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First Things First - Where We've Been...
We know it's been a while since our last release. Just as Bobby Caldwell "searched to find the love within", we've been off making big changes to Hatch. Now "we've come back to let you know" that we are ready to share all the changes that have been made.
Data Made Easy - First Phase of CRM Integrations!
We are proud to say Phase 1 is Officially Live! What does this mean? Simply put, customer data flows directly from your CRM into Hatch.
How does this benefit you? Simply put, you now have a consistent throughput of customers going in to Hatch, making even less customers slip through the cracks. Pretty cool, right?
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How Do I Take Advantage of Integrations???
Well... simply put (notice a pattern yet?), just let us know! We're happy to explore integration possibilities with you.
Please either reach out the marcus@hatchify.co OR schedule a time with us using this link: https://calendly.com/marcus-massok/hatch-integrations
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Campaigns Made Easier - Introducing User Snippets
Why be 'Rick' when you name is not Rick? Now, you don't have to be! With User Snippets, campaigns are now adaptable to whatever username is assigned to the board. With multi-user on the way (yes, you heard that right), this will come even more into play. More to come on that in the next update!
In the example above, you can see the campaign built with the new User Snippets [User First Name], [User Last Name], [User Phone Number]. The result is the message being sent out with the user's full name and Hatch phone number.
You may have also noticed that campaigns has a new screen. We are planning to support Organization Wide Templates 'Marketplace', and that's where they will live in the future!
Features
- Profile images can now be cropped making your face not look all squished.
- Contact details now show in order of how they are pulled from CRM.
- CRM integrations, as noted above, are now in Phase 1!
- User snippets, as noted above, are now available!
- CSV Import V2 is now live - for those who manage their own data, you'll notice an easier way to select which column of data you want to match fields on (now a button instead of a drop down)
- `crmstatus` is now a new search field - so, if you have a contact with the status active in your CRM, you'd search in Hatch as follows: `crmstatus:active`
- Created date is no longer required to import. If imported w/o created date, it will be assigned as the current date (import date).
- Higher contrast resolution updates across the app
Fixes
- Autofocus on Email Body - Yeah, we know the Subject probably won't change, now your cursor defaults to Email Body!
- UpPerCase Search - Search for contact details with upper or lowercase. Also, use Campaign Snippets with upper or lower case, or a combination in between.
- Randomly Logging Out Fix - Added support for accounts that log out randomly
- Time Zone - Time Zone now associated with Hatch Area Code
- Improved Attachments - Email and MMS have better support
🛣 Where We're Headed 🛣- Multi-User & Mobile
Multi-User
Right now, as a user on Hatch, you are the only person who has access to your board. Yes, you can share a login with another coworker/manager/person... but there is a much better way. And that's what we are working on now.
Queue Multi-User. The idea of multi-user will be to allow multiple members of your company to have their own login to your board(s). This creates a collaborative environment for you and your team to sell more deals and talk to more customers more effectively! Talk to your company's Success Coach or Onboarding Specialist for more information.
Mobile
While managing Hatch on the desktop is pretty powerful, don't you wish you could handle Hatch on the go? Well, soon you can.
Our Mobile Version is in it's final development stages. With mobile, you'll be able to respond to inbounds without being tied to a desktops. We've been working on this for a while and are making sure we craft the best experience possible for you and your team. As with Multi-User, ask your Success Coach or Onboarding Specialist for more information.
💵 End of Update - Happy Selling! 💵
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