Anna_Leary3

Hi Elise,Each stream you set up has default transition rules when you click on the 'Transition Rules' then 'Edit Transition Rules'. In order to get this to how you'd like to transition from one stream to the next (ideally, when the lead has exhausted being in the initial stream) you can add addition...

Hi Sarah - yes, that is definitely the way to go for things such as copyright year, logo, and address in the footer since it will be the same across all email templates used in Marketing Activities. And then create program level tokens within marketing activities for anything else that you want to t...

Sarah - are you emails mostly living within Marketing Activities? If so then I don't see an issue in putting this token within the email template itself. If it's a template used to build emails within the design studio then I would be cautious as to even using tokens with default values because you ...

Nice, Meghana! Thanks for putting this together - super helpful for any newbies!

Like Josh said, you can download the html in the Email Actions menu OR you can click Edit Code and copy the entire code and paste it to wherever you need to reference it (like Dreamweaver or something)

I highly recommend setting up a copyright year token that lives at the highest level within your Marketing Activities. Tokens can be updated a lot easier than templates and even snippets as updating them does not put your emails into draft mode. You could even consider putting that copyright year to...

Hi Malik! I ran into the same issue. If you click on the pencil icon in the top right corner of community and scroll down to 'My Cases' then that is another way to access the support ticket portal and submit a case. Hope this helps!