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  1. 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 votes
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  2. 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 votes
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    1 comment  ·  Admin →
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  3. 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 votes
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  4. 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 votes
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  5. 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 votes
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  6. 1 vote
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  7. 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 votes
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  8. For example, I want to combine my recency (5), frequency (5), and monetary (5) scores into 1 field as "555" so I can run sequences based on the score.

    1 vote
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    1 comment  ·  Admin →
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  9. I would like to be able to do a basic A/B type test. With that in mind, the though I had would be to take the modulo of the contactId and the number of groups I would want. This would give me the ability to use a decision diamond to split the people into different tracks.

    Example:
    field call "Group Number" on a contact

    When that contact goes through a campaign, we can kick the Id through the modulo (Id mod 3). The output would be stored in the "Group Number"

    3 votes
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  10. 12 votes
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  11. We get direct mail leads to businesses and all we have is the business name, address, phone and fax.
    No email and no personal name.
    When sending out a direct mail piece that directs them to a landing page we want some way of matching that company/person to the existing contact in Infusion so it doesnt create a duplicate record.
    The only way we can think of doing it now is to generate an individual code that is merged onto the direct mail piece or fax that they need to input into the landing page along with their name etc.…

    5 votes
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  12. Ever wished you could automatically credit an affiliate with a lead without having to use affiliate tracking links?

    Now you can. With this feature, you can choose an affiliate for whom you want to auto-create a referral record.

    8 votes
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