Relabeling of Nodes/Sticky Notes within Engagement Studio - Ideas - Salesforce Trailblazer Community
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Relabeling of Nodes/Sticky Notes within Engagement Studio

Automation & Engagement Studio

It would be an incredibly useful feature that is available on many other platforms, to be able to rename nodes on an engagement studio program, or at least be able to apply "sticky notes" inside the program to explain each step if renaming is not possible.

For example, I have created an engagement studio program to nurture leads with an email drip campaign, but they recieve a different series of emails based on certain criteria. At the moment, my program has multiple branches all labeled with "Complex Rule (1)" and  "Complex Rule (2)" and so forth, meaning you have to open up every node to make sure you are editing the correct branch. Same for "Apply tags" - I think i have around 50 apply tag nodes. D:

As it stands, if I were not present to explain this program to anyone, it would be nearly impossible to figure out. Nor am I able to easily show a screenshot and explain to the sales department what we are doing in a presentation. I appreciate how much engagement studio has been improved with the past few updates, but please get this one in as soon as possible!!

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