Dan_Stevens_

James - can you share the Activity Log of your test lead record? And is AP empty for that lead record?

We’re already addressing by integrating Bizible into our environment. Btw, Bizible doesn’t even rely on UTMs (but we’ll continie to use for our GA reporting).

Sean, we don't use js to keep those values persistent during the current session. Right now, we're just capturing those values on the initial landing page containing the form. Once we start using UTMs across all of our channels, we will use a more advanced method.

Agree, Greg. I was simply providing the reason why the "test" person didn't qualify. And it's because of this filter.

The filter in the smart list indicates that in order to qualify for the campaign, the person would have had to have filled out a form in the past day - as long as it wasn't the "email unsubscribe form". Looking at the activity log, I see no form submit - and therefore the person didn't qualify.Try ...

However, the directional arrows can only move a person between 2 stages.Which why you'll see most models represent something like this - so that there is a path drawn for every possible stage conversion (and why you won't see, for example, an arrow drawn from "Prospect" to "MQL"):

I think what Josh is trying to stress here is that you wouldn't use the transition rules within RCM. Instead, you need to build out a robust series of lead lifecycle campaigns which include the necessary logic to move leads to the appropriate stages based on specific activities/engagement (includin...

Yes we do, Sean. I keep the central deck updated as we release new features/capabilities, tech stack changes, new results, etc. The key is to over-promote to our internal stakeholders. We leverage every channel possible (and minimize email): Yammer, MS Teams, mentions on our weekly calls, monthly...

I like Sandy's explanation better. Short and sweet!

Hi Grace - you cannot use tokens in choice evaluations/qualifications. You can think of "choices" as mini smart list routines within flow steps. And tokens are not supported in smart lists of a smart campaign.