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 testing.

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 bunch of time. It's great!

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 provide miscellaneous information that doesn't really apply to anything else in specific.Plus, we usually append any informat...

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 to track stage and overall conversion rates at the account level as well.

Hi Jamie, did you ever figure out how to do this? Have been trying to figure out something like this myself as well!

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. Once you have some benchmarks established it will be easier to determine if this is a red flag or if some of your targ...

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'll loose all sorts of tracking/reporting info that way. But it would help you to not need the duplicates floating around ...

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 to dups in other scenarios. Hope you found a solution!

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.