Ronn_Burner

Thanks for responding Gunjan! Conceptually I understand this. Just trying to work it out in my head regarding the number of operational smart campaigns and filter logic. Would you make a Smart Campaign per product such as this to determine priority?

I have but that seemed troublesome as well considering I would need a stream and content for all possible combinations I think. It is ala carte so people can subscribe to any or all products. The combinations of Product 1, 2, 3, 4, 5 and so on are exponential. I just meant that typically a Lead woul...

Good catch regarding creating custom scoring fields. I should of thought of that immediately but overlooked it as I was in the weeds turning my brain to mush. Good catch. Thanks!"Subscribes" literally means a lead signs-up for and purchases a product which is online access to services and software...

Thank you. This is along the lines of what I was thinking but I was hoping there was some clever and simpler Smart Campaign logic I didn't know about that may do the trick. The Rules are easy - we market to current clients only but we do have a custom CRM which creates functionality issues. But the ...

These programs are currently running so as of right now every new subscriber is, in fact, entering all the programs for the products they have subscribed to and therefore receiving the product specific 3 email series. So if they subscribe to 5 products today - which they can do themselves online as ...

This is tremendous! I've read it a dozen times to fully process. We are a client only operation and this appears to be the gold standard as far as I'm concerned for lead generation and the full automation world for the customer journey. I can apply the logic accordingly. Great stuff. Thank you so mu...

Just so I'm clear, you're saying I would need to use the custom object trigger "Added to Products Revised" for all NEW account records as there was never a value to be updated to begin with? And for all existing account records I would used the "Products Revised is Updated" trigger as that would ref...