Autopilot Feedback Forum

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  1. Let me edit the name and criteria of my smart segments without duplicating them.

    I have some smart segments that are integrated within journeys and stuff that I already have scheduled. I want to edit the criteria of one of my smart segments, but the only way to do this is to duplicate. If I duplicate, then I'll need to re-integrate the new smart segment, which takes a bit of time. Editing the criteria would keep any smart segments that are integrated in journeys the same without needing to adjust anything else.

    133 votes
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      started  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow for dynamic content in emails

      Hi there,

      I'd like to be able to insert content dynamically in emails based on the values of different fields.

      e.g. IF State=CA then show content X, IF State=FL then show content Y, and so on.

      While I can achieve this with the 'check field condition' and then having different emails for each value, it becomes way too cumbersome when there are multiple fields and multiple values for each field. Also the value that I have in each field is not necessarily what I want to show in the email, for example if I have a field with true/false and…

      80 votes
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        9 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Mobile APP

        Autopilot would be a market leader if you could manage the whole system from a smartphone/tablet(IOS/Android)

        It is frustrating to have to get the old laptop out to see/manage/build.

        Pretty Please with Sugar on top!?

        74 votes
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          14 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 'Stop journey' action - automatically stop a journey

          I'd like to add an action to journeys, probably based on date, to stop the journey. We use journeys for event registration and want to automatically stop a journey when registrations are closed.

          6 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Add contact timezone support to time and day windows

            This will extend on the functionality currently available (https://autopilothq.zendesk.com/hc/en-us/articles/203310359-Action-Add-Delay) to allow the time and day delivery window to use the contact's timezone

            115 votes
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              6 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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

              165 votes
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                22 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Customize contact layouts

                Hi,

                My company doesn't utilize many of the included fields within AP as we use a number of custom fields. This makes the default contact view pretty much useless as we are unable to view any pertinent data. I've attached a screenshot that should help explain the issue.

                We would love to have an option to customize the fields shown in the contact lists. Another small perk for us would be the ability to customize the layout of fields for individual contacts.

                Love the product though!

                88 votes
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                  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Create a calendar feature that allows you to see all scheduled emails from all active running journey's showing an overview to share w/ co

                  Create a calendar feature that allows you to see all scheduled emails from all active running journey's. This will allow you to provide an overview to the Sales & Marketing teams to avoid overlapping and/or spam.

                  10 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Test / Sandbox project - to be used for development

                    In your dashboard add an option to create a test / sandbox version of the project. To be used for test & development - for example my staging environment would send calls to that project.

                    76 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Provide a way to pause a Journey rather than stopping it completely

                      Sometimes I want to pause (or unpublish) a journey so that it stops running while I make updates or verify that other journeys aren't conflicting with it. But then I want to be able to publish it again.

                      Right now if I "Stop" a journey, there is no way to restart it other than to copy it to a new journey and publish again. This requires many more clicks and is highly innefficient.

                      229 votes
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                        26 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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.

                        46 votes
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                          7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 22 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Custom Triggers/Actions Via Email or Webhoooks

                            This would essentially allow anyone to customize autopilot to fit their specific needs, without having to pay Zapier, waiting 15+ minutes for Zapier to fire or using up their Zap limit.

                            Webhooks:
                            - Triggers:
                            - - Catch Hook:
                            --- Wait for a new POST, PUT, or GET to an AutopilotHQ URL.
                            -- Retrieve Poll:
                            --- Poll a URL and look for new entries.
                            - Actions:
                            -- PUT
                            --- Fire off a single PUT request as a form or JSON.
                            -- POST
                            --- Fire off a single POST request as a form or JSON.
                            -- Custom Request
                            --- Fire off a…

                            74 votes
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                              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Implement an Action that simply allows a POST to a custom API with some data payload

                              it seems important to make requests to external APIs in several situations during a Journey, from the very beginning to gather information from a contact, up to reporting thid party APIs hooked into the campaigns.

                              108 votes
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                                18 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a link to edit email templates without doing it via Journey

                                I would like a way to quickly access my email templates without doing it through the journey configuration. As it stands, I would have to create a journey and then add the shape before I could create an email or edit an existing one. There should be an easier way (menu option) to easily access and edit my email templates.

                                30 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add a Calendar Invite Feature

                                  It would be extremely useful to have a calendar invite feature that you can add to a confirmation email for events and webinars.

                                  48 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Show a calendar with all planned time triggers, that way I can plan multiple journeys

                                    I think having a clear view of when what is going to fire (and optionally changing the trigger timers in that agenda) would make it really clear when things are going to happen.

                                    5 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow syncing of Pipedrive Organizations and Pipedrive Deals along with Pipedrive Persons

                                      Right now Autopilot only pulls Persons' info, along with the Organization's name, if a Person is associated with and Organization

                                      I'd be nice to have the Organization and Deal information along with the Person's information too, e.g. Organization website (which is a field in Autopilot), location (also an Autopilot field), and Organization industry (helps a lot in segmentation)

                                      27 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Declutter my view and other suggestions for learning the Shapes

                                        I'd love it if I was able to "declutter" my Shape view by removing items I know I will not be using, such as Salesforce icons.

                                        Would also love it if I hovered over the Shape it would tell me what this is for. Or at least link to where I can learn what it is for, how to use it etc.

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Improve Pipedrive Deal Stage Check to allow stage > or < a stage (or allow multiple checks)

                                          Pipedrive Deal Stages are linear. You don't want to move people backwards in the stages, but when setting a stage ATM, you need to check all possible forward ones to avoid moving backwards.

                                          Allowing multiple stages (match any) or allowing checking if stage < certain stage would solve this.

                                          i.e. avoid the diamond (which could get much worse with more stages) in this screenshot

                                          2 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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