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Hi Christine!That's great! I'm glad this was helpful. No, we set up our folder structure in Marketing Activities so that the programs we built out would inherit the folder-level tokens. If you're just starting out with tokens, it may be helpful for you to read through Edward's articles that are link...
Wow, I didn't know this! Kind of concerning actually. Are there any ideas in the community to fix this?
From what I understand, if someone ha success in a program before the opp is created (and then before it's closed), the program will get credit. If you remove them from the program, you're removing their success too, so it should be fine. It may take a day to update in RCE and probably the Opp Analy...
Hi Mridul, can you provide some more detail? I am not sure what you are asking. If you want to see members of a program, you can click the "Members" tab. There you can filter by program status or you can export the whole list.
Is there a multi select box for the webpage constraint? I don't remember. It will be a green plus sign. If there is not a multi select box, then you can just drag the same filter over 31 times in the same Smart List if that's what you want to do. Just make sure you use the "Any" option.
Right, so there is a filter section that might be collapsed so you aren't seeing it now. But open it up (it's gray) and you can drag the email address field there to filter based on email domain.
Naming conventions are so important! It depends on what works best for your team, but I usually do a [Program type abbreviation] YYYY-MM-DD [Segment or industry] Name-of-programand PLEASE don't put spaces around your hyphens. Not only does it look clunky, it created extra underscores in your default...
Hmm, I am not totally understanding your question. So you have 3 separate landing pages for your 3 markets that you are capturing leads from. Are you asking how to pull separate Smart Lists to see who came from each page/form? If so, you can do this with the "Filled Out Form" filter and "Web Page Is...
Do you mind marking my response as correct if you're satisfied with the answer?
I have a general campaign for Engagement under my Nurture program. If they engage with my Nurture program by clicking a link in an email or filling out a form, I give them success in the Nurture. If they fill out the form for that specific asset, I give them success in the asset's program.