James_Zolinski

James_Zolinski

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Offline
Date Last Visited
‎01-09-2023 01:21 PM
Level 4
Joined the community 26-06-2017
Rank Icon Level 4
Marketing Operations Manager
Phoenix, Arizona
  • solved badge Re: Should you score leads vs customers differently?

    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 ...

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    2080 0 1
  • solved badge Query parameters not correct

    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...

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    4469 0 7
  • solved badge Should you score leads vs customers differently?

    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...

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    2171 0 3
  • solved badge Re: Leads created w/ empty person source

    Thank you Grace, your insight is much appreciated

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    4381 0 1
  • solved badge Re: Leads created w/ empty person source

    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...

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    4381 1 4
  • solved badge Leads created w/ empty person source

    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 ...

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    4666 0 7
  • solved badge Program Performance Report calculations

    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

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    2102 0 1
  • solved badge Re: Picklist Value Groups in Forms 2.0

    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!

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  • solved badge Re: Picklist Value Groups in Forms 2.0

    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.

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  • solved badge Re: Picklist Value Groups in Forms 2.0

    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...

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    3630 1 4
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Public Statistics
Date Registered ‎06-26-2017 08:41 AM
Date Last Visited ‎01-09-2023 01:21 PM
Total Messages Posted 90
Likes Received 16
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