Kim_Gandy1

Level 7

Joined the community 04-04-2016

Level 7

Houston

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Re: Annual Subscription Renewal Notices

by Kim_Gandy1 06-20-2016

Hi Greg,Doing some testing with your recommended campaign and flow, but see a few bugs. I'd like to email leads at exactly 30, 14, and 1 day until expiration, but by using "in future x days" the qualified leads have a range of dates. Any tips on how to resolve?Thanks!Kim

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Re: Annual Subscription Renewal Notices

by Kim_Gandy1 06-15-2016

For SC #4, would the qualification rule be:Each lead can run through the flow once every 366 days

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4672 0 1
Re: Annual Subscription Renewal Notices

by Kim_Gandy1 06-15-2016

Also, by using "Subscription renewal date in future 30 day," could a lead be added to the campaign at any point within the 30 day window of their renewal? Or would this only send to leads exactly 30 days from renewal?

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4672 0 1
Re: Annual Subscription Renewal Notices

by Kim_Gandy1 06-15-2016

Hi Greg,Thanks for these options. All of our subscriptions are set for annual renewals, so would you still say your second solution is best? If so, is your "remove from flow" smart campaign the same as first solution? I'd like to automate the process and avoid static lists/uploads.

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4672 0 1
Annual Subscription Renewal Notices

by Kim_Gandy1 06-14-2016

Setting up an email campaign for annual subscription renewals, and thinking I'm overcomplicating this. Would someone mind reviewing my smart campaign and sharing any tips? Thanks!Smart Campaign #1 Smart List:(trigger) Data Value ChangesAttribute: Subscription TypeNew value is paidFlow: Wait until 30...

Discussions

4965 2 19

Lead Management
Campaign triggered by varying expiration date

by Kim_Gandy1 05-19-2016

I'm looking to build a smart campaign for trial subscription users at each of the following milestones:Your trial expires in two daysYour trial expires todayTrial lengths vary from 7-30 days, so does it make the most sense to use the following to accommodate various lengths? Smart list:Trial expires...

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1157 0 1
Re: Issue with Clear Field Value

by Kim_Gandy1 05-18-2016

Flow step screen shot 2016-05-18_0855 - kimgandy's library

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2438 0 1
Issue with Clear Field Value

by Kim_Gandy1 05-17-2016

I'm trying to clear a field value from TRUE to NULL. In the smart campaign flow step, I've said Change Data Value = NULL (in all caps), saved the flow, and run the campaign, but the Change Data Value just defaults back to TRUE. Any insight?I've consulted the following two help articles/discussions:C...

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2908 0 3

Lead Management
Email domain connected to alternate server

by Kim_Gandy1 05-09-2016

We have a sister company transitioning their email activities over to Marketo, but until completed I'd like to send emails to their lead base using their independent email domain. Marketo shows that we can create unlimited DKIM and SPF configurations, but the sister company's email domain is current...

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1188 0 1

Integrations
Re: Lead blocked in operational email

by Kim_Gandy1 05-06-2016

Hi Greg,The smart campaign included a static list, and upon looking at each contact's activity log, there's no mention of their unsubscribe or block. 2016-05-06_1313 - kimgandy's library

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