293 results found
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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 -
when we put a calendar date to follow up on an internal form it does not make a calendar event. It should, this would be great, NO TASKS
when we put a calendar date to follow up on an internal form it does not make a calendar event. It should, this would be great, NO TASKS
2 votes -
Integrate with Mautic
Integrate with Mautic marketing automation. Go to mautic.org
2 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 -
Apply tag if field value changes
a simple IF/ELSE statement that can be applied if a field value changes. This is very useful to alert changes to Admins if account managers change fields. If you have your website integrated to Infusionsoft and you want to be notified if anything changes that you are not expecting, etc..
The Tag can be used to put the contact into any sequence, such as send them an email, create a task, create a note, something for data tracking or something that requires action.
I know this can be done similarly with ActionSets, but that is only if you are looking…
2 votes -
add a tool that allows Keap Users to set up a 'membership' and control access to resources
Please consider adding a tool that allows Keap Users to set up a 'login' page on wordpress (or other platform) so a user provides an authorization code and the system applies a tag that the membership tool looks for in order to allow them access to the resources, and if the tag is removed, they no longer have access to the resources.
2 votes -
Combine more than just two fields.
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 voteWe’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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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 -
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 -
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 -
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 -
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 -
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 -
Rss
Create RSS email feed
1 vote -
Integrate With Drip
Being able to use Plus This on Drip would be amazing. I couldn't afford infusionsoft, really like Drip but am so bummed i can't use plus this
1 vote -
rss
Create RSS feed for wordpress website
1 vote -
Do you have a cart that replaces Infusionsoft cart?
Do you have a mobile friendly cart that replaces Infusionsoft cart?
1 vote -
Custom thank you pages based on internal form entry data.
Allow internal form submissions to link the user to custom thank you pages based on the form entry data, instead of just opening up the contact record by default.
1 vote -
I'm looking for a report that shows how many text messages we have sent over a time period.
I'm looking for a report that shows how many text messages we have sent over a time period.
1 vote
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