Great minds think alike

Roeleke · ‎Dec 27, 2016

I would like to add a Lead Flow to my page, but don't want to have my visitors fill in their email addresses. Can you make this optional (even recommended) instead or required?

Kriszti · ‎Feb 15, 2019

The idea is to have more control over to who are we showing pop-up forms, similarly to chat bots, where it's possible to show (or hide the bot) for a specific, segmented list. It would be cool to have a "show it only to visitors who met specific smart list criteria" on the options tab, where we can select where to use the pop-up. This would help us to: - target specific groups with different messages - hide pop-up from specific groups (for example hide book a demo pop-up from leads that already asked for a demo in an other conversion point) - hide pop-up in case we want to use an other conversion type, for a certain audience (for example bot)

tmcginnis · ‎Sep 22, 2017

It would be great to have the ability to create more advanced targeting options in the lead flows tool. Things like this: "User has visited X number of pages in the last week." "User has visited X number of pages containing "sales" or "pricing" in the URL this session." "User has not been on the site in X days/weeks/months" This brings contextual marketing away from only working with known contacts and instead uses the cookie data on their visit habits of the website to market to them more effectively.

rhauswirth · ‎Mar 28, 2019

A large portion of our sales team uses the same sets of sequences. In an effort to prioritize and organize the different campaigns and sequence tasks, we have built task queues. To this point, there is no way to assign tasks to queues for multiple users, you may only set them for individual users. The problem being, we have had to clone each sequence for each individual user, then had to build task queues accordingly for each user. If there was a way, from the sequence task queue assignment, to push the tasks out to multiple users' tasks queues, rather than individual users task queues, that would greatly simplify the organizational process for sequence generated tasks and their completion.

ScottBarnett · ‎Jan 15, 2018

Currently, if I want to allow a prospect to schedule a meeting online with Sales in real time, I can do so using Sales > Meetings. The challenge is that if its a new lead, I'd like a means of creating it, and having all information about that lead preserved, such as their Lead Source, Original Source, etc. Currently, all leads created using the Meetings tool, defaults the value of Original Source to offline, regardless of what the original value was. If I use two forms (one up front to create the lead and a second to schedule the meeting), there are unnecessary steps or the user must fill in field values twice (because when scheduling the meeting, the values are not in the contact database yet.) User Story: A Marketing User can create a lead form and embed the "schedule a meeting" function to allow a new lead to immediately book with a sales person or team (if team calendars are enabled.) All lead data is perserved and no fields must be entered more than one time.

Great minds think alike

A "non form" option in Lead Flows

Select Audience for Pop-Up Forms

More Advanced Targeting Options for Lead Flows

Push Task Queues from Sequences to Multiple Users

Desired Feature: Ability to Create Lead and Schedule Meeting in one form

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