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  1. Have Yes/No embedded in Email Step

    Allow an embedded "Yes/No" option within an Email step. Based on radial button response (Yes or No), a specific text for email is used. For example, in Review and Send, I would like an option that says, "Connected on LinkedIn?" Yes or No. After I check to see if we are connected, I select either Yes or No response and based on the response, CI serves up one email vs. another.

    1 vote
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      1 comment  ·  Flight Plans  ·  Admin →

      Hi Robert. Thanks for your feedback. This is not likely on our near-term roadmap, but I want to see what others in the community say.

      I understand the differences you’re looking for, but with the current product, you can have a customer Flight Plan and a Prospect flight plan (or likely multiple of each).

    • Ability for Many People to Book Same Time for {Book Meeting in Flight Plans}

      I use Book a Meeting in a Flight Plan that is for an event - in this case, a webinar. In the case of webinars, you want many people to be able to book the same time slot.

      2 votes
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        Thanks Robert. I understand what you’re looking for, but Book Meeting — as it is today — isn’t made for this. But I’ll think through it some more.

        But for this specific webinar use case, don’t you have a webinar sign-up page that has direct integration to your webinar solution?

      • 4 votes
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          1 comment  ·  Flight Plans  ·  Admin →
        • Have as Day of Week Send option in Flight Plans

          We want the ability to specify an email step in a flight plan to be sent on a specific day - not just hours/days after previous step. For example, Have email send the following Monday (selected by checking box for a particular day of the week).

          1 vote
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          • When inserting a video link in email have it display a hero image

            To create better engagement with links - particularly video links - we would like to see hero images of a video link displayed in email - similar to YouTube, Vimeo, Screencast, etc.

            1 vote
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            • Need the ability for users to see more than 50 tasks in Action Items list

              Flight Plans currently limits users to only view 50 items at a time. Adding a more option or auto-update on scroll would be helpful.

              3 votes
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                started  ·  1 comment  ·  Flight Plans  ·  Admin →
              • Flight Plan Opportunity Reporting

                We currently use Salesforce reports to ensure opportunities have future activities planned. When we use Flight Plan there is no way to report on opportunities that have an activity to are in a flight plan.

                3 votes
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                  under review  ·  1 comment  ·  Flight Plans  ·  Admin →
                • Be able to see what Accounts are in what Step in a Flight Plan

                  Maybe part of analytics coming in the future. But in the meantime, is this something that can be surfaced up from within Cirrus Insight like a lot of the other analytical info?

                  1 vote
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                  • We could see a flight history

                    I'd like to know which flights people have been in in the past, what step they were on when the flight stopped etc.

                    This will cut back on people being put into flights they have already made it through in the past.

                    1 vote
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                    • An in flight indicator existed

                      Right now we have a yellow dot, blue dot to indicate that someone is a lead or contact in SFDC. We do not have anything in the inbox that indicates this person is currently in a flight. Something simple will suffice. I small plane next to their name. I set of wings...something simple. Just to get a good overview by looking at your inbox as to who's responding to a flight email vs a pardot email vs a hand written email. You get the idea.

                      1 vote
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                      • Ability to delete someone from a Flight Plan from Action Items

                        There are cases when I would like to remove people from a flight on the Action Items tab.

                        2 votes
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                          1 comment  ·  Flight Plans  ·  Admin →
                        • Picklist the Follow-up Flight Plan after Outcome selection

                          I want to be able to select different follow-up flight plans other than the one that I've auto-assigned to an outcome.

                          Can we make it modular via a picklist so that when I choose an outcome, I can then choose which follow-up flight plan I think works best?

                          1 vote
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                          • Reassign Active Flight Plans To Other Users

                            We recently needed to term a rep. The problem is that she has 50+ contacts in active flight plans. I guess we'll need to have someone monitor & manage the prior reps inbox until those complete. It would be much better if we could send an email to those in active flight plans announcing the change and reassign active flight plans to a new rep.

                            1 vote
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                              planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                            • Cirrus Insight Analytics included Flight Plans

                              I love the CI Analytics and feeding into Salesforce to run Reports or view Dashboards. However, it would be great to also have Analytics feed performance data from flight plans into Salesforce as well.

                              1 vote
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                                planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                              • 1 vote
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                                • Ability to Resize Columns (Choose Recipients) from Report

                                  First Name and Last Name are showing truncated when I select recipients from one of my reports in Salesforce. I need the ability to resize the column so I can view the names. All I can see is the first one or two characters of the first name and one or two characters of the last name.

                                  2 votes
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                                    Yeah, the current screen becomes unreadable if you have a lot of columns in the report.

                                    We’re fixing this and should have it out in either the next or the next, next release.

                                    In the meantime, you’ll need to shave off the non-critical columns.

                                  • Ability to Insert contact into specific step in flight plan

                                    We would like the ability to Insert contact into specific step in flight plan.

                                    1 vote
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                                      under review  ·  1 comment  ·  Flight Plans  ·  Admin →
                                    • Ability to Sort Lists by Name or Account when Adding Users to a Flight or Campaign

                                      I would like to be able to sort contacts from a List by Name or Account. RIght now it appears that the default is Name and that is it. Most times I am adding users to a flight based on an account where I have added a new Account to Salesforce, then added contacts, then I want to go to CI in Gmail and "Start a Flight" and select users based on "Recently Viewed Contacts". When the list comes up, I want to be able to select the title or header field (such as Account) and have it sort by…

                                      1 vote
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                                      • Call Step in Flight Plan Needs to Record Status Based on Outcome

                                        Currently, when we use the Call step in Flight plans, we have a Call Script and If we do not get the person live (Get Connected) on the phone, we either select No Answer or Left Voicemail in Outcome and Close that step.

                                        It should record the Call in Activity history in Salesforce with the status matching the Outcome. Right now regardless of outcome, the call is recorded as completed. If the Status drop-down field in Salesforce cannot select the Outcome, then the Subject line recorded for that step out to include the outcome similar to this: "Call with Scott…

                                        1 vote
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                                        • Would like Call Timer in Flight Plan used for Call Step to Have Pause Option

                                          I love using the Call step in Flight plans. Particularly when I get voicemail, I like to be aware of how long or short my message is. The call timer helps with this.

                                          However, right now, the timer only has a stop option and starts immediately when you are ready to make the call. I want to have control over the timer so it does not start until either I connect with a person or connect with voicemail.

                                          1 vote
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