Rachel_Noble

Rachel_Noble

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Date Last Visited
‎05-02-2025 12:20 PM
Level 10 - Champion Alumni
Joined the community 01-09-2015
Rank Icon Level 10 - Champion Alumni
Founder | Principal Consultant
Portland, OR Metro
  • Re: Looking for REST api

    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...

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  • Re: Looking for REST api

    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?

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  • Re: Report style

    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...

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  • Re: Report style

    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...

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  • solved badge Re: How do I update the copyright date?

    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...

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  • Re: 3 Super Simple Ways to Improve Any Email

    Great tips, keep 'em coming!

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  • solved badge Re: How do I update the copyright date?

    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...

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  • Re: 3 Super Simple Ways to Improve Any Email

    Thanks Lynn! Great question. Are you by any chance using a tokenized program? If there are CTA's for the links, you could put the CTA tokens in the description fields as well.

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  • 3 Super Simple Ways to Improve Any Email

    Because the spam folder is where eBooks go to die. In the draft of your email, go to Email Settings (top left) and check the “Preheader” box. Put a snippet of the email in the text box. For many email providers, the preheader is the small bit of preview text that shows up next to the subject line. I...

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    15464 10 8
  • Re: Mailings still going to deleted leads?

    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...

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Public Statistics
Date Registered ‎09-01-2015 07:31 AM
Date Last Visited ‎05-02-2025 12:20 PM
Total Messages Posted 356
Likes Received 287