Joel
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Activity overview
Latest activity by Joel-
Joel created an article,
How do I add a list of values for users to select on the form?
Providing a list of options for your subscribers to pick can help you keep your data clean. You can do this with forms by either manually entering the list of values or by using a Picklist field: ...
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Joel created an article,
Can I include both Email and SMS steps in my automation?
If your account has SMS enabled you will have the following options unlocked in addition to the standard email automation options: Send SMS Update SMS Field Evaluate SMS Contact Responded to SMS S...
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Joel created an article,
Does the Salesforce Integration support a real-time sync?
Yes. Integration versions 2.1+ support a real-time sync when sending updates from Salesforce to Delivra. Resources For more information, visit these related help articles for the Salesforce integ...
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Joel created an article,
Configure Delivra Salesforce Sync Settings
For detailed information on each setting, see full integration set up documentation. Recommended settings for quick setup Basic Info Contact Sync (screenshot of settings below) SALESFORCE-TO-ESP...
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Joel created an article,
Steps to take before your first Salesforce sync
Ensure that the Delivra opt-in button is added to your layout profiles. Opt-in field should appear automatically within 10 minutes of installing package. To manually add the opt-in field: Repeat ...
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Joel created an article,
Linking Salesforce to Delivra
First, you will need to have completed the integration package install in your Salesforce environment. After that is complete, you will establish an integration connection between the two systems i...
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Joel created an article,
What happens when I change my Baseline Lead Score?
Your Lead Score baseline settings act as the formula that turns your Contacts' data into actionable lead scores. When you update your baseline settings, the Lead Scores for all of your Contacts wil...
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Joel created an article,
Why do Gmail and Yahoo recipients show as using an 'Unknown' platform in the Mailing Overview report?
Google and Yahoo have each made changes over the last few years that significantly affected the way images are displayed in their email clients. The major change is that they now cache your email's...
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Joel created an article,
Can I copy my Lead Score point assignments from one account to another?
At this time, Lead Score assignments for Demographics, Actions, and Categories setup in one account cannot be copied to another account. Resources For more information on setting up Lead Score poin...
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Joel created an article,
How do I assign Lead Scoring points for my Account?
Our Lead Scoring feature allows you to setup points either on Contact data or actions. Below we will walk through how and where to setup general scoring at the account level. A note before you begi...