Carly_Stevens2

I am trying to find the least manual way to be able to identify when someone comes in with a domain that matches an existing account in Salesforce, without having to sync that person to Salesforce. We have thousands of accounts (prospects and clients).We like to send emails from the account owner, b...

I have progressive profiling on my forms, the only field which sits outside of this, is 'Business Email Address'. We're showing 2 blank fields each time in addition. We have an 'Industry' and a dependent 'Sub-category Industry' field which, based on a value selected in 'Industry', we want to show 'S...

I am using hidden fields in my forms for populating UTM Source, Medium, Campaign and SFDC Campaign ID down from the URL parameters. Weirdly, it's working for UTM Source, Campaign and our SFDC Campaign ID and pulling those down into our respective fields, but not UTM Medium. I also tried creating a c...

Lots of questions:Can you only progressively profile someone if they return to the same form? Or, does it work when they return to any form so long as they've filled one out before?If it only works returning to the same form. How can we manage form fill redirects? We're trying to make the switch to ...

Hello - we often want to send communications out from our Sales Owners to make them a little more personalised than our HTML marketing emails. How can we identify when a new lead comes in, but is from an existing client account? And then, from there, how can we then assign them an Owner (so that we ...