Rachel_Noble

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Hey Andrew,Have you made any advancement on this? We recently completed a campaign strategy we've come to call 4D because we incorporate emails (obvs), paid ads (social media, AdWords and banner ads via Terminus), direct mail, and website retargeting. It becomes 5D when we layer SDR calls on top of ...

First step, if you haven't already: in your lifecycle model, click into each relevant lifecycle status and click the "Start Tracking by Account" button at the bottom. This will provide a little more insight in RCE (see the link for more info).Have you considered the ABM add-on? If you don't intend t...

Hi Franklin,Not sure if this is related, but it wouldn't surprise me. I submitted a support ticket this morning because some of my segments aren't working. For example, let's say I have a segmentation with segments A, B, C, D, and Default (prioritized in that order). When I create a draft of the seg...

Hi Miki, can you provide some more detail on what you are trying to accomplish? Are you attempting to score leads based on behavior using insights from customer behavioral data, and then use this score to help determine lifecycle status?

If you have their email addresses (which hopefully you do if you're going to import them!) you can create a smart list with "email address is" and plug in all the emails from your spreadsheet. Exporting this smart list won't take as long as exporting your entire DB (although that's a great option to...

Good call! Or you could hire a summer intern to knock out the old programs.

Yikes, yep you definitely don't want a 1:1 program-to-video bijection. Do you have to track the successes via program successes for individual videos in order to obtain ROI reporting in RCE (or some other platform)?If not, maybe you can build a single (or a few) tracking program(s) where members who...

Oh good, glad I asked! In Marketing Activities, right click on the email and click "Approve Draft"

Hi Emily, I'm sorry if this is a stupid question, but have you approved the draft of the new email?