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In lead database search you have to start the search with [company] then type the company name you're searching for. Example, if you're looking for everyone at ABC Consulting, then you would type into the search; [company] ABC ConsultingFrom my experience, and as Ravi mentioned, the company name sea...
I was having the same exact issue. The only way I was able to resolve was to disable the feature in the treasure chest, refresh, and drag the tree back from the edge of the screen.After that I was able to re-enable and it works fine again. Not sure what/why that happens.
Michelle's filtering criteria suggestion would totally be the best way to automatically send to a sample group.If you're mainly concerned with the way the email will look formatting wise or tokens/links, etc.--then I'd suggest using the send sample feature and choose a lead email to resolve tokens/t...
I'm having a similiar issue with the %20 popping up in tokens within URLs. Most recently with a hyperlinked {{member.webinar url}} token. It's weird because it has all been working for quite some time. Wonder if the latest release is causing a bug? At least in the meantime Jasons suggestion of editi...
Hi Michelle - when you create a new form in design studio or add in marketing activities as a local asset, you should see an option to select the Forms 2.0 editor now.Just a note though, any existing forms prior to this past weekends release will still use the original Forms 1.0 editor.Hope this hel...
I wasn't able to find any overall settings to change the spacing between columns for the whole form at once, but you could add a Rich Text box that contains no text, move it to between the form fields, and just adjust the width with the slider or setting on the right.You can also use the same rich t...
Forms 2.0 is up and working great on the US East now! Loving it already!
Hi Dan,When you are in Step 2 in the Form 2.0 editor (the field details section), you can click and hold on a form field and move it right or left of another (as well as the standard above/below). When you are in the process of moving a field you will see four arrows appear around the field you are ...
Hi,We're using the new Email program type for the first time and wondering how the dashboard handles a re-send of the same email. Does anyone have experience with this?For example; we go through the standard setup and email send using the control panel. Then next week we want to re-send to anyone wh...
{{Lead.ID}} ended up working perfectly.It's weird, {{Lead.Lead ID}} is in the dropdown of available tokens, but {{Lead.ID}} isn't.Thanks for your help Amy!