ameliamarie

Thank you so much for your response @uditmathur! I will explore an engagement program for this scenario.When we upload our lists each week, it's a total of all active customers. How can we more efficiently remove users who are no longer on the weekly uploaded list (former customers) and label them a...

Thank you @SanfordWhiteman I think your idea with the referral form and opt-in is an interesting approach - I'll definitely bring it up to the team for discussion. As for collecting domains ahead of time, I think that would work well in theory but tricky in practice. Many of our referrals happen o...

@SanfordWhiteman You're so insanely proficient in this tool it blows my mind. Thank you for always sharing your insight, it's so helpful. My initial thought is that I'm not sure if the juice is worth the squeeze if we need to bring in additional dev. One of our thoughts would be for our business par...

Thank you, @SanfordWhiteman I appreciate your help with this.I am missing a step or applying something incorrectly somewhere, can you help me identify where I'm going wrong? As a test, I have created a token called {{my.Add Company Title Fields}} with the value as true. Not sure if the value is rele...

This is fabulous information, thank you! I'll revisit this thread on Monday with a fresh perspective.

I have found several posts that cover this topic, but not finding very good examples of how to set this up. Here's a post I'm looking through right now:Solved: Re: When a customer fills out a referral form, is ... - Marketing Nation And you left a comment that says:@SanfordWhiteman wrote:You don't n...

Perfect, thank you!