Skip to content

General

General

Categories

43 results found

  1. I would like a new feature in plusthis.

    Currently i have a client who has 70+ golf clubs, each golf club has certain contacts for example a golf club manager, an ambassador deputy ambassador and social ambassador

    I want a kind of smart link feature but instead of being triggered by a link click it is triggered by a http post and instead of sending you to a url based on field values it can set the value of other fields based on the value of another field

    Also be able to have multiple fields values set based on a…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Allow multiple languages to communicate a date. This would make Infusionsoft universal.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. I would like to run the Google sheets exported on a day of the month rather than on a day of the week

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. E.g. the date 3/24/2016 would display as just "March" or "March 2016"

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Have the ability to export a saved search of contacts to Facebook to create a lookalike audience

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. enable Goto unsubscribed users to update the IS record with a tag

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Dynamic banners (similar to HubSpot) depending on the users IP address and whether they are an existing customer.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?