Using Smart campaigns to move people through RCM vs using built in transitions

Question

Hey Marketo hivemind! Its been a while since I've seen any posts regarding the revenue cycle modeler and wanted to ask for opinion/best practice in setting up the model transitions.

I'm currently working on setup/update our model and I seem to recall that at one of the MUGs it was recommended to use a program and smart campaigns via "change revenue stage" flowstep to move someone through the RCM transitions instead of building the logic directly in the model transitions. I can't seem to find any other references to this though so figured I'd ask folks how they do it these days?

Miray · Accepted Answer

Hi,

Here is the video link from MUG Deep Dive : https://www.youtube.com/watch?v=ffbOae4LxHw its a really good sources and yes we recommend to build the transition from one stage to other outside of RCM in order to maintain your RCM easily

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