Amy_Read1

Amy_Read1
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Date Last Visited
‎03-08-2021 11:01 AM
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Joined the community 15-01-2020
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  • Program Member Custom Fields | Person/Lead Scoring
    by Amy_Read1 name dot 01-31-2021 quickview

    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 t...

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    Discussions
    3464 1 5
    program member custom fields Scoring
  • solved badge Does archiving segmentations free up your limit of 25?
    by Amy_Read1 name dot 10-16-2020 quickview

    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.

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    Discussions
    1790 0 1
    Segmentation
  • Person MQLs before Lead Lifecycle State equals Engaged
    by Amy_Read1 name dot 04-16-2020 quickview

    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...

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    Discussions
    2033 0 2
    lead scoring MQL
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Date Registered ‎01-15-2020 08:25 AM
Date Last Visited ‎03-08-2021 11:01 AM
Total Messages Posted 3
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