JD_Nelson

JD_Nelson

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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
  • Re: Can we load our branding color to rich text editor color pallet?

    @SanfordWhiteman wrote:there's a tricky way still keeping that blog post close to the vest, eh?

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    3808 1 2
  • 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...

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  • 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...

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    3820 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...

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    9263 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...

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    2908 0 1
  • Program Member Custom Fields filter on reports

    this may be an extension of an old idea, but with the recent release of Program Member Custom Fields, it would be nice to add these as filters on reports. Specifically Email Activity reports (if not all others). Filtering the smart list by member data returns the lead, thus invalidating the report i...

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  • 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 ...

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    2952 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?

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  • 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...

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  • 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...

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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
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