Tom Richards
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Recent activity by Tom Richards
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The reply from ActOn support (with image above) would be ideal if our CRM fed ActOn. Because our CRM is a mess (don't get me started) we do a master list Excel push every day from it, then in...
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Thanks, Tod!I do have questions, though, as I certainly don't know how to do everything in ActOn. I may be over-thinking some things, too.2. Create segment based on when they entered the prog...
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I've been using ActOn for over a year and had no idea the Triggered messages were linked to the Automated programs! Never knew to look.------------------------------Tom RichardsWonderlic, Inc...
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I do use Wait steps, just 10 minutes at a time. It gives me time to see where things are moving and make corrections on the fly. The obvious problem is going back and adding the correct time...
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