Revenue Cycle Model

Forum|Forum|10 years ago
July 3, 2015
1 reply
3690 views

Hi,

I am trying to set up a Revenue Cycle Model but I am struggling to set this up.

How can I add a transition to link inventories (greyed out on my screen)?

Also, how do you edit a smartlist for each inventory?

Many Thanks

Michelle

Marketo

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Josh_Hill13

Level 10

Please see the presentation I made with Jeff Coveney in April. That should get you started.

Setup a Lead Lifecycle and Revenue Cycle ModelMarketing Rockstar Guides

Jeff has also posted on this at his website. revenginemarketing.com

The key is that you do NOT use the triggers in the RCM visualizer editor. You run it with campaigns and then let the RCM listen for Rev Stage is Changed.

A

Anonymous

Hi Josh

Thank you for your reply, I have taken a look though this and whilst it is interesting, I am still unsure how to actually use the Revenue Cycle Model to map out a flow. I can't find anything online which explains how to design the flow using the editor, in particular how to create links/transition steps between each inventory stage. Do you know where to find information on using the RCM?

Many Thanks

Michelle