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Automation & Segments - Shared screen with speaker view
Mark Kokosko
19:15
To clarify, you can only assign One Automation campaign per tag?
Melanie Livingstone
22:42
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?
Roselle Wilkinson
23:17
where was the google review email?
Melanie Livingstone
23:59
what happens if you remove the tag from a client and they are already in an automation, are they removed from the future communications?
Sandy Karcher
31:28
Is there a way to include the policy holder's info as a variable data field?
Sam Reed
47:34
Do you know if there are any plans to add a Pipedrive CRM integration?
Sandy Karcher
49:55
Can the team add Client Name as a 4th merge field?
Jennifer Ober
52:07
how did you get to the import page? sorry someone was talking to me
Geoffrey Campbell
52:11
We also use Pipedrive
Mark Kokosko
54:20
If i merge a spreadsheet with existing clients, will they merge to existing contacts?
Vanessa Ignacio
54:27
Vanessa Ignacio - interested in import template.
Jennifer Ober
54:28
send me sample spreadsheet - Jennifer@calebinsurancegroup.com
Roselle Wilkinson
54:35
Spreadsheet: RWilkinson@cr-advisors.com
Joanne Tallent
54:55
Sample spreadsheet: joanne@awardinsure.com thanks!
Mark Kokosko
54:57
Thank you! that's what I looking for, add and edit tags!
Vanessa Ignacio
54:57
oops - sample spreadsheet - Vanessa Ignacio
Matthew Fogleboch
55:47
Sample Spreadsheet:
Roselle Wilkinson
55:50
How do we know the page we need for a google review? Is it just our web address
Matthew Fogleboch
55:54
mfogleboch@historicsquare.com
Danny Moore
56:07
sample spreadsheet danny@afsmainstreet.com
Mark Kokosko
58:38
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?
Mark Kokosko
59:26
right, thank you
Sandy Karcher
59:47
Thank you Nancy!
Roselle Wilkinson
01:00:21
what if there are multiple contacts per company?
Tanya Carithers
01:00:43
thank you!!