Marketing

It's not currently possible for clients to import their own client lists in Phorest. Example 1: many clients now have a form on their website which collects emails to sign up to newsletters. Example 2: clients also use Mailchimp/other marketing platforms to collect client information that doesn't sync with Phorest. Grönn(21212), for example would like the ability to be able to upload these lists herself to Phorest.

If wanting to send the same email to all clients across two different sites, there is no way to 'copy' the campaign made over to the other side, meaning you have to start completely from scratch. Which is very time consuming and frustrating!

I would like to have an option in Marketing campaigns to choose the year and just see the revenue for that year. Currently, the marketing campaigns are in one big list starting at most recent e.g. 2024 and going back to the oldest e.g. 2022. In order to calculate the revenue generated by our SMS campaigns in any one year, you currently have to trawl through all the campaigns. It would be easier to add an extra option for "year" in the drop down menu where the current options are only SMS or email campaigns.

The ability to archive email campaigns

When I do a marketing email the pictures that are contained within the email turnto question marks when received. Sometimes not immediately but after a certain amount of time. I recently spoke to Matthew who said it is not to do with Phorest and more the email provider. However when I go back to the marketing email on Phorest that picture is indeed a question mark and Phorest produces an error screen.

I sent a campaign targeted at 2 client categories- people who'd had one of two different service categories (Body waxing or Facial Waxing) There was no option for "or", only "and" which wasn't the list that I wanted. Therefore I had to send the campaign twice, once to each categories, and to ensure I didn't annoy people by sending it to them twice if they HAD had both service categories, I had to manually go through and remove the addresses of the 274 duplicates when sending the second campaign.

To be able quickly find the campaigns you have already sent by a keyword. It would be super beneficial and efficient. While I scroll down to find an old email I sent to my client Phorest logs me out and I need to repeat this process. It is time consuming. Search in this section would be extremely helpful.

Other Newseltters can open in browser or be saved but the Phorest ones are wasted and locked in the system. Please allow these to be used on our websites etc too

When adding new items I need to select a supplier. I do not want to see hundreds and hundreds of suppliers that other phorest users have setup. It is completely cluttered with wrong namings and so on. It makes it time consuming to find the right supplier. From a UX perspective this is extremly bad!

it would be helpful to include videos on emails from eother instagram, titkok or as a file. A youtube link isnt really helpful