Checkbox for Attach Sent Notes to CRM - Feature Request

0 Votes

Amy Vara June 24, 2019 19:22

This is for the product team. I recently sent an email to ~4000 contacts. When i designed the email, the checkbox for Attach Sent Note was unchecked. When I selected a CRM list for recipients, Act-On checked the box for me without notification. However, this isn't just a note, it's actually a task. Within minutes of the send, sales people were calling me asking me why they suddenly had hundreds of tasks assigned to them. I had to delete thousands of tasks and apologize profusely to the sales team. This is a really bad design to check a box that's defaulted to 'uncheck' without notice just because I selected a CRM list for recipients. Please undo this.

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Amy Vara
Senior Marketing Manager, PAS
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Comments

3 comments

Carina Janzon June 28, 2019 21:24

I am experiencing the same problem. Please remove the default tick and let us choose if we want to check the box.

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Carina Janzon
London Roadshow Attendee, Esri Sverige
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Original Message:
Sent: 07-19-2018 17:41
From: Amy Vara
Subject: Checkbox for Attach Sent Notes to CRM - Feature Request

This is for the product team. I recently sent an email to ~4000 contacts. When i designed the email, the checkbox for Attach Sent Note was unchecked. When I selected a CRM list for recipients, Act-On checked the box for me without notification. However, this isn't just a note, it's actually a task. Within minutes of the send, sales people were calling me asking me why they suddenly had hundreds of tasks assigned to them. I had to delete thousands of tasks and apologize profusely to the sales team. This is a really bad design to check a box that's defaulted to 'uncheck' without notice just because I selected a CRM list for recipients. Please undo this.

------------------------------
Amy Vara
Senior Marketing Manager, PAS
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Chris Apgar June 28, 2019 21:25

Hi Amy, thank you for the feedback. I am relaying this to our product team already, but I also encourage you to share this via our Product Suggestions area. Getting more votes on this suggestion will help get it prioritized more quickly!

Cheers,
Chris

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Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
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-------------------------------------------
Original Message:
Sent: 07-19-2018 17:41
From: Amy Vara
Subject: Checkbox for Attach Sent Notes to CRM - Feature Request

This is for the product team. I recently sent an email to ~4000 contacts. When i designed the email, the checkbox for Attach Sent Note was unchecked. When I selected a CRM list for recipients, Act-On checked the box for me without notification. However, this isn't just a note, it's actually a task. Within minutes of the send, sales people were calling me asking me why they suddenly had hundreds of tasks assigned to them. I had to delete thousands of tasks and apologize profusely to the sales team. This is a really bad design to check a box that's defaulted to 'uncheck' without notice just because I selected a CRM list for recipients. Please undo this.

------------------------------
Amy Vara
Senior Marketing Manager, PAS
------------------------------
Chris Apgar June 28, 2019 21:26

Update on this one: We can change the behavior of this feature. At this time, it's something that you can request from our support team.

@NATASHA DAVIDSON, @Carina Janzon, and @Amy Vara - We're opening support tickets now to get these changed for your accounts. You will receive an email about this shortly.

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Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
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Original Message:
Sent: 03-21-2019 19:54
From: Chris Apgar
Subject: Checkbox for Attach Sent Notes to CRM - Feature Request

Hi Amy, thank you for the feedback. I am relaying this to our product team already, but I also encourage you to share this via our Product Suggestions area. Getting more votes on this suggestion will help get it prioritized more quickly!

Cheers,
Chris

------------------------------
Chris Apgar
Customer Experience Manager, Act-On Software, Inc.
------------------------------

Original Message:
Sent: 07-19-2018 17:41
From: Amy Vara
Subject: Checkbox for Attach Sent Notes to CRM - Feature Request

This is for the product team. I recently sent an email to ~4000 contacts. When i designed the email, the checkbox for Attach Sent Note was unchecked. When I selected a CRM list for recipients, Act-On checked the box for me without notification. However, this isn't just a note, it's actually a task. Within minutes of the send, sales people were calling me asking me why they suddenly had hundreds of tasks assigned to them. I had to delete thousands of tasks and apologize profusely to the sales team. This is a really bad design to check a box that's defaulted to 'uncheck' without notice just because I selected a CRM list for recipients. Please undo this.

------------------------------
Amy Vara
Senior Marketing Manager, PAS
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