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New Idea

Trigger filter enhancements for Email Campaigns and other inconsistent filter UI

Related products:CC Users & Roles

DannyPancratz

Inconsistencies in User or Content filters across various UI are quite frustrating. 😡

For example, for some UI, primary and custom roles are multi-select checkboxes. The filter only matches users that have that primary or custom role. But for others, like User Overview, you can filter on options like:

  • Is one of 
  • Is not one of
  • Is empty
  • Is not empty

I believe I’ve experienced the same frustrations with tag filters for content. 

For email campaigns, especially, the filters need to match the User Overview. 

  • I can build a segment based on “is not one of”, but I can’t send an automated email to a segment
  • I cannot configure the triggers for the automated email the same as the segment, so there’s no way for me to apply the criteria to send an automated email
  • Without this, I don’t have a use case for my email.

Customer impact: Inconsistent UI for similar features is not only maddening, but risks loss of time and effort. I’ve spent a number of hours on the email campaign strategy and development, but now I can’t use it. User Overview is where I did my R&D for developing my list of users we’d target. It is much safer than doing that in the email campaign setup, as you can see exactly who would receive the email / would not.

 

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