Carrie_Chandle1

I really like this idea of "checking out" fields - we need to implement this!

Agreed on the negative scoring. We decrease for certain web page views, emailability, and lack/decline in activity.

If you need to continue to send this email out, you can either swap out the existing email addresses in the email address filter with your new ones (you don't need the old ones because they've already received the email), or if you think this will be a regular occurrence, you can turn the campaign i...

Hi Tori - does the Wordpress site you're talking about already have Munchkin tracking? You should be able to see which known visitors have clicked that PDF link using a "Clicked Link on Web Page" filter. Remove the "https://" at the beginning of the PDF URL... the same would be true for a listening ...

Hi Adrian Cardelle‌ - when you say that the email is approved and finished, you mean that it got sent out, right?If it's just two more people, I'd create a smart campaign and send the email that way. Then, you could always pull an email performance report on the email asset (instead of using the ema...

So, you could get at 3 of your 4 asks using smart lists...Contacts - Use the "was sent email" or "was delivered email" (based on what the campaign owner wants to see), and this will get you the # of peopleIT Contacts - Add a filter to smart list #1 for your IT contacts and this will get you the # of...

Glad to hear! When you get a chance, go ahead and mark your question as answered - it helps people keep up with what's still open

I prefer to batch leads into their current revenue stage. If you don't, your qualification rules will push these leads along more quickly through stages, or skip stages, which won't be representative of how a lead typically flows through the RCM. Check out the comments on this post, too: https://nat...

Make sure each program that you're pulling in has a smart campaign with a Smart List that references the person being a member of the engagement program (and any other criteria you want, such as not having downloaded that piece of content).Your Flow step is then to send the email. You won't schedule...

I've had many of those myself Glad you got it working!