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: Can I roll up programs to other programs

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

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  • solved badge Re: Pending emails in email report

    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...

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    3032 1 1
  • Re: What's the best way to handle secondary email addresses?

    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 ...

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    3408 0 0
  • Re: How to add the duplicate records to blacklist.

    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!

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  • Re: How to add the duplicate records to blacklist.

    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.

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    3537 1 0
  • 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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    1924 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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    4308 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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    1174 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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    3537 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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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