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":"13 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

13 days ago

• Community
• Using Freshmarketer

Using Freshmarketer

Using Freshmarketer

14 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":"19 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":"19 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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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

    

    

    19天前

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":"24 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":"24 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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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

      

      24 days ago

Hello,\u00a0
We recently chose Freshsales as our CRM and Marketing campaign manager. Being based in Germany, most of our leads are German, and by law we are required to have a double opt-in process set in place.
Freshworks has a double opt-in feature but it has some extra steps that are not ideal at all for an incoming lead to go through. Therefore,\u00a0I have been searching for an integrated external app that would host our website forms,\u00a0do this double opt-in in a straightforward way and send the data to Freshworks.<\/p>

Has anyone been through this already? I would love to hear your feedback and\/or recommendations if you have any.

And as a more general topic, I am very surprised of how few tools actually offer a double opt-in workflow, considering it is becoming the norm in the EU.

Thank you!
Arnaud<\/p>","url":"\/apps-and-marketplace-integrations-11353\/germany-smooth-and-selective-double-opt-in-with-integrated-app-25001?postid=64760#post64760","creationDate":"2022-07-18T15:51:08+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2854,"id":25001,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11353,"isIdeation":false,"url":"\/apps-and-marketplace-integrations-11353","title":"Apps and Marketplace Integrations","description":"Using Freshmarketer"},"url":"\/apps-and-marketplace-integrations-11353\/germany-smooth-and-selective-double-opt-in-with-integrated-app-25001","title":"Germany - Smooth and selective double opt in with integrated app","lastPost":{"id":77956,"author":{"id":43794,"url":"\/members\/dhk-43794","name":"dhk","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":"

If you're experiencing issues with a radius server due to blocked ports, there are a few steps you can take to troubleshoot the problem: Read more<\/a> Given below<\/p>

1. \t

   Verify port blocking: Confirm that the ports used by the radius server are indeed blocked. You can use network diagnostic tools or contact your network administrator to check if the necessary ports are open and accessible.<\/p>\t<\/li>\t

2. \t

   Check firewall settings: If you have a firewall in place, ensure that it is configured to allow traffic on the required radius server ports. Adjust the firewall settings to permit inbound and outbound connections on the necessary ports. Consult your firewall documentation or seek assistance from your network administrator if needed.<\/p>\t<\/li>\t

3. \t

   Modify router or gateway settings: If you have a router or gateway device between your network and the internet, check its settings to ensure that it is not blocking the radius server ports. You may need to configure port forwarding or open the ports on your router\/gateway device to allow traffic to reach the radius server.<\/p>\t<\/li>\t

4. \t

   Contact your ISP or network provider: If you are unable to modify firewall or router settings on your own, it's possible that your Internet Service Provider (ISP) or network provider has implemented restrictions or port blocking policies. Contact them to inquire about any port blocking issues and see if they can assist in resolving the problem.<\/p>\t<\/li>\t

5. \t

   Consider alternative port configurations: If the standard ports used by the radius server are consistently blocked, you may want to consider configuring the server to use alternative ports that are less likely to be blocked. However, note that this approach may require adjustments on the client-side as well.<\/p>\t<\/li>\t

6. \t

   Use a VPN: If the above steps do not resolve the issue, you can try using a Virtual Private Network (VPN) to connect to the radius server. A VPN can help bypass port restrictions imposed by your network or ISP by encrypting your traffic and routing it through a different network.<\/p>\t<\/li><\/ol>

   If you are not familiar with network configurations or lack the necessary permissions, it's advisable to reach out to your network administrator or IT support team for assistance. They will have the expertise to troubleshoot and resolve port blocking issues with your radius server.<\/p>","url":"\/apps-and-marketplace-integrations-11353\/germany-smooth-and-selective-double-opt-in-with-integrated-app-25001?postid=77956#post77956","creationDate":"2023-05-19T07:42:11+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77956,"author":{"id":43794,"url":"\/members\/dhk-43794","name":"dhk","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":"

   If you're experiencing issues with a radius server due to blocked ports, there are a few steps you can take to troubleshoot the problem: Read more<\/a> Given below<\/p>

   1. \t

      Verify port blocking: Confirm that the ports used by the radius server are indeed blocked. You can use network diagnostic tools or contact your network administrator to check if the necessary ports are open and accessible.<\/p>\t<\/li>\t

   2. \t

      Check firewall settings: If you have a firewall in place, ensure that it is configured to allow traffic on the required radius server ports. Adjust the firewall settings to permit inbound and outbound connections on the necessary ports. Consult your firewall documentation or seek assistance from your network administrator if needed.<\/p>\t<\/li>\t

   3. \t

      Modify router or gateway settings: If you have a router or gateway device between your network and the internet, check its settings to ensure that it is not blocking the radius server ports. You may need to configure port forwarding or open the ports on your router\/gateway device to allow traffic to reach the radius server.<\/p>\t<\/li>\t

   4. \t

      Contact your ISP or network provider: If you are unable to modify firewall or router settings on your own, it's possible that your Internet Service Provider (ISP) or network provider has implemented restrictions or port blocking policies. Contact them to inquire about any port blocking issues and see if they can assist in resolving the problem.<\/p>\t<\/li>\t

   5. \t

      Consider alternative port configurations: If the standard ports used by the radius server are consistently blocked, you may want to consider configuring the server to use alternative ports that are less likely to be blocked. However, note that this approach may require adjustments on the client-side as well.<\/p>\t<\/li>\t

   6. \t

      Use a VPN: If the above steps do not resolve the issue, you can try using a Virtual Private Network (VPN) to connect to the radius server. A VPN can help bypass port restrictions imposed by your network or ISP by encrypting your traffic and routing it through a different network.<\/p>\t<\/li><\/ol>

      If you are not familiar with network configurations or lack the necessary permissions, it's advisable to reach out to your network administrator or IT support team for assistance. They will have the expertise to troubleshoot and resolve port blocking issues with your radius server.<\/p>","url":"\/apps-and-marketplace-integrations-11353\/germany-smooth-and-selective-double-opt-in-with-integrated-app-25001?postid=77956#post77956","creationDate":"2023-05-19T07:42:11+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":0,"relevantPost":{"id":64760,"author":{"id":37666,"url":"\/members\/arnaudlsr-37666","name":"arnaudlsr","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/c40037e5-75d3-4c32-bd93-42fb7fb79922.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":"

      Hello,\u00a0
      We recently chose Freshsales as our CRM and Marketing campaign manager. Being based in Germany, most of our leads are German, and by law we are required to have a double opt-in process set in place.
      Freshworks has a double opt-in feature but it has some extra steps that are not ideal at all for an incoming lead to go through. Therefore,\u00a0I have been searching for an integrated external app that would host our website forms,\u00a0do this double opt-in in a straightforward way and send the data to Freshworks.<\/p>

      
      Has anyone been through this already? I would love to hear your feedback and\/or recommendations if you have any.
      
      And as a more general topic, I am very surprised of how few tools actually offer a double opt-in workflow, considering it is becoming the norm in the EU.
      
      Thank you!
      Arnaud<\/p>","url":"\/apps-and-marketplace-integrations-11353\/germany-smooth-and-selective-double-opt-in-with-integrated-app-25001?postid=64760#post64760","creationDate":"2022-07-18T15:51:08+0000","relativeCreationDate":"1 year ago"},"numberOfViews":122,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"77956"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

      

      

      arnaudlsr Apprentice

      asked inApps and Marketplace Integrations

      Germany - Smooth and selective double opt in with integrated app

      你好,我们最近选择Freshsales作为CRM和Marketing campaign manager. Being based in Germany, most of our leads are German, and by law we are required to have a double opt-in process set in place.Freshworks has a double opt-in feature but it has some extra steps that are not ideal at all for an incoming lead to go through. Therefore, I have been searching for an integrated external app that would host our website forms, do this double opt-in in a straightforward way and send the data to Freshworks.Has anyone been through this already? I would love to hear your feedback and/or recommendations if you have any.And as a more general topic, I am very surprised of how few tools actually offer a double opt-in workflow, considering it is becoming the norm in the EU.Thank you!Arnaud

      0 4

      D

      

      2 months ago

Dear Freshworks Community,<\/p>

\u00a0<\/p>

Background<\/strong><\/p>

I have freshly gotten Freshsales as our main CRM and we have imported a 1000 contacts and 400 accounts into it. The data on these contacts is unfortunately relative scarce but we have for 800 out of the 1000 contacts the LinkedIn profile field filled out.\u00a0<\/p>

\u00a0<\/p>

Problem<\/strong><\/p>

Now we would like to use LinkedIn to fill out for example contact fields like email or phone for these 800 contacts with LinkedIn. In addition to that, it would be awesome if we could keep these contacts automatically updated through LinkedIn. Is there any way to do this without programming a plugin or so? Maybe there is a software tool out there enabling us to do that?<\/p>

\u00a0<\/p>

Additional Feature<\/strong><\/p>

The perfect feature would then be to have a way to automatically create new contacts\/accounts in Freshsales through LinkedIn sales navigator. But I guess that is even harder to achieve then the other problems.<\/p>

\u00a0<\/p>

Did someone have the same problem and found a solution for that? :)<\/p>

\u00a0<\/p>

Thanks for your help,<\/p>

RobustDesign<\/p>

\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/linkedin-data-used-to-keep-crm-updated-30668?postid=77070#post77070","creationDate":"2023-05-01T11:07:59+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5524,"id":30668,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11353,"isIdeation":false,"url":"\/apps-and-marketplace-integrations-11353","title":"Apps and Marketplace Integrations","description":"Using Freshmarketer"},"url":"\/apps-and-marketplace-integrations-11353\/linkedin-data-used-to-keep-crm-updated-30668","title":"LinkedIn Data Used to Keep CRM Updated","lastPost":{"id":77417,"author":{"id":43355,"url":"\/members\/robustdesign-43355","name":"RobustDesign","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":"

\t

Hello,\u00a0<\/p>\t

Greetings from the Freshworks Community!\u00a0<\/p>\t

I understand the requirement where you\u2019d like to capture the customer information based on the Linkedin profile URL. However, currently we do not have the option to capture the same. We do have an in-app feature wherein the customer details are captured based on the email address. You can refer to this article to learn more on the behaviour - Auto-profile enrichment<\/a>\u00a0<\/p>\t

We are working towards the linkedin sales navigator integration, I shall keep you posted on the status of the same.\u00a0<\/p>\t

Thank you.\u00a0<\/p>\t<\/div><\/content-quote>

Thank you for your response. Unfortunately, the auto-profile enrichment functionality does not help here, since we want to import LinkedIn profiles to get the e-mail address, which is visible when you are connected on LinkedIn.\u00a0

How is the status on the LinkedIn sales navigator integration? Will that be released this summer or is it more like a next year project?<\/p>

\u00a0<\/p>

Best regards,<\/p>

RobustDesign<\/p>","url":"\/apps-and-marketplace-integrations-11353\/linkedin-data-used-to-keep-crm-updated-30668?postid=77417#post77417","creationDate":"2023-05-08T11:05:30+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77417,"author":{"id":43355,"url":"\/members\/robustdesign-43355","name":"RobustDesign","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":"

\t

Hello,\u00a0<\/p>\t

Greetings from the Freshworks Community!\u00a0<\/p>\t

I understand the requirement where you\u2019d like to capture the customer information based on the Linkedin profile URL. However, currently we do not have the option to capture the same. We do have an in-app feature wherein the customer details are captured based on the email address. You can refer to this article to learn more on the behaviour - Auto-profile enrichment<\/a>\u00a0<\/p>\t

We are working towards the linkedin sales navigator integration, I shall keep you posted on the status of the same.\u00a0<\/p>\t

Thank you.\u00a0<\/p>\t<\/div><\/content-quote>

Thank you for your response. Unfortunately, the auto-profile enrichment functionality does not help here, since we want to import LinkedIn profiles to get the e-mail address, which is visible when you are connected on LinkedIn.\u00a0

How is the status on the LinkedIn sales navigator integration? Will that be released this summer or is it more like a next year project?<\/p>

\u00a0<\/p>

Best regards,<\/p>

RobustDesign<\/p>","url":"\/apps-and-marketplace-integrations-11353\/linkedin-data-used-to-keep-crm-updated-30668?postid=77417#post77417","creationDate":"2023-05-08T11:05:30+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":77070,"author":{"id":43355,"url":"\/members\/robustdesign-43355","name":"RobustDesign","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":"

Dear Freshworks Community,<\/p>

\u00a0<\/p>

Background<\/strong><\/p>

I have freshly gotten Freshsales as our main CRM and we have imported a 1000 contacts and 400 accounts into it. The data on these contacts is unfortunately relative scarce but we have for 800 out of the 1000 contacts the LinkedIn profile field filled out.\u00a0<\/p>

\u00a0<\/p>

Problem<\/strong><\/p>

Now we would like to use LinkedIn to fill out for example contact fields like email or phone for these 800 contacts with LinkedIn. In addition to that, it would be awesome if we could keep these contacts automatically updated through LinkedIn. Is there any way to do this without programming a plugin or so? Maybe there is a software tool out there enabling us to do that?<\/p>

\u00a0<\/p>

Additional Feature<\/strong><\/p>

The perfect feature would then be to have a way to automatically create new contacts\/accounts in Freshsales through LinkedIn sales navigator. But I guess that is even harder to achieve then the other problems.<\/p>

\u00a0<\/p>

Did someone have the same problem and found a solution for that? :)<\/p>

\u00a0<\/p>

Thanks for your help,<\/p>

RobustDesign<\/p>

\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/linkedin-data-used-to-keep-crm-updated-30668?postid=77070#post77070","creationDate":"2023-05-01T11:07:59+0000","relativeCreationDate":"3 months ago"},"numberOfViews":34,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"77417"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

R

RobustDesign Apprentice

asked inApps and Marketplace Integrations

LinkedIn Data Used to Keep CRM Updated

Dear Freshworks Community, BackgroundI have freshly gotten Freshsales as our main CRM and we have imported a 1000 contacts and 400 accounts into it. The data on these contacts is unfortunately relative scarce but we have for 800 out of the 1000 contacts the LinkedIn profile field filled out. ProblemNow we would like to use LinkedIn to fill out for example contact fields like email or phone for these 800 contacts with LinkedIn. In addition to that, it would be awesome if we could keep these contacts automatically updated through LinkedIn. Is there any way to do this without programming a plugin or so? Maybe there is a software tool out there enabling us to do that? Additional FeatureThe perfect feature would then be to have a way to automatically create new contacts/accounts in Freshsales through LinkedIn sales navigator. But I guess that is even harder to achieve then the other problems. Did someone have the same problem and found a solution for that? :) Thanks for your help,RobustDes

0 2

R

2 months 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":36,"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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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

I created a test marketing list and decided I want to delete the list. I\u2019m unable to find an option to perform the delete of the marketing list.<\/p>

Anyone have any idea how to delete the unwanted marketing list?<\/p>

<\/figure>

\u00a0<\/p>

Thanks<\/p>","url":"\/segmenting-customers-11386\/deleting-an-unwanted-marketing-list-24650?postid=63900#post63900","creationDate":"2022-06-20T12:18:26+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2693,"id":24650,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11386,"isIdeation":false,"url":"\/segmenting-customers-11386","title":"Segmenting Customers","description":"Using Freshmarketer"},"url":"\/segmenting-customers-11386\/deleting-an-unwanted-marketing-list-24650","title":"Deleting an unwanted Marketing List","lastPost":{"id":70621,"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":"

I just found via the API it is possible:\u00a0https:\/\/developers.freshworks.com\/crm\/api\/#delete_a_list<\/a>\u00a0\ud83c\udf89<\/p>

So, I managed to remove my list, but super weird that I needed to do this via this route...<\/p>

\u00a0<\/p>

\u00a0<\/p>","url":"\/segmenting-customers-11386\/deleting-an-unwanted-marketing-list-24650?postid=70621#post70621","creationDate":"2022-12-22T13:48:43+0000","relativeCreationDate":"7 months ago"},"lastReply":{"id":70621,"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":"

I just found via the API it is possible:\u00a0https:\/\/developers.freshworks.com\/crm\/api\/#delete_a_list<\/a>\u00a0\ud83c\udf89<\/p>

So, I managed to remove my list, but super weird that I needed to do this via this route...<\/p>

\u00a0<\/p>

\u00a0<\/p>","url":"\/segmenting-customers-11386\/deleting-an-unwanted-marketing-list-24650?postid=70621#post70621","creationDate":"2022-12-22T13:48:43+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":7,"numberOfLikes":1,"relevantPost":{"id":63900,"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 test marketing list and decided I want to delete the list. I\u2019m unable to find an option to perform the delete of the marketing list.<\/p>

Anyone have any idea how to delete the unwanted marketing list?<\/p>

<\/figure>

\u00a0<\/p>

Thanks<\/p>","url":"\/segmenting-customers-11386\/deleting-an-unwanted-marketing-list-24650?postid=63900#post63900","creationDate":"2022-06-20T12:18:26+0000","relativeCreationDate":"1 year ago"},"numberOfViews":339,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"70621"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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 inSegmenting Customers

Deleting an unwanted Marketing List

I created a test marketing list and decided I want to delete the list. I’m unable to find an option to perform the delete of the marketing list.Anyone have any idea how to delete the unwanted marketing list? Thanks

1 7

7 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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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

Hello hello hello community!\u00a0<\/span><\/p>

It\u2019s a good day to start another \u2018<\/span>Ask the Expert<\/em><\/strong>\u2019 session - what do you think?\u00a0<\/span><\/p>

After the success of our\u00a0last two sessions for Freshdesk and Freshservice, we didn\u2019t want our Freshmarketer customers to miss the opportunity of interacting and connecting with our in-house maestros.\u00a0<\/span><\/p>

From <\/span>May 11 to May 20<\/em><\/strong>, this thread is open for you to pop by and ask any questions you might have on the Freshmarketer for Shopify<\/a> integration.\u00a0<\/strong><\/span><\/p>

With this integration, we want you to reach customers in the right channel at the right moment and increase your success with our ready-to-use conversational marketing and support solution.<\/span>
\u00a0<\/p>

@gururag.kalanidhi<\/user-mention>, our Freshmarketer expert, will be answering your burning questions!<\/h3>

\u00a0<\/p>

<\/figure>

A little bit about Guru<\/strong><\/u><\/p>

Guru has\u00a0been associated with CRM\u2014sales and marketing\u2014products for 4 years and is a huge fan of how tech lies at the heart of improving productivity and outreach for organizations across the globe.<\/span>
A big believer in community and self-help groups for better adoption of products.<\/span>
Cats, memes, podcasts, documentaries, and star gazing are the things that he enjoys in addition to his work here at Freshworks.<\/span><\/p><\/blockquote>

\u00a0<\/p>

\u00a0<\/p>

\u00a0<\/p>

A few cues to get you started:<\/span><\/p>

• Do I need developer assistance to integrate my shopify store with Freshmarketer?<\/li>\t
• How do I create customer segments and target them?<\/li>\t
• Can I run campaigns for\u00a0my customers?<\/li><\/ul>

  <\/figure>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  
  See you in the comments section!\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/ask-the-expert-get-started-with-the-freshmarketer-shopify-integration-24188?postid=62516#post62516","creationDate":"2022-05-11T04:52:40+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":12680,"id":24188,"type":"post","hasCurrentUserLiked":false,"isSticky":true,"features":[{"id":"isSticky","label":"Sticky"}],"forum":{"id":11353,"isIdeation":false,"url":"\/apps-and-marketplace-integrations-11353","title":"Apps and Marketplace Integrations","description":"Using Freshmarketer"},"url":"\/apps-and-marketplace-integrations-11353\/ask-the-expert-get-started-with-the-freshmarketer-shopify-integration-24188","title":"Ask the expert: Get started with the Freshmarketer - Shopify integration","lastPost":{"id":65828,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

  Hey Derek,\u00a0<\/p>

  Greetings from the Freshworks community.\u00a0<\/p>

  Yes, the abandoned cart block is available for Shopify in the customer journeys now. Please find the sample playbooks under the customer journey section below for your reference,\u00a0<\/p>

  <\/figure>

  You can have the ability to select any of these journeys wherein you\u2019ll be able to add the condition as \u201cIf there\u2019s a product in the cart\u201d without proceeding with the payment for a specific time, you can send a reminder via different channels.\u00a0<\/p>

  <\/figure>

  I hope this helps. Please do let me know in case of any further queries, I\u2019ll be happy to help out.\u00a0<\/p>

  Have a great day!\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/ask-the-expert-get-started-with-the-freshmarketer-shopify-integration-24188?postid=65828#post65828","creationDate":"2022-08-23T11:11:19+0000","relativeCreationDate":"11 months ago"},"lastReply":{"id":65828,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

  Hey Derek,\u00a0<\/p>

  Greetings from the Freshworks community.\u00a0<\/p>

  Yes, the abandoned cart block is available for Shopify in the customer journeys now. Please find the sample playbooks under the customer journey section below for your reference,\u00a0<\/p>

  <\/figure>

  You can have the ability to select any of these journeys wherein you\u2019ll be able to add the condition as \u201cIf there\u2019s a product in the cart\u201d without proceeding with the payment for a specific time, you can send a reminder via different channels.\u00a0<\/p>

  <\/figure>

  I hope this helps. Please do let me know in case of any further queries, I\u2019ll be happy to help out.\u00a0<\/p>

  Have a great day!\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/ask-the-expert-get-started-with-the-freshmarketer-shopify-integration-24188?postid=65828#post65828","creationDate":"2022-08-23T11:11:19+0000","relativeCreationDate":"11 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":5,"numberOfLikes":7,"relevantPost":{"id":62516,"author":{"id":31093,"url":"\/members\/rhea-desouza-31093","name":"rhea.desouza","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/eb505b4d-d747-4852-bcb7-1647200c93e6.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":7},"content":"

  Hello hello hello community!\u00a0<\/span><\/p>

  It\u2019s a good day to start another \u2018<\/span>Ask the Expert<\/em><\/strong>\u2019 session - what do you think?\u00a0<\/span><\/p>

  After the success of our\u00a0last two sessions for Freshdesk and Freshservice, we didn\u2019t want our Freshmarketer customers to miss the opportunity of interacting and connecting with our in-house maestros.\u00a0<\/span><\/p>

  
  From <\/span>May 11 to May 20<\/em><\/strong>, this thread is open for you to pop by and ask any questions you might have on the Freshmarketer for Shopify<\/a> integration.\u00a0<\/strong><\/span><\/p>

  With this integration, we want you to reach customers in the right channel at the right moment and increase your success with our ready-to-use conversational marketing and support solution.<\/span>
  \u00a0<\/p>

  @gururag.kalanidhi<\/user-mention>, our Freshmarketer expert, will be answering your burning questions!<\/h3>

  \u00a0<\/p>

  <\/figure>

  A little bit about Guru<\/strong><\/u><\/p>

  Guru has\u00a0been associated with CRM\u2014sales and marketing\u2014products for 4 years and is a huge fan of how tech lies at the heart of improving productivity and outreach for organizations across the globe.<\/span>
  A big believer in community and self-help groups for better adoption of products.<\/span>
  Cats, memes, podcasts, documentaries, and star gazing are the things that he enjoys in addition to his work here at Freshworks.<\/span><\/p><\/blockquote>

  \u00a0<\/p>

  \u00a0<\/p>

  \u00a0<\/p>

  A few cues to get you started:<\/span><\/p>

  • Do I need developer assistance to integrate my shopify store with Freshmarketer?<\/li>\t
  • How do I create customer segments and target them?<\/li>\t
  • Can I run campaigns for\u00a0my customers?<\/li><\/ul>

    <\/figure>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    \u00a0<\/p>

    
    See you in the comments section!\u00a0<\/p>","url":"\/apps-and-marketplace-integrations-11353\/ask-the-expert-get-started-with-the-freshmarketer-shopify-integration-24188?postid=62516#post62516","creationDate":"2022-05-11T04:52:40+0000","relativeCreationDate":"1 year ago"},"numberOfViews":274,"contentType":"article","featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/8f277024-13de-4e02-8918-f6e09cce79e9_thumb.png","publicLabel":"Ask the expert","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"65828"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

    

    

    rhea.desouza Community Manager

    published inApps and Marketplace Integrations

    Ask the expert: Get started with the Freshmarketer - Shopify integrationAsk the expert

    你好你好你好社区!这是一个很好的天圣art another ‘Ask the Expert’ session - what do you think? After the success of our last two sessions for Freshdesk and Freshservice, we didn’t want our Freshmarketer customers to miss the opportunity of interacting and connecting with our in-house maestros. From May 11 to May 20, this thread is open for you to pop by and ask any questions you might have on the Freshmarketer for Shopify integration. With this integration, we want you to reach customers in the right channel at the right moment and increase your success with our ready-to-use conversational marketing and support solution. @gururag.kalanidhi, our Freshmarketer expert, will be answering your burning questions! A little bit about GuruGuru has been associated with CRM—sales and marketing—products for 4 years and is a huge fan of how tech lies at the heart of improving productivity and outreach for organizations across the globe.A big believer in community and self-help groups f

    7 274 5

    

    

    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":143,"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":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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

Let me give you a bit of background. Currently we are using a CRM (Customer Relationship Management) software in which we have to record some data that comes form another system. At this moment it's impossible to have access to this CRM database, so all the data recording must be done trough a very badly implemented UI<\/a>. What we are trying to achieve is to automate all this data recording with a bot that cliks on the buttons and menus of the CMR user interface and writes all the information that comes from this other systems.<\/p>

Do you know how can this be achieved? Or at least where can I start to look at? I'm at a complete lost at the moment.<\/p>

Thanks for the help.<\/p>","url":"\/apps-and-marketplace-integrations-11353\/best-way-to-create-a-data-filling-bot-for-a-crm-24071?postid=62172#post62172","creationDate":"2022-04-25T12:12:35+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2431,"id":24071,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11353,"isIdeation":false,"url":"\/apps-and-marketplace-integrations-11353","title":"Apps and Marketplace Integrations","description":"Using Freshmarketer"},"url":"\/apps-and-marketplace-integrations-11353\/best-way-to-create-a-data-filling-bot-for-a-crm-24071","title":"Best way to create a data-filling bot for a CRM","lastPost":{"id":62422,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello Ahmed,\u00a0<\/p>

Greetings from the Freshworks Community.\u00a0<\/p>

I believe you\u2019re looking to automatically create the records within the CRM whenever there is a new record created in your database. To automatically create such records, API commands can be configured between the two applications.\u00a0<\/p>

Please find the API document here -\u00a0https:\/\/developers.freshworks.com\/crm\/api\/<\/a>\u00a0<\/p>

The integration can be built from your end with the help of the development team. You can also use 3rd party integrations like Zapier, Integromat etc to send information from an\u00a0application to the CRM.\u00a0<\/p>

I hope this helps. Kindly check and let us know in case of any further queries, we\u2019ll be glad to be of help.\u00a0<\/p>

Have a great day!<\/p>","url":"\/apps-and-marketplace-integrations-11353\/best-way-to-create-a-data-filling-bot-for-a-crm-24071?postid=62422#post62422","creationDate":"2022-05-06T02:54:57+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":62422,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello Ahmed,\u00a0<\/p>

Greetings from the Freshworks Community.\u00a0<\/p>

I believe you\u2019re looking to automatically create the records within the CRM whenever there is a new record created in your database. To automatically create such records, API commands can be configured between the two applications.\u00a0<\/p>

Please find the API document here -\u00a0https:\/\/developers.freshworks.com\/crm\/api\/<\/a>\u00a0<\/p>

The integration can be built from your end with the help of the development team. You can also use 3rd party integrations like Zapier, Integromat etc to send information from an\u00a0application to the CRM.\u00a0<\/p>

I hope this helps. Kindly check and let us know in case of any further queries, we\u2019ll be glad to be of help.\u00a0<\/p>

Have a great day!<\/p>","url":"\/apps-and-marketplace-integrations-11353\/best-way-to-create-a-data-filling-bot-for-a-crm-24071?postid=62422#post62422","creationDate":"2022-05-06T02:54:57+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":62172,"author":{"id":36181,"url":"\/members\/javeriahmed-36181","name":"JaveriAhmed","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":"

Let me give you a bit of background. Currently we are using a CRM (Customer Relationship Management) software in which we have to record some data that comes form another system. At this moment it's impossible to have access to this CRM database, so all the data recording must be done trough a very badly implemented UI<\/a>. What we are trying to achieve is to automate all this data recording with a bot that cliks on the buttons and menus of the CMR user interface and writes all the information that comes from this other systems.<\/p>

Do you know how can this be achieved? Or at least where can I start to look at? I'm at a complete lost at the moment.<\/p>

Thanks for the help.<\/p>","url":"\/apps-and-marketplace-integrations-11353\/best-way-to-create-a-data-filling-bot-for-a-crm-24071?postid=62172#post62172","creationDate":"2022-04-25T12:12:35+0000","relativeCreationDate":"1 year ago"},"numberOfViews":63,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"62422"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

J

JaveriAhmed Apprentice

asked inApps and Marketplace Integrations

Best way to create a data-filling bot for a CRM

Let me give you a bit of background. Currently we are using a CRM (Customer Relationship Management) software in which we have to record some data that comes form another system. At this moment it's impossible to have access to this CRM database, so all the data recording must be done trough a very badly implemented UI. What we are trying to achieve is to automate all this data recording with a bot that cliks on the buttons and menus of the CMR user interface and writes all the information that comes from this other systems.Do you know how can this be achieved? Or at least where can I start to look at? I'm at a complete lost at the moment.Thanks for the help.

0 1

1 year ago

Hello All,\u00a0<\/p>

\u00a0<\/p>

I am Rajesh. I am new to this community. I'm a Software Strategist & Digital Marketing Specialist. When I'm not working, I like to go off roads, do adventure sports, and try new cuisines. I find technology very intriguing and would love to share ideas to make this globe a better place to live.<\/p>

\u00a0<\/p>

So right now I just looking for some CRM forums & communities and I got this. But I couldn't find an intro or new member thread, so if its not against the community guideline so love to start new one.\u00a0<\/p>

\u00a0<\/p>

So I'm starting with me, I would like if others will also join.<\/p>

\u00a0<\/p>

Thanks & Regards<\/p>

Rajesh<\/p>","url":"\/contact-channels-and-chatbots-11387\/introduction-for-new-members-21031?postid=53043#post53043","creationDate":"2021-04-09T09:43:25+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":17652,"id":21031,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11387,"isIdeation":false,"url":"\/contact-channels-and-chatbots-11387","title":"Contact Channels and Chatbots","description":"Using Freshmarketer"},"url":"\/contact-channels-and-chatbots-11387\/introduction-for-new-members-21031","title":"Introduction for new members","lastPost":{"id":58351,"author":{"id":34318,"url":"\/members\/youtokyo-34318","name":"youtokyo","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2664a337-e42f-4567-800d-ed9bb72ecf7e.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":"

\u00a0<\/a>@Gowrirao<\/user-mention>\u00a0Hello, I\u2019m also a newbie at freshwork community.<\/p>","url":"\/contact-channels-and-chatbots-11387\/introduction-for-new-members-21031?postid=58351#post58351","creationDate":"2021-12-25T17:34:29+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":58351,"author":{"id":34318,"url":"\/members\/youtokyo-34318","name":"youtokyo","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/2664a337-e42f-4567-800d-ed9bb72ecf7e.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":"

\u00a0<\/a>@Gowrirao<\/user-mention>\u00a0Hello, I\u2019m also a newbie at freshwork community.<\/p>","url":"\/contact-channels-and-chatbots-11387\/introduction-for-new-members-21031?postid=58351#post58351","creationDate":"2021-12-25T17:34:29+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":6,"numberOfLikes":4,"relevantPost":{"id":53043,"author":{"id":30861,"url":"\/members\/invokker-30861","name":"invokker","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/cd68ef82-ddfe-469b-b02d-363f3a315faa.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":2},"content":"

Hello All,\u00a0<\/p>

\u00a0<\/p>

I am Rajesh. I am new to this community. I'm a Software Strategist & Digital Marketing Specialist. When I'm not working, I like to go off roads, do adventure sports, and try new cuisines. I find technology very intriguing and would love to share ideas to make this globe a better place to live.<\/p>

\u00a0<\/p>

So right now I just looking for some CRM forums & communities and I got this. But I couldn't find an intro or new member thread, so if its not against the community guideline so love to start new one.\u00a0<\/p>

\u00a0<\/p>

So I'm starting with me, I would like if others will also join.<\/p>

\u00a0<\/p>

Thanks & Regards<\/p>

Rajesh<\/p>","url":"\/contact-channels-and-chatbots-11387\/introduction-for-new-members-21031?postid=53043#post53043","creationDate":"2021-04-09T09:43:25+0000","relativeCreationDate":"2 years ago"},"numberOfViews":79,"contentType":"discussion","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"58351"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

invokker Apprentice

张贴在Contact Channels and Chatbots

Introduction for new members

Hello All, I am Rajesh. I am new to this community. I'm a Software Strategist & Digital Marketing Specialist. When I'm not working, I like to go off roads, do adventure sports, and try new cuisines. I find technology very intriguing and would love to share ideas to make this globe a better place to live. So right now I just looking for some CRM forums & communities and I got this. But I couldn't find an intro or new member thread, so if its not against the community guideline so love to start new one. So I'm starting with me, I would like if others will also join. Thanks & RegardsRajesh

4 6

1 year ago

Hi,<\/p>

\u00a0 \u00a0 \u00a0 \u00a0We have very complex objects and models that we need to create via custom modules, these modules and their data will need to interact with our existing systems, processes and end points. Is there a way to interact with custom modules via API or\u00a0REST end points?<\/p>","url":"\/apps-and-marketplace-integrations-11353\/custom-modules-and-api-integration-19883?postid=51043#post51043","creationDate":"2021-01-15T15:12:15+0000","relativeCreationDate":"2 years ago"},"isTopicUnread":true,"privateId":26,"id":19883,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11353,"isIdeation":false,"url":"\/apps-and-marketplace-integrations-11353","title":"Apps and Marketplace Integrations","description":"Using Freshmarketer"},"url":"\/apps-and-marketplace-integrations-11353\/custom-modules-and-api-integration-19883","title":"Custom modules and API integration","lastPost":{"id":52113,"author":{"id":30386,"url":"\/members\/geebranz-30386","name":"geebranz","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ec869f38-6c02-4481-ba70-c33dd3064bb1.png","userTitle":"","userLevel":1},"content":"

I checked the links. yay<\/p>

\u00a0<\/p>

\u00a0<\/p>

www.eyelashextensionsdallastx.com<\/a><\/u><\/u><\/p>

\u00a0<\/div><\/div>","url":"\/apps-and-marketplace-integrations-11353\/custom-modules-and-api-integration-19883?postid=52113#post52113","creationDate":"2021-02-18T05:55:12+0000","relativeCreationDate":"2 years ago"},"lastReply":{"id":52113,"author":{"id":30386,"url":"\/members\/geebranz-30386","name":"geebranz","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/ec869f38-6c02-4481-ba70-c33dd3064bb1.png","userTitle":"","userLevel":1},"content":"

I checked the links. yay<\/p>

\u00a0<\/p>

\u00a0<\/p>

www.eyelashextensionsdallastx.com<\/a><\/u><\/u><\/p>

\u00a0<\/div><\/div>","url":"\/apps-and-marketplace-integrations-11353\/custom-modules-and-api-integration-19883?postid=52113#post52113","creationDate":"2021-02-18T05:55:12+0000","relativeCreationDate":"2 years ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":51043,"author":{"id":30162,"url":"\/members\/cbr9guy-30162","name":"cbr9guy","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>

\u00a0 \u00a0 \u00a0 \u00a0We have very complex objects and models that we need to create via custom modules, these modules and their data will need to interact with our existing systems, processes and end points. Is there a way to interact with custom modules via API or\u00a0REST end points?<\/p>","url":"\/apps-and-marketplace-integrations-11353\/custom-modules-and-api-integration-19883?postid=51043#post51043","creationDate":"2021-01-15T15:12:15+0000","relativeCreationDate":"2 years ago"},"numberOfViews":403,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshmarketer-11328","categoryId":11328,"title":"Using Freshmarketer","metaRobots":"index, follow","type":0},"lastPostId":"52113"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"25da91c36bd392fff968cbb60fd0540c7d4a94bf","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"}}}">

C

cbr9guy Apprentice

asked inApps and Marketplace Integrations

Custom modules and API integration

Hi, We have very complex objects and models that we need to create via custom modules, these modules and their data will need to interact with our existing systems, processes and end points. Is there a way to interact with custom modules via API or REST end points?

0 2

2 years ago

Badge winners

• 

  paulroberts89 has earned the badge Lightening (Mc)Learner
• 

  paulroberts89 has earned the badge Smooth talker [5]
• 

  Archana Sekar has earned the badge Helping Hand
• 

  nicolasch has earned the badge Lightening (Mc)Learner
• 

  naganandhini.ramasubramaniyan has earned the badge Wizard of Creative Thinking (10)

Show all badges

Powered by Gainsight

Terms of Use Cookie settings

Join the Community

Already have an account?Login.

Social Login

Login for Freshworks Employees Login with LinkedIn

or sign up below

Username *

Business Email *

Name

(Private)

Only you and moderators can see this information

*

Company

(Private)

Only you and moderators can see this information

*

Designation *

Referral URL

Country *

Password *

I accept theterms & conditions

loginBox.register.email_repeat

Register

Sign in to the Community

No account yet?Create an account.

Social Login

Login for Freshworks Employees Login with LinkedIn

or sign up below

Username or Email

Password

Remember me

Log in

Forgot password?

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Send Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Learn more about our cookies.<\/a>","cookiepolicy.button":"Accept cookies","cookiepolicy.button.deny":"Deny all","cookiepolicy.link":"Cookie settings","cookiepolicy.modal.title":"Cookie settings","cookiepolicy.modal.content":"We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.<\/a>","cookiepolicy.modal.level1":"Basic
Functional","cookiepolicy.modal.level2":"Normal
Functional + analytics","cookiepolicy.modal.level3":"Complete
Functional + analytics + social media + embedded videos"}}}">