Patrick Gilmour

Member since June 02, 2015 18:30
Total activity 54
Last activity February 06, 2018 22:42

Activity overview
Posts (4)
Comments (16)

Patrick Gilmour commented, January 22, 2018 13:42
Here is a link to the Feature Request: https://support.insight.ly/hc/en-us/community/posts/360000048807-Embed-a-Dynamic-Property-in-a-Email-Campaign-Link
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- 1 vote
Patrick Gilmour commented, January 19, 2018 18:05
Hi Ev, Thanks for the reply! I think for now I'll go with your earlier suggestion as I don't need a full-blown MailChimp campaign. Suggestion posted. Cheers, Patrick
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Patrick Gilmour commented, January 18, 2018 13:27
Hi Ev, Thanks for the reply. That's not a bad solution, and it's one I'd thought of. What I was hoping to be able to do is have a link with the SRC property dynamically built. So the user would see...
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Patrick Gilmour created a post, January 12, 2018 16:38
Answered

Embed a Dynamic Property in a Email Campaign Link
1. Community
2. Troubleshooting & Tips: CRM
Hi, I want to send out an email campaign with two links in it: One for yes: http://myserver.com?campaign=jan2018&opt=yes&leademail=johndoe@example.com and one for no: http://myserver.com?campaign=...
- Edited January 12, 2018 16:39
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- 6 comments
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Patrick Gilmour commented, November 16, 2017 19:19
Hi Oscar - the answer is yes, sort of (see my post above). Here's how: - Create a scheduled Report that goes to your email address. - On your mail account, preferably server-side, create a filter/r...
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Patrick Gilmour commented, October 25, 2017 19:18
Correction to the Below: The "Download Report" links in the report-ready emails that are sent do not appear to require the user to be logged in to InSightly. So an non-registered user should be abl...
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- Edited October 25, 2017 19:33
- 1 vote
Patrick Gilmour commented, October 20, 2017 20:21
Looks like it has been fixed. Thanks for the fast update!
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Patrick Gilmour commented, October 19, 2017 18:57
Thanks Lyla. Another workaround is to use Bid Currency and Bid Amount fields instead of Opportunity Value fields.
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Patrick Gilmour created a post, October 18, 2017 19:12
Bug: User Currency in Report's Opportunity Value
1. Community
2. Troubleshooting & Tips: CRM
Seems like a small bug in the values listed in an Opportunity Report. The values that are listed under Opportunity Value are always prefixed and suffixed with the User's default currency, even if t...
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- 6 comments
- 0 votes
Patrick Gilmour created a post, March 31, 2017 09:08
‘Additional Information’ notes
1. Community
2. Troubleshooting & Tips: CRM
Hi, In Anthony Smith's email about Contact Form changes this week, he said: > We’re introducing a new tool into the product this week built so that you can save the data you currently have as ‘Addi...
- 7 followers
- 12 comments
- 0 votes