Adding Contacts to Marketing Lists based on Answer of Form Field
We have a form on our website that people can request information about our services from. The form has a field that is an option list that lists a few of our services. Based on the service they...
View Article"Mapping custom fields in GotoWebinar to Lead/Contact fields" in...
Hi Brooke,Thank you for the screenshots! That helps me understand a lot better. Two things: 1. If it is possible that the Event Participation could be a Lead or a Contact then you need a step before...
View Article"Adding Contacts to Marketing Lists based on Answer of Form Field" in...
Hi Jill,You should be able to do this with a workflow. The workflow should be on the Posted Field entity. What you would need to do is create some if statements:If Posted Field: Field equals ServiceIf...
View Article"Adding Contacts to Marketing Lists based on Answer of Form Field" in...
Hello JillAttached is a screenshot of an example workflow that would add somebody to different marketing lists based on their response to a field on your form. The workflow only checks against 2...
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
It appears that we are experiencing this same issue again. We are now running version 6.4.0. Should I activate all of the ClickDimensions steps? Do I need to disable any deprecated plugin steps as you...
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
I've just checked and the only disabled plugins are those referenced in the article you directed me to back in April. Should those now be enabled?
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
Hi Heidi:Those plugin steps need to remain disabled. We are investigating the scoring mechanism right now as it looks like it may not be updating for some customers. If you'd like an update, please...
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
Hi,We experienced the same issue on Lead Records. Total Score is not being updated. A ticket was created.
View Article"How do I exclude a marketing list?" in ClickDimensions Help - comment added...
I'd like to be able to do this as well, but not in such a 'permanent' way. I'd like to do this at the Email Send level. I have a master marketing list, and then another marketing list of people that...
View Article"Mapping custom fields in GotoWebinar to Lead/Contact fields" in...
Oh, gotcha! Yoikes. I have 10 items in the picklist, so since I have to do this for leads and contacts, this will be quite a lot of steps. I get it though, I'll do it this way and see how it plays...
View Article"How do I exclude a marketing list?" in ClickDimensions Help - comment added...
Hi Brooke,We do have this listed as a feature request and I've added your vote to it. Thank you for your input!
View Article"Approving a lead/contact before starting a nurture program" in...
Hi Brooke,I can't think of a way to do it straight from an email with a click. But what you could do is put a radio/checkbox field on the contact/lead record that when checked it triggers a workflow...
View Article"Total Score for a contact" in ClickDimensions Help - comment added by...
I have added the Total Score to the Contact home page form so it is always visible to our reps. We've also created a workflow process to email the reps when the score reaches a certain number. The...
View Article"Total Score for a contact" in ClickDimensions Help - comment added by...
PS Once you add this to their page it is easy to create a view of the contacts and add Total score to the view as well or create a view where total score is >than a certain number.
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
I have also 13 Sdk Message Processing Steps disabled? Should they remain disabled? After updating january release, there has been lots of problems. I used semi-automated update. After update contact,...
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
Hi, We are also experiencing this issue. We've submitted a ticket as well. Any update on the fix for this? Like Heidi, we need to resolve this issue immediately as it's preventing follow up calls from...
View Article"EventBrite integration" in ClickDimensions Help - comment added by Sapan Shah
Hi,I have a similar question wherein I have created an event in Eventbrite, waited for a few hours for first event to sync to CRM Online (which is understandable as per the documentation) but then I...
View ArticleProblems with forms: can't edit form fields and changes of last Friday are gone?
Last Friday I made some changes in the country-dropdown list of one of my forms. I edited the forms and included the new forms in my website. On my website everything looks fine and I see the updated...
View ArticleUsing Form Capture with Wordpress and Gravity Forms
Has anyone used the Form Capture feature with a wordpress based website and specifically in conjunction with Gravity Forms?
View Article