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  1. 7 votes
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  2. 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
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  3. 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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  4. Allow multiple languages to communicate a date. This would make Infusionsoft universal.

    6 votes
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    1 comment  ·  Admin →
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  5. 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
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  6. 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
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  7. When someone uploads a file would be great if they are redirected to another page. Would help make multi-step forms possible.

    Example, user uploads an image, then is redirected to a form where they are able to purchase various products.

    6 votes
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  8. We need to pass a date parameter to our Opt-in page, and it needs to have the format: yyyy-mm-dd.

    Right now there appears to be no way to take a date from a custom field and add it as a parameter in an email link (in this format). I had hoped to use the Humanize Dates, but this format is not an option. Is there any way that can be added to your system?

    6 votes
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  9. MyFusionHelper, BoxOutMarketing, iTracker360 all have this implemented.

    Eventually, if we run traffic to a landing page with utm parameters, we should save those parameters when leads optin.

    Ofcoures it will be awesome if we can track organic search as well.

    Here's a DIY version of this solution
    https://www.terminusapp.com/blog/add-utm-referrer-lead-forms

    6 votes
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  10. Right now all users have full access to the account. So if you want other employees to check people in, you have to give them full access - not a great idea.

    • I suggest to create a user level that only has access to Check-in feature or alternatively allow to customize the user permissions.
    6 votes
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  11. We need the human date thing to display dates - in another language as well!

    Instead of just: Monday, 10th of december, 2017 - we need to be able to write the same thing in other languages as well! Please guys! :D

    6 votes
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  12. My scenario is year-end donation receipts. I want to calculate customer value for the trailing year ONLY on my DONATIONS category of products, then merge that info every January into a year-end giving letter.

    This would be handy for several other scenarios I'm sure!

    6 votes
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  13. Update Evergreen Date to include ability to display next "Wednesday" or any other day of the week and include a specific Time also. Also be able to take that date/time and place it into a variable that can be used to pre-populate a form field to go into infusionsoft. For doing an automated webinar and storing the chosen date/time in an Infusionsoft field for followup.

    6 votes
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  14. allow segmentation by saved search, instead of just tag. that way we can have dynamic contacts/lists to segment

    6 votes
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  15. There are some situations where you may want to send someone to a specific url and or trigger certain automation based on whether or not a given field is blank or if not blank

    Or if multiple fields are or are not blank.

    This functionality doesn’t yet exist in smart links but it would be cool if it did.

    6 votes
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  16. I have a lead collection set up with SMS Sequence. I want a delay between when the response is received until the user get the next message in the sequence. It is currently instant, which makes it look like a bot. Not a personal interaction.

    6 votes
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  17. At present you can only identify who is registered for your event by a tag. It would be better if you can use a date and time fields to see who is registered for your event too

    6 votes
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  18. Give access to locked pages when someone clicks the email link
    Example
    Cookie giving access to free content promotional pages
    Nurturing prospects without having them sign up from our wp site.

    6 votes
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  19. We would like to set up a recurring calendar appointment that occurs on the last Thursday of every month for the entire year.

    The issue that we are running into is that because the last Thursday of the month falls on different dates we can't get the tool to display the dates correctly. (for example, when we set it up in January for the last Thursday which was the 30th it tried to make the next date Feb 30th, which obviously does not exist, so it just skipped it, and then made the next date March 30th which was also…

    6 votes
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  20. Allow links generated by Smart Links tool to be custom branded using a custom domain.

    6 votes
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