Feature Requests

Requesting calls be recorded in Loyalsnap for training purposes and content review

Outbound messages displayed in an outbox, similar to our inbox. Studios want to view the messages sent (that have not yet been replied to).

Currently the open/click rate metrics for email automations are only available for messages sent over the prior 30 days. Requesting this data be available to compare month over month

Occasionally, more than one automation will be sent out, simultaneously. (Example, if there are three class reminder automations set up for different times before a client's first visit and the client books their class within the time frame for all three). Requesting the ability to identify "priority" automations to ensure that one of the messages will always be sent first, in these situations.

I'd love to be able to see within a client's profile: -which automation journey they are currently in -upcoming scheduled automations -and have the ability to delete or edit any upcoming automations for that specific client

It would be great if we could send email templates as one-offs to specific clients through their profile rather than needing to create an email blast.

Search option in history tab

This studio wants to include a keyword in their marketing materials, for clients to text to the studio number to receive an auto-response message. Currently, keyword auto-response is only tied to SMS Blasts. Per product, only those who receive the blast will be eligible for the auto-response (should they sent the keyword).

Since we are now ingesting CRD & MBO referral types via static client list, it would be helpful to have this conditioning available for dashboard categories

We would love something similar to Mindbody's Lead Management platform within LoyalSnap so we can keep everything streamlined. (Separate from the main dashboard) Even if this was a simple manual drag and drop through the pipeline, it would be a HUGE help. I've attached a basic picture of the Lead Management Dashboard within Mindbody for reference.