Allison_Proehl

Level 4

Joined the community 13-02-2017

Level 4

Marketing Manager

San Diego, CA

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Referrer Thank you email

by Allison_Proehl 06-23-2017

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...

Discussions

2970 0 5

Email Marketing
Re: Segmentation not working in Sales Force Email Templates

by Allison_Proehl 06-06-2017

I ended up just making their signatures tokenized and ditching the picture, to avoid having them type it in every email

Discussions

1811 1 0
Re: Revenue Cycle Explorer

by Allison_Proehl 05-25-2017

Hi Josh HillI'd like to basically determine the efficiency of our AE's at each level of our revenue model.(But if you have resources to other good reports to run, I'd love to read those as well)

Discussions

2025 0 1
Revenue Cycle Explorer

by Allison_Proehl 05-25-2017

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

Discussions

2465 2 4

Reports & Analytics
Hidden Field Tracking Multiple URLs

by Allison_Proehl 05-16-2017

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...

Discussions

1225 1 1
Best practice for "email changed" and "no longer works here" auto repl...

by Allison_Proehl 05-03-2017

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.

Discussions

1529 1 2

Lead Management
Re: A/B Test Main Result

by Allison_Proehl 04-27-2017

Thanks for adding in the how to look at particular test variants Devraj Grewal, very helpful!

Discussions

4174 2 0
A/B Test Main Result

by Allison_Proehl 04-26-2017

I recently ran an A/B Test campaign and I wanted to see how I view the results of all the sends not just the 10% that were in the A/B test. Also For the A/B test how do I view the leads that clicked or opened the email. On the dashboard it only shows me what percentage. Can anyone point me in the ri...

Discussions

4685 1 8
Re: Postal Code (range)?

by Allison_Proehl 04-17-2017

Sanford, Thanks for the input on data-management. I think we may try going about it another way to avoid any errors.

Discussions

4254 0 1
Re: Postal Code (range)?

by Allison_Proehl 04-17-2017

Thanks Devraj,I was thinking that I didn't already have it as a field in Field Management and it wasn't mapped to my CRM.

Discussions

4254 1 0