Jeff_Smith3

Level 7

Joined the community 28-01-2015

Level 7

Senior Manager, Marketing Operations

SLC, UT

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Re: From Address Not Saving

by Jeff_Smith3 04-19-2017

No, since support could not readily replicate the problem, they said let us know if/when you can nail down a situation where this is predictable.

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2465 0 0
Re: From Address Not Saving

by Jeff_Smith3 04-18-2017

Hi Josh, thanks for the response. I use Chrome. Good point about the JS and HTML. I'll take a look.

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2465 0 2
From Address Not Saving

by Jeff_Smith3 04-13-2017

Several members of my team and I have been experiencing a weird bug in our instance, and I wanted to see if anyone else was seeing the same thing. When we clone an email, change the From Address, and approve, it will revert back to the From Address of the email it was cloned from. We then have to go...

Discussions

2552 1 4
Re: Triggering Off a Custom Object

by Jeff_Smith3 11-30-2016

Thank you!

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2316 0 0
Triggering Off a Custom Object

by Jeff_Smith3 11-29-2016

We have a SFDC custom object called Sales Orders. We acquired a company that uses this object, instead of the Opportunity object, to signify when deals close. Is it possible to trigger off a field change under the Sales Orders object, and then have any contact under that sales order run through the ...

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2643 0 2
Re: Onboarding Campaign for Account Contacts

by Jeff_Smith3 11-28-2016

Very nice, thank you! That will rely on SFDC account owners making sure that new contacts have that field (whatever it ends up being) marked as true in order to qualify for the recurring batch campaign, but that should be a sufficient solution. Thanks again!

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2370 0 0
Re: Onboarding Campaign for Account Contacts

by Jeff_Smith3 11-28-2016

One follow up question, if you don't mind. This method will onboard any contact under that account at the time that value changes. What would you recommend setting up for new contacts that get added a week later, for example? There is the Added to Opportunity trigger, but in the case that someone ge...

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2370 0 2
Re: Onboarding Campaign for Account Contacts

by Jeff_Smith3 11-28-2016

Thanks Devraj! That sounds like a good solution.

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2370 0 0
Onboarding Campaign for Account Contacts

by Jeff_Smith3 11-28-2016

We have a current onboarding campaign that triggers when a SFDC opportunity closes (using Opportunity is Updated trigger with trigger attribute: Entitled Issued field becomes True and previous value is False). This triggers all contacts under that opportunity to receive a series of emails that onboa...

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2497 0 5
Re: URL Parameter Not Pushing Value to the Hidden 'Referred By' Field

by Jeff_Smith3 10-27-2016

Sanford, I've got some time from 9-10am MDT tomorrow, if that works. After that, it's basically Halloween craziness, but if that time works for you, I'd be happy to hop on join.me. I've tried repeatedly with my own lead, so the issue is repeatable. Let me know - jeff.smith@landesk.com. Thanks!

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3404 0 0