Coevera 4.1.0 introduces Account Health — an at-a-glance read on the status of every Account relationship — adds per-template email statistics, and extends Automatizer with Product Line Item triggers and product-table webhooks.
Account Health leads this release. A new at-a-glance widget in the right-hand panel of every company record shows the status of the relationship, health can be analysed over a period with the Analyze Health button, visualised with charts in Reports and Dashboards, or added as a column to the Account List View. Admins switch it on and customise the indicators, categories, and scoring used to calculate it from a new Account Health tab in the Admin Module. Email Template Statistics is the second headline: whenever a template is used to send an Email or Mass Email it is linked to that email, so Coevera can track how many times each template was sent, opened, clicked, replied to, or unsubscribed from — and compare templates within a folder or by type.
Beyond the headline features, Admins can now Remove, Reassign, or Hide the reports, dashboards, profiles, and email templates belonging to Inactive Users; archiving a Lead can auto-complete all Tasks linked to it; and the Navigator target graph adds Unweighted and Won lines for tracking performance against a Target Goal. Automatizer gains two capabilities — triggering a process from a Product Line Item when a product is added to, updated on, or deleted from an Opportunity, and sending an entire Product table to an external system such as an ERP through a webhook.
What we're proud of
The new at-a-glance Account Health widget shows the status of the relationship on every company record — it can be analysed over a period, charted in Reports and Dashboards, or added to the Account List View, with Admins defining the indicators, categories, and scoring behind the score.
The new, “at a glance” Account Health helps you instantly understand the status of the relationship with Accounts in Coevera. You can view Account Health by using the widget in the right-hand panel for each individual company record.
From this release, whenever your users use an email template when sending an Email or a Mass Email, the template is “linked” to the email itself and this allows tracking of the statistics for each template — the total number of times it has been sent, opened, links clicked, replied to or where the recipient unsubscribed.
It’s now possible for you to Remove, Reassign or “Hide” reports, dashboards, profiles, email templates etc for your Inactive Users!
When archiving a Lead, you can now auto-complete all Tasks linked to it.
In Automatizer there is a new option to trigger a Process from a Product Line Item. So when a product is added to or update on (or deleted from) an Opportunity, your process could create a task or send an email etc.
When the trigger in an Automatizer process is an Opportunity, you now have an option to send the whole Product table to your external system through a webhook. For example, when an Opportunity is Won, send all Products linked to the Opportunity to your ERP system.
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