Automation & Segments - Shared screen with speaker view
Who can see your viewing activity?
To clarify, you can only assign One Automation campaign per tag?
Is the change you made to the automation within the client is only made for that client correct, not for anyone who is on the automation?
where was the google review email?
what happens if you remove the tag from a client and they are already in an automation, are they removed from the future communications?
Is there a way to include the policy holder's info as a variable data field?
Do you know if there are any plans to add a Pipedrive CRM integration?
Can the team add Client Name as a 4th merge field?
how did you get to the import page? sorry someone was talking to me
We also use Pipedrive
If i merge a spreadsheet with existing clients, will they merge to existing contacts?
Vanessa Ignacio - interested in import template.
send me sample spreadsheet - Jennifer@calebinsurancegroup.com
Sample spreadsheet: firstname.lastname@example.org thanks!
Thank you! that's what I looking for, add and edit tags!
oops - sample spreadsheet - Vanessa Ignacio
How do we know the page we need for a google review? Is it just our web address
sample spreadsheet email@example.com
if client has one email but for multiple entities bc of different businesses, how would that work? does that update info for all entities? or would that a new contract for each entity?
right, thank you
Thank you Nancy!
what if there are multiple contacts per company?