Hi all,
I am trying to set-up the statuses for my engagement programs. Can you tell me the difference between 'Engaged' and 'Responded'?
Thank you!
Mandy
They can be whatever you want!
I recommend coming up with several statuses and defining the triggers:
Josh,
When you say come up with several statuses defining triggers, do you mean create new SCs with the triggers in them?
For instance, if I wanted to create on for 'Engaged', would I create a SC and then in my Smart list, I would say "Fills out form" trigger and that would be "any". The flow would say "Change program status' to "Engaged"?