Level 1
Joined the community 03-05-2017
Level 1
Senior Marketing Automation Specialist
New York, NY
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My team is beginning to use multiple workspaces across regions, and I want to set them up with access to all of our program templates I've built (for webinars, quote request campaigns, etc.) You can't directly move a program across workspaces, but various posts on here say you should be able to move...
2163 0 3
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Allison_Munson
05-11-2021
We use a score cap of 100 for all behavior scoring. All behavior outside of a quote request can add up to 99, and quotes are 100. This makes it easy for our sales team to prioritize all 100s, and then work backwards. If a lead in disqualified or not ready yet for a quote, we reset their score to 0 ...
2989 1 0
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Allison_Munson
05-11-2021
You can update the first few steps, to only send email one if that email has not been sent, same for the wait step, and then rerun people who missed parts through the campaign. It'd probably be safer to clone the current campaign, get rid of the first steps that everyone went through (ie send email ...
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