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Got it, that makes sense! I will look into that.Thank you again for all your help!
Hello!I know there's been a million threads about doing an automated yearly birthday email - and I've read through a bunch of them, but I haven't seen a lot of detail on how to integrate the birth date being on a Custom Objects record.I understand the general principal, but am stuck on two points:1)...
Hello,Thanks! In our case we have a daily update that data basically pulls from our core platform into Marketo via the API. So, in essence what would occur is that if someone opted out on a global level, we'd pull that down and (ideally) be able to note whom it was and then data run would both set t...
Hello,Looking for any thoughts on the following scenario:We (unfortunately) allow for multiple users to register under the same email address. This creates an issue when it comes to opting out of communications. Since Unsubscribe is at the Lead-level and Custom Object data can really only be altered...
For what it's worth from someone also in the financial industry - here's what I do: 01) Send a single copy to my work email - the Compliance approved version02) Save that in a spreadsheet with the date of send, total sent and delivered, criteria for the list, any exclusions03) I also export lists of...
Basic question here, but have a Velocity script where the output copy uses '$' to designate dollars. Is there anything special to do so this doesn't break anything?I've tested and it seems to work, but I know in Velocity that designates a variable so want to ensure it is just straight text and doesn...
To clarify, when you say multiple records of individuals under a single email address, you mean you have purpose duplicates in your system, right? Or are you talking about multiple custom object records associated with a single person record? Batch campaigns have a safety feature wherein they will p...
Hmmm I like that idea - it's at least a good start. Not to mention we should probably prioritize our emails based on need in terms of what someone SHOULD receive versus not.Thank you for the idea!
Looking for some advice/suggestions here - We utilize custom objects and unfortunately have cases where there can be multiple records of individuals under a single email address Lead. We also tend to send a hefty number of trigger and batch emails based off of met criteria. Our current communication...
Nevermind, solved my own issue 🙂Needed to add "#set ( $void = $firstNames.add("Wings Member") )" after the #else parameter.Duh! 🙂