Katja_Keesom

True enough, but in my experience owners of events (online or live) want to be on top of issues like this, so they can follow up straight away. I was building alert processes inside each program template, but it would be an interesting option to contemplate centralizing it. That depends on where the...

I wouldn't use a form like that. If you are emailing to the person and all you want is to offer them the option to opt in or out, you do not need all those fields (the person is already in your database). I would create a form specifically for the preference selections and definitely also offer the ...

Good point. In that case your solution seems the only clean one that would work.

I couldn't agree more. So far in situations I have seen where compound dedupe keys were allowed based on a specific use case, a lot of unwanted and unanticipated dupes were introduced as well. It becomes pretty messy to control.

Great article @Amy_Goldfine ! Good tip on the Send alert token as well.I can also see a similar use case for confirmation emails bouncing (of course assuming naming conventions are adhered to so you can identify all relevant emails easily).

First thing to do is to decide which options you want to provide. Is it a straight unsubscribe vs opt-in or do you allow for partial opt-ins (e.g. I only want to receive newsletters and not promotional emails), temporary unsubscribes or any other options. Once you have decided on that, you indeed bu...

With this sort of date filters I tend to use the Schedule options available to allow a person to run through the flow once per x period (90 days in your example). Not entirely sure I understand your use case, but it allows you to only set the "in future 91 days" and let the schedule take care of the...

@Dan_Stevens_ true, there still are some limitations there. It would already help if the Program Membership report would allow for custom columns, but it is not the perfect solution just yet.

The way I would approach this is to stamp your gated content program as the acquisition program and use the channel through which a person landed on your content page to allocate a Lead/Person source. That way you can make great cross-sections of which combinations of content vs channel you are most...