Abby_Ryan

Abby_Ryan

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Offline
Date Last Visited
‎10-07-2022 02:52 PM
Level 2 - Champion Alumni
Joined the community 09-12-2013
Rank Icon Level 2 - Champion Alumni
Global Director of Marketing Operations
Boston, MA
  • Re: Smart Campaign Settings

    What type of campaign would this be for? Can you simply exclude the segment in the "choice" statements of the flow steps and remove them there?

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    Ideas
    3199 0 1
  • Ability to search for Sync to CRM Errors (error in sync criteria)

    Finding and fixing broken records is always high priority for our team. What we have difficulty with is finding criteria to use when searching for lead records who's sync to SFDC (or any other CRM) has failed. There's the "Not Synced to Salesforce" criteria, but that doesn't cover an attempted sync ...

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    Ideas
    4405 61 8
  • View Form Settings without Automatically Moving to Draft Mode

    It would be great to see the background/settings/criteria of a custom form in the Form Editor without automatically creating a draft. This is especially difficult when trying to find and fix errors as it also puts all of the assets using the form into draft as well.

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    Ideas
    2620 32 4
  • Search leads based on Program TAGS (as constraint)

    It would be extremely beneficial when weighing the pros and cons of our programming to be able to pull SmartLists of leads based on programs of a specific custom type. For example, searching for any leads that had a Success Moment in a program marked with a specific tag like Channel=Email Program, o...

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    Ideas
    2082 6 2
  • SFDC ID Field as Criteria/Lead Token in SmartCampaign

    Recreating this Idea as my old login was removed...Using the SFDC ID field as criteria in SmartLists and/or in SmartCampaigns and as a token in flow steps (i.e. {{lead.sfdc id}}) would be extremely beneficial for mass clean-up.Thanks

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    Ideas
    1597 34 1
  • Re: Is there a way to see what lists a lead is a member of?

    I would vote for it, too!

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    Discussions
    2255 1 2
  • Re: SFDC ID Field as Criteria

    Yes, I've recently inherited a system and I'm doing some cleanup with lead records that do not have email addresses. It occurred to me when trying to pull a SmartList that SFDC wasn't an available option which set me off on this path. I created the "SFDC ID_Value" field as a way to push the SFDC ID ...

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    Ideas
    3297 0 1

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Public Statistics
Date Registered ‎12-09-2013 02:17 PM
Date Last Visited ‎10-07-2022 02:52 PM
Total Messages Posted 35
Likes Received 185
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