Feature Requests

The Problem: Currently, when managing an ongoing, recurring event series, there is no way to bulk add triggers to multiple occurrences within the series. Each trigger must be manually added to each individual event, which can be very time-consuming and cumbersome. For example, I have 43 recurring events set up this year, and each event requires the same three triggers to be added. This totals 129 manual additions, which is not only repetitive but also prone to errors or missed configurations. The Impact: This manual process significantly increases the administrative workload, especially for users managing high volumes of recurring events. The lack of bulk functionality also detracts from Simplero’s overall efficiency and user experience. Proposed Solution: Introduce a feature that allows users to: -Add triggers to all occurrences of a recurring event series in bulk. -Optionally select specific events within a series to apply triggers. This functionality would save a tremendous amount of time and effort, while also ensuring consistency across all recurring events in the series. Benefit to Users: Reduced time spent on repetitive tasks. Improved accuracy and consistency in applying triggers. Enhanced user experience, particularly for those managing large event series. I believe this feature would be a valuable addition to Simplero and align well with the platform’s mission to simplify complex processes for users. Thank you for considering this request! I’d be happy to provide additional details or feedback if needed.

Hi. Please make the steps that are sending emails another color than the other steps ord change the icon to an envelope (see attached image) Previously in the old user interface (UI) the steps has different icons showing if it was an email, giving a tag, releasing a course and so on. In this new UI all the action-steps and the email-steps have the same icon. This will make it faster to spot what you are looking for when working with the automations. Thank you Siif

In the automations steps, we can write notes. This is VERY helpfull. It would be even more awesome if links added in the notes was clickable and opened in a new tab. We use notes a lot to documents what the steps are doing and often reference with a link to a task in our task system to document what's going on in the step or further instructions/references. P.S. If we can have the ability to add new line, the notes would become even more readable and awesome for us. Long notes become almost unreadable when there's no ability to add line breaks. Best regards Anja Heimdal Example picture of loooooong note - hard to read 🤓😆🙈

Hi. The skip function does not work when a contact has been paused.. So they will receive the email even though the step in the automation is marked as skipped. example: A contact lands in a 'wait until step' with the date oct. 21st The contact is paused in the automation while waiting in the 'wait until step' On oct. 25th the contact is resumed. They will now receive the email even tough it is marked as 'Skip' I hope you can find a solution for this so we can keep a professional image and brand. Solution could be: Add an option to steps something link this: Date and time field to turn the 'live button' off (this would make it possible to let a step expire and prevent anyone from receiving this step after the specific date and time). Thanks in advance Siif

Add a trigger to send a DM through Simplero Chat.

Points will be increasingly important because it incentivizes customers to stay within our ecosystem. It'd be great to have Zapier be able to add Points. For example: if they fill out a Google Form, they'll get some points they can use in the future to select which course they'd like to enroll into.

We use automations for sales, and they contain a lot of "send library email" steps. I like to keep old automations to see statistics of open rates, click rates, number of flows etc, and duplicate them for future sales. But sometimes when I'm "performing an action", for example through a segment, I'm afraid to start an old automation and send a bunch of old emails to a billion people. I prevent this by adding wait steps in the beginning of each old automation, but it would be better if these old automations somehow could be turned off or archived some how in stead, so we have active and archived automations, and one only could perform actions on active automations. This is not the most important thing in the world, but it would be a neat feature

When people want to pay for a product with Bank Transfer, the payment is 'pending' and there is no option to send them an auto-responder, no trigger available for 'pending'. It would be great if this trigger could be added! Original: https://help.simplero.com/forum/posts/72511-auto-responder-for-pending-payments

For a long time, automation wait steps have been behaving super smart when edited. If a contact was started in the wait step on May 1st and the wait was originally 30 days (so continue at was May 31st), then if the wait step was edited, the continue at date would still be calculated based on the original start date in the wait step. So if on May 5th the wait step was edited to 25 days, the contacts new continue at date would become May 26th, the contacts who had already been in the wait step more than 25 days would then continue to the next step immediately. Which is the desired and expected behaviour. Now this has been changed (to allow for easier editing of steps with many flows in them) so if a wait step is edited, all flows in the step will now wait that number of days from now on, regardless of how long they have already waited. So if I edit a step from 10 to 11 days, to make a small adjustment to part of my flow, everyone already in that step will now wait 11 days from now until they move on, regardless if they have been in that step 9 days and 23 hours or 5 minutes. To me this change is a huge setback. Minor edits of wait steps happens a lot, especially when setting up a new flow and over time adding more emails or realising there need to be an extra "add tag" step on day X or what ever. All these changes will now disrupt the flow, and for longer wait steps manually editing of continue now dates on some flows will be needed. So please bring back the old way of behaviour on editing wait steps, or let it be optional, so we can choose fast or correct update (I do acknowledge that in some cases we might want everyone in a step to wait 25 days from now, but that can easily be done as a mass "update continue at" action) Merete

It would be awesome if saved replies could be loaded to the support ticket and emails. That way, we CS replies to customers, they can click the saved replies option within the email, and choose the template that goes best with the response to the customer and update it accordingly. Help Scout has this option and it would be great if Simplero would jump on board as it is truly convenient, especially for Customer Support. Thank you!