285 results found
Subscription Alert Service
I've got an idea that's going to be a one off for you guys.
Is there a way to use SMS to deliver a pay per use alert service?
Can this be configured to send a text message that says new alert available. Do you wish to accept? Y/N
Then if the client responds "Y", he's tagged and charged in infusionsoft. Then the alert gets sent.
If he says "N" then he just waits for the next alert.1 vote
Acuity Notes field to a custom field in Infusionsoft
Notes in Acuity holds important information about our clients, we’d like that info to be able to transfer to Keap. Keap is meant to hold all client information, not just their email, phone, and address. Arguably the notes section is the most important field needing to be transferred.1 vote
Allow you to change the column names when exporting contacts to a google sheet
Allow you to change the column names/contact fields to whatever you want so it is more user friendly. Currently they look like this... ContactName.firstName1 vote
Email 1 and email 2 review
We deal with government emails so we have to request 2 emails from our contacts. The problem is in Infusionsoft these two fields are not compared so you get duplicate contact records.
We need a way to have email 1 and email 2 compared and if one or both are the same for the record to be merged.1 vote
For DocuSign Connections with multiple signers, allow the option to apply a tag when ALL signers have completed signing.
Currently the "signed" tagging happens as soon as the Primary Signer has signed the envelope, even if other signers have not. There's not currently a way to tag when ALL signers have signed, marking the envelope as fully complete. This means there is no way to trigger automation based on the envelope being truly finished.3 votes
Selecting multiple tools at one time for organizing folders in bulk
We make a lot of events and the ability to bulk move or delete tools would make cleaning up folders and tools much easier.
We have hundreds of events to move and or delete, doing so one at a time is very time-consuming.4 votes
Integrate you system with https://www.codereadr.com/
Nothing on the market curently that could create codes and QR Codes and insert it to automated email campaigns for example birthdays. You guys would be first. Additionaly that other service also provides a mobile app which verifies these codes.3 votes
Show how many tools are configured
At the top of the Configured Tools page, it would be helpful for those with the lower plan to know how many out of the 25 tools allowed have already been configured. Without that, you don't know you can't make a new one until you search for new tools, try to create, and then get an error.1 vote
When you click SAVE within the tool itself, it would be great if there'd be an option to choose in which folder you want to save the tool. That would streamline things quite a bit.7 votes
Save The Signed Docusign Agreements To The Contact's File box within Keap/Infusionsoft
Dear Plus This Super Hero. Now you have a DocuSign integration for Keap, I will be looking forward to canceling my account with Parsey.com (which I was using previously.)
One thing I'd like to ask if you would consider... is saving the signed Docusign Agreement as a PDF in the Keap Contact's Files Area.
We found this an extremely useful feature before when integrating Docusign and Infusionsoft together with the previous solution.
Could you therefore please add this to the suggested Features /Updates/ideas box for future development, please.2 votes
Please allow for DocuSign document URL to be passed back to the contact record to merge into email reminders4 votes
Recurring : Last day of month
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
Linkedin Lead Integration
Most of us , we use linkedin sales navigator. We need to add leads from Linkedin to Keap5 votes
BaseCamp 3 integration w/Infusionsoft
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 great1 vote
merge fields into Keap Pro deal
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
Add a Macro recording type of tool.
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
Have a link to direct to the contacts that are participating in the Email Split Sequence Tool
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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