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  1. Browse, Score, Segment, Create Journeys for Anonymous Visitor Records.

    Recommendation:
    Contain related visits, page views, sent/seen HUMs, and fields/data points such as IP based info, created date, (custom fields - like lead score, lead rank, etc).

    Most of which is already being housed somewhere in AP because on email click, form or HU conversion the history flows from the annonymous visitor to the contact.

    Problem:
    The proactive headsup criteria is OR based logic on pageview activity only. I need to be able to treat anonymous visitor just like a lead or contact with the exception of being able to email, txt, or LOB them.

    Use Case:
    I need to…

    33 votes
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      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 6 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Capture Fields

        Add Mobile/Phone numbers to Proactive Headsup Capture Fields

        5 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow transactional emails to pull in dynamic content via API

          For use on things such as cart abandonment emails / member statements / transaction details.

          e.g. a user orders 3 items from your store. The following transactional email pulls in the item names, quantities, prices, order total, tax amount etc. Whatever fields are relevant to the transaction.

          This data should not need to be stored directly inside autopilot (esp. as # of transactions within a certain type could be unlimited) and could also be frequently changing.

          5 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Integrate with Stripe

            Ability to integrate with Stripe without using Zapier

            8 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Update/populate custom fields based on calculation

              This would be useful when creating custom fields to represent total spend, total transactions, average spend per transaction, etc. Ideally, you create an 'Update Field' action to add to the field. E.g. in a customer's first transaction, they spent $50. In their next transaction, they spend $20. The 'Update Field' action for the first transaction would add the total transaction value to the empty 'Total Spend' field. On the second transaction, the 'Update Field' action would add the $20 to the $50 already in the 'Total Spend' field.

              9 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Not allow for duplicate email names to be saved/created

                Currently if you upload a new version of an email, it creates a duplicate creative, emails that have the same name should not be able to be saved/created

                3 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Log IP addresses for all visitors. Create Segments depending on IP/Country

                  When someone visits, track at the bare minimum their country via IP. This way we can segment journeys based on their location when they fill out a form.

                  5 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Global Form Capture

                    Option for Autopilot to scan entire website for all forms and automatically commence tracking... Forms can be identified via URL, until given a specific user friendly name by the user.

                    Would be good if this option could then periodically scan for new forms and auto track them and collect data.

                    3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to set the From Address and Reply To email addresses separately

                      Have the ability to configure both a From Address and Reply To email address separately within the email editor.

                      This will help when users wish to have a generic email listed as the From Address while also having a specific sales person's email address set with the Reply To email address.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Lookup and filter on Salesforce account object (parent object)

                        It would be *really* helpful if you could lookup across Salesforce objects, at least from contact --> account as this is extremely common to so many B2B marketing workflows. Much of the data lives on the account object, but you're always working with contacts in AP, so you need to be able to query both very easily. Not just with Salesforce selective sync, but also for creating smart lists, triggers, actions, etc.

                        Currently you have to add a custom formula field onto the contact object in Salesforce to pull down any account level data you need onto the contact. This…

                        3 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add a Team member Activity Log

                          As our team is growing mistakes will happen so we need access to the Team member Activity Log.

                          The activity log will assist us in tracking changes such as:
                          Creating/Editing/Deleting Contacts
                          Creating/Editing/Deleting Journeys
                          Creating/Editing/Deleting Emails
                          Creating/Editing/Deleting Headsups
                          Creating/Editing/Deleting Proactive Headsups
                          Creating/Editing/Deleting Team members

                          and any other action i forgot

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Real-time personalization

                            1) Integrate with clearbit to allow real time personalization of the company name variable;

                            2) Integrate with the website so that company name variables and contact variables can be included in website content

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Sending single emails to contacts

                              Shouldn't you be able to email people out of Autopilot without having to create a journey?

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Zendesk Integration

                                We'd like to be able to evaluate Zendesk data to make a decision within a Journey. IE # of recently created tickets, Zendesk custom fields, etc.

                                We have our Zendesk broken down into categories, we'd need to be able to filter based on these categories. IE a support ticket is very different from a strategic ticket with the customer success manager.

                                3 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 'Check slack response' Condition

                                  So that when a slack message is sent to a sales person, for example, they can either reply yes or no and that will then check the condition of the response, and impact their journey. I.e. at a sales point, send a slack message asking a sales person if the personal experience was positive or negative for a sales, if no, then can point them back up the funnel, if yes, remove from journey.

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email Change via segment

                                    Hello as per feature from https://autopilothq.uservoice.com/forums/284270-autopilot-feedback-forum/suggestions/11728722-email-update-from-segment

                                    The feature was implemented to allow change in email address as per : https://autopilothq.zendesk.com/hc/en-us/articles/206714873-Segment-FAQ

                                    But there seems to be two things I observed :
                                    #1. Its not working as expected and havent heard anything from support yet about it, waiting for reply.
                                    #2. The need to change email says :
                                    traits: {
                                    email: "original@email.com",
                                    _NewEmail: "new@email.com"
                                    }

                                    but segment allows to have multiple integrations at a time, while we send the data in above format, the other integrations will continue to get old email data. Instead something like :
                                    traits:…

                                    2 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Localization of Email Subscription Cancellation Page

                                      We are currently using autopilot for Japanese market. Is it possible to customize the unsubscribe landing page or localize the text on the landing page into Japanese?

                                      Some of our customers did not realize that they were unsubscribed after clicking the unsubscribe button because the text is not in Japanese.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • allow alias instead of actual names on proactive headsup

                                        I don't necessarily want my own name on the proactive headsup. An alias would be great or just my first name and last initial.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add relative values to date/time condition checks

                                          It would great if there was a way to check a date condition based on on a relative value i.e. +14 days from the value in the field. Do realize it's available as a Smart Segment, but could be more intuitive if that feature lived here as well.

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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