I think it would be great to have below features for the activation email:
- being able to automatically send the activation email when importing contacts
- having a way to know whether/when the activation email was sent for an unverified contact
- having access to the "send activation email" from all panel (for example when you are looking at a company contacts, if you check one or few unverfied contacts, you only see the "delete" button whereas in the "unverified contacts" panel you can see the button)
- being able to filter in the "unverified contacts" panel
I would agree with this points. Bulk imports need bulk actions. I would comment to say that importing and automatically sending activation emails, should be a choice on import, not a forced feature.
5 months ago
We add our contacts manually and then send them an activation at their contract start date. Having a log of when we did this can be useful in cases where customers state that we didn't send them an email etc.
2 months ago
Would this belong here?
I can create a contact for a customer, create a ticket and generate an initial response to the customer. The customer will receive that email and be able to reply to my response, even if they are not a verified contact, which circumvents the customer needing to validate their account. I have been over the settings and do not see any automations for something like this.
When agents are creating a ticket they are already in assistance mode with the customer and simply generate the contact, generate a ticket for that contact and send. Agents do not have a frame of mind of create the contact, send an activation email, WAIT for the customers activation and then generate a ticket.
I would think that when an agent generates a contact for a customer, generates a ticket and sends an initial response, the customer should not be able to reply until they are validated. THAT would also help to keep down amounts of spam we all get.
If anything, customer should get an email stating a ticket has been created for them and to visit URL X to validate their account for further assistance.
As it is, we have 25,000 unverified contacts in our system with no way to bulk send an activation to the lot without being stuck at doing it at 30 customers at a time. Using the ALL button only allows 30 customers per bulk action.
I have no issues being the dummy here and someone saying "You can achieve this by....". At this stage I feel the only stupid question is the one not asked.
1 person likes this
about 1 month ago
@Steve The only way I managed to do it was by asking Freshworks to use an API on an excel file of the contact I imported. Thus my starting this topic.
We also have a lot of unverified contacts we need to clean one way or another...
@Antony, I found a way to simplify the matter during the import: I add a Tag. then I filter per tag and can send the activation email according to the tag (But I still have to do it one by one so it doesn't work for hundreds of contacts!!)
about 1 month ago
@Freshdesk - Surely using your own API for the customer timeline would be an easy solution for logging when a customer has been sent an activation mail without giving users a direct access? - You already send a notification to the UI that a mail was sent so surely you could just add use the API add an event too - https://support.freshdesk.com/support/discussions/topics/50000001109