Autopilot Feedback Forum
1064 results found
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Support HTML in Merge Tags
Ability to parse up HTML via the API with an associated customer record - this could facilitate things such as order summary details, custom html content and so on.
Currently this is supported by mandrill and mailchimp.
6 votes -
Add a "last activity" field for contacts
In the contacts list, there is a CREATED field. It would be useful to have a "LAST ACTIVITY" field as well so we can identify which contacts are still live and which aren't. The field can mean the last date the contact went through any particular action
9 votes -
Social media tracking and automation
i would like to get social media activity of our contacts to show up in our contact feeds. Did contact twitter or retwitter. Did they like one of our pages on facebook. Did they post a link to our domain in linked in. It would be great if we could then trigger replies and or responses - social media messages etc.
7 votes -
Pipeliner CRM
It would be great if AP could connect to Pipeliner CRM. Both tools are very highly rated on G2 Crowd. In fact Pipeliner CRM has the highest user feedback rating of all CRMs.
That's why I moved to their system. However even with Zapier there's no real way to get them to share crucial data... at the basic level I think it would be as simple (in concept) as when I send a Contact and email via Autopilot and have that email message post in the Pipeliner feed (Contact) so when I go to the CRM I can see…
1 vote -
Add 'View In Browser' as a Custom Link option in email template
Hi, guys.
I would like to be able to have a "View in browser" link in my emails.
Thanks in advance!
Michael
346 votes -
Make Autopilot work on Microsoft Edge
Microsoft Edge is the new browser that comes with Windows 10 and it would be good to support that.
1 vote -
Parse HTML as a custom field
Permit strings of html to be parsed up and recognised as a custom field against a customer record - allow highly customisable content for individual users.
9 votes -
Manage Emails, Customise Account Company and User Info
It would be great to be able to be able to access all emails from a main menu option and create folders, upload specific auto mails to these folders, duplicate and edit templates and so on.
Then, it would be great to be able to create an account company from which a logo, company address, links, social links etc can be created and added, so that when designing an email you can select to automatically populate this information - logo goes at top of email, company address and unsubscribe link for that list goes to the bottom.
Finally, being able…
9 votes -
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 -
Add 'Text Box' option to Contact record
As an Admin, I'd like to add a custom field (ie., "Notes") and have the UI be a 'text box/area' rather than a single line 'text'.
1 vote -
Directly edit an email template HTML
It would be awesome to allow users to directly edit an email templates html.
342 votes -
Add the ability to edit & optimize the plain text version of HTML emails
It would be nice if there were a way to customize the plain text version of emails sent through Autopilot.
79 votes -
Autosave on creating new email template and option to save when user hits cross or "Go Back"
I would like to propose a feature to autosave email template content while you are creating it. Currently the only way to save is by hitting publish, which is not intuitive, as a user thinks he has to complete the email template entirely before hitting publish. I lost an hours worth of work when I hit cross on top right by mistake and everything was lost. So autosave would go a long way to help this. Also another option is to prompt to save on hitting cross on "Go Back". This way the work and effort put in by a…
5 votes -
Make Salesforce sync error notifications more prominent
While these are accessible deep in the Settings page, it would be great to see them more prominently on the dashboard (via a badge or notification) so they can be quickly resolved. Otherwise, it may take days or weeks to realize that there is a sync problem.
13 votesAdminChris Sharkey (CTO, Autopilot) respondedThis is a great suggestion.
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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 -
group and order custom fields
Would love to be able to group custom fields as well as the ability to order them in the 'manage custom fields' section of contacts. An example of fields I would like to group are the age, gender, height and weight.
6 votes -
Have IP lookup of visitors
so we can at least see where they are and possibly what company they are with.
19 votes -
Add new email built-in templates
Hi everyone, we've love to hear your feedback on the new built-in email templates. Are they meeting your needs? Would you like different variations? Your feedback will help us to decide what to add next. Please leave your feedback in the comments below.
8 votes -
Create company templates
Within the new template feature, make it possible to create company templates so there is no need to duplicate existing emails. This removes the potential of accidentally making changes to live emails.
11 votes -
Release a Gmail extension for Chrome
B2B marketers especially need to be able to change Lead / Contact Status with their prospecting and nurturing work. For those of us using Gmail, being able to do simple operations like that - when we know Status can be tied to workflow or campaigns - is helpful. It means we can move Leads from one workflow to another without leaving email.
Take a look at what Contactually has done in this area; they've simple "programs" (automation / workflow) which are associated with "buckets" (lead states), and an extension that lets one control where contacts are bucketed or not from…
5 votes
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