Rachel_Egan

I know there are some threads on Community about this (see here, for example) but I wonder if it would be helpful to cover the types of reports that are most helpful for different teams. We all have different companies and objectives, which means that we are all probably looking at different metrics...

Thanks so much Dan Stevens​! I'm going to have to read this in more detail but I greatly appreciate the detailed response.

If I'm reading your question properly, I believe you can set up a random sample to be sent to one campaign vs the other. I would randomly split my sample into even groups and add them to a list, then I would run one list through one campaign flow and the other through a different one. You should the...

That is correct, however you don't need the second set of parentheses. You can simply write it: (1 or 2) and 3 and 4 and 5

Yup! Just make sure you do that as well

Yup, that's exactly what I would do. Question, though, do you have a 1:1 sync with SFDC or other CRM? If so, you will have to add an additional option in there that tells it to delete the lead from the CRM as well.

This could get a bit messy, but I think the best way to do it is to import the people to a static list. You could always create a dummy acquisition program ("DEL-Client Emails" for example) that you use when importing the contacts to the static list. This will make it easy to delete them after you'r...

Thanks so much for the details, here! A couple additional questions: How do you set up a temporary lead partition? I had to just move around a few people in programs because I had to change the program channels. When I transferred the acquisition programs, the acquisition date remained the same, how...

Thanks Josh! I will take a look at this set up and run through it with my team. We definitely don't want to have TOO many channels, but we do want to have accurate reporting.

Hi Brian Law​, over the past few months we realized that we need a couple more steps in a few of our channels. I have a few questions:If I need to add an additional step between 20 and 30, is best practice to just add it in between the existing steps (i.e. put it in as 25)? If we have steps that nee...