Відео

It's not just about stopping the email blasting, it's also about establishing good history. So no I don't think that will be enough

If the attribute is acting like a picklist with a set of standardized values, you could create separate campaigns with each standardized value as the trigger from a segment, and allow contacts to flow through multiple times. But if the values aren't standardized, I'm not sure of a way to trigger solely on an attribute change. I'd check with their support team just in case, but it might have to go on the idea board. Let me know if they say I'm wrong!

@@boostmyemail it seems that it cant be done through a campaign workflow, we have a 100 possible values for this attribute, so we need to notify our backend that this attribute changes. The issue is the trigger, the way its done it has to compare it to something. So the way I see it we can create a campaign for every stage of this att (100 campaigns) its not convenient, but it could work. Today we had a call with the support team, and the possible solution that they provide is through the CDP with a webhook as destination (Journeys as source), but I cant see a way to detect an att changed.

@@user-te2ks6yc8v Yeah that's unfortunate, 100 possible values is a ton. I spent a few minutes looking for a trigger myself but couldn't quickly identify a way. Assuming that in most cases it's not going from blank to known value?

It's only the ones moving forward, it's basically the shortcut for the moment in time when a lead is converted, not a sync.

So glad that it did that!

So glad it helped!

Glad to hear it!

Ha! Appreciate the kind words all the same and am glad it was helpful :)

Hey! Unfortunately I've moved away from Salesforce as my focus, sorry!

Thanks will work on that!

I've shifted my focus away from Salesforce so it's been awhile since I've logged in there. But it could be that you haven't created record types? Sorry I'm not more helpful!

I did, although I haven't done extensive promotion for it as I've moved my focus elsewhere. Here it is though boostmyemail.gumroad.com/l/marketing-attribution

Appreciate that! I just finished launching an email course and am hoping to get back to more video making soon. Glad they were helpful!

You can do a mass update using the data loader tool

Appreciate the feedback, I'll try and get to this soon!

You can't, and even if you could I would probably advise against it anyways. Email safe fonts are even more restrictive than web safe ones. So if you were to use them they'd get rendered back into something else in the email client. Many brands use images to get around this, but that comes with its own pros and cons.

I haven't created a workflow like this, but there's likely a couple of ways... You might run into issues because this is typically backwards from what is normally done. I have added custom buttons that create different objects. So if you add a "Create Lead" button on the account object, you can probably map fields over when you create that lead. The other way would be to use a flow. This is definitely possible, just a little more technical if you haven't used flows before.

You're welcome!

why?

I'll work on that!

Hmm check your record type? If you're using a normal opportunities report then it shouldn't show any duplicates. But if you're using an "Opportunities with ____", duplicates might show up

@@boostmyemail that worked thank you so much!

What’s the best way to contact you

Yes, I'm a certified agency partner for Customer.io!

@@boostmyemail how can I contact you

Connect/shoot me a message on Linkedin! www.linkedin.com/in/robertsitalia/

That's a good question, I haven't done it myself but a quick search and it seems like others have run into that same problem. I'll admit it was frustrating trouble shooting Postmaster tools since they offer no support.

You are not an owner but rather a user. You add domains and verify eligibility to use Postmaster Tools for a specific domain. There may be multiple users with authorization for a specific domain. AFAIS there is no central user management in Postmaster Tools.

I don't believe that's an action you can complete. If you're trying to pull in other records already created then you'll likely need to use a flow.

If I understand your question right, you don't want to map to accounts? Through this method, I believe you can leave all the fields blank, but there are some automatic fields in the background that you'll be prompted to fill out when a lead is converted.

@@boostmyemail thanks for your answer and sorry for the typos. About the question... I mean, I have 3 custom fields (Picklists) already mapped with lead. These custom fields (picklist) are in lead level, contact level and opportunity level, (not in account level). So, if I'm in lead and I select a value from the custom field (picklist) and I convert the lead... The value previously selected appears auto-populate into the contact and opportunity with the value that you selected in lead. (At this point it's all ok). But the problem and my target it's that if I modified the custom field (picklist) already converted in contact, how can I make that the opportunity gets the value that I selected in contact? I mean, I converted the lead, (Now I'm in contact level) but if I want to change the value in contact how can I reflect/auto-populate it in opportunity with the previously selected value in the contact level? Thanks for your time.

​@@jakgd Ah! Gotcha. My first place to try would be a flow. You can find related objects and then make updates, although it might be tricky in a many-to-many relationship.

@@boostmyemail great, thank you so much! Do you know how can I work with the flow logic to this process? I'm not too familiar with the flow's logic.

@@jakgd I've done a bit, but I'm no pro. It does have a little bit of a learning curve. You can create a trigger when the record values are changed, then use a "get record" step to pull in the record you want to update, then have a step to make the updates. You'll likely have to watch a few youtube videos/ look at docs to learn it. Sorry can't be more helpful on that one.

Sorry, will work on making sure I talk into the mic!

There's probably a faster way out there I'm unaware of!

Glad it was helpful!

You're welcome!

Yes

Appreciate the feedback!

Thank you!