nhabischWings

nhabischWings

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Date Last Visited
Wednesday
Level 6
Joined the community 29-10-2020
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  • solved badge Re: Email Off Birth Date in Custom Object Table

    Got it, that makes sense! I will look into that.Thank you again for all your help!

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  • solved badge Email Off Birth Date in Custom Object Table

    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)...

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  • solved badge Re: Opting Out Specific Custom Object Records But Not at the Lead Leve...

    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...

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    1322 0 0
  • solved badge Opting Out Specific Custom Object Records But Not at the Lead Level

    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...

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    1336 0 2
  • solved badge Re: Archival of Emails Sent For Compliance Purposes

    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...

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    3244 0 1
  • solved badge Using '$' as Copy in Velocity Script

    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...

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    1142 0 1
  • solved badge Re: Communication Limits, Smart Campaigns, and Custom Object Records

    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...

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  • solved badge Re: Communication Limits, Smart Campaigns, and Custom Object Records

    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!

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    3429 0 0
  • solved badge Communication Limits, Smart Campaigns, and Custom Object Records

    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...

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  • solved badge Re: Velocity Set a Default for Error/Null/If Statement Fails

    Nevermind, solved my own issue 🙂Needed to add "#set ( $void = $firstNames.add("Wings Member") )" after the #else parameter.Duh! 🙂

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Public Statistics
Date Registered ‎10-29-2020 08:41 AM
Date Last Visited Wednesday
Total Messages Posted 177
Likes Received 9