Chris_Willis1

Ditto this. Clone the email to create a history, then update the live email with the new copy and links.

Following as this can be very helpful!

Following. I have the same question.This chart is a guide for smart campaign processing, which would not include the system processing for segmentation updates. Generally, segments tend to perform faster in smart campaigns/lists because the persons are queued up in the segmentation so the data is m...

When all else fails, use "Member of Smart List" as your choice filter. Creating smart lists allow you to extend the functionality of the "choice" options and customize your criteria in a smart list you create.

This is awesome! Thanks for sharing.

It would depend on how your lead lifecycle program is reacting to the lead scores. To be safe, I'd turn off your lead lifecycle triggers while you conduct your rescoring exercise.

We have been using Etumos and I really enjoy working with our assigned consultant. They are really knowledgable regarding working with complex, enterprise-level orgs. Edward Unthank (their founder) is a great thought leader as well.

One thing you may want to consider is synching your lead lifecycle program with a Salesforce campaign and building your "New" versus "Recycled" differentiation in the CRM through a different SFDC campaign member status. This allows you to have the reporting regarding new vs. existing but keep the c...

I completely agree on naming conventions for a couple of reasons.They enable you to develop cleaner reporting and find your programs and assets more easily. When you create your lead management process, having naming conventions around your forms will be critical to isolate only those forms that fa...

Unfortunately, I don't believe you can use a token with this flow step (Someone let me know if I'm wrong). The owner attribute from Salesforce is a reference to the person's user ID in SFDC, which unfortunately to my knowledge can't be tokenized. I'd love to hear if anyone has a hack for this. Th...