Gary_McCarthy-1

Level 2

Joined the community 17-11-2015

Level 2

Australia

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Re: Launching a new RCM

by Gary_McCarthy-1 08-06-2019

Thank you for your reply Carrie. And thank you for confirming what we were thinking. Just wanted to sense check our approach.

Discussions

3261 1 1
Launching a new RCM

by Gary_McCarthy-1 08-05-2019

When launching a new RCM are there any disadvantages in doing a one-off batching of existing leads into their respective revenue stages and then let the smart campaigns of the RCM take over?If there are no disadvantages, are there any gotchas to be aware of when doing the initial batching?

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3418 1 3

Reports & Analytics
Re: Champion Spotlight: Erik Heldebro

by Gary_McCarthy-1 08-04-2019

Hi Erik Heldebro - Thank you so much for the variable cadence article! debros.se/blog/custom-variable-cadence-marketo. Is it possible to chat offline about some of the finer details of this approach?

Blogs

2690 1 0
Re: Trigger Emails Based On Time And Current Field Value

by Gary_McCarthy-1 05-26-2016

Thanks Jamie Lewis and Nicholas Manojlovic for your suggestions.The issue I mainly had was differentiating between offer 1 and offer 2 content which I was trying to solve with choice in send email but then I couldn’t check the supts stage too at the same time as sending the email. I got around the ...

Discussions

2601 0 0
Trigger Emails Based On Time And Current Field Value

by Gary_McCarthy-1 05-19-2016

We have a multi step quoting/signup process and at each step of the process we update the custom text field "SUPTS" with the step people are at using the Munchkin API. Please note that customers can start the process online and then complete signup via the phone and the CRM updates the "SUPTS" field...

Discussions

2703 0 5