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KSwift
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Member since ‎Mar 29, 2021
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  • Upvotes Given
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  • Upvotes Received
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Kathleen Swift

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Activity

KSwift on November 03, 2023
Move the 'edit email' 'replace email' back into 'Actions' in the sequence view
I just had myself and many SDRs confused as to why we can no longer edit emails in sequences. Turns out it's hiding under three dots below the 'action' button. The new A/B test option is great, but hiding the 'edit email' or 'replace email' option read more
Reply Idea Sequences
0 upvote
0 Reply
SLoo on May 09, 2022
Contact List filter for Number of associated companies
Hi team, It'll be great if we could filter a contact list by the number of associated companies. There isn't a direct filter for this in a list or workflow at the moment and it'll definitely benefit customers distilling these records. Thanks for read more
Reply Idea Lists
87 upvotes
36 Replies
KSwift
Participant
October 13, 2023
Hey, I couldn't get @karenkaz's solution to work. For sone reason, when I exported the contacts, they all had either 0 or 1 in the companies count....read more
KSwift on August 03, 2023
Sequence and Template Filtering/sorting/archiving/exporting/importing
We have over 900 sequences and over 2400 templates which makes finding the correct ones pretty difficult. We don't want to delete them, as it's useful to look back at the success, enrollments and copy. As there is no archive function (I know others read more
Reply Idea Analytics Tools Sequences
4 upvotes
2 Replies
saravidal on October 29, 2019
Filtering by contacts that global bounced
It would be great to have a filter that filters contacts by global bouncing, not only if they unsubscribe from marketing emails. F.e: If a contact is not working anymore in an enterprise and its email is disabled, it would be of great help read more
Reply Idea Contacts & Companies
102 upvotes
33 Replies
KSwift
Participant
July 28, 2023
Thanks @tdj99 ! That was a great workaround
KSwift on June 15, 2023
Log automated Marketing emails in conversations inbox
In response to certain inquiries (forms), we'd like to automate an email reply from a workflow. At the moment, we respond to these from the shared inbox in 'Conversations', but if we automate the email (and have variations depending on the workflow read more
Reply Idea Conversations
0 upvote
0 Reply
Solved
SColeman4 on June 28, 2022
Workflow to copy most "recent sales email replied date" for active deals to a new Deal property
I am trying to copy the most "recent sales email replied date" (rsepd) for active sales deals from the contact record to a newly created Deal property (Last prospect email reply). The objective is to create a list that shows by Deal, by Rep when read more
Reply Discussion
0 upvote
11 Replies
KSwift
Participant
March 31, 2023
Did it work? I was thinking of doing this to get the most recent date going forward :
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