Easily query completed rt journey participants
Currently, there is no "participated" in journey interaction for rt. We need a way to reliably know if a participant participated in a journey. Ideally we'd also know if they completed it or exited early.
Integrate Connections for Who We Know and sunset Who Knows Whom
So I created a flow so users can connect themselves to contacts. I think the who knows whom is not really accurate because just bc an email was sent doesn't mean someone knows them and it very limiting by only allowing activity. You have a wonderful function in connections that can easily cus...
Better Segment Documentation
There is a lack of documentation for sequences and even moreso for segments.
For instance, it is not clear that a user needs organizational append rights to activity pointer if creating an email for another users in say a parent business unit. Not all rights needed are listed for sequenc...
Sequence Send From: Owner of Sequence
Last needed option for send from is a Send From: "Sequence Owner." We have business units that share records so owning team, etc as well as record owner cannot be used. A custom user field is a lot to manage and keep up vs. like quick campaigns to just designate from sequence owning user. W...
Drill down to participant on email recipient activity - opens, clicks
It would be nice to see which record who opened or clicked an email in a sequence and other tracked data.
The new sales acceleration powerbi report looks great, we need to be able to drill down and see individual record who opened, clicked, and any other tracked dat...
Edit/Change Default Columns for Email Type and Viewable By OR respect settings from start from existing templ
When creating a new template, we'd like to control 2 default fields/columns. Column: Email type is always "user" and Viewable by (permission level - ispersonal column) is always Individual - we'd like to have the new default columns to be ex. "contact" and "organization" is our preference. As...
CIJ Lead Scoring for Contacts (without lead)
Is there an update on if contacts without leads are planned for lead scoring in Customer Insights Journeys. Any directional info is helpful. Thank you.
CIJ Lead Scoring for Contacts (without lead)
Is there an update on if contacts without leads are planned for lead scoring in Customer Insights Journeys. Any directional info is helpful. Thank you.
CIJ Lead Scoring Model Including "But not" and "or"
Give boolean options "or" and "not" for lead scoring inclusions.
One use case is Form Visit "but not" Form Completed would be very useful. using a negative maybe they visited once but filled out 2 would start to give negatives since they won't exactly cancel out.
CIJ Lead Scoring Web Visits Traffic
Like outbound. Allow for web visits to also query page attributes, time on page, etc. if possible even number of pages visited (or implement composite, e.g. total, score across lead scoring to handle.)