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US Admin Office Hours (Thursday session) - 10/17/19, 11 a.m. PST - Pre-session Thread

spencer_engel
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Hello everyone! This thread is for our Thursday Admin Office Hours session, which will be held this coming Thursday, Oct. 17, 2019 at 11am PT / 12pm MT / 1pm CT / 2pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you Thursday!

Conference Details (GoTo Meeting):

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

    Did you find this topic helpful?

    jackie_galvan
    • jackie_galvan
    • Contributor ⭐️⭐️
    • October 16, 2019
    This should be an easy one, I'm just not as familiar with the opt-out process:.

    We send welcome and renewal emails through Journey Orchestrator as well as a monthly newsletter and various triggered surveys. We currently have the option to opt-out of customer success emails and survey emails. We want to ramp up on tech touches and send more sophisticated email chains based on activity and events. As a result, we want to give participants the option to opt out of specific email chains while still staying subscribed to generic emails. How do I configure this within the journey? We also have a rule that updates SFDC contact records when participants opt out. How would creating additional opt-out options affect that rule?

    Thanks,

    Jackie

    ml2019
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    • ml2019
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 26, 2019

    Hi @spencer_engel , I attended what I think was this date’s office hours and learned how to write a rule that would be necessary for a ‘risk declined in past week’ report and it was said the recording would be shared (it was something about creating a field to hold the score and comparing them). Where could I find this recording?

    Thanks!

    ml2019
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    • ml2019
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • October 29, 2019

    Hi @sdrostgainsightcom , I attended what I think was this date’s office hours and learned how to write a rule that would be necessary for a ‘risk declined in past week’ report and it was said the recording would be shared (it was something about creating a field to hold the score and comparing them). Where could I find this recording?

    Thanks!

    Reply


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