Phil Bosley
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Latest activity by Phil Bosley
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Phil Bosley commented,
I'm glad! Always happy to help! Philip Bosley | CEO & Marketing Strategist Mobile: 530.401.7762 Email: phil@tacticalma.com Schedule Time On My Calendar ------Original Message------This w...
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Phil Bosley commented,
I'd create the inverse segment E.g if your exclusion segment is "Customer = True" Create a segment were "Customer = False" and export that segment. This will give you all records except those i...
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Phil Bosley commented,
You could segment your submission list in “link a” and “link b”Based on this your automated program first branch step becomes “If in link a” then send message a. Your second branch is “If in ...
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Phil Bosley commented,
The feature your looking for is Personalized From. You can find info on it in the University and Support can flip it on for you. Cheers,PhilSent from my iPhone------Original Message------Does...
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Phil Bosley commented,
The same process works for SugarCRM and Dynamics.------------------------------Phil BosleyCEO, Tactical MAAct-On Professional Services Partner-------------------------------------------------...
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Phil Bosley commented,
So Act-On manages by Contacts, as it's designed to target people. You can't make a list of 'Accounts' because they are not people, however using SFDC, all Contacts are people that are asso...
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Phil Bosley commented,
It can with the ABM module. Philip Bosley | CEO & Marketing Strategist Mobile: 530.401.7762 Email: phil@tacticalma.com Schedule Time On My Calendar ------Original Message------Act-O...
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Phil Bosley commented,
Act-On definitely can read check box values. They typically come through as 1 and 0. I suggest double checking the populated field value in Act-On for your segmentation. Field free to Post sc...
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Phil Bosley commented,
Not natively in Act-On. However, if you invert the process you could achieve this today. Add a field to the lists you manually upload. E.g. Field = 'Manual Upload' value = 'true' Phil...
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Phil Bosley commented,
Create a column labeled 'API update' and program your API to populate this field with today's date. This will allow to identify new records or relative date segments. ------Original Mess...
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