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I suggest you ...

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  1. Add a form builder that utilizes progressive profiling

    Collecting data about your prospects in a way that is never annoying is crucial to inbound marketing.

    Progressive profiling (where you can progressively ask for different information in forms, based on the information you already have in your database) is one of the best ways of building buyer profiles.

    This needs to be powered by the automation system, since that's where the database is housed.

    Adding a form builder with this functionality would be a big step forward for Autopilot.

    24 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • set date as dd/mm/yyyy

      Hi
      currently the date structure is mm/dd/yyyy
      yet we are working with the format dd/mm/yyyywhich your system does not support

      11 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • headsup

        Put more of a description around HeadsUp that it is a message instead of a chat. Many people that engage with Headsup on our site think it is a chat and I would say 30-40% of the responses are "Hi" (full stop- that's it). Their feedback when we contact them is that they thought it was a chat like Intercom and they get confused on why no one is talking back.

        9 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Can I see a list of all pages and forms I have associated a tracking code to in one place?

          It would be good if under the Tracking Code section, I could click 'All associated URLs' (or something similar); and be able to see in one place (perhaps categoried by page / form, etc) every place I have linked a tracking code

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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…

            47 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Cleanup Mailchimp templates on upload

              Have Autopilot cleanup unnecessary HTML code from Mailchimp in order to have imports of Mailchimp HTML templates work better with Autopilot emails.

              4 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Sending single emails to contacts

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

                8 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow 2 separate environments in HeapAnalytics to speak to a single Autopilot account containing two different international websites

                  We have two separate websites for each country we operate in. We would love to be able to allow 2 separate environments in HeapAnalytics to speak to a single Autopilot account containing two different websites.

                  3 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add functionality to merge contacts and/or link contacts that are duplicates and combine their history

                    Add functionality to merge contacts and/or link contacts that can be identified as duplicates (emails and/or phone may vary). Ideally, combine their histories of interactions.

                    3 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make List / Smart Segment View Resizable

                      Currently, the gray toolbar/list that shows all of your lists and smart segments is not resizable. If you use longer names, it makes it hard to find what the item you're selecting is without hovering over it for the tool tip to show. Making it resizable would solve this issue.
                      The class is: bislr-view bislr-ui-container bislr-view-whole-container

                      2 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 3 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • masked fields

                          Allow for masked fields i.e the value of the field will be masked like API keys

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add support for UTM Parameters to API

                            Add support for populating UTM Parameters / UTM fields via API

                            Currently I'm using external lead pages to capture new contacts.

                            I use the Auto pilot API to add new contacts.

                            Unfortunately I cannot populate the contact's UTM fields using the Auto Pilot API.

                            The only work around is to use custom fields but that seems to be workaround which causes confusion and also limits functionality.

                            I'm not sure if this is some type of intentional security feature or if it's just not available right now. This would be very helpful.

                            7 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Round-robin functionality for the Assign to Group action (in addition to random)

                              It would be great we could assign a SFDC lead to group in a round robin fashion. This would assure an even distribution of leads to our teams.

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

                                7 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Integrate with Stripe

                                  Ability to integrate with Stripe without using Zapier

                                  14 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Upload subscribers also to the selected group and not only to 'All contacts'.

                                    Upload subscribers also to the selected group and not only to 'All contacts'.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Take out unsubscribes from click data when the unsubscribe bucket is a custom field.

                                          We have a "Marketing" opt out bucket and this is counted as a click currently because people are not opting out of the master unsubscribe. Would be great to have these marketing opt outs subtracted from the click data.

                                          1 vote
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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