Jay_Jiang

Build the key data points into interesting moments to be able to check per record.orCreate custom fields to track timestamp + Lead Stage at entry into nurture program and timestamp + Lead Stage at exhaustion/exit of nurture program

I think we're almost on the same page.Smart CampaignsAdd to List "Up-sell Nurture List" - *Single SC* - List of members from segmentation to feed Up-sell Nurture campaignIt sounds like you're looking for a mechanism to add people into the loop. What I've been referring as the entry smart campaign is...

You're still not clear enough for me to help. What is the scoring at a campaign level that you want?e.g. Sum person scores for all persons in the campaign?Count the number of successes in the campaign?Count the number of opportunities from the campaign?FYI, the above can't be done by Marketo out of ...

Can't be done out of the box by Marketo and honestly, if your "campaign score" isn't the number of successes, it doesn't sound like Marketo should be responsible. Like most good things though, it can be done with a developer, in your case Apex in Salesforce.What are you intending to score at a campa...

In my mind in the "Sender" campaign of the "Loop" I could just use segmentation with snippets for the three emails but if I'm following you correctly here all 8 product nurtures will have the same 3 dynamic emails in Stream 1 of each program, right?Yes you could build it in one smart campaign with 3...

Hi Ronn Burner‌There are many ways to approach this but I can work with the idea you have in mind. The contentious bit is using a boolean field for each product combined with segmentations. It can work but you'll need an extra boolean field for each of the 8 products to track that they have already ...

To get the most out of the platforms, you need to have:a clean and tidy database,a good understanding of your existing channels and sources,your existing leads/contacts organised into the campaigns and channels that generated them,a healthy sales process that is followed already in place

When you have no maximum (or no minimum) lead scores, unless all your prospects take similar routes to become customers, you risk losing meaning in your lead scores. I, for one, have no idea what 3000 even means for your business, let alone someone with a score over 9000!Consider redoing your lead s...

Update your email program steps to the suggested ones above.Then create a smart campaign with Smart List:And Flow:N.B. The order of the choices do matter

There are many discussions and blog posts on this. But again, scoring is unique for your business. Think about the lead lifecycle and typical sales cycle length for your business. What actions indicate and how long do leads go inactive for before they typically become disengaged?Create a date or dat...