JD_Nelson

obviously your attribute will be whatever field you used -- Notes 01 was just an example I had in my system.

there's no "undo" per se, but you can update your smart campaign to only focus on the criteria you did change. If you change your filter to "Data Value Changed" select your attribute, timeframe, and previous/new values in the constraint menu you can undo them in bulk.Something like this:

Everything in here is great to get started. Something I invested (time) in when setting up a brand new instance was to make sure that my lead lifecycle processes were global/holistic and documented. What does that mean, exactly? When a net new lead enters your database for the first time, there shou...

These are great. Not usually talked about, but critically needed best practices everyone should be doing!

I'm with you, Heather. I'm not one for Karaoke, but Marissa rapping sounds like a good time.

Thanks Ellie Lewis‌. I do think, too, that there's a level of "no-confidence" in some AI process that has to be expected as well. We can setup the most intricate of process to identify and improve customer journey, only to find that they viewed it on a tablet or phone or work computer that wasn't co...

The gauntlet has been thrown! Now we just need a solid metric to effectively report on 'creativity and entrepreneurship' in each region.

Go Sergio! ... and GOOOOO EAGLES!

Good stuff, thanks Joe!"I've been marketo-ing for a long time..." -- Joe Reitz‌, 0:40Priceless!

I use categories to group similar content, whether that is type or theme; you can tag something multiple times, it just comes down to how you call it on your site or email -- so, for example, I would create tags for all 'webinars' then tags for themes like 'best practices' -- then when I implement t...