Matt_Lyman

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Joined the community 13-08-2015

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Re: Engagements Programs - Cyclical Style / Wait steps

by Matt_Lyman 05-13-2016

Hi Josh,We are going to have streams based on product/solution. We will be randomlyplacing stale leads in any of the streams, and manually adding event leadsbased on their interest.Do you have another thought on this? Do you have some best practices thatwould go a different direction?Thanks,MattOn F...

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Re: Engagements Programs - Cyclical Style / Wait steps

by Matt_Lyman 05-13-2016

Thanks, Jamie.If we have it where 4 leads to 1, it will never go through the same stream2x right?And if we add a wait step, wouldn't it do that for all of the people that1st hit it as well? Meaning that new leads that hit stream 2 would be stuckin the wait step?Thanks!MattOn Fri, May 13, 2016 at 12:...

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Engagements Programs - Cyclical Style / Wait steps

by Matt_Lyman 05-13-2016

We are working on building a standardized nurture program that includes 4 different streams. We want there to be an entry point at each of these streams and have it go through the full email cycle regardless of where they enter. It would look like this:1-2-3-42-3-4-13-4-1-24-1-2-3Is there an easy wa...

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Lead Management
Re: Sales Email Smart Campaigns - Activity Remove From Flow

by Matt_Lyman 05-03-2016

We are in agreement on that. Trying to identify the best way on our endwith our sales teamOn Tue, May 3, 2016 at 10:55 AM, Josh Hill

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Re: Sales Email Smart Campaigns - Activity Remove From Flow

by Matt_Lyman 05-03-2016

We are going to try this, but the overall removal feels pretty brittle - we may work with sales to ask for a field to be populated.

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Re: Sales Email Smart Campaigns - Activity Remove From Flow

by Matt_Lyman 05-03-2016

Thanks. And with a trigger it will capture new work. I will work throughthis. Thanks!On Mon, May 2, 2016 at 9:00 PM, Josh Hill

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Sales Email Smart Campaigns - Activity Remove From Flow

by Matt_Lyman 05-02-2016

Hi everyone,We are using a few smart campaigns to allow sales some standardized engagement programs. We are doing smart campaigns instead of engagement campaigns because we have different time frames between each activity. They look something like this:Email 1 / Task 2 createdWait 1 dayEmail 2 / Tas...

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Re: Email unsubscribe AND preference center

by Matt_Lyman 01-22-2016

We also had an issue with our auto fill not being enabled through the landing pages admin section. Make sure to check that!

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Re: Email unsubscribe AND preference center

by Matt_Lyman 01-21-2016

Thanks. Email is on its way.

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Re: Email unsubscribe AND preference center

by Matt_Lyman 01-21-2016

You are correct. We are putting the full page URL in the red section. As far as the font goes, we were just copying over from the content that is currently in our Admin -> Emails. With enough issues on the links, we are trying to get that solved before the other pieces.

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