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jgerlach
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Member since ‎Mar 4, 2021
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Jordan Gerlach

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TVento on April 01, 2021
Sending email to company-based list
To my surprise it is not possible to send email to company-based lists. We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes d read more
Reply Idea Lists Marketing Emails
182 upvotes
52 Replies
jgerlach
Member
August 02, 2022
If I was in marketing, this alone would keep me from paying for the marketing hub. Kind of an unbelievable hurdle when you are talking about a market...read more
Melb11 on March 30, 2021
Knowledgebase Reporting
I think we need more reporting capabilities with the KB, analytics. Like visuals, graphs over time, sources, click rates. We activated the knowledgebase at the same time as we activated a chatbot. I have reached out to support multiple times due the read more
Reply Idea Analytics Tools Dashboards & Reports Knowledge Base
11 upvotes
5 Replies
jgerlach
Member
April 07, 2022
Very good point ^^ Agreed!
James-Preseem on August 19, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate read more
Reply Idea Conversations Reporting Tickets
210 upvotes
63 Replies
jgerlach
Member
December 01, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...read more
James-Preseem on August 19, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate read more
Reply Idea Conversations Reporting Tickets
210 upvotes
63 Replies
jgerlach
Member
December 01, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...read more
James-Preseem on August 19, 2020
Prevent previously closed tickets from reopening.
I have customers who have a habit of replying to an old email related to a previously closed ticket as a means to initiate a new ticket. As you can imagine this automatically reopens the old ticket and appends the details of a completely unrelate read more
Reply Idea Conversations Reporting Tickets
210 upvotes
63 Replies
jgerlach
Member
December 01, 2021
This should be standard, out of the box functionality. Set number of days to allow ticket to reopen. Boom, done. I have no interest in the hacky work...read more
brittanyCP1 on May 07, 2020
Averages In Reporting
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca read more
Reply Idea Sales Reporting
52 upvotes
15 Replies
jgerlach
Member
November 11, 2021
This is most certainly not solved. CES ratings, NPS ratings are considered non numeric values, even though they are. 1-7 and 1-10 respectively. HOW A...read more
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