Ideas, Suggestions & Requests

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  1. Calendar Dashboard

    A common feature for many email systems out there is a Campaign Calendar. I've heard this request from 2 different customers this week. (both current customers)

    From one customer: "Would LOVE to see a calendar that shows a view of all upcoming emails scheduled in campaigns, kind of like what mailchimp or icontact has. Even better if we could "click and drag" the emails and reschedule them, so that if we see too many grouped together we can space them apart better."

    I'm thinking that this could be built with a dashboard. Even a simple agenda view? I know the…

    6 votes
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      Good news – We plan on enhancing the “social calendar” adding in campaign launches. We’ll be elevating the calendar from the “social” area to a “marketing calendar”.

      Work on this is scheduled to begin immediately after the launch of the new Gmail and Outlook plugins that are in testing now.

      More news soon.

      Thanks!

    • Add "Subscriptions" or "Registrations" to the campaign statistics page

      In regards to the campaign statistics page, do we not find it odd that every metric about the campaign is available except the actual landing page registrations/subscriptions? Instead I get everything up to that point. It's like reporting everything leading up to a sale but never reporting the sale itself.

      1 vote
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      • Add more layout and stylizing capabilities for the form builder

        Considering we are unable to stylize a form in an iFrame, it would be great if we could within the Automatr platform. Add background color, change the size of the form fields, make the form center, left justify, or right justify, or change the layout so that the forms can be displayed horizontally rather then vertically stacking the fields.

        17 votes
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        • Dependent fields for form builder

          I had a client request the ability to build dependent fields within the form builder. For example, if someone checks a box "Yes, I want to receive SMS Messages," then a new field would appear that would ask for their phone number.

          I think it would be a great addition!

          33 votes
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          • Allow subscribtion after unsubscribtion

            Hi,

            We today have a problematic, when a contact unsubscribes, it is not possible to resubscribe him except by asking the support which is NOT user friendly and not easy to manage and which implies to be aware of that situation.

            If a person subscribe after a unsubscribtion, it is NOT normal that he cannot rejoin the list of contactable person.

            Thanks

            8 votes
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              Understood and agreed. I will add this to our list. I can’t provide an ETA at this time but will update here when the time comes.

              Thanks again,

              Michael

            • Integrate the ability to sync to Salesforce multi select fields

              Salesforce has the ability to create a single drop-down field with the ability to check more than one of the selections. We need the ability to sync back to these types of fields.

              11 votes
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              • Allow Contacts to Requalify for Campaigns

                A campaign level option to allow contacts to re-qualify for that campaign. If this setting was enabled a contact would go through the different actions of a campaign as they currently do. Once the campaign was fully completed they would then be able to qualify for that campaign again based on the initial campaign qualification criteria.

                To place some reasonable controls around this and prevent infinite loop problems it would also be go to add criteria like a waiting period before they could re-qualify or specific campaign options that prohibit a contact from re-qualification if the criteria are fulfilled.

                15 votes
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                  An excellent suggestion. We have had this on our long term roadmap for a while. We’ll update status again here when we this feature moves into the dev queue and we can provide an ETA.

                • Add net-results e-mails as notes on Sugar Leads/Contacts

                  We use Sugar as our CRM. Right now our e-mail history pretty much remains in net-results. When we send e-mails through Sugar they are all stored in the Notes section. Sugar provides an API to push the net-results e-mails back to our leads or contacts as notes.

                  Sugar also provides a BCC address that will funnel outgoing e-mails back into Sugar to link the e-mail as a note on a Lead or Contact through the "To" e-mail address. Adding the ability to CC and BCC e-mail addresses on each e-mail would also suffice for our requirements.

                  5 votes
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                    Great suggestion.

                    We plan on adding this feature this year, not sure about the ETA yet. We weren’t aware of the BCC feature available in Sugar and will look into whether this is workable across our Sugar using customer base.

                    Thanks

                  • Provide an option to exclude NR stylesheets / CSS for hosted forms

                    We basically always have to change the styling of NR forms when we place them and sometimes extensively. In many cases, if we were simply able to exclude the forms.css added by the hosted forms script, the default form styling of the website would suffice or at least be a closer match.

                    Currently, when this is needed, we run a JS to look for and remove the <link> tag for the forms.css in the DOM, but it would far more efficient to simply be able to exclude the stylesheet when choosing the hosted form code option.

                    9 votes
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                    • Allow to export form submission data, including page referrer

                      When we run a marketing campaign with a single landing page (which contains a NR form), we distribute the url to various sources as:

                      www.domain.com/landingpage?source=1
                      www.domain.com/landingpage?source=2
                      www.domain.com/landingpage?source=3

                      We can then tell where a form submission came from by the get value of "source" for example.

                      We need to be able to export all form submission data, including the full url (with get values) on the page at the time of submission. Then I could easily make an excel pivot table to get the data I need.

                      This data is already included in the real-time submission alerts. Perhaps allow to download…

                      3 votes
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                      • Set a landing page - Offline

                        Hi,

                        When we retire a campaign where we have used landing pages. It's not possible to set them offline. Consequently we can still find the landing page on google search.

                        Only one solution is to delete the landing page. But we'd be great to keep them anyway, they can be used as template later on.

                        Thanks,

                        N.

                        3 votes
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                        • Allow address line 1 to be hidden so that only country is shown

                          On a landing page with a form which is connected to a worldwide google adwords campaign, it is important for us to know the country for the lead, but really not important to know the mailing address. The only way of placing all countries in a dropdown today is to use the advanced field of type 'address'. In this field, I can hide all the items except address line 1. it would be great to allow us to hide that as well so we can just have 'country' showing.

                          Thanks!

                          9 votes
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                          • let me toggle between AND and OR when creating segments

                            let me change "and" to "or" rather removing an erroneous "and" and moving it to "or."

                            3 votes
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                            • Improve Email Templates

                              HI there - the email template system (which is really not an elegant template format) is a bit basic. The concept of "save as" sort of works but when I was evaluating other providers just about every competitor has a more formal "template" system, which will store a template and protect it and allow for easy WYSWYG editing. Maybe there's a reason why you chose to do it this way but from a design and template perspective it makes it less than perfect and I'm finding that I have to copy out the source code, plug it into a more…

                              12 votes
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                                1 comment  ·  Admin →
                              • calendar dropdown in forms for data standardization

                                I want to collect a date but don't want different formats like May 15, 2011, 5/15/11 5/15/2011, 15/05/2011, etc. It'd be great there was a calendar option in the dropdown in the form builder that only allowed one format entry.

                                3 votes
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                                • Account scoring

                                  Hi,

                                  It would be very useful to have an account scoring based on the sum of the contact score associated to this account.

                                  Why? - Sometimes a single contact does not make that much activities but many contacts in that company have a small activity which has a important value.

                                  N.

                                  5 votes
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                                  • Enable "Type to Filter Results" capability to filter Segment conditions

                                    Prospect feedback. They found it laborious to drill down to find their desired Segment Condition.

                                    3 votes
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                                    • Send custom email via API

                                      Hi,

                                      It would be great to be able to create custom HTML email via API.

                                      N.

                                      3 votes
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                                      • Enhance My Visitors

                                        Place some date shortcuts...today, yesterday, last week, last month. There is plenty of whitespace. And Back, somehow, so that going from Today to yesterday to Today doesn' require 4 selections from the calendar dropdown. Thanks.

                                        1 vote
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                                        • Enhance Campaign Notification Action to allow for custom text and send to Lead Owner

                                          This is very useful if you want to alert Sales with a specific action at a specific point within a campaign.

                                          This can somewhat be accomplished with Alerts, only it requires a web visit. How would you notify Sales that someone opened an email? Or clicked on link that's NOT hosted on your own website?

                                          Thanks,
                                          Abdul

                                          4 votes
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                                            1 comment  ·  Admin →

                                            Excellent suggestions Abdul!

                                            We plan on making Notifications capable of using the LEAD OWNER just like Alerts already can.

                                            We’ll take a look at adding custom text too.

                                            We don’t have an ETA on this yet, we’ll keep you posted.

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