43 results found
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Best practices for better tracking and troubleshooting.
Allow a chip, a cookie, a stamp something in each email to understand the time and date the email is generated to check the campaign it came from and the data sets it is using.
i think this would accelerate learning and troubleshooting for everybody.
1 vote -
custom API requests -
custom API requests - most APP partners are doing this to connect but we have had a reason for two custom API's for a dialer and our own APP
1 vote -
Conditional Tag Matching
My client currently has 2 infusionsoft webforms.
The first asks to tick all checkboxes for the service categories your business operates in
The second asks you to tick all checkboxes for the service categories you want to do business with.
This is so that the person filling out both forms can be advised of people in the service categories they want to do business with who also wants to do business with their services and try to get them to play golf together so they can do business with each other.
Right now after the forms are submitted sn admin…
6 votes -
Add links to Infusionsoft records in Google Sheet export
Here is a sample of a spreadsheet I made that automatically cleans up records output from IS using the Google Sheets Exporter. This is what I use to quickly run through calls to "opportunities".
https://docs.google.com/spreadsheets/d/15WJZ58fftPo00s8sgsYHIfIKQduo0ZzzI1u0RIyHdiA/edit?usp=sharing
I use a saved search on opportunities to output to the second tab ("Active") and I use the first tab "Links" to clean up the data a bit, mainly the headings and also linkifying the Opportunity name using this formula:
=hyperlink(CONCATENATE("https://APPNAME.infusionsoft.com/Opportunity/manageOpportunity.jsp?view=edit&ID=",Active!A2),Active!B2)
(Of course replacing APPNAME with your app name.)
Any record could be linkified like this.
1 vote -
Set the Last Order Amount in a custom field
It'd be great if we could set the amount of the most recent order in a custom field. The Calculate Customer Value feature is great but it would be epic if we could do this!
The problem is that the default affiliate notification emails in Infusionsoft are 1) horrible 2) not customizable. So you use the default notification email to let the affiliate know they just referred a sale it's super boring, doesn't keep them excited, etc.
I was going to setup in campaign builder a custom affiliate sale notification but there's no way to get the order amount or…
1 vote -
Export Saved Search to Facebook Lookalike Audience
Have the ability to export a saved search of contacts to Facebook to create a lookalike audience
2 votes -
Modify Smart Link Field Trigger to Compare two fields or today, not just a field to a constant.
Smart Links are cool. In an evergreen offer, you may want the user to compare a date (when an offer expires, for example) to today, and if it's greater / less than than today, or greater / less than than a field date, trigger a page other than the fallback.
6 votesGreat feedback. We’re reviewing this for development.
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enable Goto unsubscribed users to update the IS record with a tag
enable Goto unsubscribed users to update the IS record with a tag
1 vote -
Dynamic banners (similar to HubSpot) depending on the users IP address and whether they are an existing customer.
Dynamic banners (similar to HubSpot) depending on the users IP address and whether they are an existing customer.
1 vote -
Could you add a month-only date display option to your date features?
E.g. the date 3/24/2016 would display as just "March" or "March 2016"
3 votes -
Make your Humanize Date Field in other laguages
Allow multiple languages to communicate a date. This would make Infusionsoft universal.
6 votesWe’ll discuss this in our development meetings.
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Send MMS ( attachments in texts )
We have the ability to add a QR code for ticketing in an email. Being able to do the same in a text would make a ton of sense.
3 votesWe’ll discuss this in our development meetings.
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Forward email triggers responses to a specific email address
Rather than just having the responses deleted once they hit the PlusThis mail servers. Forward them to an address specified in the feature.
10 votesWe’ll discuss this in our development meetings.
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rotate field value using tags
Okay so if you want to schedule multiple events against a contact record you have to have multiple custom date fields eating up your custom field allowance.
So what would be cool is if you can let people tick checkboxes on a form each checkbox represents a event date.
those checkboxes apply a date tag to the persons record.
Plusthis then looks at the date tags figures out which date comes first chronologically then sets that date into a custom field.
when that date has passed plusthis looks at your date tags and sets that fields value to the next…
6 votesWe’ll discuss this in our development meetings.
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Multiple Actions with One PlusThis Link
The idea is that with one link from PlusThis I can use it as a smartlink to redirect based on a field value, and also set a field value at the same time.
This could also be implemented by being able to chain multiple PlusThis links together, during link creation there could be an option to redirect to another plusthis link. Of course they would have to be in order. From my landing page the link would have to set the field value, and then chain to another PlusThis link that redirects the based on a field value.
13 votesWe’ll discuss this in our development meetings.
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More customization of 'Add a Note' feature
I need to include merge field data in note titles. I would also like to add static text before each custom field value, instead of just at the beginning of the note.
9 votesWe’ll discuss this in our development meetings.
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Humanize dates feature for german market
We are working in the german market. Could we get a humanized date feature in a german format like "1. Januar 2015"?
Its simply the number of the day with a full stop (1st=1.) then the month (January=Januar etc.) and the year as a number. That would be awesome!7 votesWe’re looking into this as an added feature update.
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Allow to segment by IP (so we can target specific countries)
Right now, IS doesn't allow to send specific campaings just to people in a certain demographic area. If we could filter by IP, we could focus marketing efforts on high net worth Zip Code or countries like Monaco...
It's a very basic feature that you get in Mailchimp and other tools but not in IS.3 votesWe’ll discuss this in our development meetings.
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1 vote
We’ll discuss this in our development meetings.
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Set a running total of amount spent on a given product / category of products, store that in a custom field.
Why?
Some use cases:
Once someone has spent at least $100 on dog food, start promotions to upsell more dog products.
At the end of the year, send a report back about how much was donated so person can submit that info to IRS
Once someone has spent $100 on coffee, give them a free gift.
Once someone has spent over $1,000 on service A - create an opportunity and assign the lead so person gets a call / personal upsell.
4 votesWe’ll discuss this in our development meetings.
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