Amanda_Thomas6

In engagement streams, link to landing pages and use progressive profiling. Chances are you already have all the basic information on them by the time they enter an engagement stream. This is an easy way to collect more information on a lead, and they will be happy they don't have to constantly fill...

Congratulations All!

Hi Cori, We just got our new instance and we're starting the migration process soon. I definitely recommend an agency, we're using Elixiter, especially is you have a large tech stack. I also recommend having a clear date from your Salesforce team on when you can connect the new instances, and make s...

Hi Cheryl Chavez​, So, operational emails count towards the email communication limits? I'm trying to confirm...Our limits are set at 3 per 7 days.Group A hasn't received an email in 8 days. We send Group A an operational email today, tomorrow, and the day after. Will they have then met their commun...

HI Greg, I think this should still be open as the expire date field is only for the next day forward. What if you want to immediately deactivate their access? That is crucial to us, especially since it's access to customer/prospect data that could easily and quickly be exported.

This is great! I think it's super easy to mark people marketing suspended and forget to mark them back after a certain period of time or after an action is taken. Great reminder to search my instance!

I think one tactic we still use that is pretty dated is engagement streams related to product. We plan to build our engagement streams based on the buyer's journey. Ex. If they aren't clicking trough/taking the next step in the buyer journey, we put them in a slower stream. If they're clicking only ...

Nooo. I wish this was hyperlinked somewhere on here. So it would have been on my radar to do last night. So, checking the trigger column will allow me to use tokens for those fields on that object?

Can you access tokens in the email editor setting? I'm trying to use a few fields form the custom object in an email alert. object is "RV Member". I would think token looks like {{RV Member.Phone}}, but I can't find the token within the email editor. (When you go to insert token, and search the drop...