Thanks for sharing this. For the expressed content, how did you set the Opt-In Date (Express) to the opportunity close date? I understand the idea but i am not sure how do it .
For go-forward, it's pretty simple. I just have the following trigger in my Express smart campaign, along with these flow steps:
* note: you can add constraints on here if you only want specific opportunity types to count toward this
For backfilling existing close dates, it's a little trickier, but I believe what I did was run a report out of our CRM of the qualifying opportunities, along with the close date and the contacts attached to them. Then you could simply mash them together in Excel and import that list into Marketo to assign the values to the Opt-In Date (Express) field.
Thank you so much for your reply. I know exactly what you are talking
about. Now it all fits in place.
I joined a new company a month ago where they have never implemented CASL.
Is it too late to the backfill now? Do you know if the implied consent has
changed as well. There are so many resources but all of them are kind of
Appreciate your help!
Kavya Yeri | Sr Marketing Operations Manager | 919.448.8531
On Tue, Nov 28, 2017 at 3:14 PM, Matt Stone <email@example.com>
This is a bit of a loaded question, so I'll give you two answers: one that I think is to the letter of the law and one that I personally would do. In general, it's definitely not too late to backfill, and I don't believe anything has changed in relation to the implied consent rules (but I could be mistaken, definitely worth reading the actual regulations again).
Letter of the law version: set up a batch campaign that will only set folks who have met the implied consent requirements within the last 180 days. Do the same for your CRM report of closed opportunities in the past two years. Anyone who doesn't fall into these two groups shouldn't have implied consent marked.
What I would do: follow the letter of the law version for any of your records in Canada. For anyone outside of Canada, you may or may not be following the same rules on consent, but I would enforce it as a go-forward policy unless other regulations apply. For instance, if John Doe is in my database and has never interacted with us in any way, I would not mark him as implied consent. If Sally Sue is in my database and filled out a form in 2016 (e.g. more than 180 days ago), and has not unsubscribed since, I would mark her Opt-In Date (Implied) as whatever day I'm backfilling everyone.
Obligatory disclaimer that you should consult your company's legal team on all of this and I am not endorsing a specific option -- everything heavily depends on the individual business, database composition, etc.