Level 4
Joined the community 31-10-2012
Level 4
Hamilton, New Jersey
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Anthony_Pica
09-18-2014
Hi Kim,When you say that we can change the score from +20 to +10, you are just referring to changing the active flow step so that the change is effective for the future, right?For retroactive updates, the only way is to subtract points, correct?Thanks,Anthony
2262 0 0
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by
Anthony_Pica
09-18-2014
Dory,We do have separate smart campaigns for each lead scoring rule, so they are all in fact members of the same smart campaign.Previously I was asking if it was possible to change an old score update from +20 to only +10, but what you're suggesting is that we just subtract 10 points today. Seems li...
2262 0 0
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by
Anthony_Pica
09-18-2014
Just to close the loop, was the patch ever deployed?
3235 0 0
Discussions -
After several months of scoring leads, we have determined we were giving too many points for certain demographics/behaviors.Is it possible to retroactively update the scores we gave? For example, we gave a lead +20 points two months ago when they filled out a form. We would like to change that to on...
2309 0 5
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by
Anthony_Pica
09-16-2014
Thanks all.We set up a recurring batch campaign to run after every cast. We used the "Member of Engagement Program" filter with the "Exhausted Content" contstraint.
2374 0 0
Discussions -
I created a new channel with the type set as Engagement Program. I added a couple statuses, including "Nurturing" and "Exhausted" because I want to see which leads are being nurtured vs exhausted from a synced Salesforce Campaign.The problem is that I'm not sure how to set the program status to "Exh...
2455 0 4
Discussions -
One might argue that the best format is a blog because of the SEO factor, but someone else might argue that a nicely designed PDF is more "official".How do you decide what format to publish your content as?
1092 0 2
Discussions -
by
Anthony_Pica
06-13-2014
Tony, I tried that. But when I edit the HTML Source again for the second time, the
tags are added back.
1689 0 0
Discussions -
by
Anthony_Pica
06-09-2014
If you go to Admin > Salesforce > Sync Options, you can choose which Acitivies are synced to Salesforce.In our org we tend to log as many Activities as possible, and we haven't run into any data storage issues.
2348 0 0
Discussions -
We're sending an email blast, but rather than set up filters like we normally do, our Account Executives need to pick and choose the recipients. How would you approach this? 1. Use a SFDC Campaign as the recipient list, give the sales team a deadline for adding people to the list, and then send the...
1009 0 2
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