Feature Requests

Right now custom fields are only allowed for contacts. Adding custom fields saves a lot of time for email allowing for dynamic insertion. Have custom fields that can be added that show in the configure page of products to set the email name, the topic area, the related services links etc. This would allow you to add these variables into the emails or other parts of the product pages etc. and save a ton of time by using the same email templates for each product sequenc and have the appropriate info inserted dynamically.

Hi. It would be nice to be able to use the tag as a filter on the participant table view. Often when I look at the participants on a product I might only want to see those with a specific tag. That is not possible now unless I switch over to contacts and then filter on both product and tags. In general please add more filter options on participants in the Table view on the product. Thank you Siif :)

I recently went through my Unengaged Contacts page (/admin/cold_contacts/edit) and I'm noticing a ton of contacts (180ish for me) who cannot be archived because they "have active purchases." I've been thinking about ways to reduce this number, and here's one of the things I've landed on: When a client makes a purchase in order to attend an event, or attend a scheduling link, and then the event is over, then should their purchase expire? I could change the price that they're using from a one-time purchase with lifetime access (that's what I have right now) to a subscription with a duration of 1 month and then it expires, but then I can imagine fielding questions from contacts asking about why it says they have access for one month if it's a single event, does that mean they get webinar replays or some other content that will expire, etc. So what I'm proposing is when somebody purchases a product that we know is single-use, like when someone uses a scheduling link that has a product attached to it to collect payment, and then the product is "used up," can we make the purchase expire?

We have a couple of client accounts with hundreds of products and courses, many of which are set to Closed or Draft. This is causing some issues when using the internal linking option on page buttons, or course "get access" settings, or emails, or upsell selections etc, as the system will show ALL the Products and/or Courses (depending on what we're selecting) - not in any particular order, regardless of open/closed or available to buy - and you can't tell if it's the live version or not without selecting it, setting the page live and testing. It would make it easier if these selection fields only showed products/courses that were available (i.e. published/listed/unlisted/dripped). Or at the very least grey out the items that are set to Closed/Draft so that it's much clearer what is available to use and what is not without having to completely delete products or courses.

Right now the only thing that shows in a product card on the products page is the first price, but onylshows as $10. Is that $10 per month per year, one time fee, you can't tell, and if you have multiple price points you cannot tell what is on offer. The cart allows a price option dropdown but not until you add it to the cart, why not show the price options in a drop down in the card and then add to cart or buy now after that, or offer smaller buttons for the price points you want to show on the card in the backend settings? For example these three products on my catalog are three different, one is per year the other per month and one on the end is a one time purchase but all three just have a number with no other pricing reference which makes no sense. I am forced to use the details section to add the pricing but even if you want the $100 /yr option vs the $10 per month option there is no way to think you can get to that when the only amount they see is $10.

Sometimes a persons address changes or an invoice is sent before complete profile info is added. Right now the only way to update an existing invoice to the updated info is to add the following to the end of the Invoice URL to force generate things like address changes to existing Invoices: ?refresh=1 Not only is this not well known but has to be remembered. So while I understand why the invoices are not all auto changed as you may want the old invoice data on there. What would be nice is to add a refresh icon on each invoice line to allow easy updating of information if you know you need it updated like the image attached. It would also be nice to have a per product, per account, and per site refresh equivalent icon or button somewhere for the product, contact, or site linked to this functionality.

Desire: To be able to sell a product with access for a limited period. I know that I can make a subscription, but I want to be able to make a one-off purchase, for example a mentoring course of 3 months, where you can keep access to materials on a course for 1 year, and then the access is closed automatically. The reason why I cannot use subscription is that the customer is told when purchasing that they are signing up for a membership instead of a one-off purchase. I would also like to be able to pay in installments for the purchase, which is also not possible with subscription. You can't use MobilePay on subscription either. (I know you can't do it yet on installment payments either) I can solve my wish by leading the buyer through an automation which, upon purchase, gives access to the content and then waits the desired period and then removes access again. I prefer to give access through the product and not automation, as you do not have the same control over how people have gained access when it is not linked to a product under content. Hope it makes sense :-) Linda Bendix Certified Simplero Expert

Currently the subscription levels are hidden from users unless they are on an active paying membership. This means that is a user is on a free base level or is added to a higher tier level as a courtesy, there is no way for them to see or upgrade to a higher avaialble paid tier because they are already not paying. What? So anyone added for free cannot pay me to upgrade or see that they can upgrade? Why is this arbitraily hidden? Allow them to pick an upgrade and require a payment method before they can action, but EVERYONE should ALWAYS see the levels I am adding into the system that they can pay for.

Point items that may be of small amounts that people would group and buy in bulk or together at the same time are a perfect scenario for the shopping cart, but are not allowed. Right now products with points purchase options are not allowed in the cart functionality. Please add points to allowed items and simply enforce like you do any other currency where all items in cart must be points purchases or something vs not allowing points purchases in the cart at all. Better yet allow split payment so it doesn't matter. Add items to your cart for $100 use 50 points and then pay the rest of the $50 in cash. (yes this would require a monetary point value setting but easy enough to do I think)

Allow for the ability to edit the order form of all/individual products and integrate chatbots to help customers in the critical stage