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Joel Whittington

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Latest activity by Joel Whittington
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    Joel Whittington 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 Whittington 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 Whittington 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 Whittington 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 Whittington 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 Whittington 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 Whittington 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. *Important Note* Whi...

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    Joel Whittington created an article,

    How do I set Lead Scoring on a specific campaign?

    In addition to account-wide Lead Scoring, you can also assign additional point values to a specific campaign. Actions available to score on include: Opened / Did Not Open Clicked / Did Not Click C...

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    Joel Whittington created an article,

    What actions or data can be scored using Lead Scoring?

    Your Lead Score is broken down into two different categories: Demographics and Actions. Demographics Demographics will assign points to contacts whose demographic fields (Name, City, etc.) match th...

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    Joel Whittington created an article,

    Lead Scoring Overview

    Overview Lead Scoring is a comprehensive scoring system that can be used to categorize contacts based on their demographic data and/or their activity over a period of time. Using Lead Scoring effec...