JD_Nelson

JD_Nelson

Contact Me
Online Status
Offline
Date Last Visited
‎04-29-2024 11:38 AM
Level 10 - Community Advisor
Joined the community 13-05-2014
Rank Icon Level 10 - Community Advisor
Sr. Mgr. Marketing Operations
San Francisco
  • solved badge Re: Best Practice for Personalizing an Engagement Program

    I would recommend dynamic content, specifically Snippets. That way you can swap out content without editing all the different places that reference it. I've found that reporting on this becomes a bit of a downer, so you may want to setup some tagging when the email is sent in order to set a way to t...

    image_type
    Discussions
    3053 0 0
  • Re: Can we load our branding color to rich text editor color pallet?

    not really.... although @SanfordWhiteman has teased a very complex scripted way to accomplish something similar a while back, but I have yet to see any reference to a way to do this successfully. More than happy to be proven wrong, but .... A possible work-around I've had, in the Email editor, is to...

    image_type
    Discussions
    4261 0 4
  • solved badge Re: Program Member Custom Fields - Suggestions

    I've started implementing point-in-time values, which would be similar to the use-case for querystring capture, but I'm doing it more from a lifecycle stamp period. For instance, what programs did someone attend as a Prospect (or MQL) vs. as a Customer. You can start to get a feel for resonance of c...

    image_type
    Discussions
    10756 5 1
  • solved badge Re: Leads syncing too fast to SFDC and being assigned to the wrong rep

    you've summarized the questions everyone has, pretty well. Unfortunately, no, there isn't a default way to sync to SFDC and a Campaign at the same time all while waiting for x-number of processes to run through your lifecycle. The normal way to do it is to have the Sync to SFDC flow step in your glo...

    image_type
    Discussions
    3270 0 1
  • solved badge Re: Leads syncing too fast to SFDC and being assigned to the wrong rep

    this is a common reason why people don't use the sync and prefer to make it a local action to the program and rely on a global lead lifecycle for all the processing. The problem with that being that you'd have a wait step in every campaign of undetermined length (your lifecycle time). It is an Idea ...

    image_type
    Discussions
    3314 1 3
  • Re: Nurture Streams - Am I using these Incorrectly?

    are you seeing the click activity for the lead that was sent the first stream email?

    image_type
    Discussions
    2235 0 0
  • Re: Changes on Live Email Program

    Probably a little late for you, but it does look as though the original email would still be sent. Once the send is initiated everything is placed, ultimately, into an Outbox if you will. It should also be noted that the time of the actual SEND (as opposed to the delivery, hour later) will be used i...

    image_type
    Discussions
    1485 0 0
  • Re: What Program to use? Any feedback is appreciated

    It's a bit difficult to visualize, but I think I may have done something similar, before. Ultimately, I found that it was better to do it all in one engagement program and simply manage the streams like you would your batch triggers. The assumption here is that your "irregular send times" could be a...

    image_type
    Discussions
    2897 0 0
  • Re: HOw to Use Data Events from RTP Segments

    I'm not sure I fully understand the concept, but if you're looking to ultimately get confirmation about a link click before going to a secondary page, then I don't think RTP is the solution for this.

    image_type
    Discussions
    2660 0 0
  • Re: HOw to Use Data Events from RTP Segments

    I don't know Data Events, but I also don't think that's what you need for this scenario. There's a Behavioral segmentation criteria for "Include Pages" which will work for this. Just use that and your wildcard data to indicate when a visitor will match. The confusion I usually explain to people abou...

    image_type
    Discussions
    2678 1 2

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Affirm 50 Affirm 50 Earned on 4.29.24 Earned by 25 people Select to learn more
  • Expansion Expansion Earned on 2.23.21 Earned by 11 people Select to learn more
  • Originator Originator Earned on 2.23.21 Earned by 21 people Select to learn more
  • Builder Builder Earned on 2.23.21 Earned by 58 people Select to learn more
  • Bedrock Bedrock Earned on 2.23.21 Earned by 82 people Select to learn more
  • Contributor Contributor Earned on 2.23.21 Earned by 280 people Select to learn more
  • Seeker Seeker Earned on 2.23.21 Earned by 681 people Select to learn more
  • Springboard Springboard Earned on 2.23.21 Earned by 210 people Select to learn more
Public Statistics
Date Registered ‎05-13-2014 11:27 AM
Date Last Visited ‎04-29-2024 11:38 AM
Total Messages Posted 772
Likes Received 417
Likes given to