cookiemonstersa

cookiemonstersa

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Date Last Visited
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Level 4
Joined the community 01-04-2022
Rank Icon Level 4
Cookie Monster @Enterprise SaaS
Ohio
  • Re: Conversational flows only for one state

    The state field is on the form. But what I am saying is the drop-down is non-functional, the arrow button does nothing. Is it because we have not paid for it? I thought that was only for smarlists?

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  • Conversational flows only for one state

    I want to have the flow only run if the user fills out the form with the state=New York. I would assume the add choice feature would be the place to do this, but the drop down is empty... Also when I load the page it shows a second drop down , that then disappears within 1 second... See screenshot b...

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  • solved badge Re: Conversational flow asking for email twice to book meetings

    Super cool, thanks!

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  • solved badge Re: Conversational flow asking for email twice to book meetings

    Just tested it! If I fill out another form, then navigate to the demo form and fill it out, the pop-up no longer asks me for my email. So I guess the email has already been passed over when the user fills out a different form first.The question is why does this not work when the demo form is the fir...

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  • solved badge Conversational flow asking for email twice to book meetings

    Conversational flow asking for email twice to book meetings.Basically, they fill out the demo form, and that form asks for an email. Then once they submit the form, the calendar booking features asks for the email again to show calendar times. How can I bypass the second email input? Thanks!

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  • solved badge Re: Lead source Recent: Direct Organic Issues

    Hadn't thought about that approach! Will look into the option of setting the defaults at the form level. Thanks!

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  • solved badge Re: Lead source Recent: Direct Organic Issues

    Valid point, my mistake for rushing this! Apologies! Here is the flow for Direct Organic Lead Source: Here is the flow for paid search: In the paid search programs the program status is changed instantly, whereas in the web content program, it waits 1 minute, thus allowing the lead source to be stam...

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  • solved badge Lead source Recent: Direct Organic Issues

    Hey all,I am revamping the way an old agency did "Lead source recent" programs. They have it set up that if the program status is changed, then the lead source recent will be Direct/Organic. This would mean even if they came in through something like paid search, Marketo would stamp the lead source ...

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  • solved badge Re: Adding Secondary Opportunity Fields to Salesforce

    All great points! Thank you Sanford! Currently no multi-touch attribution. Still lots of groundwork to do before I can get the various teams to agree upon a model. One day 🤞

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  • solved badge Re: Adding Secondary Opportunity Fields to Salesforce

    Thanks Sanford! Any reason why I should be using tasks and JSON? JSON is a little above my head without some internet sleuthing. Do you see any issues with my solution to use data from the person level, then to use proccess builder or flow builder to map it to the opportunity? I believe it should wo...

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Public Statistics
Date Registered ‎04-01-2022 01:16 PM
Date Last Visited Monday
Total Messages Posted 80
Likes Received 15