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Yael Lichtenstadt

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Activity overview

Latest activity by Yael Lichtenstadt
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    Yael Lichtenstadt created an article,

    Sending a Content Play

    Once a content play is set and activated, it will become the default content play for your board. However, the play can be customized and sent from the campaigning feature or from the Salesforce ex...

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    Yael Lichtenstadt created an article,

    Campaign Tab

    Campaign Tab   See a list of details of current campaigns. Board editors will be able to see all campaigns on the board regardless of status. Board subscribers will only see sent campaigns or those...

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    Yael Lichtenstadt created an article,

    The Folloze-Eloqua Connector

    The Eloqua integration goals are: Ensure single Marketing system-of-record by reporting lead and engagement data to Eloqua Comply with corporate contact preferences defined in Eloqua Enrich Eloqua...

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    Yael Lichtenstadt created an article,

    BCC Salesforce Integration

    When a full API SFDC isn’t available, there’s a way to connect your Folloze activity with your SFDC instance using email bcc that will write to SFDC   To enable this capability: Open your SFDC se...

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    Yael Lichtenstadt created an article,

    Sending your board to prospects

    To send a board to your prospects:  1. Go to your Folloze homepage. Find the board you want to send. 2. Open the send window. You can do this one of two ways:           a. Hover over the board. Cli...

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    Yael Lichtenstadt created an article,

    Adding Campaign Recipients

    After entering the campaigning feature and defining it you'll be able to add recipients.  There are 3 ways to upload recipients to your ABM campaign in Folloze: One by one List CSV file   One by ...

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    Yael Lichtenstadt created an article,

    Campaign Summary

    All board users can view the campaign summary to see a list of recipients and the message that was sent. Enter the Folloze board Click on the campaign tab Click the 3 dots next to the campaign na...

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    Yael Lichtenstadt created an article,

    Declining a Campaign

    There are two ways you can decline any campaign sent on your behalf. When an email is sent to notify you about the campaign creation, you have a chance to decline it. 2. You can decline from wi...

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    Yael Lichtenstadt created an article,

    Approving a campaign

    When someone else has created a campaign to be sent out from your email address using “send on behalf” you will be able to review, edit, approve or decline the campaign. At the end of this process ...

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    Yael Lichtenstadt created an article,

    Sending on behalf of many

    To send a campaign on behalf of multiple senders- Choose the board you’d like to send and click into it Open the campaign wizard by clicking the Send button select the option “multiple sen...