Colby_Dix

Level 5

Joined the community 03-07-2014

Level 5

Solutions Architect

vermont

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Send Sample eMail - Choose Previous Address List edit.

by Colby_Dix 12-14-2015

I was unable to figure this out by searching, so I figured I'd post and ask.I hate messy lists. When I am testing the drafts of emails, I often use the "Send Sample" email functionality, and then "Choose Previous Address..."But that list is a mess of mostly email addresses that I never want to send ...

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4160 0 6
Re: reducing the number of leads

by Colby_Dix 09-24-2015

says the principal engineer of TIBCO...

Discussions

4558 3 0
Re: reducing the number of leads

by Colby_Dix 09-17-2015

Side note as to processing this all. Should I delete in MKTO and then also in SFDC? Which should happen first so as to avoid re-syncing? With that, do I perhaps run a campaign that sets all of the 'to-be' deleted leads to not sync to SFDC, delete in SFDC, and then delete in MKTO?Thanks!

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4558 0 2
reducing the number of leads

by Colby_Dix 09-14-2015

so you know how it goes... we all want a nice robust pipeline with as many leads as possible, but when MKTO comes calling to let you know (nicely) that you are well beyond your 'tier' cap for leads, you start thinking about some proper pruning. I'd like to get the discussion going here by saying wha...

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4745 0 7

Lead Management
Re: Update/Change Nurture Email Templates

by Colby_Dix 09-08-2015

yeah. I figured this might be wonky. Overall I'm going to go with modifying the the html in the existing templates. that way there's only a couple of pieces of content that will require more specific tweaking to avoid re-sends and messy looking emails.

Discussions

2111 0 0
Update/Change Nurture Email Templates

by Colby_Dix 09-08-2015

So, the company I work for has re-branded. This is fun. But it means that we've had to update all of our templates to reflect the new look. Good good. Except now I'm left with our nurturing stream content to update as well.My biggest questions is in regards to not so much the reporting data with old...

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2240 0 2
Re: New email editor is garbage. Please post your feedback. :)

by Colby_Dix 08-27-2015

for sure. please add. thanks.

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3345 0 0
Re: New email editor is garbage. Please post your feedback. :)

by Colby_Dix 08-03-2015

Picture is a nice touch anyhow.

Discussions

3161 1 0
Re: New email editor is garbage. Please post your feedback. :)

by Colby_Dix 08-03-2015

Go to the Admin section.Click on the 'email' selection in the left menu.under the 'email' tab in the main content window, click on 'edit email settings'select 'legacy' and save, apply, run away, refresh and your instance will use the old editor.

Discussions

3901 4 2
Re: New email editor is garbage. Please post your feedback. :)

by Colby_Dix 08-03-2015

Thanks Ed,While I was mostly posting out of initial frustration, I do know that they all want to be putting out a good product that works for a wide range of us. We all have crazy needs that they can't possibly meet perfectly. Thanks for chiming in!

Discussions

3901 0 0