Autopilot Feedback Forum

  1. 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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  2. Functionality to grant users different permissions within an Autopilot account

    Want to be able to control the amount of accessibility a user has. Want to be able to give user access to one particular campaign, or just the reports of the campaign (and not the templates). Similar to box, where a user just has access to one folder. Want to be able to have multiple clients in one system without compromising information.

    45 votes
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    14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. allow merging of two contacts

    A contact has entered journeys with 2 email addresses and requests to just use one. Merging would allow for complete history of contact vs simply deleting the extra contact.

    Another scenario is a contact who initially enters a journey with a typo in their email address. Updating the contact info and merging both names would keep history intact.

    58 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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  5. Allow anonymous visitors to be identified via Autopilot or the API when they are known

    In the activity field I see a lot of Anonymous 110 visited http:// (numbers going up in sequence). In many cases I already know who that person is. Is there any way I can click through to that field and add in their contact info? At the moment it looks like there's no option to edit.

    In many cases I've been chatting with them on my website, but there is no form filled out, so nothing brought into the site. I don't want to create that extra barrier, of asking for name and email first. But while chatting, I manually…

    16 votes
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  6. Add reporting for lists. Track growth/shrinking.

    Just like the reporting section for the emails, there should be list analytics

    13 votes
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  7. 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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  8. Add files to email templates

    I would like to be able to attach files to email, or Autopilot allowing us to upload content to a storage area to be downloaded. This is instead of using other file storage services.

    112 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. Integration with SumoMe

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

    7 votes
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  11. 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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  12. 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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  13. 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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  14. Add an affiliate or partner program

    so that people who like autopilot have an encentive to promote you.

    111 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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  16. Tags for contacts

    So you don't have to run through tons of checks every time you send an email. Basically allow contacts to be tagged, similar to "update field," in a journey and then be able to segment by tags. Also allow custom filters that automatically add or remove tags like Gmail does.

    88 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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  18. Journey description

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

    1 vote
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  19. Salesforce Custom Object integration

    Be great if you would be able to setup and integrate Salesforce custom objects into Autopilot allowing for segmentation of lists based on information in the custom object.

    The issue you are going to run into that Eloqua has is which is the right custom object to pull and which one to use e.g. opportunity one opportunity may be closed lost but another one may be Closed Won.

    If creating a segment based on send emails to all Closed Lost deals you run into the issue of sending it to closed won.

    The only way I have seen around this…

    74 votes
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  20. 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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