James_Zolinski

Thank you Gursimran. When you say create another smart list logic, do you mean I have to create another campaign with this logic? So if my second campaign to send the second email offer is 02-Second offer, as an example, I should create another campaign called 03-Second Offer excludes?Looking at you...

Thanks Natalie. Would this be the correct way to set up the SL? Do I need to change the "Use All Filters" option at the top?

Thanks Gursimran, that worked. But one problem, I tested not filling out the first form from the first offer, and since I did not fill out the form, I did receive the second email, but so did everyone in our database. How do I set up the SL and Flow so that only leads that have entered this program ...

Thanks again Sanford for sharing your knowledge. Last question, the smart list is ok with the way it is set up? It will catch leads that might have filled out one of the certain other forms in the past 60 days?

Thanks Sanford, that worked.I have a question regarding removing the FOF filter. The reason we had that filter in place is so we don't send multiple alert emails to sales for the same lead within 60 days if they have filled out another certain form. There are certain forms that leads fill out that s...

It shows scoring for what I have done, but does not show any activity regarding the Lifecycle Status. Almost as if, when I test, I'm getting blocked from moving from the smart list to the flow.

Thanks Josh, the way you see it set up is how it was set up previously, which I don’t believe is working correctly. As for, if this is something our legal counsel as advised, no, my manager wants it that way. Reason being, we currently have a grey area where leads have not explicitly opted in or out...