New Send From CRM User Custom Fields
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Andy Fischoff
Dec 20, 2013, 10:55:22 AM12/20/13
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Hi Everyone - we're turning on the new Send From CRM User custom fields today on internal Pardot accounts. We'll be turning this live for all accounts after New Years when we're all back in the office.
The new feature allows you to setup a hierarchy of sender options. We'll try to find the appropriate sender for each prospect in a mailing list based on this sender priority list. So for example, you could setup the email to first try the assigned user, then the prospect account owner, then a CRM user field, and if none of those have matches, then send from a specific Pardot user.
Here's a fabulous training video to explain this further:
http://pardot.wistia.com/medias/j0v3rwbbmu
If you're so excited and can't wait to have this turned on, you can turn it on per account under account settings > Feature: Send from prospect custom CRM User field when available
Have a great holiday and let me know if you have any questions. Thanks!
The new feature allows you to setup a hierarchy of sender options. We'll try to find the appropriate sender for each prospect in a mailing list based on this sender priority list. So for example, you could setup the email to first try the assigned user, then the prospect account owner, then a CRM user field, and if none of those have matches, then send from a specific Pardot user.
Here's a fabulous training video to explain this further:
http://pardot.wistia.com/medias/j0v3rwbbmu
If you're so excited and can't wait to have this turned on, you can turn it on per account under account settings > Feature: Send from prospect custom CRM User field when available
Have a great holiday and let me know if you have any questions. Thanks!
 | Andy Fischoff :: Software Engineer Mobile :: 847-687-2418 Pardot :: A salesforce.com Company |
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