Starter Guide
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If you require assistance, there are several ways to reach out:
Email: You can contact either Susy Pang (susy@involve.ai) or Richa Sheth (richa.sheth@involve.ai) via email.
Slack: If we have a dedicated channel with you on Slack, feel free to reach out there as well.
We're here to help!
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If you're new to our platform:
Sign Up: As a first-time user, you have two options: you can either sign up using your Gmail account or by setting up your own credentials. Upon registration, you'll receive a verification code to confirm your email address.
If you're already a member:
Sign In: Simply log in using the email address associated with your account.
If you're unsure about the email address linked to your account:
Retrieve Email Address: If you can't recall the email address connected to your account, don't worry. Reach out to our team for assistance.
If you've forgotten your password:
Reset Password: On the login page, click on "Forgot Password?" and follow the prompts. You'll receive a code via email to reset your password securely.
We're here to ensure your sign-in experience is smooth and hassle-free!
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To access your profile settings, click on the initials of your name at the top right corner of the page.
Company Info:
Ensure all the following details are filled out completely:
Name: Your full name.
Department and Job Role: Specify your department and job title.
Company and Company Website: Provide your company's name and website URL.
Company Description: Craft a concise elevator pitch describing your company (1-minute pitch).
Customer Profile: Define your target audience including job titles, industries, and locations.
Remember to save your changes every time you make any edits.
Profile:
Confirm your name is accurately displayed.
Confirm the email associated with your Jeeva account.
If you wish to log out, you can do so from this section.
Account:
If you registered without using Google, you can reset your password in the account section.
For users who signed in through Google, your password remains the same as your Google account.
If you decide to delete your Jeeva account, you can do so from this section.
Team:
Invite others from your team by providing their email addresses. Each invitee will receive an email invitation to join Jeeva.
The first user to join from your company will be designated as the Admin.
Every user can invite an unlimited number of people.
Only the Admin has the authority to change roles and remove team members. Users requesting removal should ask the Admin to delete them.
Integrations:
We offer Salesforce integration. Connect and authenticate your account to export leads discovered on Jeeva directly to your Salesforce account.
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Unibox:
Access all your drafted, scheduled, and sent emails in this tab. You'll also find the email domains connected, and if you need to add a new inbox, you can do so here.
Lists:
Saved Leads: This section houses all lists saved on the platform through lead search and enrichment.
Do Not Contact: Upload or add domains or emails you wish to avoid contacting here.
Campaigns:
View all your created campaigns in this tab. Here, you can analyze each sequence's performance, including open rate, replies, emails sent, and link views.
Analytics:
Find statistics for all leads discovered, leads enrolled in campaigns, emails drafted, and emails sent overall on the platform in this section.
Find Leads
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Finding Leads:
In the Find tab, you have two options available in the dropdown menu:
Leads: Utilize this option to search for individual leads.
Companies: Choose this option to search for target companies.
Find Leads:
Apply filters here to refine your search for leads and companies.
Find Companies:
Discover target companies by applying filters such as specific industries, similar companies, and company locations.
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To ensure correct application of filters:
For Leads: Select values from the dropdown menu provided.
For Companies: If the desired value is available in the dropdown, select it as usual. If not, click on 'Add' and ensure it appears bubble-wrapped to confirm proper application.
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There is no limit. You can add as many values as you want to each filter.
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If you wish to retain certain filters without removing or deleting all:
You can remove specific filters that are not required by clicking on the trash icon next to the criteria, or
Deselect the checkbox corresponding to the filter in the filters popup.
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'Reset Filters' clears all values applied within the filters, restoring them to their default state.
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'Find Companies' is an option that allows you to locate target accounts matching your niche industries. You initially get a preview of all accounts and then proceed to find leads within these accounts.
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You should consider finding leads by companies in the 'Find' tab:
When you have a specific niche industry not found in the company industry filter on Leads.
When you want to find companies that are similar to your target accounts.
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On the homepage, the filters are used to initialize your target accounts. Once you have a preview of companies, you can apply additional filters.
🪄A tip: Start by finding more similar companies until it exhausts, then proceed to apply additional filters.
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To find leads within the companies found:
Cherry-pick or select all the accounts that meet your requirements.
Click on the 'Let's Go' button to apply the desired filters on the leads.
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Saved searches contain your most recently applied filters and favorite filters, accessible under this button for quick reference.
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Live: This section displays cards for searches or enrichments that are currently initialized and in progress.
Ready for Review: Here, you'll find cards that are prepared for your review.
Completed: This section contains cards that have been viewed by the user.
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Upon reviewing your card, the first preview provides basic information about the lead, including their name, job title, industry, company, company website, and LinkedIn profile.
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If you've already viewed the search card and wish to make slight modifications to your filters:
Navigate to the top bar where the applied filters are visible.
Click on the filters to make changes by removing or adding new values, or click 'Add a new filter'.
Any alteration to the search will prompt the appearance of the 'Re-run Search' button.
Clicking this button will automatically load the new search with updated filters on the same card, providing you with the updated list.
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Yes, the previous search card will always remain accessible in the completed section, allowing you to reference it even after making edits or modifications.
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To find more leads for the same search:
Scroll to the bottom of the page.
Locate the button labeled 'Find More Similar Leads'.
Clicking this button will add 100 more leads to your list with each click.
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To find additional information such as work emails and phone numbers:
Select individual leads by checking the checkbox next to their name, or select all leads by using the checkbox at the top.
Once selected, the 'Enrich Leads' option will be highlighted.
Click on 'Enrich Leads' to select the extra information you'd like to obtain.
Note that the work email is required if you intend to use the outreach feature on our platform.
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Scroll to the right, and you'll observe the columns processing to enrich, indicating that the additional information is being retrieved for the selected leads.
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No, you don't have to stay on the search card. You can leave the page and use other features on Jeeva or even navigate away from the platform entirely. The enrichment process will continue uninterrupted in the background.
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Email Score: Represents the likelihood that the email is valid, indicating its deliverability rate.
Email Status: Can be one of the following:
Valid: Indicates that the email on the domain is valid, meaning it won't bounce back and has a 100% deliverability rate.
Soft Accept: Suggests that while the email on the domain may not be 100% deliverable, it can still be considered a good attempt.
Not Available: Indicates that the email is not accessible or available.
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A score ranging between 80-85% or higher is considered optimal for sending emails, significantly increasing the likelihood of successful delivery.
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The heart icon saves the filters you applied under 'Saved Searches > Favorites'. This allows you to easily reapply or modify those filters without having to fill them in again. You can save a maximum of 5 filters.
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To view the complete text in columns such as LinkedIn note and company details:
Click on any value within the column.
A sidebar will open up, allowing you to view the entire information.
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If the checkboxes are greyed out while enriching, it means you can't move the leads into a saved list because the entire enrichment process is not complete.
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To move leads into a saved list:
Ensure the enrichment for the entire list is complete.
Click on the top bottom arrow (next to the name) for a lead.
Choose either 'Verified' or 'Verified and Soft Accept Emails'.
The 'Save them to a list' button will be enabled.
Click on the button and choose to save to a new list or existing ones.
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You can download the leads in either CSV or Excel format. The download options include:
Only verified emails
Verified emails and soft accept emails
All the leads, including those for which emails weren't found.
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The share functionality allows you to share the list with someone on Jeeva without requiring them to apply filters or enrich. The recipient will be notified by email and will be able to view the same table as you.
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If your search failed and errored out, it could be due to not finding any leads matching all the filters applied. In such cases, reach out to the team for assistance. They can help you refine your search criteria and provide you with leads that match your requirements.
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Yes, you don't necessarily have to input all possible variations of job titles. For instance, if you're searching for 'Vice President of Sales', instead of adding titles like 'VP Sales' or 'Vice President of Sales', you can simply add 'Sales' under the job title filter and specify 'Seniority' as 'VP'. This approach often yields better and more comprehensive results.
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The Lead location refers to the location where the lead is currently located, while the Company location indicates the headquarters location of the company associated with the lead.
Enrich Leads
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If you already have some information about your leads, you can leverage the "Enrich" tab on Jeeva to enhance their profiles further. Explore the following options to maximize your lead enrichment capabilities:
Find Emails for Leads
Looking to connect with your leads but missing their email addresses? Use this option to quickly find emails for your leads by providing their names and the companies they work for.
Enrich Leads
Elevate your lead profiles with comprehensive information. Upload a list of lead names and their respective companies, and receive enriched data including job titles, LinkedIn profiles, locations, industries, and more.
Verify Emails
Ensure the accuracy of your email list. With this option, you can validate a list of emails you already have, ensuring they are active and valid for your outreach efforts.
Find Target Leads from Companies
Identify key contacts within specific companies effortlessly. If you have a list of companies in mind, use this option to discover potential leads within those organizations, helping you tailor your outreach effectively.
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To upload your information efficiently, follow these steps:
Navigate to the desired option within the "Enrich" tab on R2D2.
Look for the "Download Template" link located below the dropzone. Click on this link to download the dedicated template for the option you're interested in.
Mandatory Fields:
Find Emails for Leads: When using this option, ensure your template includes the first name, last name, and website of each lead. These fields are mandatory for accurate email retrieval.
Enrich Leads: For lead enrichment, the template must contain the first name, last name, and company name of each lead. Fill in these fields to receive comprehensive information about your leads.
Verify Emails: If you're verifying emails, include only the email field in your template. This is the sole mandatory field required for email verification.
Find Target Leadsfrom Companies: When searching for target leads within specific companies, provide the company name in the template. This is the only mandatory field necessary for this option.
Note: Regardless of the option chosen, the file you upload can contain up to 200 accounts or 500 leads. Ensure your template adheres to these specifications for optimal performance.
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To ensure a successful upload and proper integration of your data into Jeeva, follow these steps:
Upload Your File: Begin by uploading your file to Jeeva. You'll encounter a field mapping interface where you can match the fields in your file with the categories in Jeeva.
Field Mapping Interface: In the field mapping interface, you'll see a table with three columns:
Jeeva Column Name: These are the categories in R2D2.
Field Name (Dropdown): Select the corresponding field from your file for each Jeeva category.
Examples: These provide guidance on what type of data should be placed in each category.
Matching Fields: Ensure that each field in your file is correctly matched with the appropriate category in Jeeva by selecting from the dropdown menus.
By following these steps, you'll ensure that your file is uploaded correctly and integrated seamlessly with Jeeva's categories.
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When searching for leads within specific companies on Jeeva, you can utilize additional filters to refine your search and find the most relevant leads. Here's how:
Select "Find Target Leads from Companies": Choose the "Find Target Leads from Companies" option within Jeeva to begin your search.
Additional Filters: In addition to matching fields from your uploaded file, you can further refine your search by using additional filters such as:
Job Title
Seniority
Bio
Department
City
State
Country
Narrowing Down Your Search: Select the criteria that best match the leads you're looking for within the targeted companies. These filters help narrow down your search and identify the specific leads that meet your requirements.
By utilizing these additional filters, you can streamline your search process and find the most relevant leads within your target companies.
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After initiating a research process by clicking "Let's Go," your enriched leads will be accessible through the following sections on the homepage:
Live Section:
Upon initiating the research process, a card representing your ongoing research will appear in the "Live" section of the homepage. This indicates that your research is currently in progress.
Ready for Review Section:
Once the research process is complete, the card will be automatically moved to the "Ready for Review" section. Here, you can review the enriched leads and ensure they meet your requirements.
Completed Section:
After reviewing the enriched leads, the card will be moved to the "Completed" section. This section houses all completed research tasks for your reference.
By navigating through these sections on the homepage, you can easily access and manage your enriched leads at different stages of the research process.
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When uploading files on the Enrich tab, you can choose from these formats:
CSV (Comma-Separated Values)
XLS (Excel Spreadsheet)
XLSX (Excel Open XML Spreadsheet)
File Size Limit:
Your file can have up to 200 accounts or leads, regardless of the format.
By accepting different file types, Jeeva makes it easy for you to upload your data for enrichment.
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The duration of enrichment depends on the file size. Typically, it can take anywhere between a couple of minutes to less than an hour.
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If the platform didn't find a correct match or doesn't have existing data for a lead, it will skip that lead, resulting in fewer leads displayed on R2D2 compared to the list you uploaded.
Outreach
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To create a new outreach, follow these steps:
Navigate to the homepage.
Select the Outreach tab.
You'll find three options:
Create a new outreach with AI.
Create based on a template.
Duplicate an existing outreach.
4. If you choose to create a new outreach:
Define the number of follow-ups needed and over how many days.
Select a lead list or lead research results for your outreach.
Choose the desired Call-to-Action (CTA) for your outreach.
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To update product/service details for a new outreach:
After you create a new outreach on the homepage or outreach page, click 'Let's Go'.
You'll be prompted to confirm information about your company, product/service, as well as pain points, value proposition, or proof points.
Make any necessary changes or updates to these details as required before proceeding with your outreach.
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To enroll the leads you found into an outreach:
Finish the leads research.
When creating a new outreach on the homepage or outreach page, select the 'My Lists' dropdown.
Choose the research results card from the dropdown.
Proceed with setting up your outreach using the chosen leads from the research results.
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To enroll your leads from a lead list into an outreach:
Go to the 'Lists' section.
Select the list of leads you want to enroll in the outreach.
Click the 'Enroll in Outreach' button.
Choose whether you want to create a new outreach or enroll the leads into an existing outreach.
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To add or remove leads from your outreach:
Go to the Outreach page.
Select the outreach you want to modify.
Click 'Next' until you reach the 'Confirm Enrollment' page.
To add leads:
Click 'Add Leads'.
Select the lead list you want to use.
Choose the leads you want to add to the outreach.
After selection, click 'Enroll Selected Leads' to add them to the outreach.
5. To remove leads:
Click 'Next' until you reach the 'Confirm Enrollment' page.
Select the leads you want to remove from the outreach.
Click 'Remove from Outreach' to remove them.
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To view scheduled emails:
Go to Unibox.
Click the 'Scheduled' section on the left sidebar.
Here, you can see all emails scheduled for your outreach.
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To delete an outreach:
Go to the Outreach page.
Choose the outreach you want to delete.
Click the ellipsis icon (three dots) on the right.
Select 'Delete'.
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When creating an outreach, you'll see an AI-generated email created for a random person from your lead list. If you want to personalize it further, you can:
Select an icebreaker you want to add from the left sidebar.
Drag and drop it to the email template.
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When reviewing the template, click the 'Edit Mode' toggle to turn on manual editing for the template. Here, you'll see text and variables framed in curly brackets that provide personalization for the template.
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You can connect multiple email addresses with multiple domains.
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No. We comply with Gmail and Outlook policies hence to avoid the spam trigger we make sure mass emails don’t go out at the same time. There is a random delay of 3-5 minutes between emails.
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It is based on the timings set and the random delay between the emails. The maximum number of emails that can sent out within 24 hours is 480 theoretically.
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No. The platform automatically removes any duplicates. Each person will only be reached out once.
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Yes. You can create as many campaigns as you would like with different objectives.
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Yes. In the edit mode, you can select template > save current email as a template > name your template > use it in another sequence.
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Anytime you see the term “Approve” it means you are agreeing to send it out. The email will be scheduled to go out on the date intended too.
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Unibox > Scheduled. Here you will be able to see the number of emails that will be going out on each day.
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You will be led to the leads table page where you will the status of each lead change from “No drafts yet” to “Waiting for approval”. To view all the emails for the lead, you can click on the review button and see all the emails for each lead.
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Currently, no. Since it is a template in the edit mode you can change the sentence but when you are reviewing emails for each lead you can modify it there.
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Yes. Under the lists tab, you can go to the “Do not contact” section. Here you can add the domains and email addresses you don’t want to reach out to.
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Yes. You can use the AI assistant to modify the tone of the email.
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Yes. You can use the hyperlink option in the editor and add your link. Ensure that the link always begins with https or http.
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The reason you might observe a drop in your leads enrolled is that there might be duplicate leads existing in other campaigns.
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Pending - Drafts haven’t been created
Drafting - Drafting is in process
Drafted - All emails are drafted
Active - The campaign is currently sending out emails
All sent - All emails to all leads have been sent out
Error - If all leads in the list exist in other campaigns that are drafted or active.
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No. Whenever a prospect has responded to an email, the following emails are stopped from going out.
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If either of the cases occurs, the following emails are stopped from going out.
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Yes. At the bottom of all emails, there is an unsubscribe link.
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CTA = Call to action. It behaves like an objective around which the email is drafted. Example - Schedule a demo, product feedback, or enhancement on our services.
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The emails are equally distributed across all email addresses connected. Example - If there are 600 emails and 5 addresses connected then each email address will have be sending 120 emails.
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Click into the campaign > See out > Add leads > Select the list (this will guide you to that list) > select the checkbox to add > enroll selected leads
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The lines under the Icebreakers tab are the most commonly used.
Inbound Lead Explorer Script Installation Instructions
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Note: If you're using Elementor as your site builder, please check our guide on how to add Jeeva's Script via Elementor.
Adding Jeeva’s script to your WordPress website is simple. Follow these instructions to embed it through the theme editor:
Step 1: Copy Jeeva Script
Ensure you have the Jeeva script handy. You can locate it in the Script section of your dashboard. Copy the full code snippet to your clipboard, ready for insertion into your WordPress site.
Step 2: Access WordPress and Go to Appearance > Theme File Editor
Log in to your WordPress admin area using your credentials. Once logged in, navigate to the 'Appearance' section in the dashboard and choose 'Theme Editor'. This will open the editor where you can make changes to your theme files.
Step 3: Open Theme Header File
In the Theme Editor, you’ll see a list of theme files on the right side. Look for and select the 'header.php' file. This file usually contains the head section of your site’s HTML, which is the typical location for adding scripts.
Step 4: Insert the Tracking Script Inside the <head> Tag
In the 'header.php' file, scroll to the bottom of the head section, just before the closing </head> tag. Paste the script here, ensuring you don’t overwrite any existing code.
Step 5: Save Changes by Clicking Update File
After pasting the script, click the 'Update File' button to save your modifications. This action will apply the script across your entire website.
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Here are the steps to integrate Jeeva's script into your WordPress site using a plugin.
We recommend using the "Head, Footer and Post Injections" plugin for optimal performance. However, any plugin that allows code injection into your website's header should work. This guide assumes that you have the suggested plugin installed and activated on your site.
Step 1: Copy the Jeeva Script
First, make sure you have the Jeeva script ready. You can find it in the Script section of your dashboard. Copy the entire code snippet to your clipboard for embedding into your WordPress site.
Step 2: Log in to WordPress and Navigate to Settings, then Header and Footer
Log in to your WordPress admin area with your credentials. In the dashboard, locate the “Settings” option in the left-hand sidebar and click on it. In the expanded menu under “Settings,” find and click on “Header and Footer” or a similar option, depending on your plugins or theme.
Step 3: Add the Script to <HEAD>
In the Header and Footer settings page, find the section labeled something like <HEAD> PAGE SECTION INJECTION or “Scripts in header.” This area is meant for adding code to the <head> section of your website. In the text box under “ON EVERY PAGE” or a similarly labeled area, paste the Jeeva tracking script. Ensure the script is correctly inserted without any additional characters or errors.
Step 4: Save Your Changes
Click Save at the top of the page to publish your changes.
By following these steps, you can effectively integrate Jeeva's script into your WordPress site using a plugin.
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If you are using Elementor as a site builder in WordPress, this guide will help you add Jeeva's tracking script to your website.
Copy the Jeeva Script
First, ensure you have the Jeeva script ready. You can find it in the Script section of your dashboard. Copy the entire code snippet to your clipboard for embedding into your WordPress site.
Step 1: Add an HTML Widget in Elementor
Navigate to the Header and Footer section/template in Elementor and click on Edit with Elementor. Drag and drop the HTML widget from the Elementor widget panel onto the desired section of the page. Adding the script to the Header of your site will ensure it appears on every page.
Step 2: Edit the HTML Widget
Click on the Edit button of the HTML widget.
Step 3: Add the Jeeva Tracking Script
Insert your Jeeva tracking script into the provided HTML Code editor block. Make sure it includes the opening <script> and closing </script> tags.
Step 4: Save Your Changes
Save your changes and ensure that you have cleared any caching plugins to ensure that your changes have been published.
By following these steps, you can effectively integrate Jeeva's script into your WordPress site using Elementor. An alternative method to this approach is installing the tracking script via a plugin.
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Adding Jeeva's tracking script directly to your website's HTML files is a straightforward process, provided you have the necessary permissions and understanding to modify HTML files. Here's a detailed guide to help you through the process:
Step-by-Step Instructions:
Step 1: Copy the Jeeva Script:
Begin by accessing the Jeeva script from the Script section of your dashboard. Copy the entire code snippet to your clipboard for embedding into your website.Step 2: Connect to Your Website's Server Using FTP:
Open your FTP client (e.g., FileZilla, WinSCP, Cyberduck).
Enter your website’s FTP credentials (FTP address, username, and password) provided by your web hosting service.
Connect to the server by clicking the 'Connect' or 'Login' button.
Once connected, navigate to the directory where your website files are stored. This directory is commonly named public_html, www, or similar.
Inside this directory, locate the file containing the HTML header. This file is often named header.php, index.html, index.php, or similar, depending on your website's structure.
Step 3: Insert the Tracking Script:
Paste your tracking script just before the closing </head> tag in the header file. Placing it here ensures proper loading.
Ensure that you do not inadvertently delete or modify any existing code in the file.
Step 4: Save Your Changes:
Save the modified file.By following these steps, you'll seamlessly integrate Jeeva's tracking script into your website, enabling comprehensive tracking and analysis.
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Integrating Jeeva's tracking script into a React.js application is essential for ensuring comprehensive site tracking. Here’s a step-by-step guide on how to achieve this, whether your script needs to be in the document body or the head section.
Using useEffect in Your Main App Component
If your script doesn’t need to be part of the document's head section, you can use the useEffect hook to run the script when your component mounts. This method is perfect for scripts that operate from the body of your document.
Step-by-Step Implementation:
Step 1: Open Your Main Component (App.js)
Step 2: Add the useEffect Hook
// App.js or your top-level component
import React, { useEffect } from 'react';
function App() {
useEffect(() => {
// Your custom JavaScript snippet
!function () {
var jeeva = window.jeeva = window.jeeva || [];
if (jeeva.invoked) return;
jeeva.invoked = true;
jeeva.methods = ["identify", "collect"];
jeeva.factory = function (method) {
return function () {
var args = Array.prototype.slice.call(arguments);
args.unshift(method); jeeva.push(args);
return jeeva;
};
};
for (var i = 0; i < jeeva.methods.length; i++) {
var key = jeeva.methods[i];
jeeva[key] = jeeva.factory(key);
}
jeeva.load = function (key) {
var script = document.createElement("script");
script.type = "text/javascript";
script.async = true;
script.src = "https://s3-us-west-2.amazonaws.com/jeevajsstore/j/" + key + "/jeeva.js.gz";
var first = document.getElementsByTagName("script")[0];
first.parentNode.insertBefore(script, first);
};
jeeva.SNIPPET_VERSION = "1.0.1";
jeeva.load("YOUR-UNIQUE-ID");
}();
}, []);
return (
// Your app's component tree
<div className="App">
{/* Your components */}
</div>
);
}
export default App;Using react-helmet for Head Section Modifications
If the script needs to be part of the document’s head section, react-helmet is a powerful library that allows dynamic management of the head contents.
Step-by-Step Implementation:
Step1: Install react-helmet
npm install react-helmet
Step 2: Modify Your Main Component
// App.js or your top-level component
import React from 'react';
import { Helmet } from 'react-helmet';
function App() {
return (
<div className="App">
<Helmet>
<script>
{`
<script>
! function() {
var jeeva = window.jeeva = window.jeeva || [];
if (jeeva.invoked) return;
jeeva.invoked = true;
jeeva.methods = ['identify', 'collect'];
jeeva.factory = function(method) {
return function() {
var args = Array.prototype.slice.call(arguments);
args.unshift(method);
jeeva.push(args);
return jeeva;
};
};
for (var i = 0; i < jeeva.methods.length; i++) {
var key = jeeva.methods[i];
jeeva[key] = jeeva.factory(key);
}
jeeva.load = function(key) {
var script = document.createElement('script');
script.type = 'text/javascript';
script.async = true;
script.src = 'https://r2d2-inbound-js-store-staging.s3.us-east-1.amazonaws.com/' + key + '/jeeva.js';
var first = document.getElementsByTagName('script')[0];
first.parentNode.insertBefore(script, first);
};
jeeva.SNIPPET_VERSION = '1.0.';
jeeva.load('YOUR-UNIQUE-ID');
}();
</script>
</Helmet>
{/* Your components */}
</div>
);
}
export default App;Final Notes
Make sure to replace "YOUR-UNIQUE-ID" with your actual unique ID provided by Jeeva.
By following these methods, you can ensure that the Jeeva tracking script is effectively integrated into your React.js application, either within the body using useEffect or within the head section using react-helmet.
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Adding the Jeeva script to your Shopify store is a straightforward process that enables you to gather valuable insights into visitor behavior. Follow these simple steps to seamlessly integrate the Jeeva script into your Shopify site:
Step-by-Step Guide:
Step 1: Copy the Jeeva Script
Begin by ensuring you have the Jeeva script ready. Access it from the Script section of your dashboard. Copy the complete code snippet to your clipboard, preparing it for embedding into your Shopify site.Step 2: Access Your Theme Code
Log in to your Shopify admin dashboard and navigate to the Online Store section. Click on Themes to view your current theme selection.Step 3: Edit Your Theme Code
Locate the theme you wish to modify and click on the ‘Menu’ button to access the actions menu. From this menu, select Edit code to enter the theme's code editor.Step 4: Select a .liquid File to Edit
Within the code editor, navigate to the Templates section. Click on any of the .liquid files you've recently worked on or intend to modify.Step 5: Add Tracking Script
Paste your Jeeva tracking script, obtained from the dashboard, just above the </head> tag in the selected .liquid file. Click Save to publish your changes.Optional: Preview Changes:
To ensure your changes have resolved any issues without introducing new ones, you can preview your store. Click on Preview store to see the effects of rolling back to an older version of the .liquid file.By following these steps, you can confidently embed the Jeeva script into your Shopify store, enabling you to gather crucial insights into visitor behavior. If you encounter any difficulties or have further questions, don't hesitate to reach out for additional support.
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Integrating the Jeeva script into your Webflow website is a simple process that can significantly enhance your site's functionality by offering valuable insights into visitor behavior. Follow these straightforward steps to seamlessly embed the Jeeva script into your Webflow project:
Step 1: Copy the Jeeva Script
Ensure you have the Jeeva script ready by accessing it from the Script section of the dashboard. Copy the entire code snippet to your clipboard for embedding into your Webflow site.Step 2: Access the Webflow Designer
Log in to your Webflow account and navigate to the project where you want to install the Jeeva script. Open the project to access the Webflow Designer, where you'll be making changes to your site.Step 3: Use the Add Panel
Within the Webflow Designer, locate the Add panel on the left side of the screen. This panel contains various elements that you can drag and drop onto your Webflow canvas to build and customize your site.Step 4: Add an Embed Element
From the Add panel, find the Embed element. Click and drag the Embed element onto the canvas, placing it in the desired location on your site. The Embed element allows you to insert custom code snippets directly into your Webflow pages.Step 5: Paste the Jeeva Script
With the Embed element selected, a modal window will appear, providing a space for you to input custom code. Paste the Jeeva script you copied earlier into the code field within this modal.Step 6: Save and Close
After pasting the Jeeva script into the Embed element, review the code to ensure it's correctly inserted. Click the Save & Close button to apply the changes. This action embeds the Jeeva script into your Webflow site.Step 7: Publish Your Site
To make the changes effective and activate the Jeeva script on your live site, you need to publish your Webflow project. Navigate to the Publish button in the upper right corner of the Webflow Designer and select your domain to update your live site.Congratulations! You've successfully embedded the Jeeva script into your Webflow website. This script will now begin tracking visitor interactions, providing you with valuable insights to optimize your site and strategies.
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Enhancing your Wix website with Jeeva's powerful tracking capabilities is a breeze. Follow these streamlined steps to seamlessly integrate the Jeeva script:
Step-by-Step Guide:
Step 1: Copy the Jeeva Script
Ensure you have the Jeeva script ready by accessing it from the Script section of your dashboard. Copy the complete code snippet to your clipboard in preparation for embedding it into your Wix site.Step 2: Access Settings
Navigate to your site's dashboard and locate the Settings section.Step 3: Find Custom Code
Within the Settings menu, explore the Advanced section and click on the Custom Code tab. This section facilitates the management and addition of custom code snippets to your site.Step 4: Add the Jeeva Script
Click on + Add Custom Code at the top right corner of the page to open a text box. Paste the Jeeva script into the provided text box, as obtained from your dashboard.Step 5: Name Your Code
Assign a descriptive name to your custom code snippet, such as "Jeeva Tracking Script," for easy identification and reference.Step 6: Determine Code Placement
Choose where the code should be applied by selecting an option under Add Code to Pages:Apply to all pages: This option ensures the script is active across your entire site, including future pages. You can specify whether the code should load once per visitor session or on every page view.
Select specific pages: If you prefer to limit the script to certain pages, use the drop-down menu to make your selections.
Step 7: Choose Code Location
Under Place Code in, select the desired location for the script insertion:Head: Ideal for scripts that need to load before other page content.
Body - start: Places the script at the beginning of the body section.
Body - end: Suitable for scripts that need to load after all other page content.
We recommend adding our tracking script to the <head> for optimal performance.
Step 8: Apply Changes
Once you've configured all settings, click Apply to save your changes and activate the Jeeva script on your Wix site.Congratulations! You've successfully integrated the Jeeva script into your Wix website, empowering you to gather valuable visitor insights for optimizing your site and strategies based on real user interactions.
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Adding the Jeeva script to your Squarespace website is a straightforward process that unlocks enhanced tracking capabilities, offering valuable insights into visitor behavior. This guide presents the steps to seamlessly integrate the Jeeva script into your Squarespace site using the Code Injection feature.
Step-by-Step Guide:
Step 1: Copy the Jeeva Script
Ensure you have the Jeeva script ready by accessing it from the Script section of your dashboard. Copy the complete code snippet to your clipboard for embedding into your Squarespace site.Step 2: Log In to Squarespace
Sign into your Squarespace account, ensuring you have the necessary permissions to modify your site's settings. You'll be accessing areas that impact your site's overall functionality.Step 3: Access Site Settings
Once logged in, navigate to the Home Menu. Click on Website, then Pages, to access the various configuration options available for your site.Step 4: Locate Website Tools
Within the Pages menu, scroll down to find the Website Tools section. Here, you can access settings for deeper customization of your site, including adding custom code.Step 5: Open Code Injection
Click on Code Injection within the Advanced section. Squarespace's Code Injection feature offers a straightforward method for adding custom scripts to your site without directly editing its HTML.Step 6: Inject the Jeeva Script
In the Code Injection area, you'll find fields for adding code snippets to different parts of your site. Typically, for the Jeeva script, you'll use the Header field to ensure it loads on every page of your site.
Paste the Jeeva script, obtained from the dashboard, into the Header field. This placement ensures consistent tracking across your entire website as each page loads.Step 7: Save Your Changes
After pasting the Jeeva script into the Header field, click Save at the top of the Code Injection page. This action commits your changes and integrates the Jeeva script with your Squarespace site.Congratulations! You've successfully integrated the Jeeva script into your Squarespace site. This enhancement will provide deeper insights into your site visitors, enabling more informed decision-making and strategy development.
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To integrate your Jeeva tracking script across every page of your Next.js application, ensuring it loads as users navigate your site, you can use the _app.js file for a global application or the next/head component to inject it into the <head> section of your HTML document. Here, we’ll guide you through both methods, allowing you to choose the best fit for your needs.
Using _app.js for Site-wide Script Execution
You can include the script directly within the _app.js file using the useEffect hook to ensure it executes once when the app component mounts. This method is ideal for scripts that don’t need to manipulate the DOM immediately or rely on being present in the <head>.
// pages/_app.js
import { useEffect } from 'react';
function MyApp({ Component, pageProps }) {
useEffect(() => {
// Directly adding your script content here
!function () {
var jeeva = window.jeeva = window.jeeva || [];
if (jeeva.invoked) return;
jeeva.invoked = true;
jeeva.methods = ["identify", "collect"];
jeeva.factory = function (method) {
return function () {
var args = Array.prototype.slice.call(arguments);
args.unshift(method);jeeva.push(args);
return jeeva;
};
};
for (var i = 0; i < jeeva.methods.length; i++) {
var key = jeeva.methods[i];
jeeva[key] = jeeva.factory(key);
}
jeeva.load = function (key) {
var script = document.createElement("script");
script.type = "text/javascript";
script.async = true;
script.src = "https://s3-us-west-2.amazonaws.com/b2bjsstore/b/" + key + "/jeeva.js.gz";
var first = document.getElementsByTagName("script")[0];
first.parentNode.insertBefore(script, first);
};
jeeva.SNIPPET_VERSION = "1.0.1";
jeeva.load("YOUR-UNIQUE-ID");
}();
}, []);
return <Component {...pageProps} />;
Using next/head for <head> Injection
If you need the script to be part of the document <head>, or if it must execute as part of the HTML rendering process, you can inject it using next/head. This method is useful for scripts that affect the initial rendering or need to be indexed by search engines.
/// pages/_app.js
import Head from 'next/head';
function MyApp({ Component, pageProps }) {
return (
<>
<Head>
<script dangerouslySetInnerHTML={{
__html: `
!function () {
var jeeva = window.jeeva = window.jeeva || [];
if (jeeva.invoked) return;
jeeva.invoked = true;
jeeva.methods = ["identify", "collect"];
jeeva.factory = function (method) {
return function () {
var args = Array.prototype.slice.call(arguments);
args.unshift(method);jeeva.push(args);
return jeeva;
};
};
for (var i = 0; i < jeeva.methods.length; i++) {
var key = jeeva.methods[i];
jeeva[key] = jeeva.factory(key);
}
jeeva.load = function (key) {
var script = document.createElement("script");
script.type = "text/javascript";
script.async = true;
script.src = "https://s3-us-west-2.amazonaws.com/b2bjsstore/b/" + key + "/jeeva.js.gz";
var first = document.getElementsByTagName("script")[0];
first.parentNode.insertBefore(script, first);
};
jeeva.SNIPPET_VERSION = "1.0.1";
jeeva.load("YOUR-UNIQUE-ID");
}();
`,
}} />
</Head>
<Component {...pageProps} />
</>
);
}
export default MyApp;
Notes
Replace "YOUR-UNIQUE-ID" with your actual unique ID provided by the service.
The useEffect hook in the first method ensures that the script runs once on the client side, which is typically what you want for scripts like these.
The dangerouslySetInnerHTML attribute is necessary to insert raw HTML inside the <script> tag using next/head. It’s called “dangerous” because it can expose your site to cross-site scripting (XSS). Ensure your script content is safe and trusted.
New Updates
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We are excited to announce several key updates to our platform, designed to enhance your email campaigns and streamline your lead management process. Here’s everything you need to know about our latest improvements:
📎 Enhanced Email Capabilities
You can now enrich your emails with attachments such as videos, images, PDFs, DOCX files, and more. This new functionality allows you to make your communications even more engaging and informative.
🔄 Updated Lead Statuses
We've expanded the status options in the leads table to provide more detailed tracking of your campaign progress. New statuses include:
Opened
Replied
Contacted
Wrong Person
This update helps you better manage and understand your interactions with leads.
🚫 Improved List Management
Leads that bounce or click on "unsubscribe" are now automatically added to the "Do Not Contact" list, ensuring that your future campaigns are more targeted and compliant with your recipients' preferences.
🎯 New Outreach Campaign Types
We're introducing new types of outreach campaigns to suit various business needs, including:
Feedback
Introduction
Website Visit
These are designed to complement our soon-to-be-launched Inbound Automation feature, providing you with a holistic approach to lead engagement.
⚙️ Enhanced Outlook Integration
Reminder: We've enhanced our Outlook integration to provide a more seamless experience. Please reconnect your Outlook account to take full advantage of these improvements.
We’re committed to continuously evolving our platform to better meet your needs. We'd love to hear your feedback on these new features and any other enhancements you’d like to see.
Thank you for your continued support. We look forward to seeing how these new capabilities will enhance your lead generation efforts.🚀
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We've upgraded the Outlook connection system to provide you with a smoother, more seamless integration experience.
What’s New?👀
Improved Outlook Connection: We’ve made significant improvements to how Outlook integrates with our services. To take full advantage of these enhancements, please reconnect your Outlook account at your earliest convenience.
Uninterrupted Campaigns: Rest assured, these upgrades will not affect your ongoing campaigns or automation processes. All scheduled emails will continue to be sent as planned, ensuring your workflow remains undisrupted.
Commitment to Excellence: This update reflects our ongoing commitment to offer you the most reliable and efficient service possible.
Easy Steps to Reconnect Your Account:
Access Unibox Settings: Navigate to your settings dashboard.
Begin Setup: Choose the Outlook option and proceed with Single Sign-On.
Add Your Signature: Don’t forget to add your email signature once reconnected.
We apologize for any inconvenience this transition may cause and are fully prepared to assist you with any questions or issues you might encounter.
Thank you for your prompt action to update your settings and for your continued support. We're excited for you to experience the improvements!🚀
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We are excited to announce two major updates to our platform that will significantly enhance how you discover and engage with potential leads.
📍 Local Lead Discovery
Finding local businesses and their leads. Here’s how you can leverage our new feature:
Define Your Target Location: Use Google Maps within our platform to specify your search area, ranging from 1 mile to 30 miles.
Search for Local Companies: Enter search terms relevant to your industry, such as "Solar dealer" or "Retail banking," to identify local companies in the defined area.
Discover Leads: Once you have identified potential accounts, simply select "Find leads" to obtain verified email addresses and phone numbers of key contacts.
🖥️ Enhanced Homepage Design
We've also revamped our homepage to improve usability and aesthetics:
Improved Navigation and Visibility: Access all options available under the "Find" and "Enrich" features.
Organized Sections: Lead activities are now categorized into three distinct sections:
Leads Found: Displays all searches that find leads.
Leads Enriched: Shows all leads that have been further enriched with additional information like work emails, personal emails, or through our bulk enrichment options.
Companies Found: Lists all target accounts identified through your searches.
Status Indicators: Each card within these sections now includes status indicators such as In Progress, Review, and Viewed, allowing you to easily monitor the progress of your activities.
🔁 Quick Reminder: Outbound Automation
Just a quick note to remember, our new Outbound Automation feature is here to make your lead generation seamless and more efficient. Find your ideal leads, draft personalized emails, and set your campaigns to run automatically, all within a few clicks.
We’d Love to Hear from You!
Your feedback is invaluable. Please let us know how these new features work for you and if there’s anything we can do to improve our platform.
Thank you for your continued support. We look forward to seeing how these new capabilities will enhance your lead generation efforts.🚀
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With our rebranding, we are also launching an innovative feature that streamlines your outreach process:
1. Streamlined Lead Search
Start by applying filters to search for your Ideal Customer Profile (ICP). As you apply each filter, instantly preview leads with their emails on the right—no more steps of finding emails and compiling them into a list.
2. Crafting Hyper-Personalized Emails
Move on to inputting key elements such as company description, value propositions, proof points, and pain points to draft emails that resonate deeply with each recipient.
3. Advanced Automation Settings
Auto Pilot: Turn this on to automatically send out emails as soon as the automation is activated, or turn it off to review emails on the leads page.
Control Your Campaign Volume: Set the number of emails to be sent and the daily number of leads to reach out to.
Auto Expand Search: Enable this to automatically find leads similar to your ICP.
Email Verification: Opt to send emails only to leads with verified addresses.
Scheduling: Specify the days and times for sending your emails.
Inbox Connection: Easily connect your inboxes for seamless integration.
📊 New Analytics Dashboard
Once your automation is set, monitor its success with our new analytics dashboard, showcasing how many emails were sent, unique opens, and replies.
🔍 Comprehensive Overview
Review all emails and statuses for each lead, understand the outreach steps, check schedule settings, and gain insights from analytics—all from a single dashboard.
As always, we are eager to hear your feedback on these new enhancements. Your input is invaluable to us and helps us continue improving in ways that matter most to you.
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We are excited to share some important updates and upcoming changes coming this weekend!
Rebranding and Major Updates 🎉
As part of our ongoing efforts to enhance your experience, we are rebranding our platform and changing its name from R2D2 to Jeeva. During this transition, which will occur over the weekend, our website may not be fully operational. We kindly ask that you refrain from initiating any new searches, enrichments, or campaigns during this period.
Please rest assured, all ongoing campaigns will continue without disruption.
New Feature Launch - Outbound Automation 📝
We are launching our new Outbound Automation feature next week. This tool is designed to streamline your processes and improve efficiency, and we can’t wait for you to try it out.
Please hold tight and await further updates until Monday. We are committed to ensuring a smooth transition and minimizing any inconvenience.
To ensure that you are accessing the most recent version of our platform once updates are complete, please perform a hard refresh on your browser. If you are using a Mac, you can do this by pressing Command + Shift + R. For Windows users, please press Ctrl + Shift + R.
Thank you for your continued support and understanding.🚀
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We are excited to unveil a major enhancement to our platform: the new Outreach Interface! This upgrade is designed to make your email campaigns more intuitive and manageable, providing you with greater control and insight at every step. Here’s what you can look forward to with this latest update:
🖋️ New Inputs for Crafting Emails
Enhance your email drafts with even more inputs. Apart from adding a company description, you can now include:
Pain Points: Address specific challenges that your potential customer faces.
Value Proposition: Clearly state what sets your product or service apart.
Proof Points: Provide evidence that supports your claims.
💾 Save and Reuse Your Templates
Another enhancement in the drafting stage: You can now save your templates and use them in another campaign, streamlining your process and maintaining consistency across your communications.
🤖 AI-Assisted Tone Adjustment
Don't like the tone of your email? Our new AI assistant can help you adjust it. Simply use this feature to redefine the tone and draft your email again, ensuring it aligns perfectly with your desired approach and audience expectations.
🚀 Enhanced Lead Management
After crafting your email, you’ll transition seamlessly to a new page where you can see all pertinent information about your leads. This includes:
Comprehensive Lead Details: View detailed information about each lead, including their current status.
Lead-Level Email Previews: Easily access and review emails on a lead-by-lead basis.
Approval Process: You can approve all your email drafts with just one click or approve each email draft individually before sending.
image|Enhanced-Lead-Management|#
image|Enhanced-Lead-Management-2|#
📅 Unibox Scheduled Section Breakdown
Once all drafts are approved, you’ll be able to:
View Scheduled Emails: Check out the breakdown of your emails in the Unibox scheduled section, where all your scheduled campaigns are neatly organized and ready for dispatch.
These enhancements are a part of our ongoing commitment to providing you with tools that are not only powerful but also easy to use. We believe these changes will significantly enhance your outreach efficiency and effectiveness.
We Want to Hear from You!
As always, we’re eager to hear your feedback on these new enhancements. Your input is invaluable to us and helps us continue improving in ways that matter most to you.
Thank you for your continued support. We look forward to helping you achieve even greater success with your email campaigns!🚀 🚀
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We're excited to announce a significant expansion of our platform's capabilities by introducing the Bulk Enrichment feature – a comprehensive solution to enrich your lead data like never before!
👩💼 Elevate Your Lead Insights with Bulk Enrichment
Our new Bulk Enrichment feature allows you to select leads and enrich them with a wealth of information, extending far beyond just emails and phone numbers. Here's what you can uncover about each lead:
LinkedIn Profile Summary: Gain deeper insights into your leads with access to their LinkedIn summaries, providing a snapshot of their professional journey.
Work and Education History: Understand their career path and educational background to tailor your approach.
🔍 Enhanced Company Knowledge
But it's not just about individual leads. Bulk Enrichment also provides valuable intelligence on companies, offering data that could be crucial for your business strategies like:
Latest News: It updates you with the latest news, ensuring you're always informed about significant developments, trends, and events affecting these organizations.
Identify Key Competitors: Understanding a company's competitive landscape is crucial. This provides insights into their competitors, helping you gauge market dynamics and strategize accordingly.
Discover Technology Stacks: Get an inside look at the technologies powering potential client or partner companies. Knowing their tech stack can be invaluable for tailoring your pitches, understanding their capabilities, and identifying technological synergy or opportunities.
Explore Job Openings: Job vacancies can tell you a lot about a company's growth areas, organizational focus, and future direction. This insight can guide you in understanding their current needs and how your services or products can align with their expansion strategies.
And more like Industry terms, Research on CEO, Company details etc.
✍️ Craft Personalized Outreach
To top it off, you can now craft LinkedIn connection notes and cold outbound emails directly within our platform. This feature is designed to make your outreach efforts more personal and effective.
💡 Ready to Leverage Your Leads?
Our commitment to continuous innovation aims to equip you with tools that make your outreach more impactful. The Bulk Enrichment feature is set to redefine how you interact with leads and understand companies.
We’re excited for you to explore these new capabilities and see the difference in your lead management and engagement strategies.
As always, we value your feedback and are here to support you. If you have any thoughts or need further information, please feel free to reach out. Let’s harness the full potential of Bulk Enrichment together!🚀🚀
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We're excited to bring you some significant updates and enhancements to our platform, designed to streamline your experience and empower your outreach strategies. Let’s dive into the new changes:
Enhanced Outreach Feature 📧
Streamlined Process: The steps for approving, scheduling, and sending are now more user-friendly.
Strict Adherence to Sending Windows: You have the flexibility to specify your preferred sending times, ensuring that your emails are sent exactly when you want them.
Email Open Tracking: Stay informed with new capabilities to know if and when recipients are opening your emails.
Mandatory 'Unsubscribe' Link in HTML Emails: Ensures compliance and respects recipients' preferences.
Backend Upgrades and UI Improvements: While we've set up these improvements in the backend, we're also revamping the UI for a more intuitive and enhanced user experience. Exciting changes are on the horizon – stay tuned!
Important Note for All Outlook Users: Please disconnect and reconnect to Unibox in the outreach feature for optimal performance.
New Enrichment Feature 🎯
File Upload for Email Validation: Now you can upload a CSV or Excel file containing just emails, and our system will validate and verify them for you. Plus, you’ll receive a deliverability score for each email, making your outreach efforts more effective.
"Do Not Contact" Section Improvements ❌
Easier Domain and Email Management: You can now simply type in a few domains and emails or upload a CSV file for bulk additions. Flexible Deletion Options: Added functionality for easy removal of contacts or domains from the 'Do Not Contact' list, giving you more control and flexibility in managing your outreach.
We’re constantly striving to improve our platform to better serve your needs. These updates are part of our commitment to providing you with the most efficient and user-friendly experience possible.
We're eager to hear your feedback on these latest enhancements. Please feel free to reach out if you have any questions or need further clarification. We're always happy to jump on a call and assist better! Your insights are invaluable to us and help shape the future of our platform.
Here's to a more streamlined and effective approach to your business communication!🚀
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We're excited to introduce “Company Search” on our platform that revolutionizes how you can find leads within your target companies/accounts. Dive into a more focused approach to pinpoint your ideal business prospects with precision and ease. Let’s explore this dynamic new feature:
🎯 Target Companies with Advanced Filters
In the “Find” section select “Companies” and start your search by picking the industries you’re interested in, such as regional banking or consumer packaged goods. Narrow it down by excluding similar sectors you don’t want, like financial services if you’re only after banking. Finally, choose the companies’ geographic location to find ones that match your exact needs.
image|Lead-Companies-Dropdown|#
🔍 First Preview of Matched Companies
Once you apply these filters, you'll get a first glance at a list of companies matching your specified criteria. This preview offers a sneak peek into potential prospects that resonate with your business goals.
🚀 Additional Filtering for In-Depth Insights
Taking your search a step further, apply additional filters such as revenue size, year founded, and company size for a more in-depth analysis. This functionality allows you to tailor your search to meet very specific needs and preferences.
👥 Find the Right Leads Within Targeted Companies
After selecting companies that interest you – whether it’s a few or all – you can delve deeper. Find the right leads within these companies by applying filters like job title, lead location, and seniority level. This way, you’re not just finding any leads; you’re finding the right leads within your target accounts.
image|Find-Leads-From-Companies|#
🌟 Ready to Experience Targeted Success?
This enhancement is a part of our commitment to continuously evolve and provide you with tools that not only meet but exceed your business development needs. We believe this feature will empower you with the ability to target more strategically and connect with leads that matter most to your business.
As always, your feedback is invaluable to us. If you have any thoughts, questions, or need further clarification, please don't hesitate to reach out.
We’re here to support you every step of the way in your journey to targeted business success 🚀.
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We're thrilled to announce some new updates to the R2D2 platform, designed to streamline your experience and enhance your workflow! Let's dive into what's new:
🎯 'Find Emails for Leads' in Enrichment Functionality
Introducing a new enrichment feature – 'Find Emails for Leads'. This powerful tool is perfect when you need to find emails for your leads, provided you have their first name, last name, and the company's domain. It's a targeted approach to quickly enrich your leads with essential contact information. We’ve introduced soft accept emails, each accompanied by a deliverability rate when you hover over them. To maximize your results with accept-all emails, we advise filtering emails with a minimum deliverability score of 85%. You can gradually adjust this threshold based on the bounce rate to fine-tune your approach.
📌 Streamlined Lead Selection
Say goodbye to the tedious task of selecting each lead one by one. We've made the process less exhaustive, enabling you to select leads based on categories like all verified, all verified and soft, or only all unverified. Easily save these selections to a list, simplifying and speeding up your workflow.
📝 Intuitive CSV Upload in the Lists Section
Our CSV upload process in the lists section has been revamped for greater intuitiveness. Now, before uploading your file, you can effortlessly map your columns to align with R2D2’s columns. This feature offers flexibility in how you choose to input data, whether it's first name, last name, full name, or location details segmented into city, state, and country. The only required columns are name, company, and email, ensuring we have the essential information to craft your emails.
📁 Enhanced Download Functionality Tailored to Your Preferences
We've enhanced the download functionality to cater to your specific needs. You can now choose between CSV or Excel formats for your downloads. Additionally, you have the option to select the type of data your download includes – only valid emails, valid and soft accept emails, or all emails. This customization allows you to streamline your outreach strategy effectively.
These updates are a part of our ongoing commitment to making R2D2 the most user-friendly and efficient lead management tool on the market. We're excited for you to try these enhancements and experience the difference in your daily operations.
As always, we're eager to hear your feedback. Should you have any thoughts, questions, or need further clarification, please feel free to reach out. We understand the importance of clear communication and are always available to hop on a call whenever needed. Our commitment is to ensure that you have all the support you require to make the most of these new features.
Cheers to a more powerful and seamless lead management journey!🚀
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We're excited to share some fantastic updates to the R2D2 platform that are set to elevate your lead generation and enrichment experience even further! Let's dive into what's new:
🗳️ Intuitive Enrichment CSV Upload
Once you upload a file, you can seamlessly map your columns to align with R2D2 columns, streamlining the process like never before. And, just like with our lead generation feature, you can apply similar lead filters for company enrichment. This means you get to preview and choose only the leads that matter to you, making the process efficient and tailored to your needs.
🔎 Share Your Research Effortlessly
Collaboration just got easier! You can now share your lead generation and enrichment research with colleagues or clients simply by providing their email addresses. This feature ensures that your team or clients can access the research without the hassle of redoing it – saving time and enhancing teamwork.
📝 Enhanced Flexibility with Your Leads
We’re putting more control in your hands! The lead generation table now offers an editing feature, allowing you to make changes directly to the values in each column. This added flexibility ensures that your data always remains up-to-date and relevant to your specific needs.
👩💼 Salesforce Integration Made Simple
Big news for Salesforce users! Under the 'Profile' in 'Integrations', you'll find the much-awaited Salesforce Connect. Just authenticate and sign in to your Salesforce dashboard, and you're all set. Remember to map your fields carefully, especially those mandatory in Salesforce, to avoid any errors when pushing leads from R2D2 to Salesforce. To export your leads, simply go to your lists section, select the leads, and hit 'Export'. You’ll see logs for each action – successful pushes will provide a URL to view the lead in Salesforce, while failed attempts will give reasons, like duplicates or missing mandatory fields, helping you troubleshoot with ease.
Authentication and Sign in to Salesforce guide
Mapping R2D2 and Salesforce fields guide
Exporting R2D2 leads to your Salesforce dashboard guide
These enhancements are part of our ongoing commitment to make R2D2 the most user-friendly and efficient lead management tool on the market. We can't wait for you to try these new features and see the difference they make in your day-to-day operations.
As always, we value your feedback and suggestions. Please don't hesitate to reach out with your thoughts or any questions you might have.
Here's to more powerful and seamless lead management experiences!🚀
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We're thrilled to announce a significant enhancement to our lead generation platform, designed to make your sales process more efficient and targeted than ever before!
🔍 Introducing Advanced Filtering Capabilities:
Gone are the days of natural language querying and sifting through compromised leads. Our new system allows you to apply detailed filters to pinpoint your ideal prospects. Customize your search with filters like:
Job Title
Lead Location
Company Location
Company Size
Seniority
Revenue
Company Growth Rate
Company Name
and more!
Mix and match these filters based on your unique requirements.
🌟 Sneak Peek: Enhanced Dashboard
Get ready to experience a more intuitive and informative dashboard! Your first preview will include essential details such as:
LinkedIn Profile
Name
Job Title
Industry
Company Name
Company Website
This snapshot is designed to give you a comprehensive overview at a glance.
✨ Enrich Your Leads
Select leads that pique your interest and deepen your insights. Choose to enrich them with:
Emails only
Phone numbers only
Phone Numbers and Emails
This feature allows you to connect with your prospects through their preferred channels, making your outreach more effective.
🚀 Ready to Revolutionize Your Lead Generation?
These enhancements are not just features; they are your new tools to close deals faster and more effectively. We understand that the essence of sales is connection, and our platform is committed to making that connection stronger and more meaningful.
We're excited for you to experience these changes and see the impact on your sales process. Stay tuned for more updates and improvements, as we are constantly working to make our platform the best tool in your sales arsenal.
