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JprattPCA
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Member since ‎Jul 31, 2023
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Jason Pratt

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JprattPCA on May 08, 2024
Extra degree of personalization in workflows
I have workflows that are designed to send a monthly resource to existing customers. They are sent in intervals based on when they signed-up with us. I often include a step before the email goes out to let us know via internal email that a resourc read more
Reply Idea Workflows
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JprattPCA
Member
May 07, 2024
Reply to Sequence Testing
AGREED! How am I going to send a sequence to hundreds or thousands of email addresses and not be able to test it? Only to potenitally look very unp...read more
JprattPCA
Member
February 08, 2024
Reply to Phone Call or Video Link on Meeting Page
Agreed – need to get people off Calendly so we can eliminate a “system” from our functional lives but the lack of an ability to pick phone or video is...read more
JprattPCA
Member
January 26, 2024
Reply to Phone Call or Video Link on Meeting Page
AGREED. Clearly, you must agree that not every call is suited for Zoom and not every call is suited for a phone call. There needs to be the ability...read more
JprattPCA on October 18, 2023
Pinning Views
It's great to be able to create views, but the people who would do that likely want those views to be their default views. Right now, you always have to remember to change the view every time you land on (for example) the Workflow screen. This is read more
Reply Idea Workflows
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JprattPCA on August 16, 2023
Don't un-enroll people when they reply
A major use of sequences for us will be to share monthly resources with current customers. If they reply, even just a quick "thanks for sending" they will be taken out of the sequence and they won't get the remainder of the year's worth of resource read more
Reply Idea Sequences
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