Justin_Norris1

Hi Emilia Chioncel,If you are setting the acquisition program at import using the option in the import flow and it isn't getting populated I would open a support case. You do need to have an explicit sync step for new leads to sync to Salesforce; after that the automatic periodic sync should take ca...

Naor Chazan​This is one of those things that every company does a little bit differently. My personal views are: 1) Sales created leads should go directly to SAL (or equivalent stage), with the exception of contacts like Accounts Payable, Legal etc. customers, which should be shunted off the path to...

Leslie Green​To further Dory's comment, think of tags as additional dimensions in your program reports. When you report on your programs, what are the higher level buckets that you would want to group things by? There is one tag built in which is the channel tag. Other popular groupings are geograph...

Hi Emilia Chioncel​, 1. Are you setting the acquisition program during the list import? You are correct that the date should be stamped automatically when the program value is set, but this will only happen if you set it during the import dialogue. 2. Have you set up the acquisition program field in...

Hi Ruskin Dantra​I don't think this is achievable - if you are setting the form URL dynamically, that needs to happen based on the form inputs itself or based on something calculated on the page in JS. There is no reliable way I can see to use a value retrieved via a smart campaign triggered by a fo...

Hey Nate Oosterhouse​, If I understand you correctly, there are two smart campaigns (Campaign 1 and Campaign 2) that are being requested in sequence from a third campaign and you are asking about order of operations of the flow steps within Campaigns 1 and 2. The answer in this scenario is that the ...

Hey Phillip Wild​, The primary field when creating the custom activity is the "thing" that the activity relates to - the concept is clearer when you consider some standard activities as examples: For "Visits Webpage" the primary field would be "web page"For "Fills out Form" the primary field would b...

Elizabeth BoninThat sounds good. Your goal of having the trigger fire only when the NPS survey type is vendor would be accomplished using the trigger constraint making the filter unnecessary, but it will work as well having the filter in place. ---Justin Norris | Perkuto

Elizabeth BoninSeems like your developers did some work to map the custom object to lead/contact fields in SFDC. So that means you can use a Data Value Change which is useful.I would say in your smart list you don't need to the additional filter, you could just have "Vendor" as the new value of the ...

Elizabeth Bonin​Yes, Data Value Changes trigger will only work for person (lead/contact) or account fields synched from SFDC. If the data is in a custom object then this field will not be available to select in the trigger options and you would need to sync the object and use the "Added" trigger ins...