Centime Ideas
We have seen examples of client's utilizing multiple campaigns for their customers, with each campaign being very similar to the others.
For example, JobGet has three unique customer types, corporate payers, agency payers, and COS payers, in which all three of their customers have their own unique campaigns, with the same notification schedule exactly, with the only difference being a unique account manager for international notifications for each. Another example, NoviLabs, is likely going to create two very similar campaigns, a campaign for net 30 customers and a campaign for net 60 customers as they include a notification for initial send, with the only difference being one campaign includes a 29 day before due notification and the other at 59 days before due.
In order to help simplify the process of creating these campaigns, we should allow the ability to create a copy of an already created campaign, so our clients do not have to repeat efforts at customizing and adding in notifications when they are just looking to mirror an existing campaign.
| Client / Prospects AWAITING (internal only) | JobGet, Novi Labs, R3 |
@stella @gauri R3 gave this feedback today. They could have up to 10 "BRM's" (business relationship managers) who will each need their own campaign, with their own subset of customers. That way, they can list themselves respectively as internal contacts. They will have the same cadence for each campaign, though, so they'd love to be able to copy and paste the same campaign and just change the internal contact
Tentatively added to Sprint 39
This has been in the roadmap & was deprioritized for gaps. It is in the parking lot for now.