Skip to content

Autopilot Feedback Forum

62 results found

  1. Add "today" date variable

    A --today's date-- variable would useful. For my purposes, I would use it to populate a date field in Salesforce as contacts move through our sales funnel. SF reports then use that field to identify new, moving and stuck contacts in the funnel.

    73 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This is now available: http://autopilotdev.tumblr.com/post/155737566708/update-january-12-2016. Thanks to everyone for their feedback.

    Please note that this release does not include the additional suggestion to allow operations such as today+3. I am seeding a new suggestion for that feature, so please add your votes and comments there: https://autopilothq.uservoice.com/forums/284270-autopilot-feedback-forum/suggestions/17713978-expand-today-functionality-to-allow-operations

  2. Ability to export activity level data

    super useful in analyzing contact behaviors

    39 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Allow selective syncing of Salesforce leads and contacts

    I would like to be able to selectively sync leads and contacts based on field value(s) (e.g. Lead stats is active).

    86 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Track visited pages based on URL parameters

    We have thousands of unique URLs, and instead of tracking specific pages we'd like to track when a user has visited a page with a specific parameter in the URL path. For example, detect if a user has visited a page with "/condition/" in the URL. This would be immensely helpful for sites with categories and hierarchical structure.

    39 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Provide support for "Person Accounts" concept in Salesforce. Right now all SFDC Person Accounts are treated as companies in Autopilot.

    The limitation is that you can't create a custom segment based on fields on the companies page.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We have released an update to support Person Accounts. If a Person Account is used in Salesforce then Autopilot will sync both the Account and the Contact, but will remove the email from the Account on the Autopilot side. This is to avoid having two records with the same email address in Autopilot and potentially associating the Account record with certain events (for example, page visits or form submissions). Otherwise all mapped fields will be synced for both.

  6. Use our own custom Twilio number

    I would like to be able to use our own custom twilio number instead of the number Autopilot gives us.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Add the ability to send transactional emails

    Some emails are necessary to send each time a trigger is activated. Trying to send transactional emails via Autopilot today results in only the first email being sent, while the rest are suppressed.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Use personalization variables in the Update Field action

    Use personalization fields within the Update Field Action to make it easy to merge fields into one

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Download Invoices from Autopilot

    Ability to download invoices from the My Plan section of Autopilot. This way if the invoice email is missed and the information needs to be sent to an internal accounting team, there is no need to file a ticket with Autopilot support.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. "Member of Salesforce Campaign" trigger

    Would be great to have a trigger that is called "Member of Salesforce Campaign" in which AP would look at a certain campaign on SFDC and would, depending on the status of who was in there (lead/contacts marked as Sent/Responded) .

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Add an On Reply trigger to "Send email" action

    This would function like the "On open" and other triggers on the "Send email" action. It would be triggered when the recipient replies to the email.

    242 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Add variable fallback option for links, not just subject line and text.

    Would like to see the ability to have a fallback option when using variables as a part of custom links in emails. i.e. <a href=“http://test.com/abc?mid=--VARIABLE=0-->Link to something</a>

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Page Visited trigger

    This would be an alternative to the Smart Segment Trigger based on page visits.

    A Page Visited trigger could help tremendously in situations where you move a contact along a funnel or simply tracking important activities such as cart abandonment, etc. It could also help to reduce the logic needed for each journey if it's combined with "remove from journey" action.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Option to export contact lists

    Option to export contact lists would be a value add

    33 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Zapier.com integration for sync with 300+ existing services

    Many of the votes here are for API or sync with existing services, if the focus was put on zapier first, many of the request would be solved this way and future triggers could be added as people requested a tighter integration

    32 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Add support for Wufoo forms

    I'd love it if Autopilot supported Wufoo forms

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 38 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Add support for Segment's anonymous IDs

    As described here:https://segment.com/docs/spec/identify/#anonymous-id

    At the moment, to use Autopilot, the Segment "identify" call with the "email" field needs to have a userId. Often, this defeats the point of using Segment with Autopilot, because most of the use-cases for Autopilot happen before the user signs up to our service, so we don't have an ID yet. We can assign them the email for their ID, but then we can't reassign them a proper ID when they sign up (not all analytics services have proper alias support).

    I'd like this to import a contact: https://www.dropbox.com/s/ur4fl4edoyw7r4y/Screenshot%202015-03-10%2014.15.04.png?dl=0

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Autopilot Feedback Forum

Categories

Feedback and Knowledge Base