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Status Already exists
Categories CRM App
Created by Guest
Created on Jun 3, 2019

Enhance the report builder to allow for reports that use the contact level to add to campaign activities.

I think the report builder should be enhanced to allow for reports that deal with the contact records to be able to be added to email marketing campaigns. We have had an example of someone doing a report using the report builder to allow for customers who have bought a product starting on the quote level. The report itself works, but there is no option to add it to a campaign activity resulting the the customer having to go to each contact returned by the report and adding them one by one.

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  • Guest
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    Jul 11, 2019

    I had training with a customer this morning who wanted to create a Report based on when they were last invoiced so they could send out an e-shot through CommuniGator with a link to a survey. It is not possible for them to do this as you have to start with Contact when building your Report. Please can this be considered for adding to the product roadmap for all email marketing customers, or an alternative option suggested as a workaround. 

1 MERGED

Be able to add contacts to a campaign activity from other entities

Merged
Currently a user can only add target contacts from a report which used the contact entity. However, most customers would like to target & segment their target contacts by leads, quotes or products. For example you may wish to send an e-shot to...
Guest over 5 years ago in CRM App 0 Already exists