Avatar

Joel Whittington

  • Total activity 50
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 26

Activity overview

Latest activity by Joel Whittington
  • Avatar

    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: ...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    Joel Whittington 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...

  • Avatar

    Joel Whittington 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 ...

  • Avatar

    Joel Whittington 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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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...

  • Avatar

    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. A note before you begi...