About Amy_Read1

Amy_Read1 · ‎01-31-2021

Now that Program Member Custom Fields are available, curious to learn how folks are utilizing these fields. Here at Blackbaud we have moved away from Channel level scoring to utilizing the new Program Member Custom Fields. The flexibility and simplicity are really working for us. Anyone else doing this?

Amy_Read1 · ‎10-16-2020

I've searched the boards and found a previous thread on this and someone said they'd test and return an answer. They did not. would someone please comment how this works. We have maxed out our segments and I don't want to remove any references to these segments and delete if I don't have to.

Amy_Read1 · ‎04-16-2020

Our current Lead Lifecycle requires that you hit "Engaged" before you move on to "MQL." What we are noticing is that we may have a "new person" come in who MQLs off a high value asset, but because they are new and they haven't gone through the Lead Lifecycle smart lists they are not actually hitting our MQL smart lists to move them forward. Wondering if we need some kind of wait step ? And where would we put that?

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Date Last Visited	‎03-08-2021 11:01 AM

Date Registered	‎01-15-2020 08:25 AM
Date Last Visited	‎03-08-2021 11:01 AM
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Program Member Custom Fields | Person/Lead Scoring

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