Scott_Daily

Hi Aqeel - my SDR team using Salesforce Lead/Contact Views and sorts by the Last Interesting Moment date to point them in the right direction. This way they have a good overview of recent interactions and can go to the Lead or Contact record of anyone who has a recent Interesting Moment. You can als...

Hi John! All statuses are tied to the Channel you select when creating a program. These can be edited in the Admin section:Click on the Channel you want to edit and you can edit the statuses, successes and progression there:After you made the edits you want, be sure to select the appropriate Program...

Agreed with Courtney! Definitely a report for Google Analytics (or your website analytics tool of choice). If you place links with UTM parameters on your website, it will actually duplicate data and skew what you're looking at. Definitely not something you'd want to do if you're trying to get a bett...

We use a similar approach to Jennifer - trigger via a data value change, then a flow step send a welcome email. We also have an additional smart campaign that unsubscribes someone if their email bounces. This has helped us keep data clean and keep bad data from getting added to our subscriber list o...

Hi Louisa Windt​! Here are screenshots of me copying the URL created in Design Studio from a PDF we uploaded.1. Identify which PDF you want the link for and click on the specific File Name.2. You will be taken to a new view where you can capture the URL, highlight in blue below.From there, you can u...

Thanks, Liz! Definitely makes sense. We're filtering in a similar way but wish we could pull in the Activity Type in our dashboard reports, rather than have them show up as "-"

Hi Alex, Yep, when we initially set-up our Revenue Model we had a Nurture/Recycle bucket, but it was tied to Disqualification Reasons. We've definitely found that we had a gap, which is the issues I'm trying to solve. Always helpful to go back to the basic docs - thank you!

Thanks, Charlie! Definitely makes sense finding the balance with how to move leads into Nurture. I'd assume or hope there can be some sort of a combination - SDRs can manually move leads as needed, but also have some sort of rule so they're not moving hundreds of leads manually every couple weeks. A...