Attention please!!\u00a0<\/span><\/span><\/strong><\/h3>

\u00a0<\/p>

The time has finally arrived for us to take Freshworks Community 2.0 - LIVE <\/strong><\/em><\/span>!! Please note that the migration process will begin from Thursday, 20th July, 2023<\/strong>\u00a0and will run over the next few days.<\/span><\/p>

While the migration process is on-going you will notice new changes to the layout, improvised categories, changes to the home menu and articles temporarily missing. Please note that these will gradually be placed in the new categories<\/u>. You may find some categories to be temporarily empty but please do not worry, the migration may extend for a little while we gradually phase the migration of our entire database. We will be moving over 10,000 articles and the migration will happen in phases, please bear with us as this may take a few weeks to complete.\u00a0<\/span><\/p>

In the interim, we look forward to your feedback, suggestions, any pages that could be broken, please do alert us on this thread so we\u00a0can keep an eye out and amend immediately. We hope these changes bring in more structure, better spaces for discussion and elevate the experience for our members.<\/span><\/p>

Next week, please keep a look out for the details of the new structure, how you can navigate it and start posting in the new specific topic areas.\u00a0<\/span><\/p>

In case you missed the tea on Freshworks Community 2.0 is, please see the article below :<\/span><\/strong><\/p>

<\/oembed><\/p>

\u00a0<\/p>

Lastly before I sign off, a few additional points:<\/span><\/p>

\ud83d\udcdd\u00a0Your feedback is crucial to making this next phase a success. Please fill in this form<\/a><\/strong> so we can hear from you. This will be directly reviewed by our Senior Director of Customer Engagement @Colin Crowley<\/user-mention><\/span>\u00a0and I.\u00a0<\/span><\/p>

\ud83c\udf08\u00a0We will also be introducing a fun AMA with me - Ask Aly Anything<\/strong> :)! Over the next quarter, I would like to hear directly from you on any concerns,\u00a0 questions on the next phase of growth and mainly just to get to know you better and hear from you! Stay tuned for those details.<\/span><\/p>

\ud83d\udccc\u00a0\u200bPlease note that as we move to the new categories, the topics you used to \u2018Subscribe\u2019<\/strong> to will be lost. So please ensure to re-subscribe.<\/span><\/p>

\ud83d\udea8If there are any pages that are broken, please alert @Kamakshi V<\/user-mention><\/span>\u00a0\u00a0or me and we will work to rectify as soon as possible.<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

\u00a0<\/p>

Thanks for your patience and support as always.<\/span><\/p>

\u00a0<\/p>

Best<\/p>

Ally<\/p>","url":"\/announcements-and-events-11308\/attention-please-maintenance-hours-for-freshworks-community-2-0-32305?postid=80461#post80461","creationDate":"2023-07-19T08:44:32+0000","relativeCreationDate":"15 days ago"},"contentType":"article","type":0,"likes":6,"hasCurrentUserLiked":false}},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}">

ATTENTION PLEASE!! Maintenance Hours for Freshworks Community 2.0

15 days ago

• Community
• Using Freshmarketer
• Marketing Automations

Marketing Automations

Using Freshmarketer

• 7Topics
• 23Replies

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7 Topics

I\u2019m trying to achieve what I think should be a simple requirement, but getting no-where.<\/p>

I have a report on my website that I want to offer for download, but only if people share their contact details.\u00a0<\/p>

My plan had been:<\/p>

• Have a form on my website - integrated via tracking code<\/li>\t
• Use a journey to subscribe users to relevant mailing lists and send the email with report link<\/li><\/ul>

  Simple? Not really. I can\u2019t see how to trigger a journey based on a form submission. I was going to pass a hidden field with which report they wanted into the CRM, then trigger the journey based on the that field, Unfortunately fresh forms don\u2019t seem to be able to handle hidden fields.\u00a0<\/p>

  What are other people doing?\u00a0<\/p>","url":"\/marketing-automations-11384\/how-to-set-up-download-lead-magnet-25800?postid=66739#post66739","creationDate":"2022-09-14T15:08:51+0000","relativeCreationDate":"10 months ago"},"isTopicUnread":true,"privateId":3241,"id":25800,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/how-to-set-up-download-lead-magnet-25800","title":"How to set-up download\/lead magnet","lastPost":{"id":80173,"author":{"id":45606,"url":"\/members\/samjames-45606","name":"samjames","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/31558ef1-050e-495d-ac00-72a68132b4b0.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

  Define Your Target Audience: Clearly identify who your target audience is and what type of content they would find valuable. This will help you create a lead magnet that resonates with them.Choose a Valuable Resource: Select a resource that provides significant value to your audience. It could be an e-book, a checklist, a guide, a template, an exclusive video tutorial, or any other relevant digital content that addresses a specific problem or provides valuable insights.Create Longboard Tricks<\/a> the Content: Develop the content of your lead magnet using professional design software or tools like Canva. Ensure that it is visually appealing, well-written, and easily understandable. Make it visually appealing with relevant graphics, images, and branding elements.Optimize for Conversion: Craft a compelling title and description that clearly communicates the benefits of your lead magnet. Include an attractive cover image or thumbnail to grab attention. Use persuasive language and strong calls to action to encourage people to download or sign up.Choose a Delivery Platform: Decide on a platform to host and deliver your lead magnet. Popular options include your website, email marketing platforms (such as Mailchimp, ConvertKit, or AWeber), or cloud storage services (such as Google Drive or Dropbox).<\/p>","url":"\/marketing-automations-11384\/how-to-set-up-download-lead-magnet-25800?postid=80173#post80173","creationDate":"2023-07-12T21:12:04+0000","relativeCreationDate":"21 days ago"},"lastReply":{"id":80173,"author":{"id":45606,"url":"\/members\/samjames-45606","name":"samjames","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/31558ef1-050e-495d-ac00-72a68132b4b0.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

  Define Your Target Audience: Clearly identify who your target audience is and what type of content they would find valuable. This will help you create a lead magnet that resonates with them.Choose a Valuable Resource: Select a resource that provides significant value to your audience. It could be an e-book, a checklist, a guide, a template, an exclusive video tutorial, or any other relevant digital content that addresses a specific problem or provides valuable insights.Create Longboard Tricks<\/a> the Content: Develop the content of your lead magnet using professional design software or tools like Canva. Ensure that it is visually appealing, well-written, and easily understandable. Make it visually appealing with relevant graphics, images, and branding elements.Optimize for Conversion: Craft a compelling title and description that clearly communicates the benefits of your lead magnet. Include an attractive cover image or thumbnail to grab attention. Use persuasive language and strong calls to action to encourage people to download or sign up.Choose a Delivery Platform: Decide on a platform to host and deliver your lead magnet. Popular options include your website, email marketing platforms (such as Mailchimp, ConvertKit, or AWeber), or cloud storage services (such as Google Drive or Dropbox).<\/p>","url":"\/marketing-automations-11384\/how-to-set-up-download-lead-magnet-25800?postid=80173#post80173","creationDate":"2023-07-12T21:12:04+0000","relativeCreationDate":"21 days ago"},"numberOfUnreadReplies":0,"numberOfReplies":6,"numberOfLikes":1,"relevantPost":{"id":66739,"author":{"id":38631,"url":"\/members\/themat-38631","name":"TheMat","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/8696e82e-7d6a-41ac-8be2-e72f5467b7ac.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

  I\u2019m trying to achieve what I think should be a simple requirement, but getting no-where.<\/p>

  I have a report on my website that I want to offer for download, but only if people share their contact details.\u00a0<\/p>

  My plan had been:<\/p>

  • Have a form on my website - integrated via tracking code<\/li>\t
  • Use a journey to subscribe users to relevant mailing lists and send the email with report link<\/li><\/ul>

    Simple? Not really. I can\u2019t see how to trigger a journey based on a form submission. I was going to pass a hidden field with which report they wanted into the CRM, then trigger the journey based on the that field, Unfortunately fresh forms don\u2019t seem to be able to handle hidden fields.\u00a0<\/p>

    What are other people doing?\u00a0<\/p>","url":"\/marketing-automations-11384\/how-to-set-up-download-lead-magnet-25800?postid=66739#post66739","creationDate":"2022-09-14T15:08:51+0000","relativeCreationDate":"10 months ago"},"numberOfViews":85,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"80173"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

    

    

    TheMat Apprentice

    asked inMarketing Automations

    How to set-up download/lead magnet

    I’m trying to achieve what I think should be a simple requirement, but getting no-where.I have a report on my website that I want to offer for download, but only if people share their contact details. My plan had been:Have a form on my website - integrated via tracking code Use a journey to subscribe users to relevant mailing lists and send the email with report linkSimple? Not really. I can’t see how to trigger a journey based on a form submission. I was going to pass a hidden field with which report they wanted into the CRM, then trigger the journey based on the that field, Unfortunately fresh forms don’t seem to be able to handle hidden fields. What are other people doing?

    1 6

    

    

    21 days ago

This is my use case: on our website (hosted by Cardd.co) there\u2019s a form where visitors can leave their name, company and email address to request white papers.\u00a0
When they submit, an email is sent to an address that I can specify, containing the data the visitor has entered \u00a0<\/p>

What I want to achieve in Freshsales:<\/p>

1. Create a Lead from the contents of the mail<\/li>\t
2. Auto-reply with a mail that contains a download link for the white paper<\/li>\t
3. Collect data on whether the Lead has opened the mail and downloaded the white paper.<\/li>\t
4. Reply with a follow-up message, that is different for whether the Lead has (not) opened the mail or (not) downloaded the white paper.\u00a0<\/li><\/ol>

   Please point me to articles or video\u2019s that describe how this is done \u00a0<\/p>

   thanks!<\/p>","url":"\/marketing-automations-11384\/auto-reply-to-incoming-sales-email-31398?postid=78808#post78808","creationDate":"2023-06-11T14:30:36+0000","relativeCreationDate":"1 month ago"},"isTopicUnread":true,"privateId":5919,"id":31398,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/auto-reply-to-incoming-sales-email-31398","title":"Auto-reply to incoming Sales email","lastPost":{"id":79982,"author":{"id":45502,"url":"\/members\/alara-45502","name":"Alara","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/a16f1874-dca5-40e5-bfa6-d9f31be6bcb4.png","userTitle":"","userLevel":0},"content":"

   I was also searching on this. Thankyou for the guide<\/p>","url":"\/marketing-automations-11384\/auto-reply-to-incoming-sales-email-31398?postid=79982#post79982","creationDate":"2023-07-08T17:52:16+0000","relativeCreationDate":"25 days ago"},"lastReply":{"id":79982,"author":{"id":45502,"url":"\/members\/alara-45502","name":"Alara","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/a16f1874-dca5-40e5-bfa6-d9f31be6bcb4.png","userTitle":"","userLevel":0},"content":"

   I was also searching on this. Thankyou for the guide<\/p>","url":"\/marketing-automations-11384\/auto-reply-to-incoming-sales-email-31398?postid=79982#post79982","creationDate":"2023-07-08T17:52:16+0000","relativeCreationDate":"25 days ago"},"numberOfUnreadReplies":0,"numberOfReplies":5,"numberOfLikes":0,"relevantPost":{"id":78808,"author":{"id":44555,"url":"\/members\/richardk-44555","name":"richardk","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f8dabe26-0e14-4ad5-9c75-774d083a23b2.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

   This is my use case: on our website (hosted by Cardd.co) there\u2019s a form where visitors can leave their name, company and email address to request white papers.\u00a0
   When they submit, an email is sent to an address that I can specify, containing the data the visitor has entered \u00a0<\/p>

   What I want to achieve in Freshsales:<\/p>

   1. Create a Lead from the contents of the mail<\/li>\t
   2. Auto-reply with a mail that contains a download link for the white paper<\/li>\t
   3. Collect data on whether the Lead has opened the mail and downloaded the white paper.<\/li>\t
   4. Reply with a follow-up message, that is different for whether the Lead has (not) opened the mail or (not) downloaded the white paper.\u00a0<\/li><\/ol>

      Please point me to articles or video\u2019s that describe how this is done \u00a0<\/p>

      thanks!<\/p>","url":"\/marketing-automations-11384\/auto-reply-to-incoming-sales-email-31398?postid=78808#post78808","creationDate":"2023-06-11T14:30:36+0000","relativeCreationDate":"1 month ago"},"numberOfViews":48,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"79982"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

      

      

      richardk Apprentice

      asked inMarketing Automations

      Auto-reply to incoming Sales email

      This is my use case: on our website (hosted by Cardd.co) there’s a form where visitors can leave their name, company and email address to request white papers. When they submit, an email is sent to an address that I can specify, containing the data the visitor has entered What I want to achieve in Freshsales:Create a Lead from the contents of the mail Auto-reply with a mail that contains a download link for the white paper Collect data on whether the Lead has opened the mail and downloaded the white paper. Reply with a follow-up message, that is different for whether the Lead has (not) opened the mail or (not) downloaded the white paper. Please point me to articles or video’s that describe how this is done thanks!

      0 5

      

      25 days ago

I have set up an email marketing campaign via Freshsales suite. The campaign could be able to send\u00a0to target list of recipients which I have created. However, once the recipients reply to the sender email, none of their replies are delivered to sender\u2019s email. It clearly indicates that their replies are successfully sent but from my end (sender) I could not be able to receive any of them. How could I be able to solve it?<\/p>

\u00a0<\/p>

Thanks.<\/p>","url":"\/marketing-automations-11384\/freshsales-suite-email-campaign-cannot-receive-reply-emails-28241?postid=72077#post72077","creationDate":"2023-02-08T05:55:33+0000","relativeCreationDate":"5 months ago"},"isTopicUnread":true,"privateId":4343,"id":28241,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/freshsales-suite-email-campaign-cannot-receive-reply-emails-28241","title":"Freshsales Suite Email Campaign cannot receive reply emails","lastPost":{"id":76540,"author":{"id":43010,"url":"\/members\/aldoheb-43010","name":"aldoheb","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/0bb9bd53-5630-4547-af28-529560f531f4.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

When I send out email campaigns I do receive responses, but they are sent by freshworks alerting me there\u2019s been a response, see below.<\/p>

\u00a0<\/p>

How can I receive the response directly from the sender and simply continue the conversation by clicking \u201creply\u201d?<\/p>

\u00a0<\/p>

Thank you<\/p>

\u00a0<\/p>

<\/figure>

\u00a0<\/p>","url":"\/marketing-automations-11384\/freshsales-suite-email-campaign-cannot-receive-reply-emails-28241?postid=76540#post76540","creationDate":"2023-04-13T17:10:51+0000","relativeCreationDate":"3 months ago"},"lastReply":{"id":76540,"author":{"id":43010,"url":"\/members\/aldoheb-43010","name":"aldoheb","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/0bb9bd53-5630-4547-af28-529560f531f4.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

When I send out email campaigns I do receive responses, but they are sent by freshworks alerting me there\u2019s been a response, see below.<\/p>

\u00a0<\/p>

How can I receive the response directly from the sender and simply continue the conversation by clicking \u201creply\u201d?<\/p>

\u00a0<\/p>

Thank you<\/p>

\u00a0<\/p>

<\/figure>

\u00a0<\/p>","url":"\/marketing-automations-11384\/freshsales-suite-email-campaign-cannot-receive-reply-emails-28241?postid=76540#post76540","creationDate":"2023-04-13T17:10:51+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":0,"relevantPost":{"id":72077,"author":{"id":41501,"url":"\/members\/saraleung-41501","name":"Saraleung","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

I have set up an email marketing campaign via Freshsales suite. The campaign could be able to send\u00a0to target list of recipients which I have created. However, once the recipients reply to the sender email, none of their replies are delivered to sender\u2019s email. It clearly indicates that their replies are successfully sent but from my end (sender) I could not be able to receive any of them. How could I be able to solve it?<\/p>

\u00a0<\/p>

Thanks.<\/p>","url":"\/marketing-automations-11384\/freshsales-suite-email-campaign-cannot-receive-reply-emails-28241?postid=72077#post72077","creationDate":"2023-02-08T05:55:33+0000","relativeCreationDate":"5 months ago"},"numberOfViews":37,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"76540"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

S

Saraleung Apprentice

asked inMarketing Automations

Freshsales Suite Email Campaign cannot receive reply emails

I have set up an email marketing campaign via Freshsales suite. The campaign could be able to send to target list of recipients which I have created. However, once the recipients reply to the sender email, none of their replies are delivered to sender’s email. It clearly indicates that their replies are successfully sent but from my end (sender) I could not be able to receive any of them. How could I be able to solve it? Thanks.

0 3

3 months ago

We have WhatsApp integration successfully setup: When testing a made campaign (with WA template and all) it works directly from Freshsales Suite CRM (technical setup) when e.g. testing a campaign and entering my own number.\u00a0\u2705<\/p>

However, in order to send\/use such a message (\u201cWe have done x for you\u201d) I need to create a journey that somehow gets triggered by an \u201cevent\u201d from another system.<\/p>

Question: <\/strong>Would it be possible to just click a button, like sending email, SMS, etc, to send to WhatsApp?\u00a0<\/em>\ud83e\udd14<\/p>

<\/figure>

Or, how could I easily send a WhatApp message to one contact, using Freshsales suite<\/em>, without making a contact-field, setup a segment, have that segment trigger a journey that sends the message. Feels like a lot of too much work.<\/p>","url":"\/marketing-automations-11384\/send-one-off-whatsapp-campaign-message-from-crm-28642?postid=73099#post73099","creationDate":"2023-03-06T08:03:09+0000","relativeCreationDate":"4 months ago"},"isTopicUnread":true,"privateId":4562,"id":28642,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/send-one-off-whatsapp-campaign-message-from-crm-28642","title":"Send one off WhatsApp Campaign message from CRM","lastPost":{"id":75999,"author":{"id":30901,"url":"\/members\/gokul-pothirajan-30901","name":"gokul.pothirajan","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

Hello Rogier,

Here\u2019s an alternate approach to this as well:

You can create a custom field designating the whatsapp message to be sent:<\/p>

<\/figure>

This can then be used in the contact field match trigger to send a whatsapp message:<\/p>

<\/figure>

\u00a0<\/p>","url":"\/marketing-automations-11384\/send-one-off-whatsapp-campaign-message-from-crm-28642?postid=75999#post75999","creationDate":"2023-03-31T15:25:17+0000","relativeCreationDate":"4 months ago"},"lastReply":{"id":75999,"author":{"id":30901,"url":"\/members\/gokul-pothirajan-30901","name":"gokul.pothirajan","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

Hello Rogier,

Here\u2019s an alternate approach to this as well:

You can create a custom field designating the whatsapp message to be sent:<\/p>

<\/figure>

This can then be used in the contact field match trigger to send a whatsapp message:<\/p>

<\/figure>

\u00a0<\/p>","url":"\/marketing-automations-11384\/send-one-off-whatsapp-campaign-message-from-crm-28642?postid=75999#post75999","creationDate":"2023-03-31T15:25:17+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":5,"numberOfLikes":0,"relevantPost":{"id":73099,"author":{"id":40802,"url":"\/members\/rogier-40802","name":"Rogier","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/71190c01-2341-48bb-99bd-6d492a8d8464.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":1},"content":"

We have WhatsApp integration successfully setup: When testing a made campaign (with WA template and all) it works directly from Freshsales Suite CRM (technical setup) when e.g. testing a campaign and entering my own number.\u00a0\u2705<\/p>

However, in order to send\/use such a message (\u201cWe have done x for you\u201d) I need to create a journey that somehow gets triggered by an \u201cevent\u201d from another system.<\/p>

Question: <\/strong>Would it be possible to just click a button, like sending email, SMS, etc, to send to WhatsApp?\u00a0<\/em>\ud83e\udd14<\/p>

<\/figure>

Or, how could I easily send a WhatApp message to one contact, using Freshsales suite<\/em>, without making a contact-field, setup a segment, have that segment trigger a journey that sends the message. Feels like a lot of too much work.<\/p>","url":"\/marketing-automations-11384\/send-one-off-whatsapp-campaign-message-from-crm-28642?postid=73099#post73099","creationDate":"2023-03-06T08:03:09+0000","relativeCreationDate":"4 months ago"},"numberOfViews":84,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"75999"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Rogier Skilled Expert

asked inMarketing Automations

Send one off WhatsApp Campaign message from CRM

We have WhatsApp integration successfully setup: When testing a made campaign (with WA template and all) it works directly from Freshsales Suite CRM (technical setup) when e.g. testing a campaign and entering my own number. ✅However, in order to send/use such a message (“We have done x for you”) I need to create a journey that somehow gets triggered by an “event” from another system.Question: Would it be possible to just click a button, like sending email, SMS, etc, to send to WhatsApp? Or, how could I easily send a WhatApp message to one contact, using Freshsales suite, without making a contact-field, setup a segment, have that segment trigger a journey that sends the message. Feels like a lot of too much work.

0 5

G

4 months ago

\u2611 Amazing products<\/span><\/p>

\u2611 Professional website<\/span><\/p>

\u2611 Great offers<\/span><\/p>

\u2370 Abandoned carts?<\/span><\/p>

\u00a0<\/p>

All is NOT lost.<\/span><\/p>

Retention expert, Eli Weiss, <\/strong>shares how DTC brands can combat high cart abandonment rates<\/strong> with insights on:<\/span><\/p>

• \t

  The typical purchase journey customers have in an online store<\/span><\/p>\t<\/li>\t

• \t

  Where and why customers abandon their carts<\/span><\/p>\t<\/li>\t

• \t

  Actions you can take to help customers make informed purchase decisions \u2013 with dos and don\u2019ts!<\/span><\/p>\t<\/li><\/ul>

  Get your free copy of <\/span>Cart Abandonment: How To Guide Customers Through Successful Checkout<\/em><\/strong> and convert abandoned carts into revenue.<\/span><\/p>

  \/\/m.teammarx.com\/crm\/resources\/cart-abandonment\/<\/u><\/a>\u00a0<\/span><\/p>

  \u00a0<\/p>","url":"\/marketing-automations-11384\/cart-abandonment-how-to-guide-customers-through-successful-checkout-26613?postid=68598#post68598","creationDate":"2022-10-28T07:30:04+0000","relativeCreationDate":"9 months ago"},"isTopicUnread":true,"privateId":12789,"id":26613,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/cart-abandonment-how-to-guide-customers-through-successful-checkout-26613","title":"Cart Abandonment: How To Guide Customers Through Successful Checkout","lastPost":{"id":68598,"author":{"id":35560,"url":"\/members\/nivedita-35560","name":"nivedita","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e9c5e428-f04b-4a8e-b5e9-5a5d8413b101.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":"

  \u2611 Amazing products<\/span><\/p>

  \u2611 Professional website<\/span><\/p>

  \u2611 Great offers<\/span><\/p>

  \u2370 Abandoned carts?<\/span><\/p>

  \u00a0<\/p>

  All is NOT lost.<\/span><\/p>

  Retention expert, Eli Weiss, <\/strong>shares how DTC brands can combat high cart abandonment rates<\/strong> with insights on:<\/span><\/p>

  • \t

    The typical purchase journey customers have in an online store<\/span><\/p>\t<\/li>\t

  • \t

    Where and why customers abandon their carts<\/span><\/p>\t<\/li>\t

  • \t

    Actions you can take to help customers make informed purchase decisions \u2013 with dos and don\u2019ts!<\/span><\/p>\t<\/li><\/ul>

    Get your free copy of <\/span>Cart Abandonment: How To Guide Customers Through Successful Checkout<\/em><\/strong> and convert abandoned carts into revenue.<\/span><\/p>

    \/\/m.teammarx.com\/crm\/resources\/cart-abandonment\/<\/u><\/a>\u00a0<\/span><\/p>

    \u00a0<\/p>","url":"\/marketing-automations-11384\/cart-abandonment-how-to-guide-customers-through-successful-checkout-26613?postid=68598#post68598","creationDate":"2022-10-28T07:30:04+0000","relativeCreationDate":"9 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":1,"relevantPost":{"id":68598,"author":{"id":35560,"url":"\/members\/nivedita-35560","name":"nivedita","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e9c5e428-f04b-4a8e-b5e9-5a5d8413b101.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":1},"content":"

    \u2611 Amazing products<\/span><\/p>

    \u2611 Professional website<\/span><\/p>

    \u2611 Great offers<\/span><\/p>

    \u2370 Abandoned carts?<\/span><\/p>

    \u00a0<\/p>

    All is NOT lost.<\/span><\/p>

    Retention expert, Eli Weiss, <\/strong>shares how DTC brands can combat high cart abandonment rates<\/strong> with insights on:<\/span><\/p>

    • \t

      The typical purchase journey customers have in an online store<\/span><\/p>\t<\/li>\t

    • \t

      Where and why customers abandon their carts<\/span><\/p>\t<\/li>\t

    • \t

      Actions you can take to help customers make informed purchase decisions \u2013 with dos and don\u2019ts!<\/span><\/p>\t<\/li><\/ul>

      Get your free copy of <\/span>Cart Abandonment: How To Guide Customers Through Successful Checkout<\/em><\/strong> and convert abandoned carts into revenue.<\/span><\/p>

      \/\/m.teammarx.com\/crm\/resources\/cart-abandonment\/<\/u><\/a>\u00a0<\/span><\/p>

      \u00a0<\/p>","url":"\/marketing-automations-11384\/cart-abandonment-how-to-guide-customers-through-successful-checkout-26613?postid=68598#post68598","creationDate":"2022-10-28T07:30:04+0000","relativeCreationDate":"9 months ago"},"numberOfViews":22,"contentType":"article","featuredImage":"","publicLabel":"Ebook","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"68598"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

      

      

      nivedita Apprentice

      published inMarketing Automations

      Cart Abandonment: How To Guide Customers Through Successful CheckoutEbook

      ☑ Amazing products☑ Professional website☑ Great offers⍰ Abandoned carts? All is NOT lost.Retention expert, Eli Weiss, shares how DTC brands can combat high cart abandonment rates with insights on: The typical purchase journey customers have in an online store Where and why customers abandon their carts Actions you can take to help customers make informed purchase decisions – with dos and don’ts! Get your free copy of Cart Abandonment: How To Guide Customers Through Successful Checkout and convert abandoned carts into revenue.//m.teammarx.com/crm/resources/cart-abandonment/

      1 22 0

      

      

      9 months ago

Hi<\/p>

Using FreshMarketers and soon FreshSales - is there a way to update email template elements such as headers or footers for all existing emails using the template?<\/p>

Thanks!<\/p>

Marie<\/p>","url":"\/marketing-automations-11384\/updating-email-footers-all-at-once-24540?postid=63565#post63565","creationDate":"2022-06-13T12:58:18+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2651,"id":24540,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/updating-email-footers-all-at-once-24540","title":"Updating email footers all at once","lastPost":{"id":65835,"author":{"id":36689,"url":"\/members\/marie-ligier-36689","name":"Marie Ligier","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Thanks\u00a0Aishwarya. My question is about updating an element of a template (let\u2019s say a boiler plate in the footer, but not the default company details such as name or address), and being able to have it updated in all emails already using that template. Does that make sense?<\/p>","url":"\/marketing-automations-11384\/updating-email-footers-all-at-once-24540?postid=65835#post65835","creationDate":"2022-08-23T12:39:15+0000","relativeCreationDate":"11 months ago"},"lastReply":{"id":65835,"author":{"id":36689,"url":"\/members\/marie-ligier-36689","name":"Marie Ligier","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Thanks\u00a0Aishwarya. My question is about updating an element of a template (let\u2019s say a boiler plate in the footer, but not the default company details such as name or address), and being able to have it updated in all emails already using that template. Does that make sense?<\/p>","url":"\/marketing-automations-11384\/updating-email-footers-all-at-once-24540?postid=65835#post65835","creationDate":"2022-08-23T12:39:15+0000","relativeCreationDate":"11 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":63565,"author":{"id":36689,"url":"\/members\/marie-ligier-36689","name":"Marie Ligier","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Hi<\/p>

Using FreshMarketers and soon FreshSales - is there a way to update email template elements such as headers or footers for all existing emails using the template?<\/p>

Thanks!<\/p>

Marie<\/p>","url":"\/marketing-automations-11384\/updating-email-footers-all-at-once-24540?postid=63565#post63565","creationDate":"2022-06-13T12:58:18+0000","relativeCreationDate":"1 year ago"},"numberOfViews":41,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"65835"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

M

Marie Ligier Apprentice

asked inMarketing Automations

Updating email footers all at once

HiUsing FreshMarketers and soon FreshSales - is there a way to update email template elements such as headers or footers for all existing emails using the template?Thanks!Marie

1 2

M

11 months ago

I created a marketing journey and ran it for awhile to test it. After some time, I stopped the journey.<\/p>

I\u2019ve now returned to the journey to make a change, but I do not see any edit button.\u00a0<\/p>

I also do not see a start journey button.<\/p>

The only option available is to clone the marketing journey.<\/p>

Is a stopped journey no longer available to rerun or change and then start?<\/p>

Thanks<\/p>","url":"\/marketing-automations-11384\/editing-and-restarting-a-stopped-journey-24630?postid=63864#post63864","creationDate":"2022-06-18T10:18:40+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2688,"id":24630,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11384,"isIdeation":false,"url":"\/marketing-automations-11384","title":"Marketing Automations","description":"Using Freshmarketer"},"url":"\/marketing-automations-11384\/editing-and-restarting-a-stopped-journey-24630","title":"Editing and restarting a stopped journey","lastPost":{"id":63935,"author":{"id":36173,"url":"\/members\/peters-36173","name":"PeterS","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":2},"content":"

@Aishwarya Parthasarathi<\/user-mention>\u00a0, if you have a feature request register, please add this. it would be excellent to restart a stopped journey.<\/p>","url":"\/marketing-automations-11384\/editing-and-restarting-a-stopped-journey-24630?postid=63935#post63935","creationDate":"2022-06-22T02:27:10+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":63935,"author":{"id":36173,"url":"\/members\/peters-36173","name":"PeterS","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":2},"content":"

@Aishwarya Parthasarathi<\/user-mention>\u00a0, if you have a feature request register, please add this. it would be excellent to restart a stopped journey.<\/p>","url":"\/marketing-automations-11384\/editing-and-restarting-a-stopped-journey-24630?postid=63935#post63935","creationDate":"2022-06-22T02:27:10+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":1,"relevantPost":{"id":63864,"author":{"id":36173,"url":"\/members\/peters-36173","name":"PeterS","avatar":"","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":2},"content":"

I created a marketing journey and ran it for awhile to test it. After some time, I stopped the journey.<\/p>

I\u2019ve now returned to the journey to make a change, but I do not see any edit button.\u00a0<\/p>

I also do not see a start journey button.<\/p>

The only option available is to clone the marketing journey.<\/p>

Is a stopped journey no longer available to rerun or change and then start?<\/p>

Thanks<\/p>","url":"\/marketing-automations-11384\/editing-and-restarting-a-stopped-journey-24630?postid=63864#post63864","creationDate":"2022-06-18T10:18:40+0000","relativeCreationDate":"1 year ago"},"numberOfViews":144,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"63935"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"29901e32e0fe0b08d2493ed5dd5ea0b6cd8ca781","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

P

PeterS Top Contributor

asked inMarketing Automations

Editing and restarting a stopped journey

I created a marketing journey and ran it for awhile to test it. After some time, I stopped the journey.I’ve now returned to the journey to make a change, but I do not see any edit button. I also do not see a start journey button.The only option available is to clone the marketing journey.Is a stopped journey no longer available to rerun or change and then start?Thanks

1 2

P

1 year ago

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