Level 10 - Champion Alumni
Joined the community 01-09-2015
Level 10 - Champion Alumni
Portland, OR Metro
Founder | Principal Consultant
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Thanks Devraj. That's what I ended up doing just to get this rolling. Was hoping for an alternate option but this will have to work.
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Hi team,My apologies if there's already a topic for this. I didn't really know what to search for. I have a form that will be on a page that will only be sent out to existing leads...
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Thanks Jamie! We're super excited for the ABM release and can't wait to start using it!
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Hi team,I know there are a few discussions out there about this already, but they're all old and I'd like some fresh insight. In RCM, under each stage there's the option to "Start ...
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The thing about segmentations is that segments are mutually exclusive. If you want to use a snippet, it will reflect the highest-prioritized segment. You could potentially create a...
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Can you give a little more detail on what you're trying to do? Nurture is by default set at a cadence. Are you hoping that they'll enter a nurture stream when the form is filled ou...
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Seems like you could create the following campaign:Smart ListCancellation Date is in future after 0 days
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Hmm. Theoretically it would update the field to the newest form. There are three options:1) Let it stay at the most recent form - requires no additional work2) Always keep first fo...
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Do you have programs/campaigns set up for tracking form fillouts? Create a new field (or use an existing) for your lead source. When a form is filled out, do a "Data Value Change" ...
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Is there a reason you're using separate programs for each channel? Cost attribution perhaps?Seems like you could use separate campaigns for each source but all within the same prog...
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