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eugeneb

Member Since 21 Aug 2014
Offline Last Active Apr 11 2019 11:26 PM
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Posts I've Made

In Topic: I need to make a list using the data from a previous email campaign.

11 April 2019 - 10:43 PM

Hi PMC,

 

Do you want to create the list from a Campaign that is about to run or one that already ran. They will be different methods although I dont think you can do the latter without working directly on the MySQL database.

 

If your campaign is still to run, then Attilas suggestion is the way.

  • Create a workflow with the 'Campaing email opened' trigger.
  • I would use a Ad Tag and rather to create a dynamic list.

As the emails are opened, the workflow will tag the contact and your list will grow dynamically. Apart from that, as Attila mentioned the static list function doesn't work so using the tag method is the only way.

 

However, if you want to make a list of contacts that opened from a old campaign, I dont think there is any straight forward way to do this.


In Topic: What actually happens with a Duplicate Merge?

02 April 2019 - 04:26 AM

I am not yet running a SQL query but more investigating how to do a bulk duplicate merge using just the email field.

 

Thus I want to check emails, if they match, then merge.

 

The bulk dupe merge function currently in X2 uses more than just the emails so that wont work. Is there a way to do a bulk dupe merge by just comparing the email field as criteria?


In Topic: Workflow and Email Marketing Manuals

11 March 2019 - 08:58 AM

Maybe this older video library can help somewhat?

 

https://x2crm.com/x2...raining-library

 

there is also the old Ref manual

 

https://www.x2develo...m/?page_id=8015


In Topic: X2 In depth workflow manual

11 March 2019 - 08:51 AM

John, do you want to do anything specific? Maybe we can just advise on what the solution or technique is directly


In Topic: Gravity Forms Integration Solution [SOLVED AND AVAILABLE]

26 February 2019 - 12:17 AM

Hi guys,

 

sorry for the late reply. Lets see if we can fix this.

 

From what I can see I still have some things different which will make a difference. You need to create some fields in Gravity with default values. These values you then need to put into the relevant fields of the 3rd party plugin. They are separate from the user fields you need the client to complete.

 

GF Fields: I usually separate and Group my fields on Gravity Forms to know what they do. I have attached screenshots (Shots 1-3) to show you. First I group SETTING type fields and then any other fix values I want to pass through I put in FIELDS group. All these fields are on the Gravity form with default values, but hidden from the end-user. By doing this you can use these values in your 3rd party app. You can see the default values I have in the fields in grey.

 

3RD PARTY PLUGIN: You will need to setup like I have in my screenshot. Especially the Content-type. If setup in the field, then you can use this in the header also. The final screenshot shows how I mapped all fields and Header setting.

 

If your .htaccess file is setup right, this should pass through. Remember to include the Visibility and AssignTo fields as compulsory seeing as just creating a user via the API will leave these field nulled thus your contact wont show in X2 front-end even if it was created in the X2 DB. By setting the Visibility and Assignto values your contact will show.

 

Let me know if you guys get it right.