Wishlist for Campaign features in 8.9

šŸ’” Suggestion Box
1

Hi,

in 8.9 campaigns are due for improvements.

Maybe itā€™s possible to add details to the wishlist?

Iā€™d like to see offline campaigns with more features.
Additionally to the tranditional snail mail idea, several customers are using those for trade shows, events, phone campaigns, etc.
It would be nice to see, which lead / contact went through what campaign.

Maybe, instead of maintaining the rather outdated look and feel of the charts of email campaigns, it would be possible to remove those and add a dashboard into the campaigns base on standard reports & charts of the CRM.
Those could be installed out of the box or created when clicking a button / checkbox in a campaign to activate the dashboard.

There is currently a bug when creating tracking links from within the campaign wizard. Would be nice if this could be fixed.

And somewhat related to the campaigns:
What not use HTML templates (either the Mail ones with another type or better yet, a separate type of HTML templates) for all HTML pages like:

  • Survey, Unsubscribe, etc.

(see video for the issue)

Iā€™ve seen this multiple times in these forums here that people would like to customize those white pages with a few words on it to something which actually fits into customer communication and CI.

Additionally: Why not offer both - HTML templates to customize the look and feel AND the option to just add a tracker link functionality? In that way people can build their unsubscribe, survey thank you pages etc. on their WordPress, Drupal etc. CMS.

And here again:
The standard unsbscribe etc. pages can be all admin configurations.
Every new campaign will load the defaults from admin and the marketing department can override with custom landing pages.

Form builder for webforms:
It should be possible to build forms for any module including custom modules.
Additionally the form builder could be revamped to work better / work like form builder are working nowadays (it got a bit dusty from the look and feel).
And, it would be great to be able to store and edit an existing form without having to start from scratch if anything got forgotten or changed in requirements.
Important: Which part is preventing spam? Frontend or backend? If I take the form code and publish it, frontend should be able to check for spam and backend should only accept data coming from the form (not from bot code).

Overall:
If this would be less technical (bounce accounts, tracker links etc.) and more marketing, it would be easier to use it in the marketing department.

Idea: Admin creates a bounce account which is automatically being used.
The lists (unsubscribe etc.) are equally ā€˜justā€™ being created automatically in the background and later on displayed for reporting purposes.
It would be nice if itā€™s possible to customize those (for special campaigns, Iā€™d create a specific unsubscribe list) but initially one size fits all might be a simpler approach.

2

Totally Agreed GIFs - Find & Share on GIPHY

3

My wishlist, really I think the Sales Agility team should take a look at what Mautic is doing.

  1. Dynamic Target Lists: Create and update target lists by a rule rather than a static list. For example: leads, status = New is always a target list of new leads.
  2. Add the GrapeJS email builder. Way more robust than the current one, plus someone else maintains it!
  3. Bounce handling needs an overhaul. There are a bunch of threads here talking about some of the issues. The bounce handling is not super robust and should be able to be customized for how different email senders return bounces.
  4. Unsubscribe needs a re-work. There are a bunch of threads here about some email clients crawling the unsubscribe links and unsubscribing everyone. There must be a solution to this. There are some suggestions in the threads.
  5. In general simplify. There are like so many steps to create a campaign and it all depends on other settings all over the place ie: the difference between a newsletter campaign and an email campaign, or the unsubscribe settings in admin.
  6. Need OAuth for outbound Gmail and O365
  7. Better stats. It would be good to be able to report on the campaign statistics in the reports module better. Who opened, who clicked, bounces, etc. So that users donā€™t have to go to the campaign module to see this (maybe a dashlet!)
  8. Workflow integration. ie: if lead opened email, visited landing page then do xyz.
  9. All links should be ā€œtracker linksā€ having to make links tracker links is a pain.
  10. Image URLā€™s cannot be tracked. For example a button image with a link cannot be a tracker link (at least I have not figured it out). As above all links should be tracked.

Thatā€™s my wishlist, Iā€™m sure I could think of more. Hope that helps.

4 Likes
4

Regarding Point 1.

This can be achieved by using the basic code from ā€œadd to target listā€ functionality in the reports module and creating a scheduler for it

2 Likes
5

thanks @abuzarfaris thatā€™s a great idea. I didnā€™t really consider using a scheduled job to do this, but yes definately possible. The way Mautic works is all target lists (they call them segments) are defined rather than static (you can have a static list as well), it just makes it easier to manage multiple segments, ie: new leads, active customers, people who purchased in the last 6 months, etc. etc. and you donā€™t have to write any code to do it. It really is a great way to do it in Mautic if this functionality was in SuiteCRM it would really simplify managing lists.

1 Like
6

Yes I have recently started using mautic and itā€™s great for email marketing and flows and journeys

1 Like