Marketing

When trying to review old marketing campaigns on the desktop, there is no scroll bar and the down arrows don't work. It's really not user friendly. A simple fix here would make this area was more useable.

Issue: Phorest's campaign filters don't support the segmentation we need. Specifically, we want to send a campaign to clients based on their TreatCard point balance (e.g., clients with over X points), but Phorest only lets us filter by whether a client has a TreatCard or not — not by point value. As a workaround, we've had to manually identify and enter around 1,500 client names one by one to send this campaign. Requested feature: The ability to bulk upload a list of specific clients (e.g., via CSV) directly into a campaign's recipient list. This would solve the TreatCard issue, but more importantly, it would solve this problem generally: any time we need to target a client segment that Phorest's built-in filters can't handle, we could build that list ourselves elsewhere and just upload it.

So, in order the target cllients that haven't opened my last email, I need to be able to make a list of these clients to send a different email to. There is no option to export the clients and there is no segregation option to send a more targeted email or text just to those clients. The only way to do it is to add them manually and I have over 3000 clients.

I’ve raised this before, but I wanted to submit it again as a suggestion regarding the current limit of 20 email campaigns per calendar month. I completely understand the need to have limits in place, particularly to prevent businesses from sending excessive numbers of emails to their entire client database. However, I don’t think counting the number of campaigns, regardless of how many recipients they are sent to, is the fairest or most practical way to apply the limit. For example, I currently have a small group of just 42 clients, from a database of around 4,000, who have specifically signed up to receive a short educational email series from us. As part of this, I’ve been sending them a few emails each week. Because every email to those 42 people is counted as a full campaign, I’ve now reached my 20-campaign allowance and have been blocked from sending the remaining emails in the series this month. It’s particularly frustrating because these clients have actively asked to receive this content, and the total number of emails being sent is relatively small. Could the campaign allowance perhaps be reviewed so that it takes into account the number of emails/recipients being sent to, rather than simply the number of individual campaigns created? Alternatively, perhaps campaigns sent to smaller segmented groups could be treated differently from campaigns being sent to an entire database. I completely appreciate why sending 20+ campaigns to all 4,000 clients in a month might need restricting, but sending a targeted campaign to 42 opted-in clients feels very different. I think a little more flexibility around segmented campaigns would make the email system much more useful for businesses like ours that use email for education and targeted client communication, rather than simply sending mass marketing emails. I’d really appreciate it if this could be considered as future product feedback — and if there is any way my account could be temporarily enabled to allow me to finish the current series for these 42 clients, that would also be hugely appreciated.

We are currently running a welcome back campaign and it would be great to have the facility to automatically link the welcome back offer to the client. At the moment they have to show us the email on their phone to receive the voucher.

When an SMS is undeliverable in marketing, Phorest should remove the contact so it doesn't keep charging for undelivered SMS messages

I would like to add more status options specific to my business and be able to select more then one. Also i would like to add the Lead management to the mobile app so when i am out and about and I can instantly interact with new leads.

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

Why does Campaign List say some clients can't receive an EDM because they do not have email addresses even if he they have. And also their email marketing notifications even have already been enabled. Please fix this.