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Master Toby Milroy
KeymasterTotally Agree.
We’ve got some big plans for that already.
Stand by!
Master Toby Milroy
KeymasterAnnissa,
We’re working on this now….and have expanded it a good bit.
Stay tuned….it’ll be in testing in a few days.
Thanks!
Master Toby Milroy
KeymasterHi Phillip,
Thanks for the suggestion.
In fact, we’re working on a MUCH more robust “Agenda” section I think you”’ really like!
It will do what you’re describing and a LOT more.
Stay tuned!
I’ll let you know when it gets close!
Thanks!
Master Toby Milroy
KeymasterInteresting…we’re all thinking alike!
We’re working on a “Tagging” function for a BUNCH of criteria….especially for the marketing automation system.
I can’t say when we’ll be ready to release this, but it is “On the Board” and I’ll let you know when we get close.
In the mean time, give one of my team members a cat at headquarters: 1-800-275-1600, there is likely a way to accomplish what you want.
Thanks for the great thought!
Master Toby Milroy
KeymasterAnissa,
This has now been TOTALLY renovated.
Let me know what you think!!!
Master Toby Milroy
KeymasterIt does not give me the option to set up a message the day after they tested to congratulate them or 5 days after they tested to remind them to purchase a new uniform (if they qualify) ect.
I believe it actually does.
Campaigns -> Belt Testing -> Campaign Type (After Belt Testing)
Master Toby Milroy
KeymasterPhillip,
We’ve tested this on similar tablet, and see it working….I’ll have one of the team follow up with you to see if you’re still having this issue.
Thanks!
Master Toby Milroy
KeymasterJeff….I’m not sure why I’m just seeing this now….but I’ll have one of the team give you a buzz, and work this out.
We’re not seeing the issue on our end…so we’ll have to do some troubleshooting!
Thanks!
Master Toby Milroy
KeymasterHey Jerimiah,
We’re not seeing this issue on our end….I’ll have one of the team give you a buzz, and do a screen share in the am!
Thanks!
Master Toby Milroy
KeymasterHa!
We think alike!
We’re actually going to implement a “drill down” feature, where you can drill into these stats, and get leads by “lead source”, by category etc…., conversions by “staff member”, enrollments by program, enrollments by lead source etc..etc…etc… and a LOT more!!!
Thanks for the feedback, I’ll make sure this specific criteria is in the list. (Which it is).
(Moving to the Feature Request Forum)
Thanks!
Master Toby Milroy
KeymasterJustin,
We plan to integrate with iCal and Google Calendar very soon.
Stand by!
Master Toby Milroy
KeymasterI’m guessing you understand this…..it’s pretty awesome!
MORE to come!!!
Thanks!
Master Toby Milroy
KeymasterBAM….this one is DONE!!!
I LOVE this feature!
Fuzzy search is now searching name, phone and email fields….AWESOME SAUCE!
More to Come!
Master Toby Milroy
KeymasterAnissa….It’s almost like you’re in my head.
If you agree to keep it between you and I, I’ll let you in on a secret project 🙂
These “widgets” are the future. Imagine having a plethora of widgets that you can choose, customize, and re-arrange anywhere you want to on the home page. For example, you want to see all you “Leadership” students EVERY time you log in….so you set up a widget to do that….or perhaps you want to see everyone who’s opened, or clicked on an email that you’ve sent…BAM, you create that widget….maybe you want to see every student who’s birthday is in the next 3 months, who is between a green belt and a brown belt, who is between 7 and 11 years old and who only has 1 stripe on their belt….BAM…create.
This is a bit of a long range project, but you’ll start seeing these types of “customize and save” searches soon.
Thanks….Keep ’em coming!!
Master Toby Milroy
KeymasterYup…..I agree. We’ve already had discussions on how we’re going to address this…..
Stand By!
BTW: Click the “like” button to “vote” on this feature request!
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