Skip to content

Autopilot Feedback Forum

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

1064 results found

  1. Ability to limit a Trigger to contacts already on the Journey.

    As a best practice we add contacts to a 'recieving' static list as the first action in a journey, then when it comes time to eject them, we have a smart segment that refines by the 'recieving' list + ejection criteria (sometimes for unsubscribe, sometimes for conversion, sometimes for disqualification, or external factors).

    We also have to exclude this receiving list along with a master 'Ledger' list so that people who have entered in the past don't re-enter if we change Entry criteria.

    All this said, We have a significant amount of setup, mostly so that we can ensure no…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Import Exception report

    When doing manual importing it would be helpful if AP produced an exception report to show the number of records imported and if any didn't import to give a reason as to why, eg Duplicate records etc

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Add a "last contacted" property

    Add a build-in property on all users with the last contacted time, based on all communications going from AP (or if data is sent to that property and overrides the automatic input).

    Could be helpful when users are in multiple journeys at the time time and there are potentially many delivery time conflicts.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Allow for 2-factor auth or SSO

    235 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    7 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Add a Email Activity Trigger "emails in jouryney"

    Currently, you only have two options for which emails are involved in the email activity trigger, any email or specific email.

    Any email is too broad to be used in a lot of cases, and specific is to narrow and time-consuming to create a trigger for each email.

    With "emails in journey" as an option it will be specific to a particular journey and its recipients

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Browse, Score, Segment, Create Journeys for Anonymous Visitor Records.

    Recommendation:
    Contain related visits, page views, sent/seen HUMs, and fields/data points such as IP based info, created date, (custom fields - like lead score, lead rank, etc).

    Most of which is already being housed somewhere in AP because on email click, form or HU conversion the history flows from the annonymous visitor to the contact.

    Problem:
    The proactive headsup criteria is OR based logic on pageview activity only. I need to be able to treat anonymous visitor just like a lead or contact with the exception of being able to email, txt, or LOB them.

    Use Case:
    I need to…

    70 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Add a direct integration with Prosperworks CRM

    Add a direct integration for the Prosperworks CRM.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Global variables

    I'd love to have the ability to establish and change global variables that could be used in emails. Thee might be used to discuss the curresnt weather or the value of a certain stock. You could call these and use them across segments.

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Historical log of Published Journey events, with snapshot

    Sometimes you forget what your journey configuration was previously, or perhaps other members may publish over what you have built. A log of timestaps for when previous publishes were made for a journey would be quite helpful, preferably with a snapshot of what the journey looked like then.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. zapier trigger

    Add a new Zapier Action: "Trigger Journey" (similar to the API's Trigger Journey call)

    Currently, you can add a contact to a list via Zapier and use the List Trigger however for recurring events (Ex: eCommerce purchases) the contact must be removed from the list prior to the Zap coming in or else they will not be re-triggered in the journey.

    A Zapier Trigger Journey action would allow for contacts to be triggered into the same journey by consecutive zaps without an odd operational task of removing the contact from a list.

    This also advertises the zapier integration directly from…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. Zapier: Include User added to smart segment as a trigger

    Currently "added to list" is a trigger in Zapier. It would be useful to have also "added to smart segment" as a trigger in Zapier.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Integrate with Stripe

    Ability to integrate with Stripe without using Zapier

    39 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. automatically save changes on email templates and have the option of saving without publishing

    automatically save changes on email templates and have the option of saving without publishing

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. add the ability to control the timezone on an export

    When exporting a list, the dates (for example for last email sent) in the CSV file are not in the timezone we are in (Australia). This makes it hard to look for specific data and filter correctly.

    Currently, Autopilot returns dates in the UTC/GMT timezone. I would like to be able to control the timezone on export.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. Filter Smart Segments based on Headsup

    Add the ability to filter based on how someone has engaged with Headsup within a Smart Segment. Even though logic can be built into a journey to do so, having these by default available would provide more flexibility. Also Autopilot offers this for Typeform and Facebook, this should be available for one of their features as well.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. Allow transactional emails to pull in dynamic content via API

    For use on things such as cart abandonment emails / member statements / transaction details.

    e.g. a user orders 3 items from your store. The following transactional email pulls in the item names, quantities, prices, order total, tax amount etc. Whatever fields are relevant to the transaction.

    This data should not need to be stored directly inside autopilot (esp. as # of transactions within a certain type could be unlimited) and could also be frequently changing.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. Use Proactive Headsup user's email for first and last name fields in Salesforce rather than producing an error and doing nothing.

    Salesforce Lead records require Last Name, Company and Lead Status.

    I don't like a bazillion fields on Proactive Headsup so I just ask for First Name and Email.

    But then I get an error: Couldn't be synced as a Salesforce Lead. Required fields are missing: [LastName].

    Proactive Headsup doesn't ask for Lead Status or Company but you're smart enough to automatically populate these required fields.

    So why not do the same thing for Last Name (and First Name if that is not asked)?

    If no last name is provided, just use the first name in both first and last name…

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. Proactive Headsup update custom fields

    When a Proactive Headsup is submitted, have the ability to update custom field/s.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. Sending single emails to contacts

    Shouldn't you be able to email people out of Autopilot without having to create a journey?

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. Add a way to authenticate Webhook requests

    We need a way to authenticate and validate webhook requests so that endpoints registered are not left so open. Look at

    https://mandrill.zendesk.com/hc/en-us/articles/205583257-How-to-Authenticate-Webhook-Requests

    https://developer.github.com/webhooks/securing/

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 25 27 29 … 53 54
  • Don't see your idea?

Autopilot Feedback Forum

Categories

Feedback and Knowledge Base

(thinking…)