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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
Hiding smart content blocks in an email
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.
Reply Idea Marketing Emails
2 upvotes
0 Reply
michelleGFN on September 02, 2020
List membership for e-mails
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
Reply Discussion Lists
0 upvote
3 Replies
michelleGFN on August 26, 2020
Customizing list criteria for deals
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?
Reply Discussion Lists
1 upvote
2 Replies
michelleGFN
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
Customizing list criteria for deals
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?
Reply Discussion Lists
1 upvote
2 Replies
michelleGFN
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
Workflow for updating a contact field based on forms
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
Reply Discussion Workflows
0 upvote
2 Replies
michelleGFN
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
Workflow for updating a contact field based on forms
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
Reply Discussion Workflows
0 upvote
2 Replies
michelleGFN
Participant
April 08, 2020
Thank you! I ended up using the First Conversion property to set up this workflow.
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