- Great customer support. Our account manager was very hands on- I even went to their offices for a training day.
- Many choices for customization- pop-ups, inline, on-exit,etc.
- Marketo integration was very clunky when we first launched Evergage.
- UI isn't the most intuitive
- The campaign builder was finicky and a little difficult to use.
- Geographic targeting - we use Evergage to promote regional events to only those users who close enough geographically to attend the event in question.
- Industry targeting - we place users into industry segments and present those users with demand generation assets targeted to their specific industry.
- Account based marketing - Evergage allows us to change elements of our website to specifically target users who are from companies on our targeted account list.
- The platform is pretty complex. For less technical users, there is a somewhat steep learning curve.
- There are good tools available for testing, but I still struggle with using them.
- Evergage has a great user interface that is easy to use for those of us who do not have a coding background.
- Evergage has the best support of any tool I have ever used in my 10 years as a marketer.
- Evergage continually updates their product based on the feedback of its current users.
- Evergage could have better data exports.
- Evergage Audience analytics could be in a better format and showcase similarities in a more visual format.
- Evergage plays nicely with most code frameworks and has been very stable. The only situation in which we could not (yet) find a way to use Evergage is in conjunction with Handlebars.js templates.
- Enterprise-level data security considerations are well-handled by Evergage. Trust me... as a top-level PCI compliant company that builds travel loyalty solutions for major US banks, we have no greater concern than data security.
- "No flicker" synchronous integration is a VERY important feature Evergage offers -- I'm unsure if any other competitors offer the same as I think Evergage has a patent on this. So when the webpage loads, users don't see the original page contents flash before being replaced with personalized/alternate contents.
- The powerful user interface is easy-to-use and comes in two flavors: a more traditional CMS-style "admin" view and an on-page WYSIWYG view.
- Test use cases in the browser prior to going live.
- It's easy to build and measure A/B/n tests, either as rule-based tests, or as % split testing.
- I love the ability to create user segments based on "sentence-style" logic structures that incorporates actions, KPIs, even third-party data.
- Documentation could be more robust... I would love to see more detailed how-tos that get more technical than the basic use cases.
- More out-of-the-box third-party integrations would be nice. I would love to see analytics integration with my favorite Heap Analytics.
- The user interface is easy to navigate and understand, as well as their campaign setup tools.
- Their ability to scrape your website to pull relevant items to be used in dynamic campaigns is incredibly helpful and saves a lot of time.
- Their support team is fantastic. They always provide fast and easy to understand solutions to our problems or questions.
- Some of the reporting functionality could use some work, but they are making vast improvements.
- The catalog user interface for available promotable items could benefit from the ability to customize the viewable columns and add filtering.
- The amount of time that Evergage considers a user's session to be active could be increased. I find myself having to log back into the tool multiple times throughout the day, as I will leave the tool to check emails and during that time, I get logged out.
In regards to messaging, we've dipped our toe but haven't gone completely in the pool yet. We are a product and design first company, so as you can imagine there have been some internal struggles on where in-app messaging should come from. That said I'm excited to say we've finally figured it all out and product is proactively working on ways to create locations in the product for Evergage to drive dynamic content.
- Cohort reports - I used this to find out our demo plan on our website is in fact a freemium plan! Apparently many people who sign up for our free plan and don't activate still find it valuable enough to use on a regular basis. Very cool!
- Segmenting - I love the power of Evergage's segment tool. For example, once I learned our demo plan has a core user base using it as a freemium tool, I wanted to know more! Who are they? What do they do? With Evergage I was able to answer both of those questions.
- Messaging - As I mentioned earlier in this review we're just now really moving forward with our messaging, and the first one is related to the above two bullets! As I was able to identify a "freemium" user base and then learn how they use our product, we're now going to engage them and offer them training via small group demos, and we'll use Evergage to deliver this message at the exact right time - so we can encourage freemium users to do more but not get in front of people who are still demoing the product! So, because of Evergage we identified a segment of users and are going to greatly improve their experience with our product and company.
- UI - Evergage is very powerful but it can take time to learn. It's definitely worth the effort, but it is something they need to improve.
- Annotation - I've had a ton of people ask me "What does this event label mean in the product?" so I'm setting up a google doc to share with the company. I would prefer to make it easy for everyone to learn that all right in the app - maybe a description and possibly screen shot if it's a jquery selector.
- Importing - I do all sorts of analysis on our customers outside of evergage. I wish it was easier to upload a CSV and users or accounts w/ membership on the list or insert new data fields, etc.
- Account Type - please enable storing account type against both users and accounts, would make segmenting so much stronger. Also need to allow grouping of account types - we have many different plans as we're 10 years old and have legacy accounts still active, so trying to segment on account type is very difficult. We're going pass a separate account type field to both the user and account level to get around this, but it's more engineering time and the less of that the better!
- Data gathering and provision. At the last Evergage conference in Boston, presenters made a point of saying that Evergage doesn't want to gather the information but restrict its use to within the Evergage platform; rather, they want it to provide that data for other SaaS platforms to consume and use. This is a powerful distinction, because not only is Evergage a product providing its own capabilities, but it can also help power the capabilities of platforms like email service providers, remarketing programs and analytics programs.
- Extension of web capabilities outside of a release structure. So, if you want short-term content added to a site that would take weeks for developers to release, Evergage can fill the gap by allowing marketers to build and deploy web campaigns as needed.
- Proofing and quality control. Possibly because of all of the capabilities of Evergage, it is easy to accidentally deploy things that break in a website. Marketers are usually very quality-conscious, but those without a development background may not know all the things that can go wrong on a website when they accidentally redefined a CSS class, for instance. Testing a campaign is complicated and requires a split between testing creative and testing the rules that drive the appearance on the website, because if you add the rules and creative together proofers often can't see the content because they violate the rules.
- Some parts of the product are still being rolled out and bugtested. Fortunately, Evergage's technical support is highly responsive and, when a bug is identified they fix it or provide a workaround quickly. But, as the product is growing we come across bugs occasionally that need someone to troubleshoot and resolve.
- WYSIWYG limitations. While the WYSIWYG is great, it can also be a crutch that leads to problems. Often, when a non-code-technical person builds a campaign with the WYSIWYG, it produces complicated, repetitive and wasteful code. Then, when a coder needs to expand the campaign, they end up wading through this code trying to make sense of it and clean it up. Sometimes, starting off with code would be easier, but Evergage's automatic indenting and code "helper" software can get in the way as well, inserting spaces where they don't belong or throwing unnecessary errors.
We also utilize the API to pull stats into our TeamSupport account, and monitor engagement scores.
- Email notifications based on rules are an excellent way to stay proactive about your customer base. Churn is an important metric to manage, and we're able to get email alerts when we see activity trend below a certain level.
- Feature adoption/feedback provides direction and customer alignment. Knowing what features customer use most, and also which ones they may not allows for some level of self serving decision making, or proactive engagement with all customers, or certain segments.
- Engagement stats in the early stages of the customer lifecycle streamline new customer on-boarding. It's extremely important that new customers use the software they have purchased, so that the roots can take hold and spread though the organization.
- I'm actually really pleased with the product. We've been customers before the brand change, and the app/company has come a long way in a short time.
The API integration was very easy. We spent less than a week putting the hooks in place, and see production results.
- Build campaigns with little to no developer time.
- Allows us to easily add self-service to a page or application.
- It can be a bit painful to set up initially. It took us a bit of back and forth with our development teams and Evergage to get it working properly.
- There are some wonky issues with users, it might just be our setup but it seems like users with "lesser" permissions have trouble logging in.
We initially signed up for the A/B and multivariate testing capability, but soon discovered the power of the tool. Recommendations and real time marketing have become a huge part of our marketing strategy.
- Evergage is agile and easy to use, even with little coding experience.
- The segmenting tool allows for pinpoint campaign targeting.
- Recommendations provide an easy way to increase revenue.
- Implement more integrations with other providers.
- Add additional info to the reports to make them more robust.
- Get small bugs in the UI fixed.
We use this data to get predictive information about churn (or churn possibility) and to see how tweaks we've made to our application are being received by our customers.
It's used primarily within the customer success team, though we report to the rest of the company with data provided by Evergage.
The business problem addressed is "what do our users do inside our application?"
- Individual-level data. We can see exactly what the individual user has done what inside our application.
- In-app messaging, based on very selective criteria. We can pop up notifications about billing and account expiration.
- I've had problems logging into my account before. I'm asked to updated my chrome extensions, but... they're up to date, and I get the same error no matter what browser I use. This is (presumably) quite easy to fix, and is not a problem with Evergage itself, just some problems logging in.
- Evergage is a lot to use, but hard to become proficient and knowledgeable in. I feel like I am only scratching the surface of its potential.
- Gives non- tech users the ability to create messages and pop ups that would otherwise need to know how to write code.
- Captures segments of users than can be used for messages and for tracking.
- Customer experience manager always prompt in getting back to us.
- Weekly training service offered.
- Were offered extra support and the ability to get pro service (although we have not gotten access to this yet) due to several emerge issues described on next page.
- Rotation and priority feature does not work together. First we had the rotation feature and were told excellent news that we ALSO have ability to prioritize. However, this was not true. The rotation feature actually turned off when priority became available. Nobody told this to us and our users were getting multiple messages one after an other. I sent in several tickets to support and they kept on sending responses like " I am sorry I can not seem to replicate the issue." It took months and getting our customer experience manager involved to have Evergage tell us the reason was because we can not use both features together. All of our staff got multiple messages so I am not sure why support could not find the issue during testing. Now Evergage turned rotation back on for us but we are not able to use the priority feature. It seems odd that we can not use both.
- Actions did not work due to old mapping. I created several actions and realized the messages were not being shown on the current pages. I had to shut down all of my campaigns and I was then told it was due to having old mapping. I think the mapping should be looked out closely for clients and should be remapped frequently to avoid the issues I had.
- I would like to see a master campaign rule feature. I have so many campaigns and I can not prioritize easily and put into the system mechanisms that will effect all my campaigns. I guess priority was going to try and solve that but we can not use it.
- The front end user interface is is sometimes buggy. The move to back and move to front button does not work for me or my associate. We end up creating messages in Photoshop and placing them as images but I imagine this is not ideal to members who don't use Photoshop.
- The support used to be very very fast and efficient last year. In the past year several months I have seen messages not get answers or issues not getting enough attention. It seems due to the growth of Evergage that the support area needs more engineers.
- Evergage has great reporting
- Evergage integrates with a lot of our other marketing analytics tools
- Evergage is relatively easy to use, and doesn't require technical know-how
- Evergage can improve its ability to segment different audiences and combine segments to create cross-segment audience
- With Evergage, you're limited to using Chrome. If for any reason, Chrome isn't working, then Evergage won't be of much use if you need the visual editor.
- Recommendations based on purchases and website visits.
- Great insights on our customers.
- Solid A/B testing tool.
- It takes some creativity to craft more difficult tests.
- Reporting is always improving, but still has lots of room for improved usability.
- Backend management of tests and site changes can be cumbersome.
Evergage fills a space in the analytics market like no other product I've tried.
While many people will not have the demanding requirements that I have for Evergage, I really have put it through the paces and pushed the support team to get me top-notch data exports for our predictive analytics projects. And you know what? They have delivered.
After two years of using the product at two companies (I requested it at my latest job and got it), they just keep adding critical features like: UTM tracking, custom variables, custom event support, API enhancements, improved online support and the ability to export both events-based and user-based tracking (without the annoying TOS Google Analytics is now requiring for tracking by userID).
They've even recently added the ability to "bucket" into segments by event occurrence. This is huge for our A/B testing and multivariate analysis of the numerous "personas" and "affinities" that we know about our users/visitors by ID.
Oh and did I mention that they generate unique user IDs for all anonymous visitors and they will overwrite that system ID and use the user ID you indicate when you know the visitor's user ID and configure Evergage to use it? For customer analysis and sales optimization, this is irreplaceable.
Basically, I'm now an Evergage fanboy (or "net promoter") but I actually have no affiliation with the company.
- Accurate data measurements
- Tremendous marketing segmentation capabilities
- Amazing API
- Strong cross-platform integration with numerous major (and minor) products
- Powerful user insights
- Easy data exporting
- UI is poor
- Data visualization needs a complete overhaul
- Need to add landing page and visitor city data to their CSV data exports
- Targeting! Evergage has so many ways to segment and target our customers.
- I like that Evergage allows us to monitor how our customers are interacting with our software (what features they use most/least). It helps us make sure our targeting is smart!
- I aso like the Evergage selector tool. It makes it easy to make sure we're tracking the right things correctly.
- When I'm editing a campaign, it can be really slow to load which is frustrating.
- I wish there was more training. It's hard to stay on top of all that Evergage can do.
- This is partially our own fault- but our mapping in Evergage is very complicated and sometimes I feel like the targeting isn't totally accurate because of it.
- Provides helpful analytics for tracking user activities
- Provides customizable in-app messaging for gaining customers attention
- Useful A/B testing tools for implementing new UX/UI changes
- A bit more hand-holding on setup for campaigns
- Little to no IT resources needed. We choose Evergage because of their strength in how their product works. IT has very little daily support of this product which makes it an ideal solution to put in the hands of non-IT people to grow and manage it's use.
- Excellent support. Getting setup with Evergage and fully utilizing it takes time but they have outstanding support. Good dedicated people and an ever-growing knowledgebase that is extremely helpful and well illustrated. I can't ask for more from an IT perspective because my non-IT users have at least 3 avenues of support from Evergage before involving me.
- Simplicity of design. Evergage is always improving their user experience and greatly simplifying what users have to do in order to do highly powerful and complex things. The segmenting tools are dead simple and creating a messaging campaign (in browser, and directly on your site) is really easy.
- Integration and API are big strengths as well. It already integrates with SalesForce, NetSuite and a few others right out of the box to make that easy to get or integrate information across platforms. What struck me as amazing is that Evergage has a great REST api so you can push a lot of custom data to them and really use them as a complete engagement platform.
- One of Evergage's best features is it's ability for non-technical people, through a Chrome-Browser plug-in, to create a user-interface message within (or popup) on a website. The type of message is super flexible, it can be intrusive, or subtle, you decide. I love this feature but it could still use a bit more work in trying to make it easier for non-technical people to use it. The learning curve on this feature is tough but really rewarding if someone on your team is comfortable doing it. I feel like it needs a "Basic" and "Advanced" mode.
- I'd like to see more customization available on the Evergage homepage dashboard. It's a bit locked down but it would be nice to setup and see other measurements there.
- One thing I'd like to see is the ability to create some custom reporting at the account and user level so I could export to PDF / Excel for use in meetings or empower our customer service people through client conversations.
- Segments - we can get really granular in breaking out our users into segments, this is really important to differentiate between a free trial user vs paying customers.
- Tight integration - we have a lot of fields, including custom, in our app and Evergage allows us to report on and track usage of each.
- Triggers - We can be very specific about how, when and where messages appear, for example when a user takes an action, or hasn't been active in a certain time frame, etc.
- something within the system doesn't work well with our own system CSS and that makes creating/editing messages very frustrating in terms of design
- the system has had a lot of upgrades over the past couple years but it is still very slow and sometimes to the point that it causes mistakes
- Great analytics engine, where you are able to set up test out different user behavior among many other things
- Great engine for A/B testing of layout and features
- For last-minute changes to the platform, you can easily apply overlaying boxes and text without having to deploy code
- It requires some time and on boarding to set up the integration with your product and Evergage
- For applying elements to you platform, such as pop-up and text overlay, you should know a bit of CSS to make it look pretty
- The templates that Evergage provides are not the best looking in terms of UI
- Building Customer profile e.g. also customer about there business needs
- Contextual Ads
- Banners & interstitials
- It is not very easy to use for a marketer. You need a dedicated technical guy to use it
- UI/UX can be improved
- Support response can be improved
- The platform is very flexible in terms of types of campaigns, types of targeting etc
- The company offers good support.
- There is certainly a learning curve in getting up to speed in using the platform, that's partly because it is fairly flexible, but also because the UI has not been super intuitive. It has certainly improved and they have added lots of use cases and improved the help area, plus support and account managers are responsive.
- A/B and multi-variate testing. The setup is simple and the results are easy to read.
- Personalization on PDPs. The simplicity of "set it and forget it" means that we're free to work on other tasks while Evergage's technology is busy working on the correct set of products to serve to our individual visitors.
- Displaying in-site ads. The ability to serve ads based on certain visitor criteria (customer type, shopping cart value, time on site, etc) gives us detailed control over who we want to serve an add to, and when we want it to trigger.
- We will sometimes find ads firing when they shouldn't be, but it's usually a result of not testing thoroughly. If Evergage had a testing setup wizard that perhaps walked an individual through some testing steps after creating a test, that would be helpful.
- Simple, easy to implement campaigns.
- Image management for personalized content.
- Add custom scripts.
- Overcome restrictions imposed by template-based e-commerce software packages.
- Integrate into backend data to improve category grouping for our product.
Evergage Scorecard Summary
Evergage Support Options
|Video Tutorials / Webinar|
Evergage Technical Details
|Mobile Application:||Apple iOS, 6178772514|
|Supported Countries:||United States|
|Supported Languages: ||English|