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KSwift
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Membro desde ‎mar 29, 2021
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Kathleen Swift

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KSwift on Novembro 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 Leia mais
Responder Idéia Sequences
0 avaliações positivas
0 Respostas
SLoo on Maio 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 Leia mais
Responder Idéia Lists
87 avaliações positivas
36 Respostas
KSwift
Participante
Outubro 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....Leia mais
KSwift on Agosto 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 Leia mais
Responder Idéia Analytics Tools Sequences
4 avaliações positivas
2 Respostas
saravidal on Outubro 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 Leia mais
Responder Idéia Contacts & Companies
101 avaliações positivas
33 Respostas
KSwift
Participante
Julho 28, 2023
Thanks @tdj99 ! That was a great workaround
KSwift on Junho 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 Leia mais
Responder Idéia Conversations
0 avaliações positivas
0 Respostas
Solucionado
SColeman4 on Junho 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 Leia mais
Responder Discussão
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11 Respostas
KSwift
Participante
Março 31, 2023
Did it work? I was thinking of doing this to get the most recent date going forward :
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