Rachel_Egan

Rachel_Egan

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Date Last Visited
‎03-30-2023 10:22 AM
Level 7
Joined the community 08-06-2015
Rank Icon Level 7
San Francisco, CA
  • solved badge Re: How does "Random Sample" work?

    I agree with Chris Saporito​. I wouldn't have the 2nd choice in there as it's redundant to choice 2.Another thing to think about is that if you're doing something more complicated with the logic (say putting 15% of people in one bucket, 25% in another bucket, etc.) the default choice would catch eve...

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  • solved badge Re: Using Marketo to send Internal Newsletters - Pros & Cons?

    We use Marketo for our internal Marketing communication, but let other teams use MailChimp for theirs. Mostly that's because we don't want to spend all the time with them revising content, design, etc. It seems like more trouble than it's worth to get those emails out if they are just internal.The o...

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  • Re: Lead Activity/Program Membership by Owner

    Josh, I totally agree that someone who attends a webinar isn't necessarily ready to speak with sales and we don't want to immediately flag people to Sales. For this use case, it's just people who are already owned by a seller in SFDC. If they haven't reached the MQL threshold or are in "Recycle" or ...

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  • Re: Lead Activity/Program Membership by Owner

    Thanks Edward! I think this is the solution I'm leaning towards, although you're right in that it's not scalable. I might do it by regions so that I just have however many regions, then the report can go to either that lead, or the regional sales alias. Thanks again!

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  • Lead Activity/Program Membership by Owner

    I've seen a few different threads on this, but none of them seem scalable to me, so I wanted to pose this question again to see if anybody has any insight.Right now, I know it's possible to send my sellers an alert when their client, say, attends a webinar. This, however, can lead to many many many ...

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  • Re: What are your top 10 pages in Community?

    Nation Talks (This was very hard for me to find)Purple SelectIdeasDiscussionsUser GroupsRecently BookmarkedIt would be awesome if there was a way to have "recent content you might find interesting" based off of your recent searches/interactions (might be more difficult to set up than others, but dar...

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    1717 2 0
  • solved badge Re: Custom Interesting Moments

    I also just read your comment on the idea I posted above. Will build and see what happens.

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  • solved badge Re: Custom Interesting Moments

    Yeah, I was looking into that. What kind of Interesting Moment type would I choose? It's my understanding based off of this article that there are only specific tokens that work for specific triggers/interesting moment types.I've never set up Interesting Moments before so I wasn't sure whether it wo...

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  • solved badge Custom Interesting Moments

    I've been searching around Community for some info about interesting moments and I found this thread which seems to be out of date and that doesn't have much love so I'm hoping someone can help me out.I'm trying to build an interesting moment for a few advertising programs we built out. To get into...

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  • Re: Sending Alerts best practice

    Thanks for the link, Greg. I was actually just looking at that web page earlier today because I'm trying to update our alerts/interesting moments system.I will also take your "centralized approach" recommendation into consideration while evaluating our structure.

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Public Statistics
Date Registered ‎06-08-2015 04:04 PM
Date Last Visited ‎03-30-2023 10:22 AM
Total Messages Posted 259
Likes Received 179
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