Remove Wordpress Details from Widget Reports
m
myEPIC CRM
I know you can now hide WordPress if you create a report manually but it would be great if it could be hidden by default if you create a Prospecting widget to add to your website. We do not sell WordPress websites so we do not want it to display on these reports.
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S
Sales & Marketing
Merged in a post:
Make Prospecting widget behave like a regular form
T
Ted Gravlin
1) The widget needs to be able to be modified. For example: In order to remain A2P compliant we need to be able to add a field with a check box giving permission to collect SMS data (phone numbers).
2) Be able to add hidden fields to collect UTM data to feed back to facebook if a prospect fills out the form. Unless it's already collected in the API.
3) Needs the ability to redirect when submitted.
4) Some way to edit the standard email and SMS that is sent when sharing the report with a prospect. How can we change the templates and snippets for this?
5) A way to connect the report to a contact so that if a contact is added to a workflow a link can be created to send to the prospect inside of an email or SMS step.