David_Lyons

David_Lyons · ‎04-20-2020

Will this work for you? Campaign will trigger on form fill, but only new people will qualify.

David_Lyons · ‎04-17-2020

2 things you can try: Create a detour that defines how people skip steps as they move through your lifecycle model. Since you reference new people, create an assignment rule to define the initial stage based on the same kind of choices we use in campaign flow steps. If you haven't seen this before, right-click on your model and choose Assignment Rules at the bottom of the pop-up menu.

David_Lyons · ‎04-17-2020

If your campaign smart list references another smart list, check that for an error. The campaign smart list doesn't know there's an error on the referenced smart list until it starts to run. When you set it up, the campaign smart list is only checking to see if the referenced smart list exists.

David_Lyons · ‎01-09-2020

We're using simple operational trigger campaigns. We've been working with flex fields this way for the last 5+ years.

David_Lyons · ‎01-07-2020

We have a suite of "flex" fields (Flex field 1, Flex field 2, etc.) we use in situations like this. The fields are programmed to clear after 30 minutes, which gives the program smart campaign enough time to use the values. If you want to keep or communicate the values captured in flex fields, add a flow step to move the value to a permanent field like Person Notes.

David_Lyons · ‎07-12-2019

It looks like you can define multiple variables to filter your Consent - Email Opt-in Events field. Click the green + and add Unconfirmed. That sets the filter to return records that match either variable. The way you've set up your smart list would work, too, if you choose Custom filters instead of All: (1 or 2) and 3 and 4. Using the multiple value chooser is cleaner, though.

David_Lyons · ‎08-14-2018

Ah yes. I see you covered that above.

David_Lyons · ‎08-14-2018

Hi Jeff, You can use smart campaigns to shuffle the email addresses around. Move the Email Address field value to a "holding field," replace with your secondary email address, and send the email again (this time to the secondary email address). Then replace the Email Address field value with the "holding field" value (original email address) and clear your "holding field." You can send to your primary list and then run a second batch campaign filtered for the secondary email address field not empty that shuffles the email values and sends the email to the 2nd address. David

David_Lyons · ‎05-17-2018

Use the Lead is Created trigger with a filter on the field you're tracking. Set that to the value(s) you're tracking, or just Is not empty . When a new lead is created, the person will qualify if they match the filter criteria.

David_Lyons · ‎03-09-2018

Try leaving the Due In field empty instead of using a value of 0. We create completed activity records this way all the time and that's the only difference I see between your flow step and ours. The 0 may be overriding the status because it's calculating a due date of today.

David_Lyons · ‎02-28-2018

Hi Courtney, the only way your lead can move out of Known is if it meets the specific qualifications to move to Engaged. People in the model will only follow the arrows along the path to the next stage...not necessarily the next stage they qualify for. You need to define a detour to another stage (Known => MQL if score >50). Like Keith, we had to add a good number of detours to match the way people actually move through our database.

David_Lyons · ‎02-21-2018

You need RCA to create that kind of report. I've had to create similar reports for marketers wanting to know who engaged with what messages. An RCA email report will allow you to filter for your specific emails and display performance metrics for each person for each email. The ratio metrics don't make much sense at this level of granularity, but you can easily see delivered, opened, and clicked.