Articles in this section
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How do I include/exclude assigned leads?
To exclude companies who already have a lead assigned in a segment: Under Exclude contacts, cli...
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How do I segment all contacts who have filled out any form?
Under Include contacts, select the Contacts button Select Form submit Leave the Is Any form fiel...
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What happens when you make a segment inactive?
Inactive segments are hidden in the default view of the Segments list. You can change the list so...
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Q: Who can edit a scheduled email campaign?
A: The user that created the email campaign.
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Q: Where does the email types come from?
A: They are connected to the unsubscribe lists. For every unsubscribe list you have you will have...
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Q: How do I add a new contact to an active flow?
A: You add the contact to the segment thats connected to the flow
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Q: How should the Google Tag Manager script be inserted?
A: When tracking forms and events, use the format below when inserting the script in the "Custom ...
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Q: What affects the bidding price when advertising?
A: Ad spaces are traded through demand-based virtual auctions. The more advertisers interested in...
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Q: Do automated emails from events count towards the next level of Marketing automation?
A: Yes they do.
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Q: Can I create custom website bundles when using Account-Based Marketing?
A: Yes, please contact Upsales support
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Q: What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
A: It will choose the account-manager with the lowest ID.
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Q: How many characters can a form field with the type "textarea" contain?
A: The form field can contain up to 512 characters
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Q: What does "Last score update" mean in segments/journeys?
This means the last or most recent time a score has been updated. Last score update is separate t...
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Can I use custom fonts with forms and landing pages?
Yes, there are two ways to use custom fonts with forms and landing pages. Add a Google Font insi...
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How can I assign a lead, even though it already has a Journey status assigned?
A lead gets a Journey status assigned if the company or contact has been assigned to a rep in the...
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How should I use Journey statuses with segments?
With your Journey statuses configured, it's very easy to create segments based on where in the fu...
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What's the difference between a lead and an MQL?
A lead is a new company or contact who has interacted with your website, team and/or content. An ...
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How can I send an email to all contacts who have submitted a form?
You can create a segment that includes contacts who have submitted a form, including a date range...
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How can I avoid sending newsletters to email addresses that have bounced?
When setting up the segment you will use for the email campaign for the newsletter, make sure to ...
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Flows: How to use Snooze to delay an action
Snooze is a feature for delaying actions in a Flow. For example, sending a follow-up email two da...
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What happens when I update a template used in a flow?
If you make changes to a template that is used by a Flow, all changes to that template affect the...
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I've created a segment – why can't I see it on the contact card?
After creating a segment, wait up to one hour before viewing it on the contact card.
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How do I include/exclude companies with multiple postcodes?
Use segments. Imagine you want to: Include companies with postcodes 122 40–122 50 and 133 10–133...
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Why doesn't my form update on my website?
Answer 1: Cache Try clearing your browser cache. Answer 2: Custom code Forms created with custom ...
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Why aren't I receiving email notifications about form completions?
This happens when a form field is added after the notification email event was created. Solution...
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Can I use custom scripts on my landing pages?
You can use custom scripts with your landing pages, including pointing to fonts stored on a publi...
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