John_Clark1

John_Clark1

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Date Last Visited
‎04-01-2021 02:20 PM
Level 10
Joined the community 02-01-2013
Rank Icon Level 10
Portland, Or
  • solved badge Re: Scoring Qualification Rule Clarification

    Hi Marisa,Setting the campaign to allow them through only one time will make it so they only get scored on one link in one email, ever.If you want to have them scored once per link/email, then you would need to have one campaign per email. There isn't any way to have a broad smart list like Clicks ...

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    1828 2 1
  • Re: Get single lead activity using REST

    Hi Evan,I don't think this is possible. The Get Lead Activities does allow a filter of List Id, but that means your lead would have to be the only member of a static list. If it's only for one or two leads this could work, but it seems like it would be a lot of work for very many more than that.Jo...

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  • solved badge Re: Wait step question

    Hi Jennifer,If the logic to check whether they had filled out the form is in your smart list, then once the campaign runs and they enter the wait step they will not be checked against that logic again.What you could do instead is add a choice to your Send Email flow step. The choice would be If Fil...

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    1556 1 1
  • Re: Engagement Program Cast Dates

    Hi Blake,The stream will send each lead the first piece of content they have never received. If all of your leads have never received any of the emails, then it will only send the first. If some have received the first, and some the second, then it would send each lead the next email in line. It'...

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    1772 1 1
  • solved badge Re: Possible to add which form was filled out to a smart list?

    You're welcome!1. Yes, one campaign, once activated, would work for any form fill out in your instance, no matter where the form lives, in Design Studio or an program.2 No, you wouldn't need the custom field on your forms because the trigger campaign would capture the name of the form and populate...

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    8221 2 12
  • solved badge Re: Possible to add which form was filled out to a smart list?

    Correct, but you'll need to set that custom field up on all of your forms, now and in the future, if you want it to populate for all of them that way.The campaign will populate it for you without having to put the field on every form.

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    4596 2 14
  • solved badge Re: Possible to add which form was filled out to a smart list?

    You're right about the custom field being a string.The issue with trying to track all of the forms a lead has filled out, is that you can't really do this simply with a single field. The method I'm describing would give you the most recent form they filled out, and all of the rest of the form fill ...

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    5106 2 16
  • solved badge Re: Possible to add which form was filled out to a smart list?

    You would only need to create a single custom field. The trigger campaign you set up would trigger anytime a lead fills out a form and populate the name of the form they filled out into that custom field. This is done by the Change Data Value flow step and {{trigger.name}} token. That token popul...

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    3604 2 0
  • Re: Bounced Email Notification

    Ok, so yeah, in the Send Alert flow step you would use the Lead Owner setting if you choose to go that route. Otherwise you would need a separate smart list for each lead owner.

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    3067 1 0
  • Re: Bounced Email Notification

    Hi Laura,An alert could be set up with any lead tokens you wanted. These tokens would populate with lead information like {{lead.First Name}} {{lead.Last Name}}, etc.If you set up a smart list for bounces, and you want to have the bounces separated by Lead Owner, you would need to have a smart list...

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Public Statistics
Date Registered ‎01-02-2013 01:59 PM
Date Last Visited ‎04-01-2021 02:20 PM
Total Messages Posted 580
Likes Received 522