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
  • 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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  • 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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    3643 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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    1832 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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  • 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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    1975 1 1
  • Re: Switch a filter to a trigger in a nurture campaign

    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?

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  • Re: Date filter with date equal to or greater than the current day?

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

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    1855 3 0
  • solved badge Re: Report of All Conversions

    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...

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    2238 1 1
  • solved badge Re: Report of All Conversions

    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...

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    2238 2 0
  • Re: Tracking a Campaign and Sources

    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...

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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