by Robert Chadwick | Nov 27, 2017 | ExAM Blog, How To, Unsubscribe/Subscribe
The last step to this puzzle is putting the workflow rule in place that will execute the action of toggling the field on the object that designates whether or not the contact has opted in or out of the newsletter. The process highlighted in this example has been...
by Robert Chadwick | Nov 27, 2017 | ExAM Blog, How To, Unsubscribe/Subscribe
With the unsubscribe assessment built and the proper custom fields added to the contact object, we are now able to set field mapping from the assessment to the object. First, navigate to the ExAM Configuration tab and scroll down until you see the section titled Field...
by Robert Chadwick | Nov 27, 2017 | ExAM Blog, How To, Unsubscribe/Subscribe
In order to leverage the information that was gathered from the assessment we created, it is important to add several fields to the Contact object so you are able to field map information from the assessment to the object. Navigate to the Object Manager through the...
by Robert Chadwick | Nov 27, 2017 | ExAM Blog, How To, Unsubscribe/Subscribe
The first step in getting this process to work is to build an assessment template that is dedicated to the specific process that you have in mind. We will use the process of unsubscribing to an Email newsletter for this example. Navigate to the ExAM Command Console by...
by Robert Chadwick | Nov 27, 2017 | ExAM Blog, Featured Articles, How To, Unsubscribe/Subscribe
This month we are excited to highlight a new functionality that has the potential to provide you with a new option to carry information into your Salesforce Org. Combining several of the recent ExAM releases and the functionalities that were provided you will now be...
Recent Comments