Kayleen_scott

Level 2

Joined the community 30-06-2017

Level 2

Austin

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Re: Default program and Engagement membership

by Kayleen_scott 09-16-2018

Hi Grace,I like the idea of leveraging a new stream in the engagement program for the email cadence. Any tips on how to go about that?Thank you!

Discussions

2231 0 2
Re: Best Practice for Changing Engagement Programs & Tracking

by Kayleen_scott 09-11-2018

Hi Greg,What program statuses do you recommend for the EP channel? Here are some I've seen from the discussion boards:MemberIn NurtureEngaged SucceesPausedMoved OutWhen you change the engagement cadence to "Paused" you set the program status to "Paused" -- when the lead resumes you change the engage...

Discussions

2968 0 0
Default program and Engagement membership

by Kayleen_scott 09-11-2018

Hello,I've been using Default Programs to send emails in a cadence series. I'm now creating my first engagement program. How do you manage record membership to ensure a record can't be active in both a default email program and in an engagement program at the same time?

Discussions

2624 0 4
Re: Sales Insight Email - Format

by Kayleen_scott 01-16-2018

I'm using a blank template, so my next guess is that the gray bars are present because of the unsubscribe. Any recs to (or should you) bypass that for Sales Insight email?

Discussions

2220 0 1
Best Practices for PDF in Email

by Kayleen_scott 01-15-2018

Hi! Can you share best practices for creating an email that has a PDF? The PDF is not on the company website.

Discussions

11677 1 10

Marketing: Email Marketing & Brand Marketing
Sales Insight Email - Format

by Kayleen_scott 01-15-2018

I want to publish blank emails to sales insight, to replicate the look and feel as if it were sent directly from Outlook. Does anyone know how to get rid of the grey panels on the right and left in the email template?

Discussions

2404 0 3

Marketing: Email Marketing & Brand Marketing Sales Insight
Re: Feeding the Durable Unsubscribe List without increasing the databa...

by Kayleen_scott 11-21-2017

Hi Josh,I set "Remove from SFDC" to false for my flow step.The lead lifecycle picked up the durable unsubscribed import records as net new, and synced them all to SFDC. The campaign Smart List is a trigger for "Person is Created and source type is not SalesForce.com" - I'm thinking I could add "is n...

Blogs

3346 0 0
Re: Feeding the Durable Unsubscribe List without increasing the databa...

by Kayleen_scott 11-21-2017

I tried this process and it ended up creating duplicates in SalesForce.The leads I imported into the "Durable Unsubscribed Import" list already exist in my SalesForce instance (from a previous email tool). Do you have a workaround that will account for that?Thanks!

Blogs

5712 0 0