This update brings your outbound content into a single place, makes it easier to send tours and messages, and offers more flexibility in how you organise your content. We’ve also relabelled some functionality for a more intuitive experience. Read on for a look at everything new in Outbound, or check out this video that covers creating a message in Outbound:
We’ve renamed “Messages” to “Outbound”:
Because, it’s home to more than just messages. 😉 You’ll now find Product Tours under Outbound:
Your outbound content is now grouped by type.
This lets you view tours and messages together for a clear picture of what you send your users.
Formerly, you had ‘User auto messages’, ‘Visitor auto messages’ and ‘Manual messages’. Now you’ll see:
- All (Includes Product Tours).
- Mobile Push.
- Product Tours.
Note: Your campaign messages will all be visible on these tabs, depending on their type. To view all messages from a specific campaign, simply open it from the ‘Campaigns’ tab.
Combined with the new filters it’s easy to find exactly the content you’re looking for. 👇
Filtering your Outbound content
It’s now possible to filter your tours and messages by:
- Audience (Visitors, Leads, or Users).
- State (Draft, Live, Paused, or Scheduled).
- Sender (Team or Teammate).
- Tag (Tags have replaced folders).
For example, to see all live messages or tours tagged with ‘Onboarding’ being sent to leads from your teammate Kate, you’d use these filters:
Pro tip: To filter for a certain type of content (like In-app messages or Product Tours) switch to the tab in question before you choose your filters:
Auto Messages are now called “Ongoing”, and Manual Messages are called “One-off”
You can configure whether a message is Ongoing or One-off in the audience section of the message editor:
To see all your Ongoing or One-off messages in one place, use this filter on the messages list:
Note: The behaviour of these messages hasn’t changed:
- One-off messages will send to anyone who matches your audience filters now.
- Ongoing messages will send to those who match the filters now and anyone who matches them in the future.
You can now send the same message to Visitors, Leads, and Users.
There are no longer “Visitor Auto Messages” or “User Auto Messages”. Just create your message, and then select the types of people you’d like to receive it under “Choose your audience”:
Note: You can’t send emails to unidentified visitors, and mobile push messages can be sent to users only.
To filter your messages and tours by who they send to, just use the people filter on the messages list:
Folders have been upgraded to tags 🙌
Instead of putting messages and tours in a folder, you can simply tag them. Plus, a single tour or message can have multiple tags, instead of being limited to a single folder.
This allows you more flexibility to organise your outbound content.
Important: All of your existing folders have been converted to tags, so you can use tags right away.
There are two ways to tag your tours and messages 👇
From the messages list, select the messages and tours you’d like to tag:
Then, click ‘Tag’:
Type the name of the tag you’d like to apply. If it already exists, select it from the list. Or, hit enter to create a new tag:
To tag an individual message, just click ‘Tag’ in the top right corner:
Then you can filter your tours and messages by tag:
Pro tip: You can select multiple tags in the drop down, for more specific filtering.
For example, if you tag all your onboarding messages with ‘Onboarding’, and any messages you send to VIPs with ‘VIP’ then you can find all ‘VIP Onboarding’ messages by filtering for both tags