07-03-2012 02:26 PM - edited 07-03-2012 02:30 PM
Shouldn't the ability to schedule an Activity to send out an email addressed to a contact and to choose to be prompted prior to sending be a basic function of Smart Tasks? Am I missing something?
I can understand Act! holding out on these basic functions (to sell new releases) but what I don't get is why Act! users and consultants are NOT complaining about this. I am afraid that as long as everyone keeps quiet these basics will be implemented ever so slowly or not at all.
There are numerous other examples of this disregard for what even a basic automation feature could and should include. Perhaps few see enough potential at this stage of development to consider implementing the out of the box version of Smart Tasks and therefore simply choose to ignore it.
07-04-2012 12:33 PM
07-04-2012 01:03 PM
07-04-2012 01:15 PM
07-04-2012 02:29 PM
That is exactly what I have been doing but I find this greatly limits the usefulness of ST. A user should be able to add an Send Email step in a ST and set up merge feels so that it (at the very least) picks up the contact’s name (other mail merge fields would be nice). You would then have the choice of the letter’s being sent out automatically when triggered or pop up to edit if you leave “Automatically send out without prompting user” unchecked so that the email could be edited prior to sending (a lot can happen between the time you create a form letter and when you ready to send it out).
Hence once can create a series of client up email templates capable of being edited prior to the trigger as the situation demands. For example one may wish to add a new address, photo, product , that just arrived or a proposed resolution to an issue. Swiftpage is not useful for follow up mail, it is good for email marketing and campaigns.
I heard from an Act! employee that they had received complaints on this deficiency (I am sure that there haven’t been enough otherwise they would’t be so complacent ) and they were considering ST and Outlook integration in a future release. It is frustrating but it looks like it could be another year before this is introduced.
Thanks for you feedback, like you I use ST and have done quite a bit of customization to enable it to work to a limited degree. I would be happy to keep in touch to share ideas.
07-04-2012 05:05 PM