36 results found
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Distro - ability for Prospect to select "backup" assignee if not available
Give client ability to decide if they want to take a second assignee's availability into account when scheduling or just schedule with the primary assignee. This could be extremely helpful if an Prospect hits an Ownership queue but their assignee is OOO or on extended leave, we could allow a option to "view more availability" and the Chili Tenant could choose backup assignees or an alternative queue to route to. Potentially this could be applied to the scenario if we allowed customers to enable Strict RR in concierge but then "select additional availability" and route to new queue
11 votesThis has been released for Distro - more details here! You can continue to track this idea still for other Demand Conversion Platform Products here -https://suggest.chilipiper.com/forums/943972/suggestions/45229801
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Distribution - Capping
Cap # of records being assigned to a specific rep.
3 votesYou now have the option to cap the amount of records your users or teams can receive and setup Fallback owners!
More details here - https://help.chilipiper.com/hc/en-us/articles/29630951532947-Distro-Capping-and-Fallback-Owner-Features
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1 vote
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Ability to control lead creation settings for personal meetings
Give settings on Personal Meeting types to create / not create lead. No option to turn off lead creation on personal meetings
6 votesThis is now available in User Controls with ChiliCal. See full details here!
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Manually send reminder
Allow a rep to send a manual reminder. There are times where it may be necessary to manually be able to send a reminder to specific clients to specify meeting details. having to go in and set up a specific time to send is more of a hassle than being able to simply click 'Send' on a reminder.
2 votesYou have the option to manually send a reminder in ChiliCal Home for any meetings booked using ChiliCal in the Demand Conversion Platform.
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2 votes
Now have the ability to customize your booking pages with branding
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Display all hosts on the calendar screen when using group booking links
We would like the ability to display all of the members of the meeting on the calendar screen when using group booking links. The calendar screen currently only show the organizer/main host of the meeting and on the confirmation screen shows everyone, which can confuse prospects.
2 votesYou can see everyone who will be in the group meeting in the top left side, screenshot is attached!
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Update Time dynamic tag
The Time dynamic tag has rather odd formatting as [day of week], [month and date] | @ [time and timezone]. As is, it appears as an error in our system.
The "|" combined with the "@" is rather redundant and I believe the best way of handling it would be as "[day of week], [month and date] at [time and timezone]" instead.
1 voteThe time tag has been updated - please see the screenshot attached.
It is using the following format: Day, Date, Time, Timezone
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Use Workspace Meeting Types in Multiple Meeting Type Booking Link
Having the ability to add Meeting Types created in Workspace to the multiple meeting types on booking link within My Workspace.
Currently, the team will need to clone/recreate the meeting type within Personal Workspace just to be able to add it into a multiple meeting type link. To increase adoption, not having the user create this will be very helpful.
12 votesAdmins can share scheduling links (with multiple meeting types) with their end users. Once shared, these links will appear in the end user's 'my app'. A screenshot is attached!
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4 votes
Improvements were made to form concierge speed in the new demand conversion platform
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Name group booking links
Allow users to name group booking links so we can easily distinguish the different links. We have a variety of booking links for a few combinations of the same meeting type. Ideally we should be able to name them so they don't all have the same name in the list. Or even be able to see the members of the link more easily.
6 votesHello! You can now name your group booking links and even update the URL. Here is a video.
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Pull custom SF fields into Meeting types and Reminders
Allow admins to specify which Salesforce fields are available to be added to Meeting types and reminders
1 voteYou can now create Data fields which map to your CRM fields and they can be pulled into reminders
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Add country/area code to CP ES_LA forms
Problem Statement: LATAM Sales Partner Managers often find a roadblock when calling all the different Latin American countries, our CP form doesn't signal the need to add the country area code or country they are based off.Impact: When the partner fills the CP form with a different email and/or the page doesn't have an info about the location they are based, agents are left only with small hints which localization the partner is, therefore, making it difficult to troubleshoot the country area code.Reach: Sales Partner Managers in LATAM Spanish speciallyRequirements: Any chance the country name or area code could be…
1 voteThis can be solved by using Chili Data Fields on your CP forms.
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Branding on personal links
Similar to adjusting branding colors on Suggested Times, it will be nice to be able to adjust branding on Personal booking links. This provides all links to have company branding, instead of Chili Piper branding.
19 votes -
More options for Minimum scheduling notice
Minimum scheduling notice has only one setting of the number of hours in advance. We had our SDR meeting set at 2 hours notice, which works fine when it's working hours in Pacific Time, but not great when they get a meeting booked in the middle of the night for first thing in the morning based on their personal working hours.It would be great to have an option to set a "Working Hours Minimum Notice" and a "Non Working Hours Minimum Notice".For the time being, I've changed the Min Notice from 2hrs to 6hrs, which will reduce the # of…
50 votesSolved in ChiliCal - you have the option to customize the minutes, hours, days, or weeks.
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Ability to automatically send a follow-up email post meeting completion.
In addition to reminder emails BEFORE a meeting, ability to create email templates leveraging dynamic tags to go out AFTER a meeting is completed. For example, a thank-you email which includes attachments, or whitepapers, etc.
40 votesYou can send reminders after the meeting is finished! More details on this help article here.
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Fix drop-down form fields (match styling of other text fields)
When a prospect clicks a booking link from our email signature, they are prompted to fill out a few forms fields. If they attempt to submit without filling in the required text fields, they turn red and display an error message.However, drop-down fields act differently and are a bit visually confusing. For one, they have a check-mark graphic next to it before any value is entered, and if I try submitting without filling it out I don't get an error message or red styling like I do for other fields.Requested solutions:1) Add error message and red styling if left blank…
1 voteSolved with ChiliCal Guest forms
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Extended Maximum Interval
The maximum that an event can be scheduled is 9 weeks in advance. We routinely need to schedule meeting 6 months in advance. Can this be extended?
2 votesThis is now extended in our meeting types on the Demand conversion platform. You can customize the number of weeks.
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Add Full Name options to Forms
The Default form has Full Name as an option. Should be allowed for other forms too.
3 votesFull Name can be added as a Data Field in the Demand Conversion Platform!
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Ability to set type of data input in forms
Ability to set data type restrictions for inputs on a form, which will make the mapping to salesforce more successful. (i.e. number only, text, date, etc)
2 votesData fields are now available in Guest forms on the Demand Conversion platform! These are restricted to the field type you select.
https://help.chilipiper.com/hc/en-us/articles/27607845025555-Setting-up-Data-Fields
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