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SColeman9
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Member since ‎Dec 26, 2022
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SColeman9 on May 21, 2024
Problem importing data into a Custom Object and the Contact Object
I am trying to import marketing form data from an export of submissions to a custom object I have created a custom object (called Marketing Forms) to track form activity Demos Webinars Ebook downloads Etc I created a many to read more
Reply Discussion Custom Objects Enterprise Forms
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SColeman9
Participant
May 21, 2024
Reply to "Form Name" comes up blank in Reports and Lists
Thanks for responding - I think I figured out my issue
Solved
SColeman9 on May 20, 2024
"Form Name" comes up blank in Reports and Lists
We have numerous marketing forms but only one seems to populate when I create a contact based list or report to show "Form Name". This property is blank in all cases but one. I've also created a workflow which timestamps a form submission (e.g. demo read more
Reply Discussion Forms
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SColeman9
Participant
December 04, 2023
Reply to How to create report showing all contacts who attended a specific webinar?
Following my previous reply: In addition to contacts that have registered (left column) there is a property called Contacts (Attendees of an Event). ...read more
SColeman9
Participant
December 04, 2023
Reply to How to create report showing all contacts who attended a specific webinar?
I can create an active list with registered contacts. Is there a way I can automatically include actual attendees in the same list. - Thanks
Solved
SColeman9 on April 14, 2023
Create a signature (in an email template) that is dynamically generated based on company assigned
Our company has Customer Success Managers assigned by Company. I would like to send emails to clients via an email template where the signature (using a token) is dynamically determined by the Customer Success Manager associated with that company. read more
Reply Discussion Enterprise
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