When sending multiples requests : Pre-send summary showing how many contacts will actually be invited


Context / User need:

The client wants to invite customers who are not automatically solicited by EMR (e.g. those who don't book online).

To do this, he exports his full client file from his software and uploads the entire CSV into EMR. He does this because full export is the fastest option β€” manually sorting/filtering the CSV beforehand is time-consuming.

He relies on the campaign's deduplication filter to exclude contacts already solicited within the configured time window (e.g. 120 days).


Problem:

Before sending, the client doesn't know how many contacts will actually be invited.

He knows the deduplication filter will block a portion of his list, but he has no visibility on how many will be filtered out vs. actually sent. This makes it hard to anticipate SMS/credit usage.


Proposed solution:

Add a pre-send confirmation screen (after clicking "Importer et commencer Γ  envoyer") that shows the result of the deduplication filter before the actual send, e.g.:

  • 2,500 contacts already solicited in the last 120 days (excluded)

  • 150 contacts will be solicited (included)

  • (Optional) reminder of available SMS/email credit balance


Value:

  • Gives the client visibility on real volume and credit usage before confirming

  • Avoids confusion around "pending" vs "not sent" statuses

  • Removes the need to manually pre-filter the CSV

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

General

Date

About 3 hours ago

Author

Jean-Gabriel

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