AnsweredAssumed Answered

Moving People into the Revenue Cycle Model

Question asked by Bianca Lopez on Oct 5, 2017
Latest reply on Oct 6, 2017 by Tom Grubb

Hi! I am rather new to Marketo and I need your advice. It's only been about 2 months since the first time I've ever logged in to Marketo so please be nice.

 

Our current Revenue Cycle Model only has the people that were triggered by the model since it had been set up. So a huge portion of our database is not in the model and I'd like to batch them in. I'm wondering...

 

1. What is a good way to batch people into our existing RCM. How would you set up the smart campaigns? - an example would be really helpful!

2. What are the things I need to consider (eg. people to exclude, things that could go wrong etc.)?

3. Is there a way to test this to make sure it runs smoothly?

 

In terms of our RCM, we have a pretty solid one which had been previously set up by a consultant, so we will not need to make any changes to it. Only thing is moving everyone into it.

 

Thanks!

Outcomes