The Embed CO Records in Email Table Cloud App allows you to easily construct a multi-row table in your emails using data from custom object records. Your finalized table will neatly list the specified data from matching custom object records in an easy-to-read format your customers will appreciate.
Cetera’s “Find Your Fit”: A Transformed Engagement Strategy
A broad and diverse pool of clientele can lead to an unexpected problem: the conventional marketing funnel doesn’t always apply. This is the situation Cetera, a leading wealth management services provider, found itself in.