Level 5
Joined the community 22-07-2011
Level 5
United Kingdom
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In order to get the value from Revenue Cycle Analytics you need to update period costs. Manually entering costs on a monthly basis is a barrier to usage. In addition editing costs ...
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PROGRAM CHANNEL would be very useful as well. We allow users to edit lead source since when they create leads/contacts it is generally required, however this means existing lead so...
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as an example of what I am currently doing, if the lead clicks a link in an email being used in the engagement program and is a member of that engagement program I am updating the ...
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You might guess I am having a few problems finding answers in the documentation. Do I need to set a smart campaign to update the lead program status from member to engaged after an...
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that is really useful, thanks, I guessed it was sent but in some of the videos the speaker talks about "the lead has recieved".Follow up question though, in the program, because it...
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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 le...
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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, n...
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I have just come across this issue. This is a hugely important feature to bring in.
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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 m...
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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 seg...
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