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Being able to see which link prospect clicked
It would be great to be able to see other than just who clicks through an email the actually link in the email that they click.
1
17
Merge Field in Email Body
I would like to have an option to add the first name of the client anywhere within the email to address them by first name again if possible.
6
·
planned
17
Email Sequence Editing
Michael Wegge wishes our Email Sequence to be more user-friendly when you edit each email on the sequence.
2
15
Create an Annual Review Automation
As a user, I want to trigger a message on a client's anniversary date each year, so that I can keep in touch at the right moment and review their account or just say hello in a friendly way.
3
·
under review
23
Scheduling Email time
There are best days and times to send emails. Right now we can only schedule the date. Please add time scheduling in addition to date to this feature.
0
7
Ability to configure automations to send from "Company Name"
It would be great if we could choose the "Company Name" as the email signature for the birthday campaign emails.
2
7
Merge Fields in Email Subject Line
I would like to be able to auto fill the recipient's name in the subject line of an email to make it more personal and potentially read.
0
11
Ability to trigger emails based on date or contact status
Requesting an automated campaign feature for new contacts so that when someone joins the contact list, they automatically begin the sequence of emails for new contacts.
9
·
under review
34
Setting option to use "we" instead of "I" in prewritten content
Enable a setting that changes the prewritten content to use "we" instead of "I" for those of us that work as a team.
0
2
Please check that Advisors with various broker dealers are able to access and use new features in FMG's platform prior to having webinars showing all the new features that over 50% of advisors can't access. The latest Did You Know? webinar showcased Muse, AI sidekick, the billing portal, and other features that Cetera advisors cannot see at all and do not have access to.
0
1
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