Nate_Oosterhous

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Joined the community 04-03-2014

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Re: How is everyone attributing success for programs?

by Nate_Oosterhous 10-26-2016

Hi Dan,I just asked Justin a question by replying to his comment. I am more than happy to get your thoughts on the question as well.Thanks for your reply!

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Re: How is everyone attributing success for programs?

by Nate_Oosterhous 10-26-2016

Hi Justin,We for sure want to track whether or not they engaged with our marketing effort but also for ROI we would like to track which programs contributed to won opportunities. In your opinion would you accomplish this by adding multiple successes for each program? If so, what impact does multip...

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How is everyone attributing success for programs?

by Nate_Oosterhous 10-26-2016

Hello All!Everyone's case is different but I wanted to gather how things are being done from different perspectives. Some examples would be great! Thank you ahead of time!Questions:How is everyone attributing success for programs? What would you consider a success for a web form management program...

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Re: New User Role not showing up?

by Nate_Oosterhous 10-26-2016

Hi Josh,I found it. It displays as another Analytics User Role and not the name I named. So when I go to edit a user to switch their role it displays two identical names: Analytics User.

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Re: What user role criteria should I use to limit someone's access to ...

by Nate_Oosterhous 10-26-2016

Hi Josh,Do you know you can create a role that allows them just to view reports in the Analytics tab (Not create, edit, or delete) that allows them to be able to click the email link previews within the reports to preview the emails? For some reason when I create a role for just an Analytics User t...

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What user role criteria should I use to limit someone's access to only...

by Nate_Oosterhous 10-25-2016

Hello all!I seem to be struggling in finding the right set of permissions for the below question.Question:What user role could I create to limit someone from only viewing reports such as email performance reports and also give them access to click the email link in the report to preview the emails w...

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New User Role not showing up?

by Nate_Oosterhous 10-25-2016

Hi All!I have created a new User Role but it does not show up when I try to move someone to that role. What am I doing wrong?Thanks!

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How do you change email preview text?

by Nate_Oosterhous 10-25-2016

Hello Everyone!Question:How do you change email preview text? We want to make sure our preview text in our email recipient's inbox is something we approve of. Do you do this in the email editor or do you edit the template?Thanks ahead of time!

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Re: Same email but different targets. One email program or one progra...

by Nate_Oosterhous 10-25-2016

Hi Emma,Thank you for your input! The end goal is what you expressed: being able to analyze how each stage reacted to your email at a later date. We have been doing it the same way as yourself. My only concern with the way we have been doing it is being able to later analyze how each stage reacte...

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Would you create a different email program for each target group when ...

by Nate_Oosterhous 10-25-2016

Hello Everyone!I would love your input.Question:Would you create a different email program (or default program) for each target group (each stage/lead status) when sending the same email to different target groups or would you create one program that sends the email to all of the targets? The quest...

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