Feature Requests

I see that this has been requested by others, but it would be nice to be able to export broadcast data, including customer, account, phone number that a broadcast was sent to.

Being able to use multiple segments to narrow down who receives the message. Instead of Segment 1 and segment 2. Only send to contacts who fall into both segment 1 and 2. Or ability to exclude segments when a customer may fall into multiple.

In Region 3, we need more API openness to achieve integration with CRMs, specifically with AG360. Among the requirements, we need an API that shows the status of messages: "sent," "delivered," "read," etc. Next, we need to disable the first communication template that asks the client whether they want to accept or reject the communication. This functionality significantly harms the user experience, reducing the response rate, since most clients are distrustful. Similar solutions such as ExpertConnect in the region do not need to send that confirmation. Finally, allow us to send custom templates to enable other types of interactions. Currently, the branching tree is numeric by text, not allowing interaction via buttons. This does not enable a safe interaction for conducting surveys, requiring the use of external resource URLs that decrease trust. Thank you!

Tenemos realizada una segmentación de clientes donde en cada segmento podemos tener unos 3500 contactos. Al tener mas de 1500 contactos no podemos enviar una transmisión a esta segmentación porque se excede del limite diario. La plataforma debería permitir elegir ese segmento de 3500 contactos y que la plataforma se encargue de gestionar el envió de 1.500 en 1.500 contactos cada día hasta completar el total de contactos del segmento elegido.

Ability to schedule a Broadcast message to send in the future.

I understand capping the broadcast at 500, but it would be nice if I could apply a segment of 5000 customers into a broadcast, then send out staggard in smaller groups in the large segment. This would be better than having to add customers to additional smaller (500 group segments) before sending out.

Create an area in Contact info where users could see if that customer had opted into broadcast messages.

The broadcast feature has been alright, but having the ability for Advisors that don't have management access to send out "broadcasts" to a small group of people such as Parts Counter employees letting the 15 customers that had a special order part arrive by manually typing the phone numbers into a pre-made text "templet" and hitting send then letting expert connect open the individual tickets with each customer if they respond instead of manually opening 15 tickets and typing in the same message over and over. As it is right now each customer has to have a customer profile in Expert Connect already in order to send any "Broadcasts" out. Manually entering customers names and phone numbers into Expert Connect before sending out the Broadcast is deterring our parts counter people from wanting to use texting to notify customers. Maybe this already exists and I haven't found it. This would be great for delivery drivers: "Good Morning, we are scheduled to pick up your piece of equipment today. Please confirm your machine is set out and ready to be picked up. Thanks" "Thanks for your business, we have delivered your machine back to you today. Feel free to reach out via this text if you have any concerns, or questions." Parts Counter People: "Hello, we are reaching out to let you know that the Special Order Part you have ordered has been received and is ready for you to pick up." Service Road Work: "Good Morning, we are scheduled to work on your piece of equipment today. Please confirm your machine is set out and ready to be worked on. If you have any changes or requests please respond to this text. Thanks"

It would be beneficial to have a column in the contacts export to view numbers that have unsubscribed by sending "STOP", Also to have a note when sending a text saying "failed, or customer has unsubscribed" rather than successfully sent.