Yes, we keep the master file updated. This helps with change management on both the client and internal team side. It's a great resource to show progress, specifically when impleme...
I think two important considerations are list health and personalization.List health: Far too often, I see clients go the route of purchasing lists from vendors. Do yourself a favo...
Hi Broderick,I agree with Darrel. Why is option 3 not scalable? Create master smart campaign (Existing Customer: Exclude) that listens for payment and then removes the customer fro...
Hi Grace,We find it very useful to document the implementation details and process. This serves as a master file to keep a detailed, consistent model. We create an Excel Workbook d...
Thanks, Devraj. That should work - the profile I want to merge to does not have any points or anything that needs to be saved. So as long as I can take all my information from this...