Can I use LEADS section as an Audience for BulkEmail in FREEDOM UI ?

Yes there's a full lead section in Freedom UI, with revised (simplified) lead process, but indeed have only seen bulk email (freedom UI version ) audiences based only on contact folders. 

Will the LEADS section be available as a selectable audience source in an upcoming release?

Hopefully yes.  If known...which release ?   (8.3. ?)

Francois Breault,

Hello,

In fact, you can configure a folder in the Contacts section so that it includes all contacts associated with leads.

An example of such a filter is shown below:

After that, you can simply select this folder as your audience.

The problem in this method is that if the contact has 2+ emails, we cannot select which EMAIL to use for the Mass-Mailing.  By default, the system would use the LAST email input in the Contact Communication Option.  

When using the LEAD section (or a custom object), Each EMAIL is unique and can be used seperately.  A contact may have several emails (admin@..., info@...  name@cie   name@gmail )  and we may decide which email to use based on some criteria or tags.  (Invoice, Promo, News, Training...)

 

This is a MAJOR feature for Marketing B2B and could become a CRITERIA to choose OR NOT choose CREATIO for several companies.

Can we confirm if this feature WILL BE implemented within the coming RELEASES ?
I will NOT MIGRATE to NEW FREEDOM UI until it is.

If the feature will not be implemented...I will need to think of other options.

Thanks for your update.

Hello,

As mentioned earlier, we’ve already registered an idea for this enhancement, and our R&D team will review it for future releases.

We completely understand your point — when the audience is selected based on the Contact object, there’s currently no way to specify which exact email address the message should be sent to.

At the moment, the system uses only the primary email by design, since marketing campaigns are generally sent in bulk, and most users don’t need the ability to choose a specific contact address manually.

That said, we do see the value in making this process more flexible. Our team is already working on expanding the subscription management functionality, and your case will be taken into account as part of that effort. We’ll also continue gathering feedback from customers to better prioritize this improvement.

Hi Yelyzaveta,

I support François on this point, and I believe this flexibility should be addressed from a system architecture perspective. 

It would be optimal to introduce it as an extension of the Contact object or the Contact communication options entity. Ideally, this enhancement should be integrated with a GDPR-compliant module that is fully compatible with the FUI framework.

Thank you for taking this into consideration.

+1