Employee Permissions & Access
I dont understand why there is only 1 (ONE) manager login. Is this not scaled for larger businesses...this seems so ridiculous and such a low hanging fruit where you can grant employees access
Merge contact lists into specific master lists
When creating email/text campaigns, we should be able to create and save a master contact list based on the several smaller contact lists selected.
Populate class lists in alphabetical order (allowing to sort from a to z or z to a) for easier searching. Right now, there's no order to the list at all and searching for a class list means endless, random scrolling until the desired list appears.
Need ability to merge contacts
Need ability to merge contacts on referrizer and combine points.
Adding referred by - manually
A way to manually enter people a client referred under their name for record keeping. (for people who made referrals before they began the promotions) Acc. APEX School of Movement San Diego
An article on Birthdays so they know how to add them in with their imports (format), and how to target people with this
More Robust Reporting
Ability to build a report for campaigns - emails opened over time specific email and text open Campaign performance reporting Flexible enough to encompass across the whole Referrizer platform!
Tracking Funnels and Lead Assignment
Being able to track people through a funnel and assign leads to other staff as I can in GymLeads.
Create an automated text feature
An automated text feature that goes out automatically after a clients first visit. That could be used for customer service and to encourage next purchase steps.