Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

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Settings + Configuration

Showing 43

Custom, Branded Email Notifications

In order to encourage better interaction (opens, click-throughs, etc.) of emails from the platform, we'd like the ability to customize the email notifications to represent our brand identify. Ideally, we'd like to have control over the copy, logos...
about 2 years ago in Content Marketing / Notifications / Settings + Configuration 0 Future consideration

Link Intake brief with Workflow automatically

Automatically link Intake Brief with the workflow as a rule so that the users do not need to pick one from the dropdown themselves when TASK is created.
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Compress Workflow Builder

The interface when building/editing workflows makes it really difficult to see more than one step (the text box is unnecessarily large). I would love the ability to compress the view so I can get a better overview and move steps around quicker.
almost 2 years ago in Content Marketing / Settings + Configuration 3 Future consideration

Add a Parent Campaign ID field and all the parent campaign ID as value under it

We need Parent Campaign ID to display as a field in the field settings so that they appear as filters in different modules in the platform and we want all of their IDs to display as the field value under the campaign ID field. Currently, we use a ...
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Step duration on sub-steps

We would like to be able to add step durations to sub-steps. The total of the durations for the sub-steps should equal the total for the main step.
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Feedback

For Fields - allow sub-fields or conditional fields. For example: Audience > Clergy 2. Clergy > 3.Member 2. Clergy > 3. Leader
8 months ago in Content Marketing / Settings + Configuration 0 Future consideration

Default Task Sharing

We'd like to see default task sharing settings as well as default campaign sharing settings. With the ability to create tasks without a campaign, it feels necessary to have this option, since currently campaign-less tasks are by default private, m...
over 2 years ago in Content Marketing / Settings + Configuration 0 Future consideration

Pre-select a Brief Template When Creating a Workflow

We have certain brief templates that are always used with certain workflow templates, and we would like to tie them together. For example - every time we use the creative assets workflow, we would like to prompt use of the the creative assets brie...
about 2 years ago in Content Marketing / Settings + Configuration 0 Future consideration

Edit title field on templates

I wish I could edit the "Title" field in templates to reflect a different name. I can add what format I'd like them to use for the title, but I don't like that it's a required field.
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Ability to add brief template in workflow settings

When creating a workflow it would be good to have the ability to choose a template to associate it with so that when a user creates a new task using that workflow, a briefing template would automatically be added to the brief tab. Currently, the u...
over 1 year ago in Content Marketing / Settings + Configuration / Tasks, Campaigns, and Events 0 Future consideration