Release Date: 16th June 2021

Contents

Improvements Summary: .............................................................................................................. 4

New Features Summary: ................................................................................................................ 4

1. Updated Interface Design .......................................................................................................... 5

2. Updated Menu Navigation ......................................................................................................... 5

3. Updated Customise Widget Flow ............................................................................................... 7

1. Strategy Hub > Keyword Tool ..................................................................................................... 8

2. Content Hub > Create Content New Flow ................................................................................... 9

3. Content Hub > Updated Planner Tool ....................................................................................... 10

4. Design Hub > Brand Kit ............................................................................................................ 11

5. Design Hub > Canva Integration .................................................................................... 11

6. Email > Create Email New Flow ................................................................................................ 12

7. Blog > Create Blog New Flow ................................................................................................... 13

8. Data Studio > New Data Studio Reports ........................................................................ 14

9. Connect > Updated Connect Flow ................................................................................. 15

1. Contact Search > New Search Tool to Find New Prospects ............................................ 17

2. Website Intent > Updated Reveal Settings Flow ....................................................................... 18

3. Social Intent > Updated Campaign Settings Flow ...................................................................... 19

4. Company Look Up > Updated Import Flow ............................................................................... 20

5. G2 Intent > Updated Reveal Settings Flow................................................................................ 21

1. Journeys > Addition of Journey Planner View ........................................................................... 22

2. Journeys > Updated Journey Published View............................................................................ 24

3. Journeys > New Campaign & Email Action .................................................................... 25

4. Campaigns > Updated Campaign Create View ............................................................... 26

5. Campaigns > Updated Campaign Launch Pad ................................................................ 27

6. Settings > Updated Connect Flow ................................................................................. 28

1. Pipeline > Updated Pipeline Screen ............................................................................... 29

2. Set Up > Updated Set Up Process ............................................................................................. 30

1. Contacts / Companies > Customise Your Table Columns ............................................... 30

We are introducing our platform Version 5 – the biggest and best version yet. For this

release we have focused on ease of use, simplicity, and consistency throughout the

platform. With customer feedback being at the core of this release, we have improved the

overall customer experience whilst giving you the tools that will increase productivity of your

marketing and sales processes.

Improvements Summary:

- Platform Restyle,

- Updates feature allocation to and which section they belong to,

- Removal of inner splash pages,

- Updated and consistent menu structures in all platform areas,

- Bringing your core metric tools upfront to your dashboard,

- Simplified setup flows to your prospector areas

- Addition of planner tools across your marketing & campaign tools,

- Improved create and launch process for Campaigns & Journeys,

- Updated & more streamlined Pipeline,

- Improved Setup process,

- And much, much more

New Features Summary:

- Data Studio Reports,

- Canva Integration,

- Keyword Management Tool,

- Brand Kit,

- Campaign Creation integrated with the Journey builder,

- Contact Search.

1. Updated Interface Design

Having listened to our customer feedback, we have made some core updates to our

interface and the experience we offer our users whilst using the platform, as well as keeping

with our new Zymplify branding. These updates include the following:

- Only one access point to all features, with everything one click away,

- Consistency of icons, buttons, pop ups, colours , terminology etc,

- Removal of all splash pages,

- More intuitive to navigate through the platform,

- Menu consistency across all our features,

- Fixed top navigation to always be on screen as you scroll.

2. Updated Menu Navigation

Within this release we have also grouped our features into 5 Key Components, with an over-

arching integrated CRM and Measure hub. Our platform will now be split into the following

key areas:

- Marketing > “Anyone, anywhere, anytime, anyplace”

We now have a single area of all your marketing tools collated in one place.

(previously known as “Nurture”). This will now include: Strategy Hub, Content Hub,

Design Hub, Email, Social, Blog, Google Ads, Facebook Ads, LinkedIn Ads, Data

Studio, Connect.

- Prospector > “400m+ prospects + intent data at your fingertips”

We now have a single area of all your prospecting tools collated in one place.

(previously known as “Prospects”). This will now include:

o Contact Search > This is a new functionality (to be described later),

o Intent – Website > This was previously named Website Intent,

o Intent – Social Signals > This was previously named Intent Signals,

o Look Up – LinkedIn > This was previously named LinkedIn Reveal,

o Look Up – Company > This was previously named Domain Reveal

o Look Up – G2 > This was previously name G2 Intent

o Summary

- Demand > “One to many engagements at scale”

We now have a single area of all your Demand tools collated in one place.

(previously known as “Demand Generation”). This will now include:

o Journeys > This was previously name Automated Journeys,

o Campaigns > This will now contain Campaigns and web Magnets,

o Leads > This was previously a top nav menu, now grouped with Demand.

- Sales > “One to one relationship”

We now have a single area to manage all your Sales activity in one place. This will

now include:

o Pipeline > This will now include the Deal View and Website Visitor tracking,

o Activities > This functionality remains the same,

o Results > This functionality remains the same,

o Set Up > We have now enclosed all of your setup features within one area,

including, Email Connection, Activity Types, Outcomes, Documents,

Templates)

- CRM & Measure Hub

o These areas remain the same, with a few of the metric features, being

brought up from to the Dashboard Quick features.

- Dashboard Quick Features

o Last 24 Hours > This is a new overview that gives you a quick summary of

all of your stats within the last 24 hours across the whole platform

o Website Visitors > This is the same functionality as before,

o Planner > This provides a planner tool across your Marketing, Demand &

Content to work collaboratively across your team to plan all your marketing

and campaigns month on month,

o Calendar > This provides a calendar summary across your Marketing,

Demand, Content and Sales activity to see what is being completed across

the board,

o Funnel > This is the same functionality as before.

3. Updated Customise Widget Flow

We have simplified the process of customising your dashboard, as well as now offering our

users the ability to switch easily between the section widgets.

By hovering over the Dashboard > Home, you will now receive the split of widgets by

section. Selecting each section will only display the widgets you have active for that specific

section.

You will also have an option to “Customise Widgets”, this will take you to a screen to select

and choose which widgets you want to have activated. From here, you can either “Select All”

to select all available widgets, select the header of each section to only choose the widgets

for that are, or lastly, you can choose each widget singly to customise your view.

1. Strategy Hub > Keyword Tool

With Keywords helping companies determine what they are known for; we have developed a

tool to help collate all your keywords in one place.

Throughout the platform we allow you to add keywords to Personas, Content, Blogs,

Campaigns and Google Ads etc, with this tool, it will collate all your keywords together and

how many times they were used throughout your marketing efforts.

From here you will be able to use our “Get Keywords Ideas”, which is a Google Ads search

tool, providing you with suggested keywords based on your website URLs or product /

services, as well as the monthly search traffic competing for that keyword.

Alternatively, you can manually insert or import your keywords to help you get started.

Review and manage your keywords throughout your marketing activities and see which are

being used most. It can also help you identify the keywords that are maybe not being used

as much so you can then make the decision to either remove from your list or create a plan

to develop this keyword more.

With the ability to quick export all your keywords and their usage – you will have anything

you need to successfully manage all your keywords across all your marketing touchpoints.

When creating your Personas, Blogs and planning your Content – as soon as you start

typing your keyword, it will provide you with the list of keywords that have already added to

the platform for you to select from.

2. Content Hub > Create Content New Flow

As our Content Library is the central hub for all your content, we wanted to make the process

easier when uploading your content to the platform. We have separated the upload into a

two-step process:

- Content Details

This allows you to define the content title, description, and the document itself. We

also have our Canva integration here to help you create high quality images for your

content library preview, alternatively you can choose a file from your image library.

- 2. Assign

This allows you to assign your content to your personas, buyer journey stage,

clusters as well assigning it as a content type and folder.

3. Content Hub > Updated Planner Tool

To make even more easier to plan all your content from the platform, we have simplified the

process and added some more functionality to make your collaborating as a team even

easier.

Firstly – all your content will now be included within the same table rather than being

separated by cluster. You can now use our updated filters to sort specifically for cluster,

type, date, status and owner.

Secondly, we have added a commenting tool to allow your team to communicate together on

a piece of content. From here each team member can add their comments on the content

and make any adjustments if needed.

4. Design Hub > Brand Kit

We are now offering a Brand Kit to give brand consistency across all your marketing and

demand efforts.

- Save time by adding your brand logos, they can be used seamlessly across your

collaterals.

- Set your colours from the start to keep consistency across all your landing pages and

email, making it even easier to customise your collaterals.

- Add your fonts to the platform to allow further customisation on your landing pages.

5. Design Hub > Canva Integration

We have added a Canva integration throughout our platform which allows you to create

amazing designs, without leaving the platform. It’s fast and easy to use, and contains all your

brand styles, imagery and designs previously created on Canva.

This functionality is fully integrated throughout our platform, within Personas, Content, Blog,

Builders and more.

6. Email > Create Email New Flow

We have simplified our Marketing > Email flow to make it easier to create and launch your

emails. We have now turned the create into a 4-step process:

- 1. Design Email

This will allow you to design and customise your email, either through your own email

templates, or by using one of our default layouts.

- 2. Settings

This will allow you to customise the settings of the email, such as, Subject Line,

Sender Name, Sender Email Address, Reply to Address and Location.

- 3. Recipients

This will now allow you to select the specific recipients / lists you would like these to

send.

- 4. Send OR Schedule

This provides a summary level of your email before you schedule or send your email.

7. Blog > Create Blog New Flow

We have reviewed the blog create process and have added in some additional functionality

to get more out of this tool.

Firstly, we have added an “Attribute To” section – this will allow you to assign your specific

blogs to a Persona, Cluster and a Buyer Funnel stage.

This allows you to visualise in the published pages which blogs are being created for which

personas. We have also added the functionality that your published blogs will automatically

be added to your Content Library, so this allocation also will work within these areas too.

Secondly, we have added some template layouts to help you get started with your blog

writing. Selecting the “Select Blog Layout” button will produce a dropdown of 6 layouts for

you to select from. These are the top types of blogs we believe your business will be

creating, and it’s to help generate the structure of the blog and help you get started.

Thirdly, we have added a “Allocate Keywords” section. The purpose of this section is to

provide you with the list of keywords / talking points that you should be aiming to mention

throughout your blog and to help with SEO> These can be populated in a few different ways:

- By selecting a persona from the allocated section will automatically list all the

keywords that were assigned to the persona

- If you had used the Content Planner tool to initiate this blog, then all the keywords

that were added at the planning stage, will also be included here.

- Lastly, you can manually add your keywords by selecting the “Add Keywords” button.

8. Data Studio > New Data Studio Reports

We are introducing 9 custom built Data Studio reports. These reports are to help you

visualise all your marketing efforts and results, to review how each of the channels are

performing for you. Simply click on the View Template or View Report button to get started.

By using this free to use Data Studio tool – you have access to customisable reporting

templates, that you can update the text, add annotations, update the look and feel of the

report and more, whilst getting the important metrics that mean the most to your business.

9. Connect > Updated Connect Flow

We have simplified the connect process to help you get quick results fast.

Connect has now been split into two sections, Marketing > Connect, and Demand > Setup.

To help ensure a smooth connection process for both areas.

The marketing setup has been split into a 4-step process:

- Website > Contains settings to connect website visitor tracking & WordPress Plugin,

- Social > Contains your connections for Facebook, Twitter & LinkedIn,

- Ads > Contains your connections for Facebook Ads, Google Ads & LinkedIn Ads,

- Email > Contains settings to manage Whitelabel Emails & marketing email settings.

We have updated the way you manage your multiple websites. This will now all be controlled

via the “Manage” button on the Website Visitor Tracking tab.

Simply select this button to access your website tracking code, add more websites to your

dashboard, and edit and remove any previously added websites.

By selecting the View Tracking Code button, you will be presented with the instructions on

how to connect this to your website.

Alternatively, you can use the action buttons to update the Name and URL of your added

websites, or even to remove them from your dashboard.

Connecting your Social, Ads and Email Whitelabel will remain the same process.

1. Contact Search > New Search Tool to Find New Prospects

We are extremely excited to Introduce our new Contact Search. With the ability to identify

and connect with your ideal customers right when they need you most. Target more of your

ideal customers with access to 400M contacts and 10M companies. Our Contact Search

feature offers a range of Contact and Company search criteria for you to find the perfect

prospects for your business.

Select the “Get Started” button on the search tab to start customising your search:

Use the side bar search criteria fields to customise your perfect prospects. Filters such as

Job title, Department, Seniority, Location, Skills, Contact Name, Company Name and so

much more.

Once you have added your filters, select the search button, and you will receive all the

prospects that matched that criteria.

You will then be able to use the dropdown beside each to get some additional information

about the contact / company.

You can then use our “Reveal” button – this will bring back the contact details instantly. With

100% guarantee on all contacts bringing back the email address, it will automatically display

it on the contact card, and the button will change to “Revealed.”

// Note the revealed contacts will always display as Revealed in your searches so it will be

easy to see who you already have in your database from a previous reveal.

2. Website Intent > Updated Reveal Settings Flow

To get consistency and simplicity across each of our Prospector Tools – we have updated

the Reveal Settings to make it easier to get started and update your settings.

It will now follow a 3-step process to manage your reveal settings:

- Reveal Settings,

- Filters of who you want to be looked up,

- Review & Update - Which will provide a quick summary of all your settings.

3. Social Intent > Updated Campaign Settings Flow

We have updated the Campaign Settings process (previously known as your “Intent Signals”

campaign)

It will now also follow a 3-step process to manage your campaign settings:

- 1. Select Triggers > Includes Competitors, Keywords, Hiring a Role & more.

- 2. Filters > Allows you to add filters such as Role, Industry, Size and Location

- 3. Review & Publish > Which will provide a quick summary of all your settings

We have also added 2 new triggers into the campaign creation process:

- Growth Signals > Here you can select from company growth signals to find

prospects relating to companies in growth phases that interest you,

- Technologies > Find companies that have recently added a new technology.

4. Company Look Up > Updated Import Flow

We have updated the Company Look Up Import to make it easier to get started and look up

new companies:

It will now follow a 3-step process to import your companies:

- Role > Select the seniority and department you want to be found,

- Location > Select the location of the contacts you want to find.

- Number of Contacts > Select the number of contacts per company you would like to

find.

We have also added some validation and checks to guide you through the process to ensure

your CSV you are uploading is in the correct format and structure.

5. G2 Intent > Updated Reveal Settings Flow

In the same way as Website Intent, we have updated the Reveal Settings to make it easier

to get started and update your settings.

It will now follow a 3-step process to manage your reveal settings:

- Reveal Settings,

- Filters of who you want to be looked up,

- Review & Update - Which will provide a quick summary of all your settings.

1. Journeys > Addition of Journey Planner View

We have created a separate area to manage and review your journeys that are not

published yet. This is known as the “Planner” - Below shows a summary of the functionality

the planner tool contains as a reminder:

Feature | Table View

We have created a combined planner view to make it easier to review and manage your

journeys without having to navigate across different tabs. With this new structure – you get a

quick snapshot of all the journeys that are planned, what it looks like, who is the owner, what

status it has and if any comments have been made against it.

Feature | Comments Functionality

The comments feature is useful if there are multiple users contributing to your journeys. It

gives the opportunity for users to offer feedback and comments to help improve or offer

changes that need to be updated for your journeys.

The comments icon will show a count of how many comments have been left against a

journey. By selecting on the icon, it will allow you to review the comments or leave your own.

Feature | Quick Actions

From here you can quickly jump into the Journey Builder and make any necessary changes.

You will also be able to Duplicate the Journey, Archive or Delete.

Feature | Quick Actions

With some clients generating journeys / campaigns on the platform that requires additional

confirmation from other users not using the platform – we have created an export

functionality which will export all the journeys details needed to get your journey approved,

this can then be emailed directly to the relevant person for approval.

Feature | Notification Reminders

We have implemented a notification system – where notifications can be generated and sent

to the user if they have been assigned to a journey that is awaiting approval, requires edits,

or that the post is overdue. These allow you to keep the users involved in this process

informed when a task has been assigned to them, allowing you to operate a quick and easy

creation process.

The notification reminder is generated based on the change of a status. For example, if I

change my journey from “Draft” to “Approval Needed” – it will produce a pop up asking if you

would like to send a notification to be sent to the assigned owner.

This will send an email notification to the user advising that there is a journey awaiting their

approval. It will also attach a csv copy of the journey they have been assigned too.

// Note that the new campaign planner page also contains the same functionality.

2. Journeys > Updated Journey Published View

This section covers your “Published” view of journeys – this allows you to get a summary of

all your active journeys and how they are performing. We also offer two different views,

depending on which works best for you – List View vs Tab view.

From here you can switch on the filter options – it will default to the last 30 days and those

that are currently active – but this can be changed at any time to view older and stopped

journeys.

The functionality will remain the same, so from here you can edit your journey, view more

detailed results, delete / archive or duplicate your journey.

// Note that the new campaign published page also contains the same functionality.

3. Journeys > New Campaign & Email Action

We are excited two announce updates to some of our Journey Actions:

- Campaign & Email

- Email Only

These features are being introduced to help streamline the process of integrating your

campaigns into journeys. No more jumping in and out - of jumping to setup and manage the

campaigns and then back to your journey again – you now have a full create campaign

builder within the Journey canvas.

By dragging this new element onto the builder – you will now be presented with a “Create

Campaign” option that allows you to build the campaign directly within the journey, using our

new create campaign process.

One of the main purposes of this update is to help you launch your campaigns via multiple

channels, with the journey just being one output.

The second update is to our “Email Only” action. This now gives you the ability to create a

new email newsletter campaign directly from the journey as well. We have also updated the

“Select Template” screen – now giving you the ability to actually view your template before

selecting it.

4. Campaigns > Updated Campaign Create View

With Landing Pages, Web Forms, Web Pop Up & Zym Links all merged into “Campaign” we

have now simplified the create process – less steps and less confusing options!

You will now choose from the options shown below and depending on which one is selected

you may also get a sub-set of types.

Once you have selected your type you will then be directed to a 3-step process to start

customising your campaign:

- 1. Design > Design all your collaterals using our updated templates or use one of

your pre-built templates,

- 2. Add Your Features > Control what happens when someone engages as well as

your landing page settings.

- 3. Publish > A streamlined version now to launch your campaigns across all your

channels

// Similar process followed for Web Forms / Pop Ups & Zym Link campaigns.

5. Campaigns > Updated Campaign Launch Pad

Having received some great feedback over the years on our campaign launch area, we

wanted to simplify this process as best we can.

You now have one combined view of all your channels in one place. Simply switch on the

ones you want to use, and select the edit button to customise the channels for that channel.

On the right hand panel you can create new sub-channels, get the URL for previously

created channels, edit and remove channels.

Also note that the channels you see on this screen is now connected to the channels

activated in the Demand > Set Up > Channel’s area. Now you only see the channels you

want to be using!

6. Settings > Updated Connect Flow

As mentioned earlier the Connect has now been split into two sections, Marketing >

Connect, and Demand > Setup. To help ensure a smooth connection process for both areas.

The demand setup has been split into a 3-step process:

- Landing Pages >> Contains settings such as Vanity URL, SSL, Favicon, Pixels,

- Lead Scoring >> Contains scoring mechanism to setup goals,

- Channels >> Contains the ability to customise your channels to use throughout your

campaigns.

// Note the functionality of these areas remain the same as before, it’s just presented in a

different way.

1. Pipeline > Updated Pipeline Screen

Over the last few months’, we have been reviewing our Sales Pipeline, and one of the key

updates in this launch has been to quicken the loading times of this area.

We have now created a fixed height layout of all pipeline stages, so you now scroll within

each area, making it easier to review all your pipeline leads and deals to streamline the

process.

The management of your pipeline and stages and are now all controlled from this

single page.

- Create, Edit & Delete Pipelines

- Switch between your pipelines

- Re-order Stages > Simply drag your columns to be in the order you want,

- Edit Stages > Simply select the ellipse icon on the stage to customise the name,

owners or to even delete this stage name,

- Compress > A new feature we have introduced is a “Compressing” functionality

which reduces the widths of the columns that you may not be interested in – this is

done on a user-by-user basis.

- Filter by Channel, Campaign, Owner, Probability of Closing, Forecast, Score and

Activity set

2. Set Up > Updated Set Up Process

To improve the setup process of your Sales area – we have consolidated this into one area.

Now you can connect emails, manage your activity types, set up your pipeline outcomes,

and add your templates and documents.

1. Contacts / Companies > Customise Your Table Columns

We have added the ability to customise your Contact & Company tables, by offering a few

more properties that you can display on these tables.

Simply select one of the properties for the inactive list and move them to your active column.

You then can have the ability to drag and drop these into the order you wish for them to be

viewed.