Rachel_Noble

Can you give a little more detail on what you're trying to do? Nurture is by default set at a cadence. Are you hoping that they'll enter a nurture stream when the form is filled out?

Seems like you could create the following campaign:Smart ListCancellation Date is in future after 0 days

Hmm. Theoretically it would update the field to the newest form. There are three options:1) Let it stay at the most recent form - requires no additional work2) Always keep first form fillout. To do this, add a choice to the flow step where: [Name of Field] is empty, then do nothing Defau...

Do you have programs/campaigns set up for tracking form fillouts? Create a new field (or use an existing) for your lead source. When a form is filled out, do a "Data Value Change" flow step and change this field to be the name of the form. Then, include this field when exporting your lists from Mark...

Is there a reason you're using separate programs for each channel? Cost attribution perhaps?Seems like you could use separate campaigns for each source but all within the same program.Possible (somewhat complicated) answer: create a new program channel with different program statuses, each one a dif...

Not sure if it's available in the UI, but if you contact support they should be able to pull this information for you.

Awesome, glad to hear it!

Gotcha. It would take a bit more digging to figure out why the report is throwing errors. Do any of the smart lists or campaigns show errors?What you can do in this report, however, is go to the Setup tab and Group By email address instead. This will give you a complete list of leads who filled out ...

It's true that segmentation won't prevent leads from being in multiple engagement programs. However, since segmentations are mutually exclusive, here's what I would recommend (we do something very similar, it works well) :Create 'Nurture' segmentation with each of your scenarios listedCreate a "Tr...

Instead of Link, can you use Web Page and find it there?