Emilie BARTIER Marketing Consultant

As it is the case with a static marketing list, It will a good thing if in a segment we can do a request based on a dynamic marketing list.

Actually the “Regarding” field is not set for now on the CV Surveys. This is an expected behavior with the current logic of your software.

But for the requirements business (users) it is very important to identify the trigger (CRM records) that sent the survey.

example:

1/ Following the closing of a case (CRM entity), from a journey an email is sent to the concerned contact.

Email with a link of a customer voice survey.

2/ The customer responds to this survey

3/ a CRM record is saved in the CRM ("Answer of the Customer Voice survey") but the "Regarding" field is empty.

It's annoying because the user can't make the connection between the customer's answers and the closed case. Several cases can be opened for a CRM Contact. How to know to which box is attached the survey and therefore the customer's answers?

Hello

Actually impossible to have insights for a custom channel used in a customer journey.

It is a problem for the analize because the number de see in the custom channel tile is not correct with the reality.

In my example we use a custom channel to send any sms with an external provider (Touchdown).

The number we have in the custom channel is the same we have in the used segment whereas in the report of the SMS scenarii it is different.

In fact the number of real participants is more small because are excluded unsubscribe contacts and contacts where there is an invalid phone number.

It will be great if we have the correct insights from the customer journey.

Could you add this release in your future actions plan.

Thanks a lot.

Emilie (Javista)

Current Issue: Responses are captured in the customer insights journeys for the Contact but in customer voice respondent showing as Marketing respondent wheras in the previous Module of Marketing (outbound) each response was associated to the dedicated contact.

I was very surprised by this discovery this regression!

It's a regression because with outbound marketing we didn't have this problem: the match was well done! why your new module does not allow this same functionality. you say you are releasing a significantly more efficient product. However, important features no longer work, such as form pre-filling which is no longer possible or also saving as a marketing form template, etc.

Microsoft is pushing us to switch to real time but ultimately I wonder the point of doing so in the face of all these losses.

So thank you to improve the product to allow to the associated each response if you send a survey from the CI-I app.