Edit Segment & Filter Display, Service Now Integration, CXInsight API and More

March 5, 2021

  • Integrations

    • ServiceNow. Use ServiceNow events to trigger a microsurvey in web or mobile app, by SMS, or via email with or without use of Wootric’s eligibility engine. Surveys can automatically include metadata from ServiceNow fields with the response, as well as adjust to language requirements. Learn more.

    • Zendesk. If you are using an incoming webhook to trigger surveys from Zendesk, you can now add a delay to the survey send.

  • Surveys

    • It is now possible to install the in-app survey snippet using Electron. Here is the setup guide.

    • Surveys now support the Hebrew language.

  • Analytics

    • Analytics: Now you can manage the properties/attributes that are visualized in your survey dashboard. Use hide, show, and rename functions in Segments & Filters for cleaner data visualization in your dashboard.

  • CXInsight Advanced Analytics API

    • Having easy API access to the outputs of text and sentiment analytics appended to response data can be critical for incorporation back into data warehouses and external reporting systems. The full CXInsight API is now available for use by CXI customers.

  • Security

    • SSO. We now support organizations with multiple authentication domains.

    • CXInsight. Admin dashboards are now private unless explicitly shared.

  • More

    • Surveys: Externally-triggered in-app surveys now avoid oversampling.

    • Android and iOS SDKs: Performance improvements and bug fixes.

    • Analytics: Fixed issues with timezone bug in Trends tab, segment display in Safari, online/offline response rates.


Zendesk & SurveyMonkey Integrations, Customizing Surveys & More

December 4, 2020

  • Integrations

    • Zendesk bi-directional integration. Trigger surveys upon ticket closure, CSAT data flows back to the ticket record. Learn more.

    • SurveyMonkey Integration (Beta). Machine learning-powered text analytics and reporting on multi-question SurveyMonkey surveys in CXInsight. Learn more.

    • Slack integration enhancement. Route survey responses to private channels in Slack. Learn more.

  • Surveys

    • Customize the entire NPS, CSAT or CES question. For example, you can now change the tense of a question, e.g. “How satisfied were you with the onboarding experience?” Learn more.

    • Email survey reminders. You can now send a reminder email survey to prompt customers who have not responded to your email campaign. Available to Pro Plan users. Reach out to support for assistance.

  • CXInsight Advanced Analytics

    • CXVision. Introducing CXVision, a version of our advanced analytics & reporting platform for customers that do not require machine learning. Learn more.

    • Watchlist Export. Export users and data surfaced by trend change and anomaly reports.

    • Manage dashboards and permissions in settings. Learn more.

    • Custom sentiment analysis models. When needed, InMoment can now develop custom sentiment analysis models to more accurately assign topic and comment sentiment in feedback.

    • Speed. Data from NPS, CSAT & CES survey accounts now appear in CXInsight in near real-time.

    • Inspired by 2020: Text and sentiment analytics model for feedback related to politics is now available.

  • Security

    • Password reset is disabled for all SSO enabled accounts.

    • Email surveys: When using templates or API to send email surveys, you can now choose to block email bots by requiring user validated survey responses. Learn more about this optional setting.

  • More

    • Bug fixes on Android and iOS SDKs

    • Send multiple email survey tests to the same email address.

    • Account-level CX metrics now calculated for multiple survey projects in Salesforce.


Embed a Survey on a Page, Analyze Data by Numeric Range & More

August 24, 2020

  • Embed a survey on a webpage. We can now furnish HTML code for you to adapt, style, and embed on your website or in your app. Learn more.

    Was this page helpful? embedded survey example
  • Email Survey Campaigns. Upload a CSV file to immediately send a one-time campaign. This feature is limited to customers who use only email surveys. Contact support to enable this feature.

  • SDK feature parity for event-based sampling in mobile apps. Android, iOS, and native Segment, too.

  • Filter metrics and feedback by numeric range in dashboard analytics. The example below filters purchases that range from $500 to $999.

integer filter in wootric dashboard
  • Intercom Integration

    • Support Use Case. Analyze NPS and other data by Intercom operator. Webhooks enable you to trigger a survey based on attributes and events in Intercom. Now it is possible to associate data about conversations with responses, such as operator (agent) and conversation closed date. Learn more.

    • Analyze Intercom Messenger survey responses by user cohort. You can now filter by age of user account at the time of last survey response. Learn more.

  • Create reports using date & numeric properties in CXInsight. Add reports to your dashboard such as NPS by Contract Value (number values) or NPS by Purchase Date Cohort (date values). Learn how.

  • SSO: Microsoft Azure Active Directory (AAD) integration with single sign-on.


Tag scoping, Freshdesk integration, Trigger surveys based on URL & More

June 29, 2020

  • Triggering and blocking surveys on a page. You can now configure surveys to trigger based on a location in your product or website, right in your settings. You can also create a global block list that defines pages where the in-app survey should not be shown. All code-free.

  • IOS and Android SDKs now support sampling groups, targeted sampling, and event-based surveys. Sampling groups enable you to run surveys from multiple accounts/projects without having to update code. Learn more about sampling groups and targeted sampling.

  • Webhooks: Outbound webhook calls now support json content type.

  • SSO: We now support single sign-in with Auth0, Ping Identity, OneLogin, and generic SAML. This is in addition to Okta and Google.

  • Freshdesk integration: Trigger a customized survey upon ticket resolution or other events in Freshdesk. Learn more.

  • Intercom trigger mapping: Now you can pass agent name and conversation id as properties via webhooks. Learn more. Note: Trigger-mapping for Messenger surveys is coming soon.

  • Segment.com integration: “Page” calls are now supported. This is, in addition, to “identify” and “track” calls.

  • CXInsight analytics:

    • Tag scoping: By scoping a text-search or smart tag to specific projects, sources, metric types or tags, you can now limit how tags are applied to feedback. Learn more.

      Tag Scoping feature in Wootric
    • More options for reporting on metrics: choose between highest frequency, highest score, lowest score.

    • Improved rendering speed: Reports now load incrementally on dashboards with multiple reports.


Employee pulse surveys, Route responses to email, Enhancements to CXInsight & More

March 25, 2020

  • Free Employee pulse surveys & analytics
    Developed in response to the coronavirus pandemic, this program enables companies to modify CSAT and CES surveys to gather, analyze, and respond to employee feedback for free. Slack and email notifications included. Companies with more than 200 employee comments can use the CXInsight platform for 6 months for insight into employee sentiment at scale. Details here.

  • Email Surveys: Improved rendering in MS Outlook and on mobile devices.

  • CXInsight Dashboards enhancements:

    • Admins now can customize the expiration time for shared dashboards.

    • Display recent verbatim feedback in dashboards. Learn how here.

Text Analytics reports in Wootric CXInsight
  • New options make it easy to update layout of CXI Reports. For example, easily move a report to the top or bottom of your dashboard.

Moving the placment of a reprot on CXI dash
  • Route new responses to email addresses: This functions much like our Slack integration and is easy to set up. Go to Settings > Integrations > Send Wootric data and select Email. For example, send promoters to marketing, detractors to support or success.

settings page: route survey responses to email addresses
  • Segment Source: Sending your data to Segment.com is now out of beta and is generally available to all Segment users. This means your survey responses will be available for you to use with marketing tools, analytics tools, data warehouses, and any other destination that accepts event data. In addition, nested end-user properties on Segment.com are now ignored. Previously they would break the check for survey eligibility.

  • Salesforce: Trigger mapping now allows customizing Email Subject and Email Intro by user language.

  • Self-service account management: Now you can change your survey question e.g. from NPS to CSAT, change account owner, clear your dashboard, or delete an account without contacting support. This is helpful when you want to start fresh after testing. Admins can find these options in Settings > Your Account under Danger Zone.


Survey customers across journey touchpoints, Analyze G2 reviews

February 13, 2020

  • Survey Groups for in-app web and mobile surveys:
    Now, instead of configuring different code snippets in your app, a Sampling Group allows you to link your accounts and deploy any of your surveys to the same customers across journey touchpoints. For example, you may want to show a CES survey after a user onboarding, a CSAT survey after a user has used a new feature, and an ongoing NPS survey to measure overall customer loyalty every 90 days. See more details of the customer journey use case here. To link accounts and create a sampling group, please contact support .

  • Segment.com Integration:

    • Authentication now supports OAuth. This is a security enhancements required by Segment.com for all of our new mutual customers. Existing integration connections will continue to work, but we recommend that you initiate OAuth flow from your account settings page.

    • Sources integration: When sending data to Segment, we honor the account settings and do not override user id with email value.

  • Intercom integration: There is new option to not push historical data to Intercom for customers who want to control the number of users in Intercom.

  • CXInsight: G2Crowd review analysis. Understand what your reviewers are saying at scale. Contact support to learn more.

G2 software reveiws analyzed in Wootric CXInsight text and sentiment analytics platform
  • CXInsight enhancements

    • Reports page: improved grouping, search, and layout.

    • Feedback page: All the values are now clickable. This means fewer clicks to narrow down the search results.

    • Dashboard Settings page: This new page makes it easy to delete, update, and rename dashboard names.

  • Wootric TV now honors date ranges across all reports. Learn more about how to use Wootric TV.

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