The new Vainu UI - New fresh look & improvements to usability

We have made big changes on the user interface in Vainu.

Here is a collection of what is new in Vainu and links to the most common questions that might arise with the new UI. All the old searches that you made are still

NOTE! Vainu Showroom and Advanced are no longer available! It’s not possible to change back to the previous versions.

New way to use filters

Vainu filters have been redesigned so that they are easier to find and use. To create a new search in Vainu please click the icon with 3 lines on the left side panel. This will open up a view where you can see your current prospect lists and from here you can also create new searches by clicking the “+ New list” button.

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After you have clicked the “+ New list” button you can start adding filters by clicking the “+” icon you see under the NEW LIST #1. This is how all filters used in the new UI. Clicking the + icon will open up all filter categories found in Vainu. All filters are automatically selected so you don’t have select them first and then use them as you had to do in Showroom & Advanced.

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Hovering your mouse over the categories will tell you more information about what is found under each category. After clicking a category you will see all filters that are found under it. If you wish to go back to the category view click the Category text seen in the picture or by clicking the plus icon again where you can start to add filters.

edit filters on existing list

 

All the searches work the same as before, if you wish to know more about making a search in Vainu with the new UI please check our more detailed article about this: Make a basic search

 

Naming changes

We changed the naming of couple features in Vainu to make it more clear what each feature does. Below is a list of features that have a new name in the UI.

Target Groups -> Dynamic list & Static list

Favorites -> Bookmarks

Reports -> Alerts

 

Features that have been removed

Vainu DNA

We have removed Vainu DNA and will be replacing it with a better feature in the future. Currently we don’t have a timetable when this feature will be released. If you want to find similar companies with our current features please check our article about Vainu Analyzer that can be used to find similarities in your prospects.

Alerts Dashboard

Alerts Dashboard has been removed temporarily as we work on a better solution to display multiple alerts and their signals in a same view.

Features that have been moved to a different place or are done differently in the new UI

 

AND, OR & NOT search logic

Doing and, or & not searches is slightly different in the new UI. Changing the filter option is now possible by clicking the filter box after selecting it. Check the video below for more detailed information.

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Signals

You can find signals by opening a prospect list and clicking “View signals” icon on the right side of list. You can switch back to the company view by clicking "View prospects" button.

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Make alerts / reports

You can make alerts in two ways in the new UI. First way is to open a prospect list or make a new search (remember to save the search before you can see the alert options). Clicking the clock icon that says “Set alerts”. In this view you can set up the alerts. Please check this article for more detailed information on how to use this new alert view.

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The second way to set up alerts is to go to the alerts page on the left side. You can access the alert list by clicking the icon seen below.

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In this view you can see all of your alerts. You can resend, preview, edit or delete your existing alerts. If you wish to create an alert for existing list please click the “Set alerts” button on the right side of your screen. This will create a new alert for the selected list.

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After clicking “Set Alerts” you will see the alert creation page. Please check article below for more detailed information on how to create alerts in this new view:

Create alerts in Vainu

 

Set up a notification

Notification button has been changed to a slightly different place than before. You can access the notification button by making a new prospect list and saving it or by accessing an already saved list. The notification icon is found on the top left corner of a saved list.

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When you click the icon seen below it will give you an alert that notifications have been activated and the icon will turn blue and will have a small blue dot on it. All notifications are sent to the email you use to log in to Vainu. The email where notifications are sent can not be changed. You can turn off notifications by clicking the blue notification again.

 

Vainu Analyzer

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Vainu Analyzer has been moved away from prospect lists and is now available on its 

own page in the left side menu. You can open up Analyzer by clicking the dashboard icon.

 

Select a list you want to use with the analyzer from the “Choose list” option. You can use analyzer to check for different statistics of any list that contains less than 100 000 companies. Note! Currently analyzer is unable to open up your list if it contains more than 100 000 companies.

After selecting the list you can filter it down by industry using the “By industry” option. This will select companies under the selected industries and show only analyzer data from these companies.

Clicking the “Show on map” option Analyzer will change to a map view where you can see the companies where they are geographically located.

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If you need more information about Vainu Analyzer, please check our more in depth article about this feature.

 

Integration settings

Settings menu has been redesigned and your CRM Integration settings where you can connect, edit or remove an integration have been moved to “Subscriptions & Integrations” page in the settings.

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Here you can see all available extra features and integrations that we offer. The options on the features are as follow: Settings, Connect, Active or Empty

Settings - You have this integration feature enabled and it has been connected. You can edit the settings by clicking the “Settings” button.

Connect - You have integration feature enabled, but it has not been connected. You can connect this integration by clicking the “Connect” button. Click here for more help with connecting integrations to Vainu.

Active - This feature is enabled on your account. It doesn’t require any extra input from you. These features enable more options in your filters menu ie. new databases, vehicle or financial data.

Empty/no info - This feature is not enabled on your account. This feature can be purchased as an additional license. Please check this article for updating your Vainu License.

 

Export to excel

Export to excel feature can be accessed after opening a saved prospect list or by creating a new search and saving it. You can export companies by clicking the slightly green Excel icon on the top right corner next to the list name. Here you can choose the same options as before Profession class or filter by titles found in Vainu.

For more information about Export to Excel function please visit this article.

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Export to Excel has been enabled for all accounts. The basic version of Excel export allows you to export maximum of 200 companies at once.

Export to Excel premium version allows users to export maximum of 100 000 companies at once. If you wish to purchase the premium version please check our article on how to add features to your Vainu license here.

 

Show inactive companies

If you wish to see the inactive companies that match your current search you can access them after opening a saved list. After the list has been saved you can see the extra options next to the list name. Click the icon with 3 dots and you will see options like change name, share, duplicate, Show inactive companies and Delete list. Click the Show inactive companies option and Vainu will display you the companies that have matched your search but are no longer active.

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New product tour that shows how to use the new UI

We have included a new automatic guide in to the new UI that teaches you to use the basic features found in Vainu. You will see this the first time you open the new UI. You can access Product tour from Vainu Profile menu on top right corner.

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Check our other commonly asked questions:

Make a basic search - Create a dynamic list

Edit your existing list & searches

Vainu signals

Start from an Excel file

Remove companies from your search / list

How to make AND, OR, NOT searches - Logic of Vainu searches

 

Should you have any questions, please contact us through the chat in the bottom right corner or by sending an email to support@vainu.io