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Hi Matthew Varone,It is very likely that people are not member of your program in the "Invited" Status. 2 things to change :Make sure that the smart campaign that sends the email has a "change program status" -> Invited flow stepRemove the "program status" constraint in the "member of program" filte...
Hi Iryna Zhuravel,Regarding you first question, I do not think there is a way to avoid the reporting gap excepted to export the reporting in excel and recompute the reporting as if you had not changed the system. Somewhat similar to what companies do when they change their accounting standards.With...
Hi Sanford,For the second point, we could have a setting that would enable either to accept a non-enum value or to accept it. In the first case, any way, it is possible to have a data management campaign that cleanses it...-Greg
On top of Jamie's point, if you do have multiple funnels, you can still keep one field, but use SFDC record types so that you can manage different lead processes (with different status field values, but 1 field).-Greg
Hi Cheryl,This one is still there -Greg
Oh My... Some ideas on this are 5 years old:And I probably missed a few -Greg
Hi Iryna Zhuravel,I totally agree with you, you should have only 1 field. A few pitfalls you should avoid :Avoid "Vanity" statuses such as "working", "In progress", etc... Statuses must correspond to decisions that someone (marketing or sales) made and give indication about what to do next. These v...
Hi Josh,Well reading it carefully, it says :Despite the fact that it's not correctly written (the last 4 bullet points are in fact the cure to the first one), I made a test on another instance and I confirm it's not possible to move a program with members from one workspace to another.As I surely do...
Hi David Latty,Use a script token in you program. See here : Date Format Velocity Script -Greg
Hi Dan Stevens,Voted -Greg