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That is a great idea but still requires me to run my entire DB through the campaign to isolate the records which is really not ideal. If I'm gonna run my whole DB through a campaign, might as well just run Set Acquisition Date = Created Date. Same campaign run time....
Hey Community,Anyone have any clever or easy ways to isolate records that have an acquisition date that doesn't match a creation date? I know I have some of these records in my database based on poor older practices and am working to reconcile.I tried to create a smart list with the filter Acquisiti...
I agree with you Dan Stevens! I was going to hint at the fact that I think the engagement program dashboard is completely useless but felt kinda bad calling it out so bluntly......
I do love spaghetti JD Nelson!!! haha
Hey Macarena,I created a new blank engagement program and added a program with a smart campaign that has sent tons of emails for us overtime. After adding the program campaign, the dashboard was unaffected.This leads me to believe that the engagement program dashboard will only show results for cast...
Hey Courtney,I understand the RCM to transition to the latest stage that it qualifies for. So my assumption here is that the score went straight from 0 to +50. In this scenario, even though the "Engaged" stage criteria was met, the MQL criteria was met as well and RCM bypassed the Engaged and moves ...
Hey Valentina,I haven't started our campaigns to capture DOI consent yet (scheduled next month). My gut reaction is that the conversion rates will be VERY VERY poor for prospects. Reason being is the number of people who will want to confirm opt in now when their initial interest was 3 months ago (o...
Hey Anna,Based on what you have stated, this should not occur. 2 possible ideas of how this could have happened.Form was modified to add address field after these suspect records were created. This means when they filled the form, the address field wasn't present and thus, value is empty.Verify that...
Hey Jen,I believe the best logic is defined below if you want them to visit 2 of 5 pages but not the same page twice as Josh outlined in his first example. No "min number of times" constraint is needed and a smart list is easiest to manage.Visited 2 Pages Smart List - Adv. Filter Logic: (1 and 2) or...
You should be able to pass the details from your instance to the partner after the form submit using a webhook in a flow step. Now how you would trigger the webhook based on the pardot form handler action is unknown to me but shouldn't be too hard to figure out.Real question, why are you mixing pard...