Feature Requests

Like many organisations, we take data privacy seriously and data access for our team and network is on a 'need to know' basis - it would be great to be able to customise user permissions to restrict access to certain designated (dynamic) audiences, so that those team members can only see the profiles and data relevant to their specific role. This would encourage us to subscribe to additional Autopilot 'seats' rather than managing this access through third-party tools.

When merging contacts, all activities disappear which can really throw off campaigns based on activities having first occurred, or even the counting of certain activities.

It would be beneficial if we could create folders within the saved templates section of the campaign builder with a search functionality (similar to the image file manager). We plan to create lots of new "master" templates to improve our email build process and this will allow us to organise our templates better, and find the relevant ones easier.

The ability to add images and video to SMS campaign builder.

This would be very helpful to test across different email clients.

On occasions people slip through due to errors and do not enter certain journies/receive certain emails. Offer the ability to manually generate a specific activity, and specify activity fields etc so they can manually be enrolled when needed.

The button on the Opt-Out page in the preference center cannot have it's text changed like the button on the Home page. It would be great if the text on the opt-out button could be changed similar to the button on the home page.

We currently have the option to send test emails to specific email addresses, which is incredibly useful for checking the appearance and links before launching a campaign. It would be highly beneficial to have the same functionality for SMS messages. The ability to send a test SMS to a specific phone number would allow us to verify the content, formatting, and links, ensuring everything is correct before sending it out to our audience. Is this a feature that could be considered for future updates?

Ability to further enhance attribution setting so it only calculates the defined attribution once per object. For our case, it would be to only calculate one opportunity won per unique opportunity ID. Currently any updates to the opportunity won such as opportunity name triggers an attribution. Similar concept to "People can be in journey = More than one at a time, but only once per object” that is available in journeys setup.

Currently this can only be done by going in and editing the audience after it is created, it would be useful to be able to adjust this setting when creating the audience as well.