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seliav
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Member since ‎Mar 9, 2018
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seliav on June 02, 2020
save default field groups for lists, contacts, and exports
I need to view different fields of users in different lists, depending on how that list is used. For example, with leads, I'd want to be able to quickly view and sort for different fields than I would with customers. There are a few combinations of read more
Reply Discussion Contacts
1 upvote
4 Replies
seliav
Participant
June 02, 2020
That's good to know. Thanks Josh. Still think it'd be helpful if that were true for lists as well!
Solved
seliav on June 02, 2020
save default field groups for lists, contacts, and exports
I need to view different fields of users in different lists, depending on how that list is used. For example, with leads, I'd want to be able to quickly view and sort for different fields than I would with customers. There are a few combinations of read more
Reply Discussion Contacts
1 upvote
4 Replies
seliav
Participant
June 02, 2020
That's good to know. Thanks Josh. Still think it'd be helpful if that were true for lists as well!
Solved
seliav on August 08, 2019
Disable enrollment without turning off workflow
I'd like to be able to disabled enrollment for future users while still allowing users currently active to complete the workflow. The only way to do this right now is to remove all enrollment triggers, but I don't want to do that because then I don' read more
Reply Discussion Workflows
3 upvotes
3 Replies
seliav on July 08, 2019
show internal email title in contact timeline
On a contact's timeline, Marketing Email activity is shown with the subject line of the email. I can identify an email much more easily from it's internal title than from the subject line, especially since we sometimes reuse subject lines for differ read more
Reply Idea Activity Feed Contacts & Companies Marketing Emails
8 upvotes
6 Replies
seliav on March 09, 2018
"Case" Branching Logic in Workflows
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b read more
Reply Idea Workflows
25 upvotes
11 Replies
seliav
Participant
March 28, 2018
Another thought to add - the above scenario could be address by smart content, but I want to report on the different variations of the email separate...read more
seliav on March 09, 2018
"Case" Branching Logic in Workflows
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b read more
Reply Idea Workflows
25 upvotes
11 Replies
seliav
Participant
March 28, 2018
Another thought to add - the above scenario could be address by smart content, but I want to report on the different variations of the email separate...read more
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