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APIs & Integrations (15)
Automations (20)
Billing & Payments (46)
CRM (55)
Campaigns (46)
Inbox (18)
Marketplace (39)
Opportunities & Pipeline (7)
Orders (23)
Other (27)
Proposals (33)
Reporting (4)
Snapshot Report (34)
Task Manager (56)
User Management (6)
Create an automation trigger for specific link clicks in campaigns
When a user clicks a specific link in a campaign, I'd like to have it trigger an automation of my choice.
4
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complete
11
Add notes to steps in Automations
Leave notes on steps in your automations, so that your teammates understand the purpose they serve.
2
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complete
1
Automate quickly with templates
Automations save time and help you individualize the customer experience at scale, but they can take time to set up. Automate your operations in sales, marketing, billing, and so much more quickly with pre-built automations in our template library.
2
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complete
1
Automation email stats
When I create an email to be sent out via an automation, I would like to see a status board similar to the one for email campaigns.
4
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complete
1
Set social media connections as criteria for automations
Set social media connections as criteria when building automations, filtering based on whether or not a business' Google and Facebook accounts have been connected in order to send clients on the ideal customer journey for them.
1
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complete
1
Adjust automation frequency logic
Set frequency intervals to control when automations are triggered for a given client and remove the risk of bombarding a client with content too often or in duplicate.
1
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complete
2
Duplicate automations across multiple markets
1
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complete
2
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