Darrell_Alfons2

Hi Broderick,We send test emails (Email Actions > Send Sample Email) to our team.You can either type everyone's email address one by one, or send to a distribution list.Hope that helps!

Hey Renee,Ok. Hopefully I'm not missing something. Even a static list changes when you add a lead to it. So let's say, you have the API adding a lead to List ABC. Use a trigger, Added to List - List ABC, flow is send email.Darrell

Hi Renee,Are you using a marketo form? If so, you can use the fills out form trigger, and then send the email. Added to list will work as well, you do not need a smart list.

Sorry lag.I guess if you have your SFDC syc thoughtfully setup, you should be fine. I was initially thinking about unsubscribes lining up in both systems, but of course you can have both systems stamp the email opt out box in salesforce. One thing to think about, is unless you have marketo and marke...

Hi Netali,You could do it with snippets, so 1 snippet per seller with a unique calendy link.Then use segmentations based on lead owner. Then create an email with dynamic content that uses the snippets and segmentation you created. The email will be from lead owner to be sent to lead, asking them to ...

Hey Marisa,1 system versus 2 systems will be better from a reporting standpoint, as well as data management. With Marketo you can wrap these customer communications into a program and define what success looks like. Then you can have your prospect emails and existing customer emails reporting in the...

Check launchpoint in admin to make sure the sync isn't broken.Then use this in the calendar file or email confirmation, wherever you want. To join the webinar click here {{member.webinar url:default=edit me}}

I experienced the same problems and have leveraged Knak for most new templates.

Did you setup SPF and DKIM?

good catch dan, didn't think about that