Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
15
votes

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Eyerusalem Gehringer commented
We agree, this is something we would prefer to have. There are some folk that we know use their cart strategically that we don't want to notify them. Right now we warned some people in advance and have language to control it, but it would be great to have that second screen to select who to send it to for that level of control.
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Elizabeth Gagne commented
This would be a great feature!!