Badges
Accepted Solutions
Likes Received
Posts
Discussions
Ideas
Blog Posts
I ran into an issue the other day and I am wondering if anyone else in the community has encountered this issue.I created a smartlist to pull all leads where [date field] was in past before 6 months, that was the only criteria. The number of leads that qualified for the smartlist was way more than ...
Awesome, glad that did the trick. Remember to mark this question as "answered".
Yea let me know, I ran a couple more tests and everything worked on my end. Maybe we can troubleshoot offline.
What?!?! Did you add all of the existing leads to the campaign? Are they in wait steps?
Hey Dory,I don't see an issue with this question. The send alert flow step defaults to send the alert to the lead owner.J
Hey Kevin,I would set this up as a batch campaign rather than a trigger campaign with a wait step. The trigger and wait would get messy here because you would also have to account for updates to the customers "last transaction date". Essentially, the lead would need re-enter the campaign each time ...
I too agree with Dory.Do you have a date field setup for each course completion date? I would set the campaign up like this:Smartlist Trigger: Data field changes "xyz course completion date" new value is not empty.Flow: Step 1) Date token wait step > end on "xyz course completion date" plus 13 day...
Hey Roger,Your smart campaign should look like this:Smartlist: "Lead is created" (trigger)Flow:step 1) wait 14 daysstep 2) Add to engagement program
Hey Christina,For higher education I would say the sweet spot is somewhere between 8-10 stages but in all reality it depends on the business process.The buying process for higher education is unique and varies depending on the target audience. For example, the buying cycle for traditional undergrad...
Hey Simon,I would use custom fields rather than static lists. J