If we were a small company, that would probably be easier. As we're not, we have a lot of governance around creating new fields. Our instance is set up to be regional and each regi...
This doesn't have Token Security on it. I'd like to see user specific / role specific security so I know someone isn't accidentally changing something they're not supposed to chang...
You're right about that, so there would have to be some sort of default, maybe at a segment level. Or, we set the email to launch at 9am. If it's his first time getting an email, i...
Per lead. Marketing automation is about personalization, right? I work in Healthcare which is a 24/7 job. There are probably slow periods at night where doctors actually have time ...
Good enough until you have hundreds of pages to go through and even though you haven't updated some since 2013 they're still active in programs, such as a Contact Us form's landing...
Better example:Lead fills out a form. I use centralized forms.Workflow sees that form is filled out on this program's LP. Workflow starts to populate parts of the lead record with ...
Yes. This is a case of a Many-to-One-to-Many relationship. Many program based SC feed into a centralized operational SC and then need to go back to many Program based SCs.
Additionally, I don't know if it's in one of these but being able to use tokens in smart lists and IF / THEN steps would be nice. Either "IF {{my.Token}} = "this" THEN "that"" or...
But I can't search for LPs created in 2013 or emails for XXX product line or LPs last sent in 2014.I want to clean up my instance by getting rid of old LPs. The search function onl...