Level 10 - Champion Alumni
Joined the community 06-02-2015
Level 10 - Champion Alumni
San Francisco Bay Area
Marketing Operations Manager
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Kristina,Each engagement program has a maximum of 15 streams, so keep this in mind. As for the transition between streams, I actually prefer an outside smart campaign with the flow...
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In that case, blacklisted is a better option.
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Well then you can use the smart campaign's smart list of "was delivered email: Stream 1 Email 1" and the flow can be:Flow:Wait 2 weeksChange Engagement Program Stream Choice 1: If ...
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Rachel,Did you try going to "Event Actions" > "Refresh from Webinar Provider"?
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Elizabeth,It looks like you're using transition rules. Personally, I like to use an outside smart campaign to move leads in between streams since you can run it as a batch whereas ...
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Paul,What I would do is add a "Remove from flow" flow step right before the "Send Email" step with the criteria needed to not send the email (ex. Lead Status is Nurture). Then lead...
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Katy,From Lead Database, you can search a lead or from any smart list, you can select a specific lead and towards the top click "Lead Actions". This provides a list of the availabl...
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Samantha,Could you provide a screenshot of this filter? I am not seeing a "Campaign Member Created Date/Time" constraint for the "Member of SFDC Campaign" filter.
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Well it's not the only option, if you also indicate who the owner is (ex. John Smith), it will assign to them and a duplicate lead will not be created. It is when you assign to a q...
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Sonnia,When you are syncing to SFDC, use the "Auto-Assignment Rules" option. This will update the existing lead instead of creating a new one. Assigning to a queue will create a ne...
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