Level 3
Joined the community 01-04-2022
Level 3
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Hadn't thought about that approach! Will look into the option of setting the defaults at the form level. Thanks!
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Valid point, my mistake for rushing this! Apologies!Here is the flow for Direct Organic Lead Source: Here is the flow for paid search: In the paid search programs the program s...
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Hey all,I am revamping the way an old agency did "Lead source recent" programs.They have it set up that if the program status is changed, then the lead source recent will be Direct...
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All great points!Thank you Sanford!Currently no multi-touch attribution. Still lots of groundwork to do before I can get the various teams to agree upon a model. One day🤞
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ThanksSanford!Any reason why I should be using tasks and JSON?JSON is a little above my head without some internet sleuthing.Do you see any issues with my solution to use data from...
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Hey everyone,I am looking to do the following.I want to have the following fields exist on opportunities in salesforce1. First Touch2. Pre-Op Last Touch Marketing3. Pre-Close Won L...
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ThanksSanford!Understood! I think for now we will be okay with "overinflating" these paid buckets, as currently, they have been massively underinflated with our current model.We wi...
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Hey everyone!We are switching from a URL Parameter model of UTM tracking to a cookie-based model. We are switching because people navigate to different URLs and the UTMs fall off b...
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Agreed! The import with a column designated for unsubscribe should be used instead of a smart campaign, not in tandem with.
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I think that would work. However, when you upload them I would make sure you have a column on your CSV for unsubscribe that is set to TRUE for all the imported people.This will ens...
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