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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Re: Tracking lifecycle generated from a program

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

Try the Program Revenue Stage Analysis report in RCE and filter by channel. Drag in the "Program Name" filter in the Rows section and "Stage" in the Columns section. This works for...
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Re: Abandoned Cart Program

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

Greg's suggestions are great. Also, if the lead purchases a different item than the one he/she "abandoned," but not that product, does that impact how you want to interact with the...
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Re: DiscoverOrg Integration

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

I haven't used it but I know a few people who have. I've only heard good things
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Re: How to add the duplicate records to blacklist.

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

There may be a better way than this, but you could create a smart campaign with the following:Smart list - Member of Smart List, List = Possible Duplicates Blacklist = False (this ...
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Re: Block New Leads from Filling Out Form

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

Thanks! That's what we had originally tried to do, but we ended up with a lot of leads who were unable to see the form, unfortunately. Thank you all for your help. Maybe one day th...
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Re: Block New Leads from Filling Out Form

by Rachel_Noble in Product Discussions 08-25-2016
Latest Post

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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Block New Leads from Filling Out Form

by Rachel_Noble in Product Discussions 08-25-2016
Latest Post 08-26-2016 by SanfordWhiteman

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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Re: RCM - Track by Account

by Rachel_Noble in Product Discussions 08-25-2016
Latest Post 08-25-2016 by Rachel_Noble

Thanks Jamie! We're super excited for the ABM release and can't wait to start using it!
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RCM - Track by Account

by Rachel_Noble in Product Discussions 08-25-2016
Latest Post 08-25-2016 by Rachel_Noble

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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Re: Segmentation & Dynamic Content Question

by Rachel_Noble in Product Discussions 08-23-2016
Latest Post

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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