Devraj_Grewal

Devraj_Grewal

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Date Last Visited
‎11-13-2024 09:25 AM
Level 10 - Champion Alumni
Joined the community 06-02-2015
Rank Icon Level 10 - Champion Alumni
Marketing Operations Manager
San Francisco Bay Area
  • solved badge Re: Merge Invalid Emails Smart Campaign

    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...

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  • Re: Smart List to identify leads that are in multiple engagement progr...

    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.

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    820 0 0
  • solved badge Re: Leads = People Now?

    I actually kind of like this change. Anyone aware if "SMB Standard" subscriptions are scheduled to receive this change and when?

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    4373 0 1
  • solved badge Re: Activity on a record?

    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.

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  • solved badge Re: Duration wait step

    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...

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    2288 1 1
  • solved badge Re: Activity on a record?

    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".

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  • Re: Channel "Email send" vs "Newsletter"

    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.

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    1270 0 0
  • solved badge Re: How do you change email preview text?

    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:

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    4322 2 1
  • Audit Trail - subscribe

    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...

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    Ideas
    1339 20 1
  • solved badge Re: How will smart campaign run if smart list doesn't load?

    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?

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Public Statistics
Date Registered ‎02-06-2015 03:12 PM
Date Last Visited ‎11-13-2024 09:25 AM
Total Messages Posted 1,224
Likes Received 983