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Send emails to clicked vs. not clicked, opened vs not opened, etc
I want to be able to send a follow up email to those who did NOT click on a previous campaign, or at least be able to create a list based on whether or not a contact clicked or did not click on a campaign.
Bulk Delete Workflows
Add an option to delete multiple workflows at one time. I have 30 workflows that I want to delete and there is no other option than deleting one by one. Very time consuming. I need to do this in 15 sub accounts which is a complete waste of time doing this one workflow at a time.
Allow another field to be used as a filter for bulk uploads.
When uploading a massive upload of patients to the platform by CSV, it should be possible to update or create patients based on their ID, DNI, RUT, etc. Not using as identifier the email or phone number since this field is not unique.
Bulk Import Custom Values
This would be great if we could upload a CSV file that had a value name in one column and a value in the other.
Need to drill down to specific lead not just know the general lead category. Need to be able to find out how many of our new contacts (leads) are from YouTube social.
Smart list organization. Allow folders or categories or someway to clean them up; being able to segment instead of HAVING to create a smart list would also accomplish this needed feature.
Ability to segment distribution of emails from the save/send function. vs having to create a smart list
Bulk Assign 'Particular user' Internal Notification by SMS and Email
Bulk Assign 'Particular user' Internal Notification by SMS and Email: Right now we must manually open tons of workflows for various forms and chats and assign to particular user and set manually one by one... This requires a lengthy SOP. What would be great is to Automap SMS and Email replies from "My Staff" section for that Particular user. So when we add a team member we can select the Workflows from a drop down menu perhaps or checkbox menu... Then auto-select the Workflows they should be notified on by SMS and email.