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Weston Packard

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  • Advocate Fields

    Advocate Fields enable you to segment your Advocates using custom fields you can create. With this feature, you can limit which segments (i.e. which specific groups of Advocates based on their fiel...

  • Video Block

    You can place a Video block which will hold the URL and thumbnail image for a video that you want to include in your email. At this time, YouTube and Vimeo videos are the only videos that can be us...

  • Out of Office Replies

    When someone you send an email to is out of the office and has their automatic replies on, Sales Engagement will recognize these replies and automatically pause the Sequence Instance. That way the ...

  • Updating your Social Marketing Account Owner

    If you have already created a Social Account, then you may need to update its details in the future to give access to a different person. If you have not yet set up a Social Account, then please se...

  • Title Block in Landing Page Drag & Drop Editor

    The Title content block lets you insert headings or enlarged text into your landing pages. Content Properties Selecting a Title block will open its Content properties. The following are the styli...

  • Set Up GoToWebinar Registration Form Fields

    When the GoToWebinar connector has been configured in your Dynamics environment Event Participation records will be created in your environment for each person that registers for a webinar. The dat...

  • Using SQL to Troubleshoot Import Issues

    Sometimes you will come across unusual errors when attempting to import a solution in Dynamics. Here is a recent example of an import error that failed at the point of updating the "Entity Relation...

  • Add a Sender to the Safe Sender List

    Many email applications and email providers will try to filter out unwanted or spam emails. Unfortunately, this can sometimes result in filtering out email that you actually want in your inbox. One...

  • Individual Tracking Summary - Profile View

    There is one place you can go to see all tracking summary, email and web, on an individual Contact or Lead in the same place. Dynamics 365 Legacy Accessing the Profile Open a Lead or Contact re...

  • How to Filter Web Analytics

    Filtering web analytics is a way to prevent unhelpful data from appearing in your Dynamics environment. For example, Google "crawlers" may create records of visits that may seem as though they orig...