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Stephanie Price-Bell

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  • What integrations are available?

    We plug and play with a wide variety of CRM’s, ecommerce and web analytics tools. Leverage our integrations to customize your account to fit your business needs.  Click here to view a listing of in...

  • Can I find contacts that are not in categories?

    You can use our segment builder to create clauses to find contacts that are in or not in single or multiple categories. Navigate to the Contacts dashboard and select "Segments" from the left menu t...

  • Can I hide parts of my email from desktop readers?

    There may be times that you want to hide specific cells of your email design for desktop users. Perhaps you have a special offer for mobile users, or want to promote a new mobile app. You can easil...

  • What is Join Paths in Automation?

    The "Join Paths" action step in the automation designer can be used to converge two branches of a workflow after a condition evaluation. Using this step will save you precious time when building au...

  • How do I upgrade my Delivra / Salesforce integration package?

    Delivra's Saleforce integration was last updated December 2019.  If you are running a version 2.1 or older, we recommend upgrading your package.  This will require steps to be performed in both env...

  • Salesforce Integration Highlights

    Delivra' Salesforce Integration includes the following: Automatic two-way sync between Delivra and Salesforce Add Delivra contacts to Salesforce as a Lead or Contact Sync Salesforce Opportunities ...

  • What's supported in Delivra's Salesforce integration?

    FUNCTIONAL REQUIREMENTS for Salesforce (v2.2+) Delivra's Salesforce integration supports the following: Support a real-time sync when sending updates from Salesforce to Delivra. Provide the abilit...

  • How do I map Salesforce fields to my account?

    The Salesforce integration includes mapping for Leads, Contacts and Custom Objects from your Salesforce account to your account.    Tips Before you begin the install and mapping process we recomme...

  • What is the HTML editor?

    The term 'HTML editor' refers to a less-common email design editor offered that is similar to traditional WYSIWYG editors.  This editor is intended for clients who upload HTML files created externa...

  • Jump Start Training

    Jump Start is a weekly instructor-led webinar that focuses on introduction to basic operations. Topics include contact import, drag-and-drop editor, basic segmentation, regular campaigns, and repor...