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Hi, just checking if there's any update on this? We have the same issue re: different fiscal year and quarters. Our stakeholders want quarterly breakdowns, but the months are not grouped the same as all other reports.Definitely up-voted. Thanks!Foley
OK, thanks again!
Perfect - thanks for confirming the exception (and that web form fillout is not one of them). We should be all good -- appreciate the help!
Hi Dan, thanks for sharing -- some great stuff here!Given some unique circumstances, we need to trigger a separate flow when data value changes (or record is created) without the lead submitting a form (eg, suspensions, internal routing, pause before double opt-in email, etc).Greg's note (above) tha...
Thanks, Gregoire. The "source" of the trigger didn't seem reliable, but maybe I'm just missing it. For some sources, I had trouble confirming the value. For example, the below smart campaign data change did not list a source (but did a reason). Is there somewhere we can see the source value for such...
Thanks, Josh. We are looking to trigger a double-opt in email to the contact only if the person initiated the change (via form). In this instance, they are on the site and interacting with our assets, so it would not be unexpected to receive a double opt-in email. However, if the data change comes f...
Hi, we are refining our double opt-in flow for a specific country (Germany in this case). We have two separate flows: one that should be triggered by the contact actively changing the data (eg, form submit) and another for when the change is initiated on our side (smart campaign, sync, import, etc)....