The best practice steps that must be taken when embarking on developing such a process are to

create a folder within the Marketing Activities to store all data management processes, containing a

Default Program with a default Data Management Channel with nested Smart Campaigns. This will

help organize and standardize the data management processes and make them easy to find and

report on. The Data Management Channel is designed for operational programs that do not generate

revenue or influence pipeline. Creating a folder within the Design Studio or using an Operational

Channel will not achieve the same result.

One new benefit Bhaskar will gain by implementing this new naming convention is that he will be

able to create a global product-specific scoring program that triggers off Program Status Changes

with a Program Name constraint. This will help him score leads based on their engagement with

different product lines across different programs. For example, he can create a trigger that fires when

Program Status is Changed and Program Name contains PROD1, and then add a flow step that

increases the score for PROD1 by a certain amount. Creating product-specific dynamic content or

nurtures does not require this naming convention.

:

The reason the Activity Log tab is empty is that the person activity is filtered. This can happen when a

filter is applied to the activity log, such as by date range, activity type, primary attribute, etc. To see

all activities for a person, the filter should be cleared or adjusted. The activity log would not be

exported by an API or emptied by an anonymous lead.

The 10 people would automatically follow the new duration. This is because when a wait step

duration is modified in an active smart campaign, it affects all people who are currently in the wait

step as well as new people who enter the wait step. The new duration will be calculated from the

time each person entered the wait step. The 10 people would not remain in the old duration or error

out and skip the wait step.

To time-stamp a custom field with the current date and time, David would use a System token in the

“Change Data Value” flow step. System tokens are tokens that reference system-level information,

such

as

date,

time,

IP

address,

etc.

The

System

token

for

date

and

time

is

{{system.dateTime}}. Person/Lead tokens and Trigger tokens are not suitable for this purpose, as they

reference person-level information or trigger-specific information.

To find the list of people who received the losing email, they would use the Was Sent Email filter with

the Test Variant constraint. This filter allows them to specify which email and which test variant they

want to target. The Was Sent A/B Test filter does not have a Variant constraint, and it is not possible

to see who received which test variant without using a constraint.

Garrin did not set up the campaign correctly to achieve his desired results. The campaign will fire if a

person fills out a form or clicks a link in an email, not both. This is because he used an “or” filter logic

for his triggers, which means that any one of them will qualify a person for the campaign. To make

sure that a person fills out a form and clicks a link in an email, he should use an “and” filter logic

instead

Two things that Jay could try to identify the issue are to go into the Members tab of the webinar

program and check if any person has the program status of Registration Error, and to go into the

Members tab of the webinar program and check that the webinar url column is populated using a

custom view. These steps can help Jay troubleshoot if there was any problem with the registration

process or the webinar provider integration. Changing the program status manually or looking in

field management will not help Jay solve the issue.

A possible reason the email has not been launched is that the new email has not been activated. An

email must be approved and activated before it can be sent out by an Engagement Program. If the

email is not activated, it will be skipped by the cast. The stream and the content do not need to be

activated for the email to be launched.