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  1. 7 votes
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  2. have a client that sets sales territories by state/county. And looking at ways to easily validate contact records ... update owner and sales person field with data

    Adding the county to the contact locator tool would be a big help.

    32 votes
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  3. We can do the first day of month and first week of month

    No ability to do the last day of month or last day of week of month example : last friday of month since some months have 4 or 5 weeks.

    1 vote
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  4. I'd love to see things like, when a purchase is made copy a to do list ( which we use as a checklist to serve that new client)
    Actually we use to do lists as templates for many of our processes to serve clients so communications bertween BaseCamp 3 and Infusionsoft tags, purchases, notifications...etc would be great

    1 vote
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  5. Saw you do this for Infusionsoft in certification session - would love to be able to merge company name into deal name for Keap Pro pipeline deals!

    3 votes
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  6. I've been using it a lot recently since we have to go into many client Apps to do the same kinds of updates when we can't just push a new Campaign. Saves hours of work each time an update is needed. I use Macro Recorder: https://www.macrorecorder.com/

    3 votes
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  7. 1 vote
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  8. There is the option to select "any of these tags" but not "all of these tags." Often "any" and "all" are used in combination to create "if then else" logic and are needed with this tool. It would also be helpful to not include people with other tags "not any of these tags." For example, if I want to text a new product to TEEN customers in CALIFORNIA who have NEVER bought anything. (tags in caps). The ability to select fields would also be helpful, such as California as a State.

    9 votes
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  9. A link in the Split Test Result that directs to the contacts who are participating and converted to the Split Test Emails.

    3 votes
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  10. It’s impossible to offer a user the ability to choose the time zone they are in on a form. Could modern forms give ability to add a time zone field so user can select the time zone they want to receive emails and sms’s to be based upon. This is for situations where you register while in one time zone but usually reside in another.

    6 votes
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  11. For example, the expiration date was evergreened 7 days out to do XZY in the email, the CTA redirects them to a landing page, would LOVe if it the same deadline would show on the landing page too.

    1 vote
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  12. In the same way you have a connector for zoom and gotowebinar it would be great to have a connector for teams so you can schedule teams meetings in calendly then have the teams connector setup the meeting etc

    12 votes
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  13. Using the email parser (or any other tool for that matter), when mapping a field is possible only to write the field value if it is currently blank?

    1 vote
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  14. Send SMS to contact owner in infusionsoft.

    1 vote
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  15. I would love a link shortener to shorten long dynamic links (like the individual, password encoded Zoom links) so that I can send them via SMS.

    6 votes
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  16. When sending an SMS through the Twilio and Keap integration, we need the option to filter out contacts by multiple layered tags instead of just any of the tags that are selected.

    Example: If I select an "SMS Opt-In" tag and a "Mobile" tag, it would broadcast the SMS to only my customers who have opted in to receive SMS communication and also only those with Mobil phone numbers.

    Currently, the tool will send an SMS to all of my customers with any of the selected tags, meaning customers with Mobile numbers will receive SMS even when they have not…

    3 votes
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  17. Enable the use of a contact filed containing a web address as the smart link address.

    3 votes
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  18. There isn't currently a way to tag users who create a duplicate record when signing up for a Zoom with a different email address. This functionality already exists with the SurveyMonkey integration, and it would be helpful to have with Zoom as well! :)

    3 votes
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  19. Picktime is a really good and free booking tool, it integrates with zoom and go to meeting and outlook and google calendar as do others but the real advantage is it integrates with Microsoft teams which no other scheduling system does. So would love a picktime integration as picktime doesn’t natively connect to Infusionsoft so this would close a gap in the market.

    3 votes
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  20. It is a pain in the ()() to create a tool for every country when i SMS. I used the validator tool to get data appended.. it would be nice if there was a tool option where I could use one tool for all my SMS by not adding a 1 or a country code to my good data. I now only send SMS to the 5 or 6 highest customer count countries and ignore the rest because it's a Pain in the @$$. 😁
    every text message, for every campaign, I have to create 6 tools..
    Make…

    3 votes
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