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Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014

by Shahzad Ashraf
separator 690px Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
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Monthly Newsletter
October, 2014
bcrm contact capture forms Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
Banckle.CRM extensions and plugins for Joomla and WordPress allow you to place contact capture forms on your website and push contacts directly into Banckle.CRM. Create business leads, follow up with them, close deals and effectively manage your sales pipeline.
find out more Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
Product News
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New: Live Chat Coverage Report
View when your Banckle.Chat live website widget is online or offline plus operator presence in a graphical form.
New: Missed Chat Requests List in Banckle.Chat
List of all chat requests missed by signed-in operators during last seven days available under Monitoring tab; including ability to quick reply to the missed visitor via email from the chat console.
New: Banckle.Chat SDK for PHP
Work with departments, widgets, visitors, configuration, canned messages and many more features in your PHP code using Banckle.Chat SDK for PHP.
New: Forward Emails Option
Now you can forward emails to your business contacts from Banckle.CRM along with sending new emails and replying to received messages.
New: Email Permalinks
Share permanent URLs of email conversations in Banckle.CRM with your colleagues; allowing them to quickly and directly open the conversations you're talking about.
New: Custom Fields in Tickets
Add custom fields for issue tickets in Banckle.Helpdesk for better organizing customer reported concerns.
New: Banckle.Meeting File Upload API
Upload files during an ongoing meeting or before starting your meeting using this API by invoking it in your code.
Update: Banckle.Helpdesk for WordPress
Capture helpdesk tickets in Banckle.Helpdesk directly from your WordPress website using this plugin and assist your customers with their issues.
Update: Banckle.CRM for WordPress
Use this plugin to place a contact capture form on your website that pushes contacts to Banckle.CRM. Organise leads, get in touch with them to work on closing business deals and boosting your sales pipeline.
Coming Soon
  • Banckle.Campaign for Joomla: Send personalized marketing campaigns or design attractive monthly newsletters in Joomla platform using an amazing feature set of Banckle.Campaign, one of the best cloud hosted email marketing applications.
  • Banckle.Campaign for WordPress: Create new campaigns and custom templates, send targeted marketing campaigns or manage user lists and subscribers in WordPress with Banckle.Campaign.
Community Buzz
From The Library
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fromLibrary Icon Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
How To Add Employees for a Company in Banckle.CRM
Add employees for an existing company in Banckle.CRM to better manage linked accounts. Read More
How To Send Device Based Chat Invitations in Banckle.Chat
Invite your website visitors proactively or automatically based on the device in use. Read More
Feedback
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Questions or Comments?
Do you have any questions or comments about our services? Or any improvement suggestions, please let us know
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Cloud Apps
cloud apis Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
Cloud APIs
sdks Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
Cloud SDKs
Product Releases And Updates
separator 630px Spotlight on Banckle.CRM Contact Capture Forms and other news, October 2014
Banckle.ChatNew: Live widget coverage report, Update: Transcripts panel column sorting, New: Department information panel on dashboard, browser notifications feature enhancements, general fixes and stability improvements. Banckle.MeetingNew: File upload API, general fixes and stability improvements.
Banckle.CRMNew: Emails trail shown in email replies, New: Forward email feature, click-able tasks on dashboard, deals and tasks process enhancements, Banckle.Chat to Banckle.CRM push transcripts feature enhancements, general fixes and stability improvements. Banckle.HelpdeskNew: Add custom fields in tickets, Update: Click-able mailbox tabs in dashboard, general fixes and stability improvements.
Banckle.CampaignNew: Auto-responder feature, reporting features enhancements, improved list management, general fixes and stability improvements. Banckle.Email – General fixes and stability improvements.
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Banckle.Meeting Classical Interface Discontinued

by Shahzad Ashraf

Banckle.Meeting Classical Interface will be discontinued from 6th October 2014. We have been working on improving the HTML5 UI for the past few months to make it feature rich and more use-friendly. With a number of enhancements already added and many more to be introduced in future versions, Banckle.Meeting HTML5 version has permanently taken over from the Classical UI.

Please move all existing meetings to the HTML5 interface or they will be automatically removed from your Upcoming Meetings list after 6th October 2014.

The Banckle.Meeting HTML5 interface is loaded with your favorite app features. And with the addition of WebRTC mode, you can now conduct plugin-free, high quality audio, video, screen sharing and presentation sessions with no dependency on Flash.

Please talk to us for assistance on any relevant concerns or post your queries on Banckle Community Forums, we will be happy to help!

Banckle.Email and Banckle.CRM Scheduled Downtime – September 27, 2014

by Shahzad Ashraf

Dear Banckle Customers,

Banckle.Email and Banckle.CRM servers are undergoing scheduled maintenance on Saturday, 27th September from 7:00 AM to 8:00 AM CDT (GMT-5).

During this time, Banckle.Email and Banckle.CRM apps and APIs will not be available. Please check back for updates. We apologize for any inconvenience caused.

Regards,

The Banckle team

Announcing the Release of Banckle.Chat SDK for PHP

by Masood Anwer

Banckle.Chat

Banckle.Chat for Cloud delivers the best and most affordable way for customer support and monitoring website visitors in real-time without installing anything on your computer. Just signup and start. Banckle.Chat for Cloud API helps you to extend Banckle.Chat for Cloud and integrate it with your own applications.

We are excited to announce the release of Banckle.Chat SDK for PHP. We have made it easier for developers to work with Banckle.Chat Cloud API's in PHP applications. You can work with departments, widgets, visitors, configuration, canned messages and many more features using our SDK.

Download

You can download Banckle.Chat SDK for PHP from github by following below link.

Usage Examples

Please read below examples in order to understand how you can work with SDK in your PHP applications.

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you need assistance for Banckle Chat application. Feel free to provide your valued feedback on Banckle Community Forum.

Send Device Based Proactive & Automatic Chat Invitations with Banckle.Chat

by Shahzad Ashraf

Live chat customer assistance tools are a reliable and ever increasing mode of customer support. Customers don't need to wait for an email response, they can get all their questions answered on the spot, in real-time. However, a good live chat tool needs an arsenal of productive and easy to use features.

Translation, visitor monitoring, reporting, ability to invite website visitors and demographic details of the visitors are a few of the most important features for an online customer assistance application. Banckle.Chat is one of the most enterprise friendly online customer service apps which includes all of these features and much more.

You can proactively or automatically send live chat invitations to your website visitors using Banckle.Chat. Operators signed into Banckle.Chat can now view which device the visitor is using and invite them based on their business requirements. For instance, a company may have a business policy for sending custom chat invitations (proactive or automatic) to visitors browsing their website on a desktop PC only. No users on a mobile device must be invited or vice versa.

So, for proactive chat invitations, operators can view the device type under Banckle.Chat's Monitoring tab and decide which visitors they should invite. Similarly, automatic chat invitations can be configured to trigger only if website visitor is using the device you specified.

How to Configure Device Based Live Chat Invitations

Automatic Chat Invitations

 - Sign into Banckle.Chat.
 - Click on Settings option from the left navigation panel.
 - Click on Widgets option and then select the widget linked with your website.

Banckle.Chat SelectWidgetsOption 300x147 Send Device Based Proactive & Automatic Chat Invitations with Banckle.Chat

Access Banckle.Chat Widgets

 - In widget settings panel, click on Preferences tab.
 - Click on Visitor Invitation tab to expand it.
 - Enable Automatically invite visitor after option.
 - From the available drop-down, select the time duration after which you wish automatic invitations to be triggered.
 - Select device types for which automatic invitations must be triggered in Send automatic invitation to these devices panel.
 - Click on Save button to apply the changes and start send device based automatic invitations to your website visitors

Banckle.Chat AutomaticDeviceBasedInvites 300x148 Send Device Based Proactive & Automatic Chat Invitations with Banckle.Chat

Configure Device Based Automatic Chat Invites

Proactive Chat Invitations

 - After signing into Banckle.Chat, please click on Monitoring tab from left navigation panel
 - Under Online Visitor List, observe the device type a website visitor is using in Device column and send a Proactive Invitation based on your business policy.

Banckle.Chat ProactiveDeviceBasedInvitation 248x300 Send Device Based Proactive & Automatic Chat Invitations with Banckle.Chat

Device Based Proactive Chat Invitations

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you have any questions about Banckle.Chat or assist yourself with the online chat documentation for detailed information. Please feel free to provide your valued feedback on Banckle Community Forum. Thanks for reading!

Generate Reports, Tags & Send Canned Responses via Banckle.Helpdesk

by Shahzad Ashraf

Banckle.Helpdesk is a complete cloud hosted, customer support and web-based ticketing management system. You can work on customer issues, integrate multiple mailboxes, generate detailed activity reports, automate ticket creation, manage contacts, capture tickets from your website and do much more with Banckle.Helpdesk.

We have recently added a number of new features in Banckle.Helpdesk as well as enhancing the existing feature set, making it an even better customer helpdesk tool hosted in the cloud. Some of these features are:

Canned Responses

Canned responses let you share instant, pre-defined frequently used messages with the customers. This feature helps improve productivity by speeding up your customer request-response cycle. You can add new canned messages in Banckle.Helpdesk and update or delete existing ones.

Banckle.Helpdesk CannedResponses 300x108 Generate Reports, Tags & Send Canned Responses via Banckle.Helpdesk

Canned Responses


Create Customized Departments

Define departments in Banckle.Helpdesk to better manage different types of inquiries from your customers. For example, create a department for Sales related concerns only, and assign operators with relevant skill set to answer those customer queries. Technical queries can be assigned into a different department made specifically for handling technical concerns. With this feature, you can efficiently organize tickets and manage the resources of your team.

Banckle.Helpdesk Departments 300x89 Generate Reports, Tags & Send Canned Responses via Banckle.Helpdesk

Create Custom Departments


Analyze HelpDesk Reports

Banckle.Helpdesk provides a set of summary reports allowing you to generate detailed statistics over a period of time and analyzing different performance aspects of your team. This includes general mailbox, customer and operator summary reports along with date range specific reports giving you an idea of the number of customer issues received as well as how they were worked on.

Banckle.Helpdesk SummaryReports 300x171 Generate Reports, Tags & Send Canned Responses via Banckle.Helpdesk

Analyze Summary Reports


Easily Define Case-Specific Tags

Tags play an important role in any email-based customer communication. You can use tags in Banckle.Helpdesk to manage your customer issue tickets easily. Create tags to categorize tickets by issue type, product name or version, tags give you more control towards a better managed customer helpdesk solution.

Banckle.Helpdesk CustomTags 300x64 Generate Reports, Tags & Send Canned Responses via Banckle.Helpdesk

Add Custom Tags

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you have any questions about Banckle.Helpdesk or assist yourself with the online helpdesk documentation for detailed information. Please feel free to provide your valued feedback on Banckle Community Forum. Thanks for reading!

Banckle.Email and Banckle.Campaign Scheduled Downtime – September 20, 2014

by Shahzad Ashraf

Dear Banckle Customers,

Banckle.Email and Banckle.Campaign servers are undergoing scheduled maintenance on Saturday, 20th September from 1:00 AM to 2:00 AM CDT (GMT-5).

During this time, Banckle.Email and Banckle.Campaign apps and APIs will not be available. Please check back for updates. We apologize for any inconvenience caused.

Regards,

The Banckle team

Banckle.CRM Scheduled Downtime – September 19, 2014

by Shahzad Ashraf

Dear Banckle Customers,

Banckle.CRM servers are undergoing scheduled maintenance on Friday, 19th September from 11:00 PM to 1:00 AM CDT (GMT-5).

During this time, Banckle.CRM app and APIs will not be available. Please check back for updates. We apologize for any inconvenience caused.

Regards,

The Banckle team

Banckle Supports WebRTC for Audio, Video Chat & Data Sharing

by Shahzad Ashraf

WebRTC (Web Real-Time Communication) is a World Wide Web Consortium (W3C) API definition that supports voice and video chat as well as P2P file sharing. WebRTC is designed to effectively give users the ability to hold audio or video conversations with each other without requiring a plugin or any additional software to be installed.

Banckle strives to give our valued users the best usage experience by leveraging all latest technologies currently available. Keeping true to this, we are pleased to announce WebRTC support in Banckle.Meeting. Conduct audio conferencing, HD video streaming, file and data sharing, webinars, screen sharing or presentations in a true HTML5 based environment. With the addition of WebRTC support, Banckle.Meeting enables plugin-free real-time-communication through web browsers fully loaded with great audio and video conferencing features.

WebRTC is currently supported on latest releases of Google Chrome, FireFox and Opera web browsers. There is no dependency on the Flash Player for WebRTC-enabled browsers.

How To Enable WebRTC Mode in Banckle.Meeting

Instant Meetings

 - Sign into Banckle.Meeting
 - Click on Meet Now option from app Dashboard to start an instant meeting
 - Select WebRTC option in meeting information dialog and click Save to enable plugin-free, HTML5 based audio/video conferencing experience with Banckle.Meeting

MeetNow WebRTCOption 300x220 Banckle Supports WebRTC for Audio, Video Chat & Data Sharing

WebRTC Option in Instant Meetings

Scheduled Meetings

 - After signing into Banckle.Meeting, click on Schedule Meeting option from app Dashboard
 - Select WebRTC option on Step 1: Subject and Agenda in Schedule a Meeting Wizard to enable plugin-free, HTML5 based audio/video conferencing experience with Banckle.Meeting

ScheduleMeeting WebRTCOption 300x216 Banckle Supports WebRTC for Audio, Video Chat & Data Sharing

WebRTC Option in Scheduled Meetings

Sign Up for a FREE Banckle account if you are yet to subscribe. Please talk to us if you have any questions about Banckle.Meeting or assist yourself with the online meeting documentation for detailed information. Please feel free to provide your valued feedback on Banckle Community Forum. Thanks for reading!

Banckle Collaborator Newsletter – September 2014

by Shahzad Ashraf



separator 690px Banckle Collaborator Newsletter   September 2014
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Monthly Newsletter
September, 2014
  Our industry standard security procedures help keep information secure while using any Banckle product. We implement a variety of safety and privacy measures giving you bank-grade, enterprise level security.  
  Account administrators can define specific permission sets and roles for users in Banckle.Accounts. Based on your business policies, you can grant or revoke product permissions to users added under your company account.  
  cloud hosted banckle products Banckle Collaborator Newsletter   September 2014  
  Similarly, Banckle.Helpdesk supports granting or restricting access to viewing, creating, answering and modifying customer tickets for operators available under your Banckle.Helpdesk account.  
  Data Obfuscation and Encryption in Banckle.Chat provides a highly secure live customer assistance and visitor monitoring experience. You can mask alpha and numeric information during a live chat with Data Obfuscation while Data Encryption lets you encrypt sensitive data before transcripts are hosted on our data servers. This means only specified operators can view that sensitive data and includes an audit trail of encryption history.  
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News
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Detailed Reports, Canned Responses and Departments in Banckle.Helpdesk
 
Banckle.Helpdesk is a complete cloud hosted, personalized customer support and web-based ticketing management system. You can work on customer issues, integrate multiple mailboxes, generate detailed activity reports, automate ticket creation, manage contacts, perform web-page integration and do much more with Banckle.Helpdesk.
 
We have recently added a number of new features as well as existing feature enhancements to Banckle.Helpdesk, making it an even better customer helpdesk tool hosted in the cloud. Some of these features are:
 
Canned Responses
 
Canned responses let you share instant, pre-defined messages with the customers. This feature helps improve productivity by speeding up your customer request-response cycle.
 
Departments
 
Define departments in Banckle.Helpdesk to better manage different types of inquiries from your customers. For example, create a department for Sales related concerns only, and assign operators with relevant skill set to answer those customer queries. Technical queries can be assigned into a different department made specifically for handling technical concerns. With this feature, you can efficiently organize tickets and manage the resources of your team.
 
Reports
 
Banckle.Helpdesk provides a set of summary reports allowing you to generate detailed statistics over a period of time and analyzing different performance aspects of your team. This includes general mailbox, customer and operator summary reports along with date range specific reports giving you an idea of the number of customer issues received as well as how they were worked on.
 
Tags
 
Tags play an important role in any email-based customer communication. You can use tags in Banckle.Helpdesk to manage your customer issue tickets easily. Whether it's about raising issue priority, or highlighting issue status, tags give you more control towards a better managed customer helpdesk solution.
Product News
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Update: Alert for Non-WebRTC Browsers
Users will get an alert while using a browser with no WebRTC support at present. Latest versions of Google Chrome, Firefox and Opera browsers are supported currently.
Update: Sound Notification for Live Chat Transfer Request
For any live session transfers from one operator to another signed in operator, a sound notification can be configured so that no transfer requests are missed.
Coming Soon
  • - Banckle.Campaign for Joomla: Send personalized marketing campaigns or design attractive monthly newsletters using Banckle.Campaign for Joomla. You now have access to an amazing feature set of one of the best cloud hosted email marketing applications on the Joomla platform.
  • - Banckle.Campaign for WordPress: Using Banckle.Campaign for WordPress, you can manage your campaigns, create custom templates, send targeted marketing campaigns, manage user lists and subscribers or perform widget integration. Banckle.Campaign is the solution to all your cloud email marketing needs.
Community Buzz
From The Library
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How To Reuse Your Newsletter Campaigns Using Banckle.Campaign
Using Banckle.Campaign, you can not only create many informative as well as commercial newsletters to keep in touch with your customers, but you can also reuse existing templates as needed. Read More
Easy to Use Webinar Mode with Banckle.Meeting Application
Banckle.Meeting webinar mode will make the communication between you and your participants effective, efficient and easier than ever. Read More
Feedback
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Questions or Comments?
Do you have any questions or comments about our services? Or any improvement suggestions, please let us know
cloud apps Banckle Collaborator Newsletter   September 2014
Cloud Apps
cloud apis Banckle Collaborator Newsletter   September 2014
Cloud APIs
sdks Banckle Collaborator Newsletter   September 2014
Cloud SDKs
Product Releases And Updates
separator 630px Banckle Collaborator Newsletter   September 2014
Banckle.ChatNew: Sound notification for live session transfer request, Update: Name of selected department visible in live chat window, Update: Disable canned message auto-search, general fixes and stability improvements. Banckle.MeetingUpdate: Improved Instant Meeting and Schedule Meeting wizards, Update: User alert for non-WebRTC browsers, New: Reconnect icon in video pod, Help overlay improvements for first time users, general fixes and stability improvements.
Banckle.CRM – Email attachment process enhancements, email editor improvements, general fixes and stability improvements. Banckle.HelpdeskNew: Delete old attachments, New: Last log-in and log-out dates record, New: Disable inactive email accounts, Update: Specify department in hosted ticket capture form, general fixes and stability improvements.
Banckle.Campaign – Improved subscribers list import feature, general fixes and stability improvements. Banckle.Email – General fixes and stability improvements.
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