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  1. Tag managment and auto-fill

    Right now there is no auto-fill of current tags when creating tags. So if you misspell a tag it will cause issues in your sequences.

    Also...there is no way to manage all your tags (at least to my knowledge) to enable us to change tag names or create tags in one central place.

    17 votes
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      6 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
    • Mass Actions

      This is a huge miss on the part of AC and one that I hope that it can be added since it's a crucial piece for automation.

      I would like the option to click on multiple people (ex 17) in the contacts and then make them do something like, tag all 17 people with the same tag, put all 17 people on a brand new automated series that I just built for a new promotion, send those 17 people out an SMS, etc.

      17 votes
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        7 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Create custom fields and categories (Podio Like CRM)

        The only thing stopping me from using the CRM is that there is very little ability to customize the CRM to my unique needs.

        I would LOVE the ability to customize the deals app HOWEVER i wish to, just like podio.

        I can add/delete different type of fields as i wish and i can create different "apps".

        6 votes
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          6 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Track responses to one to one emails and use templates

          Hi

          Three parts to this one:

          1) Allow the use of email templates in the send individual emails from a contact record

          2) Add sending a specific email template as the trigger to start a campaign. i.e. A welcome to being a client email template is chosen which when sent adds them to the client onboarding campaign

          3) Allow response tracking of emails on the email template level so the ideas above would also allow the use of automations based on the template i.e. tracking if they have responded

          3 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Add multiple people to a deal

            I have to requests in one really. I appreciate the CRM side is growing but it does not allow you to manage multiple people in the same Account very well. I want to be able to track emails from every one in an account using the gmail integration.

            One way is to allow multiple people to be added to a deal - which is ideal because you can then easily see who else is at that company

            3 votes
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              3 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Trigger Campaigns or Automations from a Stage Change

              It'd be great to be able to trigger a campaign or automation series to happen when a deal moves to the next stage.

              For example, I work in the mortgage industry. When I submit a loan and move a deal to the "Loan Sub'd" stage, it'd be awesome of that stopped any campaigns or automation from the previous stage and automatically started the automation from the "Loan Sub'd" stage.

              6 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Make it possible to clone an instance and use as a template

                Would be great to have the ability to setup an account once for a particular vertical niche, seed it with automations & content and then "instantiate" that for new customers so you don't have to set everything up from scratch each time

                16 votes
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                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Copy existing pipeline

                  I would like to see an option where I can create a master pipeline and then just copy/duplicate it regular intervals. For eg. every month or every six months.

                  1 vote
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Manage Companies in your CRM

                    Almost any CRM has the ability to manage companies as a separate entity. Will you do that?

                    1 vote
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Use Link "Short Name" as Goggle Analytics utm_content Value.

                      Use Link "Short Name" as Goggle Analytics utm_content Value.

                      The "Short Name" for links is exactly what the utm_content field is for. A short description of the content that the link directs you too. Then if you have a variety of links you can give them all the same short name for your Active Campaign reports as well as ganging the results in GA.

                      The use of the recipients email address is a great option but also floods your GA account with useless information.

                      3 votes
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                        1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Cross Campaign Reporting with google search like operators

                        The ability to compare single campaign results against one another. This could accomplished most easily by adding filtering to the primary reports campaign list along with integrating a more advanced search with operators.

                        Like google operator search

                        ex. name:fun views>20% clicks<5% contact_state:Illinois

                        6 votes
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                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • Integrate With Optimizepress 2.0

                          Add Optimizepress 2.0 to your integration.

                          3 votes
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                            1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                          • Send message according to Time Zone

                            When you have a large national contact list it would be helpful to be able to have the message at the same time according to the users timezone instead of the possible 4 or more hours difference.

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Organization field as an objedct

                              It would be good to have Organization field as an object since than you could add or link the same Organization (created once) to more subscribers and that Organization could have another details like address, organization phone and so...

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • make a responsive design for the app

                                Have a responsive design like mailchimp does.

                                3 votes
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                                  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                • Message Variables apply to All Lists Option

                                  I have message variables I want to use for all lists, including new lists created after the variable. Please include an option for this to avoid having to go into the message variables separately each time I create a new list to apply the variable to that list manually. It would be much more efficient.

                                  1 vote
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                                    0 comments  ·  Email Designer  ·  Flag idea as inappropriate…  ·  Admin →
                                  • send monthly invoices for paid accounts via email

                                    My finance folks are used to getting monthly invoices emailed to them and find that having to log in and retrieve an invoice from the user account to be inconvenient, especially given that they won't use the AC account for any other usage.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Integrate with samcart

                                      Hi

                                      Could you investigate integrating with this service http://www.samcart.com/ which is a new and upcoming shopping cart facility

                                      3 votes
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                                        0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • (CRM) Search for contacts/leads

                                        I need to be able to pull out anyone in the CRM by name, email, phone number etc..

                                        3 votes
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Import deal info mapped from other CRM

                                          I would love to be able to import my deal info from another CRM

                                          1 vote
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                                            0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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