David_Lyons

Level 2

Joined the community 22-10-2012

Level 2

Marketing Automation Leader

Chicago, IL

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Re: Timestamp when another field is updated

by 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.

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Re: Create SFDC Task Marked as Completed

by 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.

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2991 0 1
Re: Transition Rules Not Working in Revenue Cycle Model

by 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 (K...

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4124 0 0
Re: How to get opens and clicks from emails in an "email send" channel

by 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 m...

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3480 0 1
Re: Your feedback is needed! Which color theme for the tree do you pre...

by David_Lyons 11-30-2017

Count me in.

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4102 1 0