Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
Hello,Back again with another Velocity question I can't seem to find any existing documentation for.We have a custom object that basically houses all individual data about a user in our system (let's call it customerInfo) and we have a fair number of cases where we have multiple customers with entri...
Hello,Due how our data is structured, we needed to use bridge Custom Objects to structure our data similar to this:Customer Profile (person data) --> CustomerLoans (the high-level data) --> Loans (the detaiils)By default, it seems that the Email Scripting can only access Custom Objects that link to ...
Got it, thank you!Would this be used to pull all use cases within one token? Like does #foreach loop through the whole array each time or just until it encounters a match?What would be the best route if I wanted to output specific values related to each individual instance? For example if someone ha...
In theory multiple emails - as each email has basically: - Last 4 of account- pass/fail for requirement 1- pass/fail for requirement 2- pass/fail for requirement 3 Though if it was within the same email, it still presents the same issue of needing to be able to parse through Account IDs and display ...
Hello all,We're finalizing a project to move all customer data to Custom Objects, and one scenario has me a bit stuck. We have an object called "Accounts" that has a fair number of fields for customer account data. There is typically more than one account per Lead (obviously). The struggle is - we s...
Hello all, here with a (probably) basic question. Our email template(s) are setup using variables for better styling control, but in a certain case I think it may be breaking the tracking of URLs pulled from Custom Fields.Here's code for reference:
Thank you! I didn't think it was available on the UI side - but was thinking I maybe was missing something basic.
Hello,This may be a really dumb question and maybe I am missing something obvious - but is there any way attribute actions through date of activity to an email itself?I know you can set Date of Activity on things, but that's based off the present date in the sense of "Date of Activity = Last 7 Days"...
Okay cool, thank you! I'll look into that!
Hello all!I know form input data is tied to a Custom Field so it's sort of a 1:1 relationship. I was curious if it was possible for Form Fields to be tied to Custom Object fields? Our issue is that we have a fair number of webinars and seminars of the same category (ex. Home Buying Webinar) that hav...