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Client Management
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Client Management

Emails - add dynamic text or tokens to email subject line and body text
e.g. client name, metric, date
0
Emails - save email as template
0
Emails - ability to change default email styling
Header color Button CTA color Background color Logo image (file, position)
0
Emails - change primary button CTA location and text
0
Emails - support for emojis in subject line
0
Emails - change language for primary CTA button
0
Emails - Option to send a PDF instead of web-based reports
Send PDF report as an attached file +4 One agency has an automated process that sends a PDF directly into their CRM Scheduled PDF exports. +2
4
Emails - edit/remove email footer
Wants to remove the "want to jump back in" copy in the footer.
0
PPC Markup - Adjust Within an Integration
Ability to apply different PPC markups to different ad campaigns within one integration.
0
White Label - Ability to create custom theme colors on widgets
if you could set them to be related to a metric. eg. spend should be red, revenue green
1
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