Envoy B2B V16 Quarterly Update - Activity & Insights, Assortment Campaigns, And More!

Posted by Mark Troast on Apr 8, 2019 11:54:18 AM

In Clients, New Features, Users, Wholesale, B2B, Envoy

We’ve released the latest quarterly update to Envoy B2B with a plethora of exciting new features, performance enhancements, and fixes.  Read on to discover what’s new in Envoy B2B.

Activity & Insights Dashboard.

The Activity & Insights dashboard is now the new landing page for internal users ( Reps, CSRs, Admin ) after login. This dashboard provides internal users with the ability to quickly view analytics on top products, content interaction, showroom views, B2B order revenue, and top customers. These insights allow sales reps to utilize data to further the conversation with their customers, and provides admin users with the knowledge of how to maximize showroom and content dashboards. Additionally internal users can see real time activity of retailers in the platform. Activity like users logging in, orders being created and submitted and content being viewed. Please note that segmentation rules apply and sales reps will only be able to view their customers.

activity insights

 

Assortment campaigns
Assortment campaigns empower you to send an assortment to many buyers in one simple workflow. We track email opens, assortment views, and conversions into orders so you can clearly see what is performing and what is not. Assortment campaigns are great for pushing promotions and new product introductions. Campaigns can be sent to single or multiple customers and take over the functionality of customer assortments.

Asst Cmpn 2

 

A New Order button in the top toolbar.
The white plus icon in the header for creating orders has been removed. Now, a new order button and dropdown menu has been added to the right side of the header. When you click on the icon, a dropdown menu displays with the ability to create an order, view the orders dashboard, and quickly access your recently created order drafts.

New Order Dropdown

 

Colorway product display
We’ve got a new cool way to display products while buyers shop. This view consolidates all colorways into one product object, greatly minimizing the number of products that display in a catalog and providing a slick way to browse colorways.

Colorway

A simple content dashboard

A new content dashboard makes accessing catalogs, files, presentations, etc., much easier for all users. The content dashboard is quickly accessible from the menu.

Showroom is our new home for buyers.
We now land buyers directly in showroom to provide the most easy and friendly experience to get to know your brand and place an order.For your customers, the showroom dashboard now replaces the home dashboard as the landing page. The home dashboard has been removed from the site.

Notifications inbox
A new notification icon and dropdown on the site header displays notifications when items have been shared. Now it’s hard to miss anything important, like it should be! 

Assortment star replaced with add to cart functionality
On assortments, the star icon has been replaced with the add to cart option. This functionality is also present on the assortment campaigns shared with customers.

Ability to change size system from order edit and inventory views
When multiple size systems are present, the size system selector on the order edit and inventory pages has been moved out of the settings and is now accessible with one click.

 It’s easier to add products in an order
When creating an order or assortment there is now an "Add Products" button on the page. It was a bit confusing for new users, and now this button will add some clarity.

 

...and for the site admins:

Ability to view products in a catalog consolidated by colorways
A new option is available in the catalog settings to display product colors together. When enabled, the first color within a colorway group is displayed as the default image.

Updates to reports dashboard
We've updated the reports dashboard UI making it easier to use. We have reorganized all the reports by kind, and now you can favorite you frequently used reports to quickly access in the future.Reports

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