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Hi Kevin,If the "Has Encounter" field denotes the transaction, and you need to send an email 10 months/305 days after that transaction, you could build a triggered campaign saying Data Value Changes, with Attribute as "Has Encounter" and a constraint for new value = TRUE. In the flow, you could add ...
Hi Caroline,I would suggest to set communication limits for all emails, not just nurture. It's a good practice to limit a maximum of 2 emails per week, else you would have more unsubscribed. However if you have to focus on a specific program, you could use a custom score field to add +1 when an emai...
Hi Sean,Found an idea post regarding this you'l like to vote on Thanks!Balkar
Hi Stephen,Email performance reports have the number of sent, delivered, opened, clicked and other columns, but nor program status. If you want program status, you can get that visibility in members tab of the program, but you need to mark program status to Sent, Delivered etc via triggered campaign...
Hi Stephen,You could use UTM parameters on LP where the form is placed, and use those links in your emails - here's a great post on best practices to do the same - Hope this helps!Balkar
Could you search for the records in database using the email id - and see if matching records exist?
This could also be due to duplicates in the system - i.e. the 5 records should already be existing.
Hi Sabrina,Are you using the smart campaign to sync the leads? Is the sync with CRM activated in admin?ThanksBalkar
Hi Nate,Since there are long wait steps in the flow, you could clone this campaign, and change the flow in new smart campaign, and add a filter to exclude members of original campaign.Edit - this is based on assumption that the swap was for the flow step (not the email update within the flow step)Th...
Hi Sean,If there's a set sequence for each set of qualified leads, and the leads won't transition between streams, you may use different content sequence in different streams. Therefore, leads with Qualification X get added to Stream X, which have all the assets - A,B, C in sequence. Another set of ...