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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 55 of 1560

Mark Fields Mandatory at Field Settings (instead of on templates, workflows)

Some of our fields are designed to capture business-critical data and must be completed every time they are used. Setting the mandatory fields up at the template and/or workflow level is cumbersome. We'd like to be able to set a field as mandatory...
11 months ago in Content Marketing / Settings + Configuration 0 Planned

Logic in workflows

We would like the ability to add logic in workflows.
11 months ago in Content Marketing / Settings + Configuration 0 Future consideration

Building block style workflows

We have different processes that often have multiple steps that are common among them. We would like the ability to create "blocks" of multiple steps that can be mixed and matched to create new workflows or that can be added to a workflow ad hoc.
11 months ago in Content Marketing / Settings + Configuration 0 Future consideration

Improve consistency of right clicks

Right now the ability to right click on a link is wildly inconsistent. Would be super helpful if you could right or cmd/ctrl click on any link type to open it in a new tab. The below is not comprehensive, but gives a good idea of where we often ru...
about 1 year ago in Content Marketing / Settings + Configuration 1 Investigating

Template Owner

We'd like to be able to set a template owner so that we know who to talk to if/when it needs updating.
about 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Copy/Paste Fields

under setting>fields there should be the option to copy and paste existing fields. I am creating a template that involves listing all of Optimizelys products. I need two fields with this data, that can be selected by dropdown. It is quite tedio...
about 1 year ago in Content Marketing / Settings + Configuration 3 Future consideration

More granular options for Advance Settings on Fields

When the user is creating new tasks or campaigns the list of Labels and fields on the drop down is extremely long and hard to search, some fields/labels only apply to Campaigns and some only to tasks. If they had the ability on the advance setting...
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Consolidated Request Routing Rules

We currently have to set multiple individual routing rules for the same templates. Ideally, we should have 1 routing rule set for each template and be able to include rule sets, and/or logic, and designate multiple options for a field depending on...
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

"If Answered" Logic

It would be great if logic routing options could have a logic option for "if answered" ie if this question is answered, skip to question or section x or show these values in question Y. This would allow us to incorporate open text field questions ...
almost 2 years ago in Content Marketing / Settings + Configuration 0 Future consideration

Edit Field Type of Existing Field

Once created, it appears that you cannot change the 'field type' of an existing field. I know not all data would be available across all field types, but we'd like to be able to change things from single-select dropdown to radio button, or from te...
almost 2 years ago in Content Marketing / Settings + Configuration 0 Future consideration