Autopilot Feedback Forum

  1. Map Full Name

    Ability to map the full name from a form so that when it enters Autopilot it separates to the First and Last Name Field. Otherwise a custom Name field is created that doesn't show on the feed and the header of a contat's profile.

    23 votes
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  2. Set User Activities (email open, click, etc) in SalesForce as "Completed"

    When activities are posted to SalesForce as a result of prospect behavior, those activity records are not flagged as Complete, so they clog up our incomplete sales tasks lists.

    2 votes
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  3. 1 vote
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  4. Add custom referral form that can handle two sets of contact

    Referral forms are a tricky case because they require two sets of contact information - referrer and referral. This currently does not work with Autopilot because the platform can only handle one contact per form submission, and hence triggers only related to that person. Having a specail way to handle this would enable any company to test a lightweight referral program that maintains the association between the two contacts while applying individual triggers to each.

    1 vote
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  5. Integration with SumoMe

    It would be great to publish an integration tutorial with SUMOME, probably using Zapier.

    7 votes
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  6. smart segments based on string found in activity feed or lack of string found in activity feed

    Example might be

    "All contacts where string [ "Phone call" ] found in in activity feed [ greater than ] [ 5 ] times in the last [ 60 ] days."

    3 votes
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  7. Add support for IMAP in order to integrate with our email systems on the feed and for automation purposes

    I have noticed that several competitors allow sync with IMAP servers. This allows us to monitor activity on the personal email level with users and this could be shown in the feed and used for further automation as well.

    1 vote
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  8. Trigger events on website (Open Popups, Inject HTML)

    For website visitors I would like to trigger Overlays with customized information on the page instead of sending emails.

    9 votes
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  9. Autosugest field drop down

    It would be very helpful if fields when entering data into fields it would autosugest based on other contacts. This is really helpful when entering categories and wanting to keep them standard.

    1 vote
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  10. Contact sync using the webdav / carddav standard

    This is the web standard for contact so this would allow much wider direct CRM integration with out having to create integrations for each new CRM

    1 vote
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  11. Startupthreads integration

    We use startupthreads.com to ship T-Shirts to customers. It would be awesome if we could automate this in a journey.

    13 votes
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  12. add the BCC link to remove leads from the campaign

    Previously, there was an autopilot-based email address I could add to BCC or forward a lead's response to, and that would automatically remove this lead from a specific campaign.

    This was extremely helpful when I was in a situation where my computer wasn't accessible (weekends, commute, etc), or had time constraints (e.g. 2nd touch is being sent out quickly, etc) as I was able to take someone off a campaign immediately after their response came in, which helped to avoid the 2nd/3rd touched from being sent to them.

    Currently, in order for me to remove a lead from a campaign,…

    1 vote
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  13. mark records in Salesforce that shouldn't be synced with Autopilot

    It would be great if we could sync based on a filter - for instance, we have a fair number of SFDC contacts without email addresses. We also would like to avoid syncing people who have opted out of email.

    6 votes
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  14. Support non-ASCII characters in field names

    Try adding a custom field with a non-ASCII character (like å). The character is silently deleted. That's honestly a bit lame. It wouldn't hurt you to support at least a standard Western character set (think ISO-8859-1/Latin-1).

    1 vote
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  15. Form sniffer captures form labels

    When I capture a form all i see is field ids that are numbered and I have a hard time lining everything up. It would be nice if the form label was captured or maybe it atleast when trying to line up fields the sample data was shown next to the field id so that we could better line up form fields with autopilothq.com fields.

    1 vote
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  16. Preview Guide Canvas

    A preview of the canvas in a guide, so I don´t have to load it before I can see if the flow is useful

    1 vote
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  17. Journey description

    Journey Description. A description of the intention and flow of a journey, as in Guides.

    1 vote
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  18. add more website statistics

    It would be nice to know more about a visitor when they come to our website beyond them just visiting. Things that could be nice to know:

    Which pages they visited
    How long they visited each page
    Bounce rates
    How many times they've visited the website

    All of this would help us determine how interested a prospective client may be. We currently use getcliclicky.com and luckyorange.com to track some of this information, but would be nice to see it inside Autopilot. I would also consider switching web analytics platforms if Autopilot felt it was better to integrate with a platform…

    8 votes
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  19. Brazilian Portuguese Translation

    I would like to have autopilot in portuguese.

    7 votes
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  20. Add "Due Date" for completed tasks entered into Salesforce.com

    When adding a completed task to Salesforce.com, it's critical to have the "Due Date" field entered in, as well, for the date that task was input/completed. Otherwise, all those completed tasks are disappearing to the bottom of the task list on a contact/account.

    12 votes
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