Meetings and Trainings

This thread is for the Admin Office Hours session for Thursday May 5th,  2016.  Submit your questions to this thread and we'll add them to our  topics list below! If you are planning to attend, register using the link below and post your question on this thread.   To register, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday April 14th,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To join this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday April 7th, 2016.  Submit your questions to this thread and we'll add them to our topics list below!   To register for this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered questions and link portions of the video for those who could not attend

This thread is for the Admin Office Hours session for Thursday March 31st,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To register for this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday March 17th,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To register for this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday March 24th,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To register for this session, please click here. Current Topic List: Tips and Tricks of MDA in relation to Rules Post-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday March 10th,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To register for this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for Thursday March 3rd,  2016.  Submit your questions to this thread and we'll add them to our  topics list below!   To register for this session, please click here. Current Topic List: TBDPost-session, we will update this article with a summary of answered  questions and link portions of the video for those who could not attend.

Hello All, Due to Admin 101 being hosted and ran this week we have elected to cancel the Office Hours on the 25th. Admin Office Hours will continue its normally scheduled routine next week and we ask that if you do have any question to save them for next week and we will address them at that time.

This thread is for the Admin Office Hours session for February 4th, 2016.  Submit your questions to this thread and we'll add them to our topics list below!   To register for this session, please click here. Current Topic List: Calculating the delta of a usage # recorded in MDA Changing formula in calculated fields Canned reports for tracking the RYG of accounts Analyzing Survey Feedback Post session, we will update this article with a summary of answered questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for February 18th, 2016.  If you have a question for this session, feel free to discuss details here.   To register for this session, please click here. Current Topic List: Templates Best Practice Pulling new accounts multiple times a day to ensure deliverables are sent Post session, we will update this article with a summary of answered questions and link the video for those who could not attend.

This thread is for the Admin Office Hours session for February 11th, 2016.  If you have a question for this session, feel free to discuss details here.   To register for this session, please click here. Current Topic List: How do other customers kick off initial playbooks/CTAs for new customers? How to trigger a rule when an account field goes from null to a value Reporting on emails. How many people opened, how many clicking content (links) and which get the best response Post session, we will update this article with a summary of answered questions and link the video for those who could not attend.

This thread is for the Admin Office Hours session for January 14th, 2016.  If you have a question for this session, feel free to discuss details here.   To register for this session, please click here. CurrentTopic List: How do aggregations in rules work?  Using an effective tagging structure to help us create campaigns, target communication etc.  Associated Contacts / Contacts assigned to TasksPost session, we will update this article with a summary of answered questions and link the video for those who could not attend.

This thread is for the Admin Office Hours session for January 28th, 2016.  Submit your questions to this thread and we'll add them to our topics list below!   To register for this session, please click here. Current Topic List: Fetching historical data in MixPanel Survey based on an MDA rule/CTA Resolution Post session, we will update this article with a summary of answered questions and link portions of the video for those who could not attend.

This thread is for the Admin Office Hours session for January 21sh, 2016.  Submit your questions to this thread and we'll add them to our topics list below!   To register for this session, please click here. Current Topic List: Email templates in rules engine Post session, we will update this article with a summary of answered questions and link portions of the video for those who could not attend.

So, I've completed what was suggested on this post: Associated Contact field in CTA and this post:  Contacts assigned to tasks, but neither seem to be getting me what I need.  One of the metrics for our CSMs is that they have at least quarterly touch points with multiple contacts within an account.  Could use some help in building out that reporting.