Level 4
Joined the community 02-01-2013
Level 4
Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Filter by user contributions
-
This would be very helpful for things like billing reminders because oftentimes the same email contact gets multiple billing notices that have the same email but different account ...
-
1
-
0
-
2005
-
-
Ahhhh I just figured it out! I have to change "view summary" to "Summary" instead of the defaut which was "schedule" as shown in the attached screen shot.
-
2
-
0
-
1227
-
-
Hi Adam!!!When I click on the program, I don't get what this screen shot shows me. Here's what I get.
-
0
-
0
-
1227
-
-
Jessica, the invite was step 1 that I posted above. Yes, I ahve all of those program status options.Grant - Those are two separate smart campaigns
-
0
-
0
-
1469
-
-
Program status was registered but that was step 2 - here is how it was set up:1 - invitation - send email, change program status to invijted, sync to salesforce2 -Confirmation - Ch...
-
0
-
0
-
1470
-
-
Kristen, how do I run that report? Josh - I have been tasked to specifically report the lead conversion rate (tied to opportunities) and I can't find this anywhere.I should mention...
-
0
-
0
-
1193
-
-
Thank you Josh, I think you're a bit over my head. So in the wait step, you can enter token data? I thought you had to enter a time (1day, 1hour, etc) as noted in the wait step. Wh...
-
0
-
0
-
696
-
-
Thank you!
-
0
-
0
-
1077
-
-
Ahhh I didn't know the lead owner would show the new owner, yes that does resolve my issue! How do I link the lead record in the alert?
-
0
-
0
-
1077
-
-
Hmmm, there are many tasks set up for everyone every day though, like every time a price page is visited for example. If they remain in the static list, wouldn't a notification sti...
-
0
-
0
-
1199
-
Top Badges Earned
Customize up to 8 badges at the top of your trophy case for all other Community members to see!-
Ignite 1
Earned on 5.14.21
Earned by 4029 people
Select to learn more
-
Give Back 1
Earned on 5.14.21
Earned by 4163 people
Select to learn more
-
Affirm 1
Earned on 5.14.21
Earned by 673 people
Select to learn more
-
Shape 1
Earned on 5.14.21
Earned by 788 people
Select to learn more
-
Ignite 10
Earned on 5.14.21
Earned by 281 people
Select to learn more
-
Give Back 10
Earned on 5.14.21
Earned by 691 people
Select to learn more
-
Affirm 3
Earned on 5.14.21
Earned by 206 people
Select to learn more
-
Ignite 3
Earned on 5.14.21
Earned by 1121 people
Select to learn more
.png)