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Sarah,You cannot merge via smart campaign because you will not be able to view the conflicted fields where you need to choose one value to overwrite. Merging leads can only be done one at a time by selecting two leads from a list view and running the "Merge Leads" lead action, or through your CRM, w...
Just opening this up again as I came across this issue. The above resolution will not work if you're looking for leads in ANY engagement program as leads in only one engagement program will still qualify for the smart list since they meet both filter criteria.
I actually kind of like this change. Anyone aware if "SMB Standard" subscriptions are scheduled to receive this change and when?
So if you're looking for leads without an activity, pull in "Not Activity Was Logged: Subject is not empty". Clear the default constraint of "Date of Activity".Also make sure you're using "ALL filters" in the smart list logic.
Jessica,The wait step will wait 4 hours and then wait until the very next "Mon-Fri", which would be at 12a on Monday. But what you can do is choose a time for "Must End On" so the email flow step executes at that time of the day on Monday.Step #1:Wait 4 hoursType: DurationDuration: 4 hoursMust End O...
Tara,The filters you can use are:"Email Address: is empty""Activity was logged: subject is not empty"This will show you all those without an email that have had a SFDC activity at all.If you want to look at those with activities in the future, use the constraint "due date: in future".
Marcel,Those are out-of-the-box channels. You can navigate to "Admin" > "Tags" > "Channel". Double click on each and view the progression steps and successes to determine which is the best fit for this specific email.
Nate,You can edit it directly in the email itself with Email Editor 2.0. Just click on "Email Settings" in the top bar and "check" Preheader. Make a note though that you cannot make the preview text dynamic as of yet, but you can vote on the idea here:
It would be a great idea to have the ability to subscribe to certain asset types or actions in the audit trail. The alert can live in the Notifications area, from where you can click on it and subscribe via email. This would be ideal for situations concerning important asset changes, so you are awar...
Sanford, my apologies. Let's say the smart list should have 3 leads but is just still taking a while to fetch them. When you schedule the campaign to run, will it wait until it gets those smart list results back and then run?