4.6 Update: Campaigns, Surveys, and More
Lots of exciting stuff is coming in 2024. Take a look at some of the highlights.
As of April 3, 2024, Invo has released version 4.6 of our platform, complete with the “biggest version of changes to date.” These changes include updates to the user experience and interface, new functionalities, and feature functionality changes. Let’s highlight a few of the biggest updates.
Widget
Invo announced the exciting new widget at the 2023 Invo Summit. This sleek UI is more intuitive and customizable to your financial institution. Some of the updates include:
Voice Call
Customers can now access a voice call from the widget. Previously, customers could only launch a video call or chat.
Co-Browsing
If a customer if filling out a form or application and needs immediate help navigating their screen, they can launch a co-browsing session directly from the widget.
Landing Page
Customers can now launch video and voice calls directly from the widget, making the traditional landing page optional. The video banking landing pages will have a refreshed look in 2024, but financial institutions now have the option to remove the landing page altogether.
SMS Text Campaigns
We understand how important it is for customers to have open communication with their financial institutions. With our newest Invo Campaigns feature, financial institutions can continue providing that level of communication. This text enhancement allows financial institutions to schedule and send mass communications to customers.
Further, financial institutions can schedule multiple text messages over a set amount of time. Let’s say your financial institution is overhauling the new accounts process and wants to include an introductory texting campaign.
Campaigns are designed for ease of use, following three easy steps:
Create Campaign
Team members can create a campaign by clicking "New Campaign" and selecting a category such as marketing or onboarding, a sender number, and a timezone.
Write and schedule texts
From there, your team can write texts, add new messages, and schedule each text in our user-friendly campaign editor. Team members can save their campaigns as drafts if they aren't ready to send yet.
Enroll users and send
Once all the messages are written and scheduled, it's time to enroll contacts. From here, your team determines a start date for the first message and can enroll contacts via spreadsheet or one-by-one.
Surveys
Invo's surveying platform is now more dynamic than ever. Through the new distributions setting, your team can determine when a survey appears to an end user based on the channel and queue of the interaction. There is also now the option for a question to be a global question, allowing certain questions to be used in all surveys.
These changes allow financial institutions to gather better, more useful data. Global questions help financial institutions ensure they are getting the necessary responses for better Net Promotor Scores across all channels. Distributions give the ability to gather better data in response to specific interactions, such as measuring end-user satisfaction after talking with your financial institution's chatbot or following a video call.
Cross Channel Transfers
In the 4.6 update, all interactions can be escalated easily within the same interaction. If an end-user begins an interaction with your financial institution's chatbot and needs to jump onto a video call or a voice call, they can do so within the same interaction rather than beginning a new one. Further, with the updated Invo widget, it will all happen on the same screen, in the same panel. Whether the end-user jumps into a voice call or needs to co-browse a page with an agent to submit a form, they won't need to jump to a landing page or start a new interaction.
Learn about all the other updates by downloading our full release notes.
Along with the features discussed above, the new 4.6 update includes other enhancements, such as:
eSignature Updates
Seamless Agent Transfers
Improved Reports
And More
Download the full release notes or request your upgrade today! You can also email your account representative to request more information.