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

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.
8 months ago in Content Marketing / Settings + Configuration 0 Future consideration

Users & Teams needs update

I'm an Admin for Welcome platform. I'd suggest below improvements to Users & Teams section: New column: last login date. Right now I can't figure out who's not using the system, specially important when users are external. Enable sort on all c...
11 months ago in Content Marketing / Settings + Configuration 2 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.
about 1 year 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 ...
11 months ago in Content Marketing / Settings + Configuration 0 Future consideration

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...
over 1 year ago in Content Marketing / Notifications / 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.
11 months 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.
11 months 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...
11 months ago in Content Marketing / Settings + Configuration / Tasks, Campaigns, and Events 0 Future consideration

Require assignees for steps upon task creation

It would be useful if we had the ability on the task (or even on the step) level to require that an assignee be set for a task to be created.
12 months ago in Content Marketing / Settings + Configuration / Tasks, Campaigns, and Events 0 Future consideration

New workflow button needed

Need a button that allows "Approved with changes"
about 1 year ago in Content Marketing / Settings + Configuration / Tasks, Campaigns, and Events 0 Future consideration