Marketr Issues and Improvements
The Marketr section is a good idea, but really needs some care and attention to be truly useful. There are so many reasons that bulk emails should be sent to specific groups of customers, but the allowed parameters for doing this are simply not good enough.
Recently, I linked the API for the leads section to online enquiries I get on my website, and we work on closing the sale through the leads section. If the customer comes in, we convert the lead to a customer/ticket. If the customer doesn't come in within the next week, I then would like the system to automatically send the customer an email with a link to a survey asking various questions.
The best customer to give feedback to a business is the customer that got in touch, and then changed their mind, so this is an excellent test group for surveying that we cannot tap into.
Even if there was a way to isolate all customers with a specific keyword in their name, then it would help. We could then program our website to automatically insert 'LEAD -' before the customers name, so that we could isolate an email every week. Then there's the problem that the list is not updated, so we would end up emailing the same customers every time we sent the survey.
Something close to the invoice reminder in functionality would be ideal, but in general the Marketr section needs work.
dave.greene
shared this idea
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Patrick King commented
Cool idea