Allison_Munson

Allison_Munson
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Date Last Visited
‎03-27-2024 05:01 PM
Level 1
Joined the community 03-05-2017
Rank Icon Level 1
Senior Marketing Automation Specialist
New York, NY
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  • solved badge Sharing program templates across workspaces
    by Allison_Munson name dot 01-08-2024 quickview

    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...

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  • Re: Lead score limit for individual and account
    by Allison_Munson name dot 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 ...

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  • Re: Best way to handle a Smart Campaign that changed while live?
    by Allison_Munson name dot 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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Date Registered ‎05-03-2017 10:08 AM
Date Last Visited ‎03-27-2024 05:01 PM
Total Messages Posted 3
Likes Received 1
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