Dan_Stevens_

Dan_Stevens_

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Date Last Visited
‎11-20-2025 08:21 AM
Level 10 - Champion Alumni
Joined the community 10-06-2013
Rank Icon Level 10 - Champion Alumni
Sr. Director, Global Demand Center
Cleveland, Ohio
  • Re: Nest emails under smart campaigns

    We do the same thing - keep many of our general operational and alert emails stored centrally in DS:And then these can be used across programs: lead lifecycle, all of our 'website content' programs (where we send both a tokenized confirmation email with a direct link to download the file, and a toke...

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  • Re: Editing templates

    Jen, your best bet is to find an agency - or a self-service provider like Knak - and have the appropriate templates created for your specific use-cases. The ones that Marketo provides haven't been tested fully across all devices, clients (especially Outlook) and are quite limited/dated. Have a loo...

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    Discussions
    5650 2 0
  • Prevent deactivated/inactive/deleted CRM USERS from appearing/syncing ...

    There’s been a long-standing issue with the way Marketo sees CRM users (in both MS Dynamics and SFDC) in that it will display all users – active, inactive, deleted – as available users to sync leads to from within Marketo. Many companies like us never delete user records - instead, we deactivate th...

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    Ideas
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  • Re: Person needs to go through engagement stream multiple times

    That’s correct - simply creating a new stream and using the same content (email) or smart campaign (child program) will not permit the person to receive the content again. You will need to duplicate your assets.

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  • Re: Requests for consent must be freely given, specific, informed and ...

    Thanks Greg. This is aligned to our guidance as well. In fact, I would argue that obtaining the data captured on the form is adequate value received - without the need to also require opt-in consent.

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  • Re: Requests for consent must be freely given, specific, informed and ...

    Change “opted-in-to-email” to “opted-in-to-be-tracked/processed”. If they haven’t opted in to email, you’re not sending them any email.

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  • solved badge Re: Double opt-in Process for Germany & Best Practices

    Hi Tammy - whenever we track engagement within a program, we include a variety of CDV flow steps - here are four of them:So if this person filled out a form to download content and opted-in - which would then trigger the "process opt-in requests" smart campaign - the program name now contained in th...

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    5631 2 3
  • Re: Share program across workspaces?

    Since you cannot reference program membership across workspaces (as you pointed out), there are some alternatives that you can use. But the easiest one would be to run a smart campaign in the original program to add those that are members of the program to a static list in the default partition. S...

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    1539 1 0
  • Re: Tracking without cookies?

    Another article was published today regarding this topic:Web Browsers Reject About Two-Thirds of Cookieshttps://www.emarketer.com/content/web-browsers-reject-about-two-thirds-of-cookies

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  • Re: Single Customized Thank You Email

    ..which is discussed in greater detail here (regarding the race condition of including a filter with the "person is created" trigger): Trigger fires due to Data Value Change but Filter for the same field doesn't reflect the change - for discussion

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Public Statistics
Date Registered ‎06-10-2013 06:23 PM
Date Last Visited ‎11-20-2025 08:21 AM
Total Messages Posted 4,485
Likes Received 4388