Allison_Proehl

Recently, we had a mini overhaul of our channels and thus the programs. Once I created the new channels and updated the statuses that needed updating I move members from the old program to the new one. I managed to move these members over to the new program with little issue, however what didn't pus...

I was curious about the communities best practices/insights on how I might handle tracking and reporting multiple lead sources.For example: a lead comes in from Lead Source A in 2015, the lead never pans out (and never become an opportunity). Then the same lead comes back into our system in 2017 fro...

This might seem like an obvious question but I'm trying to send out a thank you email to referrers who fill out a form and submit a new lead to us. However if in the smart campaign I add the Send email step in the Flow it just send the email to the lead. Any idea how I can specify in the smart campa...

Does anyone have some good resources (outside of product docs) on Revenue Cycle Explorer and building reports.Thanks in advance!

Hi all, Currently I'm running a campaign that has two vanity landing pages that redirect to my main landing page which has a simple form asking for the leads email. However I want to track which vanity URL the lead originally came from (Vanity URL 1 or Vanity URL 2). I thought the best way would to...

Just curious to see what method people use to update a lead/contact so you don't continue to send to someone who no longer works at a company.