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michelleGFN
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Member since ‎Mar 9, 2020
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Michelle Shaffer

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Activity

michelleGFN on October 26, 2022
It'd be helpful to be able to use the smart content feature to have an email content block display only for members of a list, and not display at all for non-list members.
1 upvote
0 Reply
michelleGFN on September 02, 2020
I have a list of contacts who would like to receive e-mails about our offerings. Some contacts on that list are on our general newsletter list, but some are not and should only receive the offerings e-mails. How can I ensure that contacts who are on read more
0 upvote
3 Replies
michelleGFN on August 26, 2020
Is it possble to change the list criteria for deals from " At least one associated Deal has"? I would like to create a list with the criteria "Most recent deal has". If that's not possible, does anybody have a workaround?
1 upvote
2 Replies
Participant
August 27, 2020
Hi Karsten, thanks for the reply. My goal is to create a list of contacts whose most recent deal has any value in a custom dropdown select property. ...read more
michelleGFN on August 26, 2020
Is it possble to change the list criteria for deals from " At least one associated Deal has"? I would like to create a list with the criteria "Most recent deal has". If that's not possible, does anybody have a workaround?
1 upvote
2 Replies
Participant
August 27, 2020
Hi Karsten, thanks for the reply. My goal is to create a list of contacts whose most recent deal has any value in a custom dropdown select property. ...read more
Solved
michelleGFN on April 07, 2020
I've created two forms and I'd like all new contacts that fill out either of those forms to be assigned the Lead Source (on the contact property) of "data download". That lead source should only be assigned to new contacts that come into our portal read more
0 upvote
2 Replies
Participant
April 08, 2020
Thank you! I ended up using the First Conversion property to set up this workflow.
Solved
michelleGFN on April 07, 2020
I've created two forms and I'd like all new contacts that fill out either of those forms to be assigned the Lead Source (on the contact property) of "data download". That lead source should only be assigned to new contacts that come into our portal read more
0 upvote
2 Replies
Participant
April 08, 2020
Thank you! I ended up using the First Conversion property to set up this workflow.
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