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Casey Schorr

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  1. Better enrichment of contacts

    6 votes
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    1 comment  ·  Autopilot Feedback Forum  ·  Admin →
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    Casey Schorr commented  · 

    +1 on this, clearbit is much more accurate than fullcontact in our experience

  2. Support Segment Group Calls

    37 votes
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    4 comments  ·  Autopilot Feedback Forum  ·  Admin →
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    Casey Schorr supported this idea  · 
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    Casey Schorr commented  · 

    We're dying without this! In any B2B scenario, there's a lot of company-level data essential to proper contact-level journeys. Without this our targeting and messaging is severely compromised as we can't know anything about what is happening at the company level.

    As an example:

    Onboarding (yes/no) is a company-level trait. This is stored in the segment Group level, and we'd have to hack this and manually replicate down to each contact. We need to know if the company is onboarding or not to manage contacts in a journey (eject them when onboarding is complete).

    Other problematic traits include "is this the first user on the account" (a count of how many users are on the account) so we can trigger a journey depending on if they are one of the first users, or a later user.

    The list goes on and on. This is essential for B2B companies.

  3. Unsubcribe preference page

    247 votes
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    22 comments  ·  Autopilot Feedback Forum  ·  Admin →
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    Casey Schorr commented  · 

    +1 on this, I'd like to humanize the unsubscribe and ask them to follow on social. Would also like to put an "oops, would you like to resubscribe" link, or maybe an email preferences center like Pardot offers where they can reduce the email frequency instead of unsubscribing completely.

    Casey Schorr supported this idea  · 

  4. Let me edit the name and criteria of my smart segments without duplicating them.

    254 votes
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    under review  ·  22 comments  ·  Autopilot Feedback Forum  ·  Admin →
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    Casey Schorr supported this idea  · 

  5. Send Headsup Message from SFDC Owner

    11 votes
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    4 comments  ·  Autopilot Feedback Forum  ·  Admin →
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    Casey Schorr commented  · 

    This is a recurring issue for us, really frustrating our CSM team. They don't want all the account-based messaging within our app coming from someone on the marketing team. They don't want just "one" CSM getting unfair airtime. There isn't a good workaround here -- we really need to be able to use a lead owner variable as the team member that shows for Headsup messages.

    Casey Schorr supported this idea  · 

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