I consider tradeshow scans/attendees as implied opt-in. ... View more

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. ... View more

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. ... View more

Appreciate everything you've done (and I'm sure will continue to do) for this community, Josh! ... View more

I ran into some new ones today -- 600 for "Empty access token - An Access Token parameter was not included in the request" and 611 for "System error - All unhandled exceptions." It looked like it lasted for at least an hour before correcting itself, but this definitely seems to suggest Marketo is having some underlying issues. ... View more

I reached out to support and got the following response: There may be more data being called which is causing these errors. There has not been any changes on the Marketo side but if you could screenshot the calls that are causing this error I may be able to assist further. It seems like the errors have mostly subsided, though I see an occasional one still here and there... I'm going to wait another week or so and see if things have been corrected. ... View more