Hi @William_A I use custom fields (leader's name and associate's name) in email campaigns and automations to keep leader's informed of an associate's involvement or progress in learning material. Since many leader's have multiple associates that could be involved in various learnings, it's hard to do anything but singular email campaigns, since custom associate field tends to change with every new list upload. On a former email marketing tool we used, it was possible to upload to a list for an automation, for this example, and the leader name and associate name not change, even if I uploaded the leader to a new list for a different email campaign or automation, with a new associate name. I've managed to make the current setup with CC work, although it becomes more manual than automated bc I have to consider timing of when things go out / confirm leader or associate names haven't changed out. When I chatted a rep, they said I could add the topic here in case an enhancement could be made...
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