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: Tracking lifecycle generated from a program

    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 new names.You can also map lifecycle status fields to RCE through Email Explorer (in Admin) and use the Program Members...

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    1916 0 0
  • Re: Abandoned Cart Program

    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 them? Should they still get an email in case they want to purchase the original product?

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    4303 1 2
  • Re: DiscoverOrg Integration

    I haven't used it but I know a few people who have. I've only heard good things

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    1161 1 0
  • Re: How to add the duplicate records to blacklist.

    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 will help prevent your campaign queue from getting backed up)Flow - Change Data Value - Blacklist = Tr...

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    3503 0 9
  • solved badge Re: Block New Leads from Filling Out Form

    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 there will be a better alternative

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    3724 0 1
  • solved badge Re: Block New Leads from Filling Out Form

    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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    3724 0 4
  • solved badge Block New Leads from Filling Out Form

    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. I don't want any new leads ever created from this form. If (though unlikely) someone stumbles upon this form who isn't...

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    3869 0 7
  • solved badge Re: RCM - Track by Account

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

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    1918 0 0
  • solved badge RCM - Track by Account

    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 Tracking by Account." With the rapidly growing ABM trend, I was curious if anybody has harnessed this feature to gain de...

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    2083 0 2
  • Re: Segmentation & Dynamic Content Question

    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 string field and use multi-select in the form. Then, your content could be framed around logic where [if field contains...

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    2083 1 1

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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