Phil Bosley

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Latest activity by Phil Bosley
  • Phil Bosley commented,

    I'm glad!  Always happy to help!   Philip Bosley | CEO & Marketing Strategist Mobile: 530.401.7762 Email: phil@tacticalma.com   Schedule Time On My Calendar     ------Original Message------This w...

  • Phil Bosley commented,

    I'd create the inverse segment   E.g if your exclusion segment is "Customer = True" Create a segment were "Customer = False" and export that segment. This will give you all records except those i...

  • Phil Bosley commented,

    Awesome - thanks @Olaf Kowalik!​------------------------------Phil BosleyOwner, Tactical MAAct-On Professional Services Partner------------------------------

  • Phil Bosley commented,

    Answering the question and providing an alternative:Why limit lead score time ranges?Time ranges control scoring decay. Scoring is best thought of as a way to measure current engagement and i...

  • Phil Bosley commented,

    I am the CEO of Tactical Marketing Automation, an agency that specializes in marketing automation deployments, and former colleague of Andrew Kugler. I am personally attesting to his authenti...

  • Phil Bosley commented,

    You could segment your submission list in “link a” and “link b”Based on this your automated program first branch step becomes “If in link a” then send message a. Your second branch is “If in ...

  • Phil Bosley commented,

    The feature your looking for is Personalized From. You can find info on it in the University and Support can flip it on for you. Cheers,PhilSent from my iPhone------Original Message------Does...

  • Phil Bosley commented,

    The same process works for SugarCRM and Dynamics.------------------------------Phil BosleyCEO, Tactical MAAct-On Professional Services Partner-------------------------------------------------...

  • Phil Bosley commented,

    So Act-On manages by Contacts, as it's designed to target people.   You can't make a list of 'Accounts' because they are not people, however using SFDC, all Contacts are people that are asso...

  • Phil Bosley commented,

    It can with the ABM module.   Philip Bosley | CEO & Marketing Strategist Mobile: 530.401.7762 Email: phil@tacticalma.com   Schedule Time On My Calendar     ------Original Message------Act-O...