Calendly integration is live

Excited to let you know that we launched yet another powerful native integration for Encharge — the marketing automation platform for startups.

Today we're launching our integration with Calendly — the most popular online appointment scheduling software.

Now you can sync your Calendly meetings with Encharge and automate the user journey when a person books or cancels a meeting.

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Here are some of the things you can do with Encharge + Calendly:

  • Send an email when a person books or cancels a specific Calendly meeting.
  • Add your Calendly contacts as deals in HubSpot or Salesforce.
  • Segment users based on Calendly properties — what meetings they've booked, when, and so on.
  • Remove people that have booked a Calendly meeting from any "Book a demo" email sequences.

And a whole lot more!

Give Calendly + Encharge a go by logging into your Encharge account.

Introducing native integrations with Chargebee, Recurly, Chargify, and Paddle

Automating the user journey based on your subscription billing data is a vital part of running a successful SaaS company. Today, we're excited to share the next step in the evolution of Encharge by becoming the first marketing automation platform that integrates natively with Chargebee, Chargify, Recurly, and Paddle.

That's right, not one but 4 first-class, one-click integrations with the leading payment providers for SaaS companies.

For the past 2 years, our goal has been to build the best marketing automation platform for SaaS products.

In that time, we've learned just how difficult is to automate basic things like sending a trial expiration email or bringing in payment data into your customer messaging platform.

For instance, until today, in order to send a trial expiration email, you had to do one of these things:

A) Send an email X days after a user signs up. This works fine if the trial-end date never changes, but that's rarely the case.

With that method, when you extend someone's trial period, they would receive the trial expiration email at the wrong time. That's because the automation doesn't take into consideration the dynamic change of the trial-end date.

B) Alternatively, you could turn to hacky workarounds like Send email -7 days after a trial end date.

Not only that but bringing in subscription data in your marketing automation tool is a pain, that usually involves paying for additional connectors like Zapier.

Not any more! Thanks to our native integrations with Chargebee, Chargify, Recurly, and Paddle now you can:

  • Automatically sync billing data from your payment provider to Encharge.
  • Trigger a flow when a trial starts in your payment provider.
  • Trigger a flow when, before, or after a trial ends in your payment provider.
  • Trigger a flow when a subscription is activated.
  • Trigger a flow when a subscription is canceled.

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Trail Ends native shape

We also have built a native "Trial Ends" step in Encharge that works with trial data directly from your product — in case you don't use your payment provider for trials.

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To take advantage of the new integrations you simply have to connect your payment provider from your Apps panel.

Here are some of the major benefits of using Encharge with Chargebee, Recurly, Chargify, or Paddle.

Sync data from your payment provider to Encharge

With your payment provider connected to Encharge all of your subscription data like Trial start and end dates, plan ID, MRR, and cancellation reason will automatically sync to Encharge user profiles. You don't have to do anything extra to activate this feature apart from mapping the payment provider fields to Encharge fields:

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With your profiles enriched with live subscription data you can create powerful segments and marketing automation flows.

Send dynamic trial expiration emails

Now sending a trial expiration email is as easy as 1, 2, 3. With the "Trial Ends" trigger step you can send an email to your trial users When / Before or After their trial ends. The best part is that the step uses relative dates that change dynamically. This means that your trial expiration emails will always be sent at the right time — even when the user's trial-end date changes.


Welcome new users when they start a trial

The first few days of your trial period are critical. That's why we Enable you to automatically trigger a flow when a user starts a trial.

Win back lost customers

With the "Subscription Canceled" trigger you can identify and automatically re-engage churned customers at the right time. You can also use the cancelation reason they gave to provide a more enticing win-back offer.

Engage new customers

With the "Activated Subscription" step you can celebrate the upgrade with them and share your best tips on how to take advantage of your premium features.

Of course, all of these flow steps work seamlessly with the rest of our marketing automation suite. The possibilities for automation are endless:

  • Add new trial users to a Facebook audience.
  • Assign CRM tasks for your sales reps to follow-up with churned customers.
  • Notify your team about newly made upgrades.

What are you going to automate?

We redesigned Encharge!

What started as small improvements ended up being our major design update since we launched Encharge. We're happy to share that we have completely overhauled the UI of the platform. 150+ files were changed to improve the usability, user experience, and visual aesthetics of Encharge.

Feel free to log in to your account and take the new Encharge for a spin. Don't worry, everything is the same old Encharge, just more beautiful and easier to use.

In the following sections, we're going to unpack the many changes and improvements we did throughout the platform, so keep on reading if you're a design-driven person or just curious to see what has changed in your Encharge account.

A brand new design system

In the last year, we have rolled out dozens of new features and integrations. Pushing out new things quickly has inadvertently made us cut corners when it comes to the design and UX aspect of the platform. The end result was various inconsistencies that made the app look unprofessional or even hard to use at times.

To tackle this challenge we came up with a new design system for colors, icons, empty states, and more. Everything was outlined in Sketch and later implemented as reusable items in Bootstrap. This helped us unify the whole experience and make the app more cohesive.

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Improved Flow Builder

If you head out to the flow builder and start adding steps, you'll notice that everything is bigger and looks more consistent. We've increased the size of the draggable steps and their font while minimizing unnecessary white space. You can also see the new color system in practice.


We also changed the icons of some of the steps like A/B tests, Lead Scoring, and Facebook.

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We have also improved the UI of step link options:

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Improved Segment Creation

We made all fields in the segment creation process bigger and added icon colors to match the respective colors of the steps in the flow builder — green for events, purple for segments, and so on.

Improved Folders UI

We optimized the space of folders and made the dragging experience smoother.

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Unified Add Button

We unified the look of the Add button across Emails, Flows, People, Custom fields, and other sections.

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New Empty States

We added beautiful, actionable empty states for each section of the platform.

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Dozens of bugs fixed We went through the whole platform and fixed dozens of bugs and visual gremlins so you have the smoothest experience across the board.

We hope you like these improvements :)

Custom Fields Management

In our mission to help you stay more organized and sane while building and managing marketing automation campaigns for your SaaS, we launched Custom Fields management.

With Custom Fields you can create, edit, duplicate, and remove all of the Person fields in your account.

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And the best part is that Custom FIelds shares the same unified structure like Emails, Flows, and Segment, so you can organize your fields the way you like them to be organized. To make your life easier, every time you connect a new app to your Encharge account and map its fields, Encharge will automatically create and group all fields under a folder with the name of the app.


Each person's field has a set of attributes that define it:

  • Name — The name of the field
  • Description (optional) — To help you identify the field more easily. Shows when you hover over a field name in the People's table.
  • Type — Text, number, True/false or date.
  • API Name — You can use this name to address a field when making calls to the Encharge API. This can't be changed after the field is created. If you need to change an existing field's name, please contact support.
  • Can edit — Please note that Default fields — the fields that come with your Encharge account — are not editable.

Folders for your Emails, Flows, and Segments

Tame chaotic marketing automation with folders for your Emails, Flows, and Segments.

Our most wanted feature — "Folders for emails" — is now live, and the best part is that folders also work with your Flows and Segments.

If you've been using Encharge for a while, you probably feel overwhelmed by the number of emails, flows, and segments you have in your account. With folders, you can now keep the building blocks of your marketing automation campaigns organized.

To create a new folder, head out to the People, Flows, or Emails section, and click on the plus button:

Apart from a name you can also give your folder an identifiable color to identify them easier:

Want to change the order of your folders? Simply drag and drop the folders in the sidebar.

And to make things easier for you, we also show a filter of all of the emails that are currently in use in your flows, as well as all of your active flows.

You can now keep your email, flows, and segments grouped by:

  • The lifecycle of your audience — e.g., Leads, Users, Customers.
  • Your marketing funnel — Awareness, Acquisition, Onboarding, Retention.
  • Or in any other way that makes sense for you. Folders are flexible and work for you, so go make them yours.

With folders, all of the components of your marketing automation campaigns are neatly organized and easily accessible by your whole team. Head out to your account and start organizing your marketing automation today.

Folders for Segments

If you've been using Encharge for a while, you might have too many segments to easily know which one is where. I'm happy to announce that we have added the ability to organize your segments in folders as shown below: segments-reorder

Fixed: Exporting segments

Two fixes were shipped in this week's release

Fix: After exporting a segment, subsequent exports will contain corrupted data.

Fix: groupId parameter was ignored on track/identify calls.

Create Facebook Custom Audience

New Feature: Before, you had to create Custom Audiences in your Facebook Ads account to use them in Encharge. And now, you can create a custom audience right inside Encharge:

We are also shipping a number of fixes related to segment's conditions:

Fix: Segments: “Days ago” not showing in date condition

Fix: Segments: “Clicked on specific link in email” condition not working

Fix: Segments: Is true/false conditions sometimes not working

Fix: Segments: “Any email” condition sometimes not working

Fix: Segments: Clicked on any link in email condition sometimes not working

More services supported in “Submitted Form” step

We now support even more services in the “Submitted Form" step in the flow builder:

Just head out to the "Submitted Form" step settings, click on the dropdown and you will see the new additions.

“Receive Webhook”/”Form Submitted” steps incorrectly appear unconfigured

Before this update, the "Receive Webhook" and "Form Submitted" steps in the flow builder appeared incorrectly as unconfigured if you forget to save them. This has been fixed now.