Platform

We're using embedded forms from Vendasta in our customer's websites. When a form is submitted, email notifications are sent. This is working well. I have customers asking if an SMS message can also be sent as they sometimes don't get the email right away and by the time they get back to the lead it is too late. It would also be nice to embed this functionality directly into inbox pro. I.e. when a new contact/conversation is initiated, send an SMS message notifying the customer that a conversation is taking place, along with a link to join the conversation.

When using Automation's to add a tag to a contact it does not simply add a tag. It first deletes all of the tags and then adds the one from the automation Step. Could this be changed to just add the tag to the existing ones. I know that we can use custom fields to filter data in place of using tags but it would be really nice on a contact to also see all of the tags that we want them have AND be able to use automatons to do this. The automation would be to append the tags and not replace them.

When a user clicks a specific link in a campaign, I'd like to have it trigger an automation of my choice.

Leave notes on steps in your automations, so that your teammates understand the purpose they serve.

Automations save time and help you individualize the customer experience at scale, but they can take time to set up. Automate your operations in sales, marketing, billing, and so much more quickly with pre-built automations in our template library.

When I create an email to be sent out via an automation, I would like to see a status board similar to the one for email campaigns.

Set social media connections as criteria when building automations, filtering based on whether or not a business' Google and Facebook accounts have been connected in order to send clients on the ideal customer journey for them.

Set frequency intervals to control when automations are triggered for a given client and remove the risk of bombarding a client with content too often or in duplicate.