Rachel_Noble

It sounds like you're hoping that the field value matches one of the possible picklist values in SFDC so that it syncs correctly. Correct me if I'm misunderstanding.If that's the case, why not just use a picklist in the form as well, and match the SFDC values? Here's a quick overview of how to do ju...

Hi Mili,By validate, do you mean make sure that it's in an acceptable format (name@non-genericdomain.com) or are you actually referencing an SFDC campaign in particular?

I've used Zapier (they have a free version which is nice!), but there aresome good ones out there! I'd recommend looking at some of the reviewsfirst though, because I've also run into some funky ones.-- Rachel NobleManager, Client ServicesDigital Pi, Inc.Marketing Automation. Simplified.1717 McKinne...

If you're feeling fancy, you can create report subscriptions that go to an email parser, and use that to dump the information into a pre-formatted Excel file or Google sheet that generates the different versions of each report you're looking for. A little bit of initial setup involved but the possib...

I haven't attempted to reference velocity script tokens in MSI emails (I'm assuming that's the type of script you're referencing but correct me if I'm wrong!). However, I have heard of issues with MSI in Outlook not being able to process HTML emails correctly, so I'd recommend using the snippet to k...

Hey Ashley,To piggy-back off of Amanda's and Devraj's responses, now is a good time to go through all of your landing page and email templates to make sure there aren't any references to old copyright years. You should also check your unsubscribe footer just in case.If you edit the templates, you ca...

It's possible that you're sending to a different email address that's forwarded to the deleted one (e.g. johndoe@acme.com is deleted, you email janesmith@acme.com who left the company, and Jane's email address is forwarded to John). This happens all the time and causes a bit of confusion. If you hav...

You probably have a filter called "Has [Name of your custom object]". If it's not available in the smart list of the smart campaign, you can put it in a standalone smart list and reference that smart list in the smart campaign (not ideal, but I'm fairly certain you won't need that workaround).Once y...

Alternate workaround, you could create smart campaigns in your Marketing Activities area with rules. Example: pretend your custom object is called Hotel Stay and you want to segment by whether they've stayed at hotels during the holiday season (assuming Stay Date Range is a field in the custom objec...

We don't have a checklist like this at the moment. When we first started having a review process, we used Trello cards with checklists for each, but now we just have a rule that any email must be approved by 2 other people before sending. If you're sent an email sample to review, you click every lin...