08-26-2011 08:02 AM
At Sage Summit last month we talked as a group about additional Smart Task Actions which would be useful.
We'll be focusing on Smart Tasks as a feature area for future releases and I wanted to start getting feedback by providing additional custom actions now.
Any suggestions on customer Smart Task actions you'd like to see?
09-01-2011 07:47 AM
09-01-2011 08:06 AM
09-01-2011 08:11 AM
You are correct in that the trigger only looks at Contact data so Activitiy information isn't accessible as a trigger, but I'm looking for exactly this type of input so we can expose these as we expand Smart Tasks.
FYI- I believe I may be able to create a custom smart task step that will launch a nominated smart task, I'll take a look at this and if we can make this available sooner as a custom step I'll post in the community.
12-28-2011 05:50 PM
I would start by taking a look at the 3rd party programs that already do Smart Tasks better (but with to much overhead.) A good example is:
Sales Automation Manager (User Guide - PDF) from CRMAddons.com
Here are some examples what it can do that Smart Tasks can't:
Now here are some features that I would really love:
That's it for now.
I guess I missed getting these features into Act 2012. I can keep my fingers crossed for Act 2013.
Please let me know if you need any additional explanation or if you want the feature prioritized.
06-29-2012 12:14 AM
I have clients who would like to do the following with Smart Tasks:
1. Have the Sage eMarketing blasts that are set to auto run not send infividual email blasts one at a time so the user has to press ok for every contact that matches. Currently if a smart task is triggered for 1000 people and the action is to send an eMarketing blast through Swiftpage, it pops up for every single contact saying:
Sage E-marketing for ACT!
Status: Your Email Blast has been sent. Addresses submitted = 1, sent to = 1
Obviously this is a very poor user experience, one which needs to be addresses urgently.
2. Send mail merge based email blasts to contacts who match the smart task criteria.
3. Be able to choose to run an email manually or automatically. Including Sage eMarketing email blasts.
4. I think it would be great for an administrator to be able to choose which users the smart tasks run as. Currently with multi-user Swiftpage accounts, templates that are not published to all users are not available for those types of smart task actions.
06-29-2012 06:31 AM
Hello Matt and thanks for the feedback.
Just to clear something up that there appears to be a bit of confusion about. Smart Tasks and the E-Marketing service from SwiftPage are two different things. You will be able to set up Smart Tasks to run E-Marketing campaigns, however you'll still have to click through each email. This helps to reduce the server load and is unfortunately outside of our control.
06-30-2012 12:09 PM