Level 7
Joined the community 04-03-2014
Level 7
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Hi Dan,I just asked Justin a question by replying to his comment. I am more than happy to get your thoughts on the question as well.Thanks for your reply!
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Hi Justin,We for sure want to track whether or not they engaged with our marketing effort but also for ROI we would like to track which programs contributed to won opportunities. I...
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Hello All!Everyone's case is different but I wanted to gather how things are being done from different perspectives. Some examples would be great! Thank you ahead of time!Questions...
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Hi Josh,I found it. It displays as another Analytics User Role and not the name I named. So when I go to edit a user to switch their role it displays two identical names: Analytics...
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Hi Josh,Do you know you can create a role that allows them just to view reports in the Analytics tab (Not create, edit, or delete) that allows them to be able to click the email li...
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Hello all!I seem to be struggling in finding the right set of permissions for the below question.Question:What user role could I create to limit someone from only viewing reports s...
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Hi All!I have created a new User Role but it does not show up when I try to move someone to that role. What am I doing wrong?Thanks!
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Hello Everyone!Question:How do you change email preview text? We want to make sure our preview text in our email recipient's inbox is something we approve of. Do you do this in the...
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Hi Emma,Thank you for your input! The end goal is what you expressed: being able to analyze how each stage reacted to your email at a later date. We have been doing it the same way...
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Hello Everyone!I would love your input.Question:Would you create a different email program (or default program) for each target group (each stage/lead status) when sending the same...
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