We send automated account renewal reminders and welcome emails out to new users through the JO/Programs (and soon enough, surveys!) - while the reports and analytics are great! - it would be fantastic if we were able to have those emails or comms logged to the actual customer timeline. While I can go in and download participants to see if an email went out to them, it would be amazing to be able to open up a time line and see that it has. It would definitely help us complete that 360 view of all customer account activity, streamline workflow, and be a time saver for my CSM’s!
Logging JO/Program Comms (Emails, Surveys, etc..) to the C360 (and /or R360) Timeline
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Hello All,
This is one of our key medium term priority. I will share more updates as things get finalised.
It'd be nice if it gets implemented soon. Please implement this, it will help a lot of us tremendously.