Profil

DaveGoff2
Contributeur
Membre depuis ‎août 4, 2021
  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
    97
  • Mentions J'aime obtenues
    12
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Activité

KTownsend1 le Mai 08, 2023
It would be beneficial to be able to create a workflow where a property entered on a form is converted into a note automatically. Presently, you can create a workflow to copy this property into another property titled "notes" and add it to your view Lire la suite
7 Mentions J'aime
4 Réponses
Contributeur
Février 29, 2024
I'm surprised this isn't already available. It would be very helpful.
Résolues
CLangenegger le Février 17, 2023
We send out a monthly newsletter to our users highlighting the changes in our software. These are not always read or get lost. To increase transparency and have them easily accessible, we'd like to create an archive or library of the past newsle Lire la suite
Contributeur
Décembre 12, 2023
I was looking for the same thing. I don't see any easy way to do it, so I think we'll just have to back it into our newsletter process.
Résolues
DaveGoff2 le Mars 06, 2023
Is there a way to see which sales sequences are getting spam reports and at what rate?
2 Mentions J'aime
2 Réponses
Contributeur
Mars 08, 2023
Thanks for the reply! To be honest, my issue is less with deliverability and more with viability of a sequence compared to others. For example, we c...Lire la suite
Résolues
DaveGoff2 le Mars 06, 2023
Is there a way to see which sales sequences are getting spam reports and at what rate?
2 Mentions J'aime
2 Réponses
Contributeur
Mars 08, 2023
Thanks for the reply! To be honest, my issue is less with deliverability and more with viability of a sequence compared to others. For example, we c...Lire la suite
JVasquez0 le Janvier 07, 2022
Hello Is there a way to see a preview of an email template for a sequence prior to enrolling contacts? The reason I ask, there was a picture error which I did not see, until after the email was sent to customers Thank you Jennifer
16 Mentions J'aime
6 Réponses
Contributeur
Février 06, 2023
@Derya , I'm doing that right now and the problem is that it takes several days because you have to have at least one day in-beteen each step. Do t...Lire la suite
nathanparis le Mai 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Lire la suite
343 Mentions J'aime
106 Réponses
Contributeur
Septembre 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
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