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This is pretty easy. Go create a regular program like Email Blast. Smart List: Trigger: Fills Out Form IS X on Page Y Filter: checkbox=TRUEFlow: Change Status = Converted (or something like that) Send Email 1 Wait 15 Days Until M-F Send Email 2 Wait 15 Days Until M-F If Purchase=FALSE, then ...
That last one might be hard to report on without RCE.You could try something likeHas Opp=Closed Wonand any of the following behaviors: Form, Visit, etc....but there isn't going to be a nice Report that says Show me the list of behaviors for leads with Closed Won Opps. It's really the other way aroun...
Grant,What I did with one client is to establish a series of fields called "Score at MQL", "Score at SQL" so that we knew what that score was when the conversion happened.Don't know the results yet.Other options include checking scores against Read/Unread by Owner speed of stages by score running...
No, there isn't.You can look at an individual's record and click on the activity # to view more details.
To switch templates, you need to clone the page and change templates.
What exactly do you need it to do? You can probably do this, but it may depend on a few things.
Sure. There are several threads related to this. You will need javascript to block it at the form level. If you don't care if they fill it out, then you can filter out the autoresponder at the smart list level with Email NOT CONTAINS "XXXX"
you should be using a hidden field on a form (you can clone or use a centralized form) for every program you do.You will need to track the URLs you provide.It can get complex and I do recommend some form of this system.