Level 8 - Community Advisor
Joined the community 01-02-2016
Level 8 - Community Advisor
Holmdel, NJ
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For example, I want to have a form that allows people to register for an event. I'm going to have a bunch of dates, but as the date is passed, I want that choice to be hidden or re...
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One more thing, if a contact was SENT an email, I don't want them to be a SFDC campaign member. I only want open, clicked, and engaged to be SFDC Campaign sync member. Is that poss...
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So I implemented this for my first campaign, and it was only sent to contacts (customers), but somehow leads became a part of the Salesforce Campaign, and also a bunch of contacts/...
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Got it!! Thanks Gerard! I wasn't sure what those numbers meant when I came across them previously. You are amazing!!Thanks again for all your help!!!
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Thank you for sharing the screenshots. It all makes sense! For my organization, the clicked is a separate status > Clicked. Engaged is when someone fills out a form for us. But I g...
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Thanks Trevor!!That makes sense. I appreciate you taking the time to clarify these things for me.
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Hi Trevor, this is great! I'm thinking we might need to update our processes to look more like how you and Gerard seems to be doing it. I provided another example of what I have se...
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I'm just trying to clear up some confusion I came across. In my previous reply, I provided a smart campaign I have. The smart list pulls in people in a smart list, and the flow wit...
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So under your Email Blast example. Item #2. Is there a trigger here?
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Hi Gerard,This is SUPER helpful! So there definitely needs to be a trigger. I appreciate all the great information you provided.So if the flow looked like the below for a smart cam...
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