Feature requests
Submit IdeaMultiple Clients (Agency Mode)
Allow clients to have Teams view the Campaigns. Allow for them to add people to the teams so you can provide multiple people campaign access.
Jesse O1
Forward All Emails to Inbox (Agency Mode)
Forward all client emails to one inbox.
Jesse O1
Add # of Warmup Emails on the E-mail Inbox Screen
It's difficult to tell which accounts are in which status and have warmup. I believe there are some best practices we all generally follow or should be able to set. It would be great if we didn't have to worry about campaigns not accidentally getting dropped to 15 vs 40 warm-ups in a Bulk Update etc...
Jesse O#Improvement1
Use GPT-4o instead of GPT-4, 2X faster and 50% more cost effective
A simple modification and usage of the new gpt-4o could be more cost effective and faster than the current gpt-4 sentiment analysis. By changing the endpoint users can save more money and obtain better results.
Angel P0
Inbox Provider Auto Labeler and Dashboard
Provide some Auto tagging functionality around the Inbox type for example (Google, Office, Zoho). Auto-tagging Categories: -OAuth1, SMTP, App-Password -Outlook, Zoho, Google -Warm-up / Active / Idle Dashboard -# of Inboxes Active -Zoho, Microsoft, Google Inboxes Running not Running etc.. -Total Metrics of All Campaigns / Etc... -Contacts Left
Jesse O1
Add Saved Views (and Shared Views)
Add Saved Views and Shared Views so you're able to provide a parameterized or view based. The use case would come from being on the Master Inbox... See all campaigns with: Not Replied or Positive Campaign Owner = Client X
Jesse O1
Google Sheets Import
Provide a way to bring Google Sheets data into the Campaign. Google Sheets is much easier to share than CSVs which can have serious version control issues internally if you save it to your desktop. As we scale campaigns, we're finding less success using any files that are local. Much easier to scale with a Cloud Based solution like Google Sheets. Dangerous to do it via manual CSVs via Upload. Had several campaigns run through with incorrect CSV Versions.
Jesse O#Improvement0
Tags for Subject line, Pre-header, Email Body Length, opening lines, and CTA
Having the ability to hyper optimize email campaigns by Subject line, Pre-header, Email Body Length, opening lines, and CTA would be absolutely a game changer... Being able to see which style/type of each works best per solution/service being offered, and industry based on the consumer would be a feature that could help cultivate unparalleled success in email marketing campaigns.. Example: Pre-Header & Opening Lines: Direct Value Opening Industry Authority Position Business Performance Focus Body/Value Proposition: Micro Format Standard Format Extended Format Style/Tone: Question-Based Pattern Interrupts Curiosity/Intrigue-Based Revenue/Problem-Specific etc,etc,etc
Austin V#Improvement0
Ideas
How we should gnerate the ideas
Amrita bhat0
Filter reply and positive reply by lead category (in the reporting section under "email campaign")
When we go to see the results of an email campaign it is usually hard to get a full idea of how it's performing from the report dashboard. We can see: sent, open, click, reply and positive reply. It would be helpful to add a filter here to select a few things: What lead categories do the replies include? (out of office, unsubscribe) Add a custom column for any other lead categories that we want to include. Meaning adding another column so that we can see how many leads fall under a custom lead category for that campaign. Example: For a given campaign, I would like to get the following metrics: Total replies Total replies excluding out of office Total positive replies overall Total numbers of meetings booked Total number of people contacted by telephone and rejected a meeting Right now there's no way to do this. It would be super helpful to be able to do it form here or the API so that we can get a full idea of the performance of the campaign.
Manu O0
Global Leads List
This will help when we want to download all the leads loaded to different campaigns for one client. For instance, if a client has 15 different campaigns, and we want to download the leads in those campaigns. We have to go into each and every campaign, but there could be a global leads list and we can filter by client name
Diatile#Improvement0
Change "From Name" or sender name in bulk
I need to repurpose 82 emails for another client and new campaign, and it would be very helpful to be able to change the sender name in bulk instead of doing it one by one.
Jamie C#Improvement1
DNS Provisioning (Cloudflare, Google Domains)
Add ability to change DNS Records using the Cloudflare Global Key and the Google Domains API. Clearly, DKIM will need to be generated internally but other than that rules could be setup for better inbox control and verification of domains. This would also make the DNS checking much more accurate than any check you could do on the outside. Maybe be able to provide Smartlead with the DKIM selector to get the best visability.
Jesse O0
2FA Access Controls
2FA Access for users... especially admins, super-admins etc..
Jesse O0
RBAC (Client View)
Deeper Rules Based Access Control for Clients... Sometimes, you would want them in the campaigns, sometimes you wouldn't. There are situations where you will need more fine-grained access controls into the application.
Jesse O0