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Thank you Conor Fitzpatrick! I just found it. In case anyone else finds this post later and is dealing with SalesLoft cadences, here is screenshot of where you can find this:
Hi Conor Fitzpatrick - We are in the process of implementing SalesLoft and I stumbled upon your original post + Christina's. I 100% agree that unsubscribe links need to be visible in all forms of CEMs. How did you go about doing this? Did you require that all sales reps include a line of text with...
Hi Casey,We haven't! We've considered using them in the next quarter for upping our content game. I'll definitely respond on here if we do and will provide the details of the implementation and execution.
Thanks Dan Stevens! Earlier today I set up a similar opt-in process that stamps the records date/time and form/webpage the expressed opt-in was given. However, I was still unsure about the checkbox visibility. Good call on using the opt-in date as the filter for the checkbox visibility - I will use...
You and Juli James are both probably right that the checkbox can be hidden is the value is not null.
Hello! I was wondering how you guys were handling a certain operating procedure for getting expressed opt-in for Canadian prospects. In my understanding, if you are obtaining expressed opt-in on the forms of your site, the opt-in question must be unchecked.However, if the expressed opt-in question m...
HI Greg - it is a boolean field. I went ahead and ran a test on a separate form and it worked fine.
I'm trying to update my forms to contain a CASL compliant opt-in. However, when you add in a checkbox field on a form the checkbox displays on the left instead of the right and on my LPs that means the checkbox actually appears underneath the field question: I wanted the checkbox on the left because...
Hi Chris - This feature is only accessible before the initial sync to Salesforce! Once the Sync Now button is pressed, this can no longer be done. We figured out that when using a Marketo-created custom field, we need to contact Marketo Support and have them map to the SFDC field.
Hi Jeff Shearer - I was wondering if you by chance were able to find a resolution to your original issue with dupe records created by RingLead. We're experiencing the same issue.