Steph_Anderson

Steph_Anderson

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Date Last Visited
‎01-18-2022 12:04 PM
Level 4
Joined the community 04-11-2013
Rank Icon Level 4
  • Smartlist for email send to entire database

    Is there a quick and easy smart list to send an email to your entire database? I'm used to sending to certain smartlists or lead attributes, but for the first time I want to send to everyone. Is there a quick and simple solution? Thanks!

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  • lead owner not syncing from salesforce queue

    When an inbound lead fills out a form on our website with a specific type of "company type" we assign them to a Salesforce queue, which then assigns them to a rep via "round-robin." I'm having a problem where when I do this the owner is being assigned in salesforce, but that assignment isn't syncing...

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    Discussions
    1332 0 0
  • A/B Testing and Metrics: change leads to engaged

    We are interested in using email send A/B Testing, but I'm finding it much harder to pull metrics becuase there is no outbound. I have synced my campaign to a Salesforce campaign so I can track who is a member, who engaged (clicked/opened), and who converts (fills out a form). The members made it to...

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    2227 0 3
  • Re: Can I add an email to the flow of an outbound in progress?

    Awesome, I was hopeful that was the case! Thanks!

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    1683 1 0
  • Can I add an email to the flow of an outbound in progress?

    I have a campaign running where members are currently in a wait step. I would like to add a new "send email" step after that wait step to send a timely email, and then continue on with the original flow. Is this possible, or do I have to remove everyone from the flow and create a new outbound with t...

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    Discussions
    1730 0 2
  • Is there anyway to sort accounts by score?

    I know scores are held at the individual record level. Is there any way "bubble up" the scores of contacts within an account so that we can prioritize accounts against each other?Our SVP of sales wants us to help prioritize accounts for our sales team.Thanks in advance?

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    1009 0 1
  • Smartlist won't "uncache"

    I have a smartlist that for some reason has the little cache icon next to it. I've refreshed multiple times but the icon remains. What does this mean? How do I fix if necessary? thanks!

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    1395 0 1
  • Re: Can I hide a field currently in use?

    Bummer, I was hoping there was some sort of a work around. Thanks.

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    1827 0 1
  • Can I hide a field currently in use?

    We are no longer using several fields that I would like to hide, but they were heavily used in the past. For example one of the fields is used in 213 old programs, smartlists, etc. All current and future programs will not use that field. Is there any way to get around going to all 213 "assets" and r...

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    Discussions
    1912 0 3
  • Re: Wait step change didn't take effect

    Do you know if there is a future step in the flow, like a choice in an email send that changes, would that still work? Or would only the original stand? I just added the choice seen below to the campaign that was already initiated. Will that still work, or do I need to pull folks from the flow and s...

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    Discussions
    3231 0 0

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Public Statistics
Date Registered ‎11-04-2013 09:53 AM
Date Last Visited ‎01-18-2022 12:04 PM
Total Messages Posted 73
Likes Received 13