Rachel_Noble

Level 10 - Champion Alumni

Joined the community 01-09-2015

Level 10 - Champion Alumni

Portland, OR Metro

Founder | Principal Consultant

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Migrating CRMs

by Rachel_Noble in Product Discussions 10-25-2016
Latest Post 10-27-2016 by Ben_Griffith1

Hi team!I found this thread from a couple years back about migrating from MSD to SF: Migrating from Dynamics CRM to Salesforce We're not using Dynamics, but are considering migrati...
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Re: How will smart campaign run if smart list doesn't load?

by Rachel_Noble in Product Discussions 10-21-2016
Latest Post 10-21-2016 by Rachel_Noble

I'm sure there's a documented answer for this somewhere, so this probably isn't the best answer. But we've tested this a couple times with our CRM integration and it passed our tes...
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Re: Populating a Form

by Rachel_Noble in Product Discussions 10-12-2016
Latest Post 10-12-2016 by Rachel_Noble

Sorry, should have clarified! We do a lot of analysis in access, excel and BI so we just use the "contains" function to search for the key words in our pick lists. This saves us a ...
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Re: Populating a Form

by Rachel_Noble in Product Discussions 10-12-2016
Latest Post

We have a "variable comments" field that's used for occasions such as this. It is used only for forms with differing use cases but always in situations where we want leads to provi...
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Re: ABM Analytics

by Rachel_Noble in Abm Virtual User Group Discussions 10-03-2016
Latest Post

Thanks for all this background! Are there currently any efforts to build account-level lifecycle reporting? With the whole push toward ABM, it would be super beneficial to be able ...
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Re: Can I roll up programs to other programs

by Rachel_Noble in Product Discussions 09-29-2016
Latest Post 09-29-2016 by Rachel_Noble

Hi Jamie, did you ever figure out how to do this? Have been trying to figure out something like this myself as well!
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Re: Pending emails in email report

by Rachel_Noble in Product Discussions 09-29-2016
Latest Post

Do you have the 250ok app? This can help you track the average length of time it takes to deliver emails based on different audiences so you'll know what to expect from your domain...
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Re: What's the best way to handle secondary email addresses?

by Rachel_Noble in Product Discussions 09-21-2016
Latest Post 09-21-2016 by Rachel_Noble

I believe you can use tokens in the "Send Alert" flow step (triggered campaigns only, I think, but you can always do the request campaign workaround).I wouldn't recommend it. You'l...
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Re: How to add the duplicate records to blacklist.

by Rachel_Noble in Product Discussions 08-29-2016
Latest Post

Sri- Greg's right, I spoke too quickly. We do this with a non-emailable field because we don't email to duplicates for a number of reasons. Might not work out if you want to email ...
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Re: How to add the duplicate records to blacklist.

by Rachel_Noble in Product Discussions 08-26-2016
Latest Post 08-26-2016 by Rachel_Noble

Also, look into mass deduplication tools (Marketo has one and there's lots of others) and go through this list regularly and clean it out. Clean data is the best.
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