This is a sorely needed feature as there is no reliable, secure, consistent way to secure store customer's sensitive information and more importantly easily share it with them! As it stands now something like Passportal or similar solutions are needed which is just another site to login to and another monthly fee to pay :/
Overall the recurring billing is an absolute mess and needs to be fixed. I've submitted feedback for suggestions like this as well as resolving the issue where if a customer logs into 'their' portal, updates/removes a CC, the auto billing profile doesn't automatically set that new card as the default card to bill each month, so invoices get missed and you have to manually go in and adjust those profiles to use the updated card. I also suggested adding an ACH option to accept payments but still nothing on that. I made a request to fix/add recurring features more than 2 years ago and still nothing so don't hold your breath on this one.
Any word if this can be added especially for the Snail Mail? I know from the "Bulk" actions you can do a send all but it's cumbersome and the search filters don't work very well either.
Hey there -
Can you just sign up for a free surveymonkey account and put the link in a Marketr campaign?
My feeling is this already works, and we probably don’t need to build anything
In addition to having it all under a single system it would be nice to pull in what was done .. Thanks for visiting us %Insert Date% to have %Insert Service Provided% completed, we would like to ask you a few questions about it. 1) How satisfied were you with %insert tech name% 2)Did the %insert service% fully meet your needs? .. etc ...