Edyta7510

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Edyta Czuprynska

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Edyta7510

Guide

February 26, 2024

Reply to Personalize email using name of sales counterpart

I can't challenge that, indeed. Alternatively, I could create a workflow that would copy the name of a person in the same account with a "Sales VP"...read more

Edyta7510

Guide

February 26, 2024

Reply to Personalize email using name of sales counterpart

Thanks so much @karstenkoehler I was originally thinking along the same lines. My question is, though, if I do it with an association label or ...read more

Edyta7510

Guide

February 26, 2024

Reply to Personalize email using name of sales counterpart

hey @MilesWeb thanks for your input. What I am trying to do, however, is to personalize the email with the name of the sales counterpart of the m...read more

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Edyta7510 on February 24, 2024

Personalize email using name of sales counterpart

Hi, I'm working on a campaign where I'd like to use a very specific personalization. I'm sending it to marketing leaders in my target companies and would like to personalize the body of the email using the name of the sales counterpart in the same read more

Reply Discussion CRM Marketing Marketing Email Workflows

0 upvote

5 Replies

Edyta7510

Guide

November 13, 2023

Reply to Conditional properties in playbooks

Hi @HFisher7 , this is what I thought was the case. Thanks for confirming. I will use the record left sidebar indeed for this purpose.

Solved

Edyta7510 on November 13, 2023

Conditional properties in playbooks

Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more

Reply Discussion Best Practices Enterprise Playbooks

3 upvotes

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