You will then see a “click to refresh” button at the top. You can click this button to force the timeline to refresh.
Click the “more” button on each action to see the original action detail.
Please keep in mind that status/event data for postcards, gift cards and handwritten notes rely on 3rd party tracking events sent to us from their APIs and we have no control of the accuracy of this data (USPS, etc)

Top Performing Flows

Here we show you the 3 top performing flows in the currently active workspace/team (based on your Dashboard filter settings). You can view this list by engagement % or engagement #. Choose % or # by selecting either “sort by” option in the dropdown.

Top performing flows are sorted as follows:

First by highest engagement %/#
If engagement %/# is 0, the list is sorted by highest number of active contacts
If your flows have 0 active contacts, the list is sorted alphabetically a-z

Engaged is calculated based on email, video message and phone task engagement events including:

Replies
Links Clicked
Video Opened
Video Watched
Multiple Opens
Phone Call Task disposition > Booked

Not interested is calculated based on email, video message and phone task engagement events including:

Unsubscribe
Phone Call Task disposition > Not Interested
Replies using the following key phrases:
“unsubscribe me”
“spam”
“take me off your list”
“remove me from your list”
“remove me”
“not interested”

Failed is calculated based on by email, video message and phone task engagement events including:

Bounced
Phone Call Task disposition > Bad number

Tasks Due Today

You can view and complete today’s tasks by clicking on the gray check mark . When you click to complete, you’ll have an opportunity to leave a note and confirm task complete. Phone call tasks require you to choose a call disposition from the following list:

Demo/Appointment Booked
Call Connected - Not Interested
Call Connected - Call Back
Left Voicemail
Wrong/Invalid Phone Number

*Owner/Admin/Manager can Filter can see all team member tasks due today, or filter by team member. Owner/Admin/Manager cannot complete tasks for other team members.

Completing a Phone call task (includes picking a call disposition)

Hot Leads

Hot Leads shows the most engaged leads based on email and video engagement #s (based on your Dashboard filter settings) including:

Replies
Multiple Opens
Link Clicks
Videos watched

*Owner/Admin/Manager can Filter can see all team member tasks due today, or filter by team member. Owner/Admin/Manager cannot complete tasks for other team members.

Please note: Any of the following phrases that are included from replies, those contacts would not show in Hot Leads.

“unsubscribe me”
“spam”
“take me off your list”
“remove me from your list”
“remove me”
“not interested”

Tablet/Mobile displays:

Example Dashboard on a Tablet:

Example Dashboard on an iPhone/Android phone:

Please note: Filter by “Date” has been removed as it only shows the timeline. Timeline does not use filter: date.

Whats next?

The next part of the User interface change will be the My Clients page. We are currently in the final process of our design, which will soon be provided to our development team to start coding. NEW and exciting things coming, stayed tuned!

Need Help? If you need any help with using Dashboard and setting up your spam free emails and video messages, please log in to your Cliently Account and click on the blue “Help/Chat” icon found on the bottom right side of your account.