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I am trying to set up a "general marketing list" that would receive our weekly email blasts but I'm having trouble defining that smart list. We currently obtain leads through form fills in multiple default programs which each have smart campaigns to send a flow of emails (around 5-7 emails in each program with a wait step between each email).  I want to exclude anyone who could currently be in a flow and already be scheduled to receive an email from us in the next few days, but when I try to use the "Not Member of Program" filter, it filters out all leads because everyone is a member of a program (even if they have received all emails from that program). Should I be removing people from programs once they complete the final flow, or is there another way to filter people that I'm missing? We do set a "completed flow" status at the end of each campaign, but if someone has completed one program's flow, they could theoretically still be in another program's flow. We also have a follow-up status for when leads are in a program's "follow-up" flow (receiving those 5-7 emails), so I'm thinking I could use "Not program status in ANY program = follow-up" which should exclude anyone who has the status of "Follow-up" in any campaign. I think this might be the way to go, but I just want to double check myself to make sure there isn't a built in filter to say "include someone who is not in any flows (or getting any emails from us) right now." Thanks in advance!!  ... View more

Does anyone know if there is a way to set up revenue ranges in the Annual Revenue field? I want to have users fill out a form with a revenue dropdown with ranges that map to the Annual Revenue field, but I found that putting in "1B+" or "$250M-$500M" in the stored value resulted in everything except the integers getting stripped out. I'm assuming that's because Annual Revenue is a currency field.  Am I maybe thinking about this the wrong way and should create a custom "Revenue Range" field set as a string? This will basically be used for lead scoring in marketo, so I think having a range field and then a more accurate revenue field for SFDC might make sense.  ... View more