Customer Suggestions

As a Fuse Business Texting user it would be beneficial to send a message with "option 1" and "option 2" and based on the response selected automatically trigger a second text message to send. For example: text 1 to opt in and 2 to opt out. From the response a second message specific to the response will send in reply to the client.

Sorting by the column header 'Next Scheduled Step' would show the sequence/timeline of which clients are slated to get the emails in chronological order. This will be helpful to remove before they go into the Outbox.

User would like the ability to download testimonial responses possibly as a spreadsheet export. Export would need to include the review or testimonial responses, company name and customer names that have left reviews. This would be similar to how we are able to export segments in Fuse.

As a Fuse user, I would love to see notification descriptions in the My Profile > Notifications settings. At this point, it is not clear where the notifications are going to be sent and how often. I would like this to be made clear with an info dot so the user is clear on what is being turned on.

As a user, I would like the ability to sort the View Audience page within campaigns so that we can pull the most recent clients or clients that are still in the campaign to the top. Currently, you have to press 'Show More Results' several times to work down the list. It would be nice if there was a way to filter and easily go through the window to see who is still included in the campaign quickly.

As a Epic user, when segmenting for carrier-based campaigns, such as Travelers, you currently need to select all Traveler 'carriers.' This process can be quite tedious. It would be incredibly helpful to have the ability to select the primary carrier as a whole (i.e., Travelers) rather than having to select all the individual sub-carriers.

As a user, I would like to be able to add a lead/new contact to the Pipeline with only an email or phone number. Currently, both fields are required to create a new lead.

Exporting the 'View Audience' segment of a campaign to excel will enable us to quickly 'slice and dice' the audience segment. Sub-lists can be shared with CSRs to quickly identify clients to be removed or followed up on.

As an Attract client using the social posts feature it would be beneficial to be able to select the frequency of the automated posts based on the specific social media platform. For example: if a user were to set up custom post scheduled for a specific social platform, being able to minimize the frequency of the automatic posts so visitors to that platform are not overwhelmed but multiple posts that week outside of the regularly scheduled posts.

As a Forge client on Magenta, I'd like to have the option to update the mobile hamburger menu so it isn't a three-tiered dropdown. We would rather have all options available under each dropdown without the extra clicks. Currently, you need to click on the dropdown twice to get to all the options in the mobile navigation.