Autopilot Feedback Forum

  1. New trigger: "Anonymous user" (note: only for use with Headsup action)

    Without an anonymous option for Headsup, we're missing the biggest segment of all: non-lead, non-trial, non-customers. i.e. top of the funnel marketing opportunities.

    Alternatively, Headsup could just have a fallback option when the visitor isn't known.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. All Contacts Listing

    Hi I am exploring autopilot. seems like a great app. However, when I look at the All Contact tabulation, i get Name, Company, Email, Source, Status, Created Columns. Can I not arrange the fields to my liking. The column widths are so narrow that Name, Email etc are all showing only partially and its hard to identify the actual entries in a large list unless you actually click on the contact. I tried altering the col widths but this doesn't work either

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Inferred IP Country

    This would be great to have as it helps determine the country the contact is based in without having to get contact to pick a country when they fill out a form. It would reduce the number of fields on the form and would be useful for accurately segmenting by country.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Native Salesforce IQ integration

    It would be great if you can natively integrate with the Small Business version of Salesforce called Salesforce IQ. I would love to use the "Lead funnel report overview" with IQ.

    Thanks!

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow us to Assign ownership of a lead to a staff member / user

    I don't want to use Salesforce - at all. Ever. :)

    But I'd like to be able to say "Lead X" is assigned to "Staff / User Y". From that it would be nice to be able to send emails from the owner (not salesforce) and signatures from owner, be able to send notifications to the owner, etc. This would make this a slam dunk tool for my use case (and my clients use case - I also run a saas that services gym owners)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please enabled dynamic link conversions also for URLs coming from custom fields?

    When creating emails with content to be delivered to the users, we are generating unique download links on the server side, once action forms are being submited via the user custom fields (ie: downloadLink).
    Problem is that when we insert the --downloadLink-- into the email contents it does not get converted to a dynamic trackable link by autopilot. Thus we can not impose conditions like "ON CLICK" on emails containing download links generated server side by us.
    Thanks a lot

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show tooltip for any text longer than column width

    Right now cannot read when text longer than column width / zone width. Example, contacts, email names etc....

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Resize how large the contact column is.

    Right now cannot read when the list describtion is longer than column width.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Suppress visits to specific URL in dashboard for all users

    I have some pages on website which really are needed to be displayed as 'visited pages' in dashboard. is there a way to suppress them from reporting?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. I'm wondering if Helpshifts' outbound messages would be a channel that we could support at some point?

    I'm wondering if Helpshift's outbound / direct, in-app messages would be a channel that you would be able to support? Any thoughts on this as a new channel for mobile apps?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. I was wondering whether it's possible to create a shape that pulls a CSV file containing all the data in a list for the last day/week/month

    I was wondering whether it's possible to create a shape that pulls a CSV file containing all the contact data in a specific list (based on certain conditions i.e. opted-in = yes) for the last day/week/month and delivers it via email/FTP. This could then be used by external service providers such as call centres.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a trigger for "removed from a campaign"

    It would be helpful to be able to trigger an action based on a contact being removed from a campaign in Salesforce.

    For example, I have a Newsletter campaign in Salesforce. The only status is Member, because they are removed from the campaign if they opt out. I would like to be able to remove them from the campaign via Autopilot, and remove them from a corresponding list in Autopilot, based on them being removed from the Salesforce campaign.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. chatter updates

    It would be good if we could post notification to Chatter groups in Salesforce similar to the way that notifications work for slack.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. SalesforceIQ Integration

    Would be great to have a deep integration with SalesforceIQ (formerly RelateIQ).

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Check Syntax While Loading Email Addresses

    Hey All,

    At some point it might be a good idea for you to check the email address syntax while they load in to the system for the first time. Campaign Monitor and Mail Chimp do this already and let you know how many "errors" there were when uploading a list.

    Otherwise some mistakes will slip through the cracks and make the user's bounce rate look terrible and possibly (I'm not 100% sure how this works) have a negative effect on your (Autopilot's) server's deliverability.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add LeadPages support

    Currently because LeadPages use a unique way of structuring their forms I can't capture leads into Autopilot. I would love if you added LeadPages support

    53 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow for journey testing by admins

    Allow admins to test journeys before publishing them. This feature would allow admins to build a journey and then test it, if required, changing delay times to a matter of seconds or minutes to allow for each stage to be processed and visualised before publishing live.

    24 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  ·  Flag idea as inappropriate…  ·  Admin →
  19. Checkbox for True/False custom fields

    Would it be possible to have a checkbox field instead text for "True/False" custom fields ?

    3 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  ·  Flag idea as inappropriate…  ·  Admin →
  20. Excel style / google sheets style calculations in fields

    I would love to be able to create fields that simply have formulas in them that auto calculate based on other fields. I love excel and how you can do that.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Autopilot Feedback Forum

Categories

Feedback and Knowledge Base