Level 5 - Champion Alumni
Joined the community 07-11-2013
Level 5 - Champion Alumni
Bozeman, MT
Vice President, Sales & Marketing Technology
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Yes, you can reassign a lead using the assignment rules after the initial assignment, ie: when a lead MQLs, but it requires an APEX trigger be deployed, typically by a Salesforce d...
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It might be worth double checking the dates under 'setup', as well as any filters in your smart list. If it's still not showing up you could either: 1) Check the 'results' of the c...
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Michael, can you elaborate on the need for the custom object? Is there a reason you wouldn't store this information using program/campaign member status? What do you ultimately wan...
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You might also consider creating a LP to hold the PDF and linking to that. It has several benefits including the ability to track visits, not just link clicks. Tracking PDFs visite...
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Hi Mark, Are you a Marketo User or do you only have access to SFDC? There's not a really easy way to view this information from MSI but you'll have more options reporting on this o...
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+1 to Balkar's response - but be careful with what you do with this information. If you're using it to retroactively apply successes aligned to each channel, you might have some is...
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What type of person level data are you looking to append? There are a lot of data appending tools out there, but few that include personal data. Is it possible to collect this data...
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Are you referring to using a program within a nurture program leveraging the champion/challenger feature? You can accomplish AB testing within an engagement program by breaking out...
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+1 to Chris' method. If you do follow the campaign flow method he linked to, make triple-sure you only include active members of the current nurture in the smart list. I've seen us...
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I recommend avoiding emojis in subject lines unless you're prepared to have a low engagement rate. Typically special characters in subject lines increase bounces and decrease opens...
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