Apologies for the delay. Thanks for the insight! How does the segmentation work if clients are determined based on an Account Status in Salesforce? This status can change frequentl...
Josh Hill, Thank you for the suggestions! Answer to Question 1 and 3 were v helpful! I have a few follow-up questions for Question 2: The reason I'm using nested programs is to pr...
Hello, We have four "audience types" and four "personas" within each each audience type. Our company is also global. Our priority is customer retention. To start our first engageme...
Robb Barrett PRD Hi Robb! Love this article. A few questions... In "step 2: define success criteria", which folder or program do the smart lists live? Also, how do you define the ...
Edward Unthank (Etumos) Do you have a link to your original presentation? The one you provided last January no longer exists. What do you recommend for progression statuses for bo...
What happens to the Lifecycle status of a lead whose, status existing status is MEL, unsubscribes from our emails? Do they remain MEL until they meet the minimum day requirement fo...
When I report to my boss about our month-to-month lead database growth, I only incorporate the leads who qualify as a marketable lead. We have a "Marketable Leads" smart list (i.e....
We're launching multiple websites for different countries in EMEA and APAC. If anyone has any advice with regards to effectively scaling the backend processes (i.e. creating forms ...
I want to report in USD only. In Salesforce, we have many different currencies on different opportunities, depending on the billing country. I guess my question is around how Marke...