Create Business Rules that only run for specific Users
gathering votes
H
Howard Bodner
As the GM, I would like my team to benefit from customized automation, particularly when sending videos. I would like there to be an option to send an automated email to leads with an embedded video where the video adjusts based on the salesperson it's coming from, maybe even feeding from the existing uploads in the video library.
Created by Briahna Sparks
Shawn Goebel
gathering votes
Shawn Goebel
Howard Bodner Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Hey Howard Bodner, thanks for your feedback! Following up on this:
- Could you provide more details on how you envision the video customization process? For example, should the video content change based on the salesperson's style or the type of car the lead is interested in?
- What kind of information would you like the automated email to include apart from the customized video?
- Could you clarify what you mean by 'feeding from the existing uploads in the video library'? Are you suggesting that the system should automatically select a video from the library based on certain criteria?