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AAgarwala
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Member since ‎May 16, 2022
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Aditi Agarwala

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Activity

AAgarwala on August 09, 2023
Survey feature in Pop-up form
Pop-up forms are highly lead generating. It would be good to have more features within the pop-up form to optimize the form - having a feature to create surveys or have check box for contacts to select options from.
Reply Idea Forms
3 upvotes
0 Reply
Solved
AAgarwala on August 25, 2022
Linking a thank you email on a welcome email
Hi, I am working on a welcome email for our customers where I ask the customers to sign up for our consumer forum. For the same, I am trying to link Thank You email as soon as the contact clicks on the Sign Up button on the Welcome email. read more
Reply Discussion
0 upvote
3 Replies
AAgarwala
Participant
August 25, 2022
Thanks for the quick suggestion. I was working on similar lines suggested by you but the main challenge is I can't select the specific CTA "Email S...read more
Solved
AAgarwala on August 25, 2022
Linking a thank you email on a welcome email
Hi, I am working on a welcome email for our customers where I ask the customers to sign up for our consumer forum. For the same, I am trying to link Thank You email as soon as the contact clicks on the Sign Up button on the Welcome email. read more
Reply Discussion
0 upvote
3 Replies
AAgarwala
Participant
August 25, 2022
Thanks for the quick suggestion. I was working on similar lines suggested by you but the main challenge is I can't select the specific CTA "Email S...read more
Solved
AAgarwala on July 21, 2022
Dashboard to show lifecycle change
Hello all, I am trying to create a dashboard to show a change in the lifecycle stage from Lead ~ MQL but somehow I dont see an option to create such a dashboard here. Also a report to show conversion of Lead ~ Deal. Looking forward to hearing fr read more
Reply Discussion
0 upvote
2 Replies
AAgarwala
Participant
July 21, 2022
thank you, I do have access to custom report building. let me try creating this report.
Solved
AAgarwala on July 21, 2022
Dashboard to show lifecycle change
Hello all, I am trying to create a dashboard to show a change in the lifecycle stage from Lead ~ MQL but somehow I dont see an option to create such a dashboard here. Also a report to show conversion of Lead ~ Deal. Looking forward to hearing fr read more
Reply Discussion
0 upvote
2 Replies
AAgarwala
Participant
July 21, 2022
thank you, I do have access to custom report building. let me try creating this report.
Solved
AAgarwala on June 09, 2022
Creating a workflow for customer onboarding
I want to create a customer onboarding workflow which sends emails to contacts associated to Deals automatically when the Company Type changes from Prospect to Customer. Is there a way I can do that?
Reply Discussion Enterprise
1 upvote
4 Replies
AAgarwala
Participant
June 09, 2022
thanks Dan, that was a quick help. Appreciate it.
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