Hi Karina,Businesses do this different ways - some use a global scoring program across the instance and all leads, while others may have use cases for more specific/individualized ...
Exactly! To echo some of the points above, I wouldn't be too concerned about this impacting the deliverabilty. I also would be sure to think through what email address you are usin...
Hi Paul,I agree that this would be a good use for segmentations and would allow you for more consistency and a quicker pull of lists across users. It also gives you more flexibilit...
Hi Irene,I absolutely agree with Dory's recommendation. I do want to add in though that depending on the size of the list you're expecting and what other flows are running 'behind ...
Hi Michelle,I'd be interested in your opinion here as well if you've been! I've been to Summit the past 5 years and even though sessions are great (love Champion and Product Love s...
Hi Erin,You will always have a 'default' segment in every segmentation you make -- it's the catch all for leads that didn't qualify for the other segments proceeding it. That being...
Hi Adele,The first thing I'd do is try to find similarities in these "trouble" leads. Look at their activity logs - look for anything that may straight out mention failure to sync ...
Stephen,Unfortunately testing results are a beast to keep up with. I always found a spreadsheet worked best for me as well.I'd usually pick a variable to focus on for a while (qtr ...
Hi Chantelle,This would depend on what fields you are using to capture the information. If you happen to have a birthday month field (maybe if this information is really important ...
Hi Dea,As mentioned above, you definitely can create a smart list to pull the list of names.Something to consider though, if the Resources page is going to need to be continually t...