Tara_Petre

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 developer.

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 campaign that processed the send to validate that it was actually sent to people in the date range you've selected2) Run...

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 want to do with the information surrounding their event registrations?

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 visited is tricky because there's no Munchkin unless it's embedded.

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 out of Marketo. Do you need to see the specific engagements for each record, or are you just looking to see email engagem...

+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 issues in your attribution reporting because those reports rely on the datestamp of the successful status change.

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 at the event? That may only be possible if you're hosting the events, but something to think about

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 the streams or by using the functionality you described. You can use the champion/challenger feature to identify subje...

+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 users accidentally run campaigns to pause and un-pause records not realizing that if you run a member through a campaign t...

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 in B2B communications, but if you're in B2C, you might have a different experience.