Phil Bosley
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Votes on activity by Phil Bosley
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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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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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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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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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The same process works for SugarCRM and Dynamics.------------------------------Phil BosleyCEO, Tactical MAAct-On Professional Services Partner-------------------------------------------------...
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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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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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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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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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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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