ChristinaZuniga

You can schedule it to run immediately by choosing Run Once > Run Now and as long as you've approved the email before you hit Run, it won't have any issues.Depending on your audience size, the email should start sending immediately although it can take some time for large lists to receive the email....

I love this idea! I do things like this during training and right now I have an intern I'm turning into an Admin. For him I typically set up programs and then give him the overall ask (example from today: Stephanie wants to send an email to people who have registered (been accepted) into the Annual ...

Not sure if it applies but I found out the hard way that some fields won't come through unless they're on the lead and contact *and* connected through conversion. Not sure why that happens. If you have "Number of Parking Spots" on the Lead record and "Number of Parking Spots" on the contact record, ...

I concur with Josh Hill, RevEngine put together a great webinar on this. Attended and learned a lot!I've tried reaching out to friends to see what they're doing and auditing my own system based on what I've been told I should be doing. Here's my workflow, I'm still working out how to comply by data ...

I opened a support ticket and they pointed me to the right person. It was a pain though.

Sounds frustrating! Specifically around the merged records, are those records being merged by people or some sort of tool? If it's a tool maybe there's a setting that can be changed to pull in the correct lead source. If it's that a bunch of people, like BDR/Inside Sales/SDR's have access and they'r...

Thank you! This is really helpful

Thanks Sanford Whiteman​! I'm not sure if you're familiar with Aprimo, it's the system I used before Marketo. Their forms were more robust (created a separate object which cut down on the number of custom form fields you created) but the radio button options were tied to an ID on the backend, so if ...