Mark_Farnell

Mark_Farnell

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Date Last Visited
‎02-19-2020 01:20 AM
Level 5
Joined the community 22-07-2011
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United Kingdom
  • Engagement Program: Sent Vs Received

    I haven't been able to find a clear definition of how engagement programs decide whether or not to send a piece of content to a lead.Is it sent or delivered?If delivered, is the lead is stuck at that step, until the content is moved in priority or de-activated/removed from the streamHow do I track t...

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  • solved badge Re: Engagement Program Best Practice

    Hi Amanda - so therfore I am also now assuming that by only adding the lead to the actual program being used e.g. by changing program status to opened/clicked to show engagement, no one else will be added to the program. So whilst that program is being used in the engagemetn stream it will send th...

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  • solved badge Re: Engagement Program Best Practice

    Thank you Josh and Amanda - something that Amanda said interested me that I may have missed in the documentation - several emails can be used in one program, but once a lead is a member of that program they can neve receive any other emails from that program i.e. it is program memebrship rather than...

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  • solved badge Engagement Program Best Practice

    I'd like some feedback from the community on whether I am aproaching the use of engagement programs in the best way. We use similar content across different programs, currently segmenting the content based on region. So I've created some standard email programs so I can just drop them in to engage...

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  • solved badge Re: How does the use of forms affect program acquisition

    Thank you for all your comments. We do already use a templated campaign that we clone for multiple use, also with tokens to update emails/pages easily and we update the status as required when forms are filled out etc. The key interest here was around global vs. local forms which still seems a lit...

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  • solved badge How does the use of forms affect program acquisition

    I read elsewhere in the forum that for programs using forms, program acquisition is only set automatically by local forms, not global forms. Is this true?My use case is for webinars - we use the same form for most webinars so we use a global form. However, this now means I need to set up a camapig...

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  • Re: data.com vs. Hoovers vs. OneSource

    Apologies for delay in replying - we went with OneSource. Decision based on data quality (we think OneSource has an excellent variety of sources) price and the ability to set up news alerts. Having said that, I do believe that data.com has a good USA product.

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  • French translation - special characters

    We're beginning to build out a french web site which will need french landing pages and forms. How do I make the various special characters in French appear e.g. the accent over e in Prenom? I'm not a french speaker by the way. I will need to do this on forms and landing pages. I know we can cha...

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  • Re: Top 100 Leads View

    Thanks Mark - our guts use this too. It's great.BUT I want to have a field called RANK that ranks every lead (by owner) according to score then filter the list for all leads where RANK is less than or equal to 100. Because we than track the date of the last activity, my filter for Date of Last Act...

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  • Re: Top 100 Leads View

    Hi ItayThanks for the above. That's as far as I have got, but I am looking for a way to limit the list to the top 100 for that person. I am thinking some kind of ranking formula which updates each night, but am not sure how to achieve that.The reason to limit to 100 only and not the complete list ...

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Public Statistics
Date Registered ‎07-22-2011 07:45 AM
Date Last Visited ‎02-19-2020 01:20 AM
Total Messages Posted 165
Likes Received 45