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Thank you Gregoire, Yes, we are definitely going to start off simple with our scoring. Is it possible to weed out existing customers from scoring in the bottom part of the funnel so they are not getting sent to our sales team as a SQL, when they already have an account with us? If I set up a filter ...
We are using contact forms on our website, social media and Google Adwords, and when people fill these forms out we receive an alert email to contact them. The problem is, on the alert email, the Lead Source and Source Detail are not populating, or populating correctly so we are unable to tell where...
Is it necessary to score lead activities differently from customers activities? We are starting to create scoring and some feel we need to score/identify customers activities differently than leads activities. If we do need to score differently, how would we score what a customer does vs what a lead...
Thank you Grace, your insight is much appreciated
Yes, that did it, thanks Grace and Kristy.Now that I know I needed to create a separate filter for person source rather than using a constraint, would either one or both of you explain what a constraint is and how it works within in a filter in a smart list and when I would use a constraint over ano...
Built a smart list to find out how many leads have been created since the beginning of the year. I use smart list filter of "person was created", date of activity is after 1-1-2018 with constraint "person source" is empty. When I look at my list, there are still people who have data in their person ...
Why or how are New Names and Cost Per New Names (USD) for Program Performance reports calculated using acquisition program? Are the numbers added together, multiplied, divided?Thanks
Oh dang, it was my fault. uBlock Origin apparently blocks SumoMe. Which is perfect for me 99.9% of the time, unless it's your blog since I want to sign up haha. Thanks Sanford! Cheers!
I'd read it! Is there anyway to subscribe to your blog? I don't subscribe to any blogs, but I want an email every time you post one haha.
I did this for just Country and State fields. Just did 3 countries (USA, Canada, and Mexico), but for some reason, when I would select Canada or Mexico, their values would not load. The label would properly change to state/province if I selected Canada, but no actual values in the dropdown.I was sup...