Rachel_Noble

Rachel_Noble

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Date Last Visited
‎05-02-2025 12:20 PM
Level 10 - Champion Alumni
Joined the community 01-09-2015
Rank Icon Level 10 - Champion Alumni
Founder | Principal Consultant
Portland, OR Metro
  • Re: Scoring question

    Hi Yifat,Looks like Greg's got this. If you really care about the lead visiting separate pages, you could consider 'grouping' your pages into categories. For example, if you were running a company that blogged about MarTech, you could have categories on Lead Gen, Demand Gen, ABM, etc. Then, you coul...

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  • Re: Trigger campaign taking 15 minutes?

    Try checking your campaign queue next time as well. If you have a lot going on, it might just be a bit overloaded/backed up. Did the campaign take 15 minutes to populate anything in the results tab, or did it take that long from a result showing up before you received the email?

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  • Re: Re-Order Rows in Revenue Explorer

    No problem! This isn't really pretty but it's one of the basic views I look at every Monday and Friday.

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  • Re: Re-Order Rows in Revenue Explorer

    Gotcha. Did not read very carefully. Just curious, why isn't the client using the RCM? RCE is not going to deliver full value without it.

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  • Re: Re-Order Rows in Revenue Explorer

    I don't believe RCE inherently supports this functionality, but I know the pain points that come from having those out of order. For my workaround, my first column is always "inflow" and I sort my chart by that column. This works for us because our funnel behaves consistently like you would expect a...

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  • Re: Only show RTP campaign if form not completed

    True - you can always use segment rule logic to include unknown leads (who haven't filled out the form) OR known leads who haven't.Also, we use an RTP Grouping field to keep our DB cleaner (don't need a new field for every behavior). Just be careful how you populate this in case you have overlap bet...

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  • Re: Frequent system errors

    Happened to me at least a dozen times yesterday. Seems to be better today though.

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  • solved badge Re: Engagement Program Content and Skipping Programs

    Thanks Edward!I went with a similar approach to your suggestion and it helped streamline the process. It's a bit clunky still but I'm a huge believer in documentation and I think we're about to turn the whole thing live on Monday. Thanks for your help!Rachel

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  • solved badge Engagement Program Content and Skipping Programs

    I'm setting up a new engagement program with child programs instead of emails as the base. One of the sub-programs contains an email about Product A. I want to exclude anyone who has purchased Product A within the past 7 days (we have a date field Last Product A Purchase Date). I'm familiar with the...

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  • Re: Automated reporting on default program campaigns

    Hey Rachel,Try a Lead Performance Report ​with custom columns or a Campaign Activity Report​. You can subscribe to a report or smart lists themselves pretty easily.Rachel

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Public Statistics
Date Registered ‎09-01-2015 07:31 AM
Date Last Visited ‎05-02-2025 12:20 PM
Total Messages Posted 356
Likes Received 287