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Anonymous
July 3, 2015
Question

Revenue Cycle Model

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

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6 replies

Josh_Hill13
Josh_Hill13
Level 10
July 3, 2015

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.

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Anonymous
July 6, 2015

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

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David_Mason1
David_Mason1
Level 3
July 6, 2015

Michelle: Do either of these help? I found them helpful for my model.

Create a New Revenue Model - Marketo Docs - Product Docs

Understanding Revenue Models - Marketo Docs - Product Docs

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