Tatiana Lea

  • Total activity 164
  • Last activity
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Activity overview

Latest activity by Tatiana Lea

  • Tatiana Lea commented,

    1. Community
    2. Tips & Tricks
    3. Creating a Hierarchy to your Automated Programs

    Sorry guys just to clarify the screenshots I have provided are the images of my Marketing list, it is NOT a view of lists in my Automation programs.   Also I have updated the images in the original...

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    • Tatiana Lea
    • Edited
    • 0 votes

  • Tatiana Lea commented,

    1. Community
    2. Tips & Tricks
    3. How to handle internal communications

    Hi François,  This is a great question and I was going to suggest to request Transactional feature for opt out link (your can either reach out to your Account Manager or I drop me a line) Also for ...

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    • Tatiana Lea
    • Edited
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  • Tatiana Lea created an article,

    1. Success Guides
    2. Campaign Playbooks

    Market B2B & B2C Program Abandoned Loan Application Campaign Abandonment Nurturing Campaign Goal: To nurture applicants who have abandoned and incomplete the application process.   Execu...

    • Tatiana Lea
    • Updated
    • 2 followers
    • 0 comments
    • -1 votes

  • Tatiana Lea created an article,

    1. Success Guides
    2. Campaign Playbooks

    Market B2B Category Account Based Marketing (ABM) Value Account Targeting Campaign Goal: Account Based Marketing (ABM) helps customer to deliver deeper, personalized engagements for spec...

    • Tatiana Lea
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Tatiana Lea commented,

    1. Community
    2. Developer Forum
    3. Using ActOn beacon for user identification

    Hello Michal I will also go ahead and raise this as a support ticket. Regards Tatiana

  • Tatiana Lea commented,

    1. Community
    2. Community Answers
    3. CRM Accounts marketing

    Hello François, you are right to check, as far as I know we natively ONLY integrated with Contacts and Leads objects/module and Accounts data usually get brought in via some other lists. So I want ...

  • Tatiana Lea commented,

    1. Community
    2. Developer Forum
    3. Where to find various IDs for calls

    Hey Brad  If you reach out to our support and provide email address that was used for the developer account, one of our engineers can look into getting client ID & client secret for you. Account ID...

  • Tatiana Lea commented,

    1. Community
    2. Community Answers
    3. Act-On Outlook Plug-In Issues

    Hi Laura Have you looks at the troubleshooting article? https://connect.act-on.com/hc/en-us/articles/360025750474-Act-On-Anywhere-for-Outlook-Troubleshooting Regards Tatiana  

  • Tatiana Lea commented,

    1. Community
    2. Community Answers
    3. Form responses

    Wunderbar :) Another tip here, tick a box - Clear defaults and you wont have KP selected, unless of course you do want it pre-selected.   Regards Tatiana

  • Tatiana Lea commented,

    1. Community
    2. Community Answers
    3. Form responses

    Jeff Cole I took a peak into one your Sales forms and you can see for example that you have Value missing for DuPont and Steris. Might be the reason why you are seeing values in blank when you are ...