LionDesk V2 CRM Ideas Portal

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Include Secondary or Spouse Email/Phone in AutoDrip Campaigns

The primary email address and phone number is the only address that gets used for Drip Campaigns.  Many clients have spouses/significant others with separate email addresses and separate texting numbers.  It would make more sense to keep each client connected with their spouse under the same Contact instead of having to create a New Contact for the spouse simply to make sure they receive emails/texts.  

  • Guest
  • Sep 5 2019
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  • Kim Hullett commented
    6 Feb 06:10pm

    This is the most major flaw in this software and likely a deal breaker. Just spent hours and dollars creating a powerful digital campaign and digital newsletters only to realize spouses DON'T get emails, and in fact they AREN'T EVEN searchable. Clearly, someone at Liondesk is looking to expand away from real estate as this is NOT how relationship-based real estate works. Don't want to enter TWO address changes, don't want to enter TWO house anniversary dates, don't want to enter TWO status changes, etc. This is cumbersome and fully failing to understand how we work in this market with lots of clients that are partners.

  • Guest commented
    3 Mar, 2020 09:38pm

    I want to email both the spouse and the main contact without having them be a separate contact. I have all of my couples contacts as one contact from V1 it worked perfectly. Now I cannot event email the spouses without making a separate contact which will take hours/days for me to do with all my contacts. please bring back.

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