Level 2
Joined the community 30-06-2017
Level 2
Austin
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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!
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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 ...
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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'...
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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?
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Hi! Can you share best practices for creating an email that has a PDF? The PDF is not on the company website.
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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 ...
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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 campaig...
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2017
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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 (fro...
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