Natali_Talevski

For your lead scoring, you set up a smart campaign for each action you want to score on. These don't need to be within a program - they can be created on their own and placed within a campaign folder. So as an example, if you want to add 10 points for everyone who clicks a link on your website, you ...

Hi Abdallah,You could create one as a landing page that has the subscription fields as either tokens or a pre-filled form on the page. This way, if a lead goes to the page, the form/tokens will prepopulate with the values that are against the subscription fields on that lead's record and they will b...

Hi Mabel,Just so I understand, are you looking to set up triggers that would assign a score based on the action a lead undertakes?If so, then you set up a smart campaign (one for each of your triggers) with the trigger being the action you want to score on and the flow step being Change Score +/- am...

Hi Isabela,Does your SFDC instance have a field called Comments or Notes? If so, simply having that field in the form will sync that data into SFDC when the form is submitted. Otherwise, I would create that field against your lead and contact records in SFDC and then pull it into your form.Or, is wh...

Hi Stephen,I don't know of a way to do it automatically, but you can do it manually.If you create a smart list to show all those leads who had the value changed (Data Value Changed Filter), you can then click into the leads and see what the value was before the the change was made in the Activity Lo...

Hi Christine,We've implemented this at a Smart Campaign level. Our smart list is a trigger Filled out form = form and our flow say If Lead Source is blank, then Lead Source = Website. Default is left as Do Nothing. Works for all of our forms.Just remember to remove the hidden field from your form.Na...

Subscribing - looking to roll out something similar and would love to hear what logic others have incorporated and how it's worked

Hi Josh,That is what I am currently doing, however the problem is that the Lead score is a sum of Behavioural and Demographic. This means that i can make the Behavioural and Lead score match, but it will not match when you add the Demographic score.As an example:* Lead has Demographic score = 10, Be...

I did this just recently using a Score test field.I created smart campaigns with each criteria I was changing adding points to my score test field. I then created a smart list with my MQL criteria (using the score test field as my lead score) to see how many would become MQL after the reset.Mine was...