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Here's the Idea on the community if you want to vote it up: Make "Role" an available Constraint on the Has Opportunity filter
Ashley,If you right click on the segmentation in the lead database, you should see create draft. Once the draft is created, you can make your changes to the segments and reapprove.
Hi Kashmira,To segment by contact role, you would use the Was Added to Opportunity filter and add a constraint for Role. Unfortunately, you aren't able to create a Segmentation because that filter is not available there, but you could set up smart lists to segment by contact role instead.
Hi Casey,Archived assets, including campaigns, will not deactive when they are moved into an archive folder. They will stay on and continue to process leads if you put them in an archive folder.
Hi Stephen,How the engagement score is calculated differs if you are using programs or emails within the engagement streams.If you are using emails, the score is calculated on opens, clicks, and unsubscribes. For programs, it's based on program membership and successes
Very true, Dory. I think for systems that have a mix of forms 1.0 and 2.0, I think I would like to see the Forms 1.0 always show up as approved (since there is no draft state for them). The Forms section in Design Studio shows the number of pages the forms are currently used on, but it would be bet...
Hi Yannick,Check out this discussion for information about clearing prepopulated form values: Form "Not You?" functionality. Hope this helps!
Hi Cécile,There are two ways that I know of to view all formsIn Design Studio > Forms, but there isn't a column for Approved like landing pagesUsing the filter near the search in Marketing Activites and Design Studio, but this means having to scroll through the tree to find the few unapproved or app...
Hi David,To customize the default display value of a select field, choose that field in the form editor, click Edit values, then change the default value "Select..." to whatever text you want to appear by default. In my example, I have changed the Company Name default value to "Select Your Company"...
Hi Joe,Usually a 554 bounce code means that the tranasaction has failed for an unspecified reason. See this discussion: Email Suspended Cause: 554 Denied [IPR] (Mode: normal)There is also a good Bounce Code FAQ from Pardot that explains the codes in more detail and includes common bounce codes for s...