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Hi Everyone,I'm having a bit of trouble with my smart campaign, specifically I have a ton of Leads stuck in a wait step, and I can't quite figure out how to fix it.Originally, I created this program because we had a large list of Leads and wanted to randomly send out communications to a certain amou...
Hey Bentacular,Have a look at this article. There are several actions that will cause Leads to sync over even if you have the campaign sync turned off.
I didn't know that token existed - good stuff, thanks Josh! Would you also mind describing how your client populated the referring info? That's a great idea and I bet helps conversion.
Hi Justin,You wouldn't need to use the Data Value Changes filter. The Lead will be created with that value already filled in. For example, let's say the field you wanted to look at is State and you wanted to send a notification any time a Lead from CA fills out the form. The smart list would be: U...
Colleen,How about this: The Forward to a Friend link redirects to a landing page with a form where they enter their friend's email address You have campaign set to fire an email inviting the friend to the event Within this email you have a link to a sign up page for your event that is unique to r...
Hey Justin,You could just add an additional filter, where the picklist value = Yes: Use ALL Filters Trigger - Fills Out Form Filter - Picklist Value = YesHope that helps.
I've also been seeing this behavior. After I left click within the side bar, I am able to succesfully complete actions through the right click menu.
Whitney,You have several options here: trigger campaigns (ie Lead is Created and Data Value Changes), recurring batch campaigns, or a combination of both. For demographic scoring, I'd suggest primarily using recurring batch campaigns since it puts less stress on the system and lets your trigger camp...
Whitney,I believe I deleted the flow step and then re-added it to make it save. I'm sorry to say I forgot exactly how I fixed this, but will let you know if I remember.
Hi Jen,Take a look at this article. It details how you can make custom program channels with your own statuses. You just need to make sure you select your created channel when creating a program.