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Client Management

Anonymous

Reports - Option to attach PDF reports to emails, instead of a web-based links
4
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Client emails
Emails - add dynamic text or tokens to email subject line and body text
e.g. client name, metric, date
4
·
Client emails
UI - edit "view" button in report emails
Ability to edit the text in the "View" button. Ability to change the image
0
·
Client emails
Allow images to be uploaded to an email without needing the image URL
0
·
Client emails
Emails - ability to change default email styling
Header color Button CTA color Background color Logo image (file, position)
0
·
Client emails
Emails - change primary button CTA location and text
0
·
Client emails
Emails - change language for primary CTA button
0
·
Client emails
Emails - edit/remove email footer
Wants to remove the "want to jump back in" copy in the footer.
0
·
Client emails
Emails - plain text emails
Ability to send plain text emails, versus the format we currently offer on automated report emails
0
·
Client emails
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