Plotline Features
Variation Testing (6)
A/B Testing
Test changes to a screen by administering the change to a portion of visitors and measuring conversion.
WYSIWYG Editor
Quickly create variant web pages with an easy-to-use WYSIWYG editor.
Conversion Goal
Able to set any user action as the conversion goal of the test.
Percentage of Traffic
Able to adjust both the percentage of total traffic being tested and the proportion of the tested traffic that sees A and that sees B.
Confidence Level
Able to view or adjust the necessary confidence level of your test.
Multivariant Testing
Test multiple changes at once by directing traffic to a random combination of all changes being analyzed.
Reporting (2)
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Reports and Dashboards
Access pre-built and custom reports and dashboards.
Personalization (3)
Standard Targeting
Deploy different versions of app screens based on user demographics, user activity, etc. with out-of-the-box configuration.
Custom Targeting
Show different versions based on any variable set up to be tracked on the app's back end.
Data Segmentation
Segment data by various user demographics to find deeper trends within specific user groups.
Administration (4)
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
QA Testing
Able to test that event and variable setup are reporting data accurately.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Analysis (10)
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Application Attribution
Attributes app installs to the marketing campaigns and media sources that drove it.
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Campaign Analysis
Measures impact and effectiveness of mobile marketing campaigns.
Uninstall Tracking
Measures user-level uninstall insights.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaigns (15)
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Proximity Marketing
Collects geo-location data on mobile users to customize relevant campaigns.
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Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Bulk SMS
Provides templates for mass mobile messaging campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Email Campaigns
Personalizes and optimizes email mobile marketing campaigns.
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Audience Segmentation
Identifies the most granular audience segments based on actions, inactions, and user properties.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Location-Based Marketing
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Mobile Alerts
Notifications via mobile devices
Engagement (2)
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Coupons and Promotions
Sends out coupons and promotions to reward and entice mobile device users.
Social Promotion
Market event via social media tools
Platform (5)
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Optimization
Optimizes marketing campaigns for mobile devices.
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Integrations - Mobile Marketing
Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
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Internationalization
Facilitates global text message and mobile marketing campaigns.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
User Response Methods (6)
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Survey
Text-based surveys or quizzes related to user experience.
Video Snippets
Individually recorded video clips based on situations or prompts.
Video Interview
One-on-one video conferences with users.
Photo Submission
Screenshots or in-context photos sent in from users.
Text/Notes
Text responses to situational prompts.
Commenting/Notes
Leave comments and notes on documents for others to view
Participant Selection (5)
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In-App
Intercepting users during application usage.
In-Store
Intercepting customers during in-person shopping experience.
On-Site
Intercepting visitors while on particular webpage.
Recruitment Pool
Vendor-provided database of respondents.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Insights (4)
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Analytics
Actionable data generated from user responses.
Collaboration
Collaborative tools for analyzing or repurposing responses.
Sorting
Tools for tagging, storing, and searching responses.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
User Analysis (4)
Survey Implementation
Allows you to deploy NPS surveys to users.
Data Analysis
Analyzes user survey responses and information in the application.
Real-Time Data
Receive data and information in real time
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
User Support (3)
User Segmentation
Organizes users into predefined groups and provides different responses based on group.
Multi-Language Support
Supports multiple languages.
Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (2)
Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Text Bubble Walkthroughs
Supports text bubble walkthroughs.
Segmentation (2)
A/B Testing
Provides native A/B testing for content and campaigns.
Customer Profiles
Allows users to build and analyze customer profiles.
Targeting (2)
Behavioral Targeting
Presents messaging depending on customer behavior.
Contextual Targeting
Presents messaging depending on customer context.
Triggered Content (3)
Geofencing
Content triggered by customer's given geolocation.
Triggered Emails
Emails triggered by customer activity or behavior.
Triggered Messages
Messages triggered by customer activity or behavior.
Personalized Content (3)
Recommendation Engine
Provides recommendations based on customer metrics.
Personalized Discounts
Calculates and presents customized discounts.
Website Personalization
Personalizes web experiences and presented content based on customer metrics.
Platform Basics (10)
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Exporting
Ability to export customer journey maps in a variety of formats to present and analyze.
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Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes.
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Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map.
Data Analytics
Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.
Predictive Analytics
Predict future data based on historical data sets
Behavioral Analytics
Track and analyse user behavior within a system or network
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (4)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Functions - Digital Adoption Platform (3)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Agentic AI - Personalization Engines (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Mobile Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Digital Adoption Platform (4)
Adaptive Learning
Improves performance based on feedback and experience
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Additional Functionality (175)
User Journeys
Track user's interaction with the prototype
Usability Testing
Process of evaluating a product or website by testing it with representative users.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
For Mobile
Compatible with mobile devices
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Visualization
Graphical representation of data
API
Application programming interface that allows for integration with other systems/databases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Unmoderated Testing
Screen Activity Recording
Capture what is happening on a computer screen
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Software Testing Management
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Prototype Creation
Create, manage and access prototypes to capture design concepts and test on users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Data Import/Export
Import and export data to and from software applications
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
User Research Analysis
Analyze and gain insights into user experience
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
For Websites
Software is used for working on online pages
Issue Tracking
Record and follow the progress of every issue
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Branding
Add customized logos and colors to align with company branding
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Multi-Language
Manage and support multiple languages
Real-Time Data
Receive data and information in real time
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Fields
Customize data fields to support various needs and use cases
Moderated Usability Testing
Conduct user tests while watching/moderating the session
Quantitative Metrics
Metrics that are measured statistically.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Categorization/Grouping
Organize and group data or items based on various criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Video recording/Transcriptions
Recorded video session of the tests
Customizable Categories
Annotations
Highlight content and/or make notations about parts of content
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Benchmarking
Compare key metrics for the business against prominent players in the industry
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Customizable Reports
Alter the layout and content of reports
Projections
Estimate or forecast of a future scenario based on the study of present trends
Survey/Poll Management
Create and administer polls and surveys
Assessment Management
Creation, administration, and evaluation of assessments or tests
Activity Tracking
Track and document all activities across devices, networks, and other systems
Video Support
Supports various video file formats
Demographic Data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Workflow Management
Create, design and manage workflows for repetitive tasks
Geotargeting
Geographic location of visitors determines behavior of the software
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Reminders
Reminders sent via email
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
In-App Training
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Gamification
Games or game-like elements to track progress and reward accomplishments
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Fields
Customize data fields to support various needs and use cases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Launch Management
Content Library
Centralized repository to store content and assets
API
Application programming interface that allows for integration with other systems/databases
User Onboarding
Guide new users to understand and become proficient in using a product or service
Customizable Branding
Add customized logos and colors to align with company branding
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Import/Export
Import and export data to and from software applications
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Self Service Tools
Survey/Poll Management
Create and administer polls and surveys
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Interactive Content
Allow the audience to interact or engage with the content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Creation
The ability to create unique content
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Map Creation
Create custom maps
Email Marketing
Create and send email blasts/campaigns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Linking
Collating information from different sources in order to create a more valuable and helpful data set.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Visualization
Graphical representation of data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Personalization
Adjust communications based on previous interactions or personal preferences
Customizable Reports
Alter the layout and content of reports
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Customer Profiles
Record customer information, purchase history, and other notes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Map Sharing
Share maps with internal and external stakeholders
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Branding
Add customized logos and colors to align with company branding
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Storyboarding
Dictate the order and pace of an eLearning course, including the logic for how different learners progress
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Autoresponders
Create and automatically send premade copy in response to customer messages
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Campaign Analytics
Track and interpret campaign performance metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Contact Management
Manage, organize, and store contact information
Text-to-Win
Messaging system designed for contests and sweepstakes
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Contextual Targeting
Real-Time Data
Receive data and information in real time
Mobile Access
Access software remotely via mobile devices
API
Application programming interface that allows for integration with other systems/databases
Coupons
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Real-Time Reporting
Active reporting of data and metrics
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
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