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: GDPR and Privacy: "anonymize person" flow step

    Here's some more detail around anonymization/pseudonymization - which is the basis for Greg's idea (and a piece of core functionality that's needed in Marketo to help us marketers continue to report accurately and prove our value to the business):Looking to comply with GDPR? Here's a primer on anony...

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    Ideas
    10320 9 0
  • solved badge Re: Currency token and decimals...in a snippet

    Hi Greg - we use program tokens to display the current year in our email footer snippet:...even though the email isn't physically located in a program (but the "send" smart campaign is).

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    Discussions
    2831 1 1
  • Re: Marketing Strategies to Thrive in a GDPR World

    This is a great idea. So much so, I would create a new discussion topic that promotes it and provides more visibility here in the community (and hopefully with with PMs).

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    Blogs
    4020 1 0
  • Re: Marketing Strategies to Thrive in a GDPR World

    Hi Greg. Interesting. But GDPR considers many additional fields that are contained in the lead record as “personal data”; and also in the activity log (e.g., CDV “real name” to “anonymized name”). I like the way you’re thinking, though, to allow for some level of reporting of this data.

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    Blogs
    4020 0 0
  • Re: Identify Records where Acquisition Date ≠ Created Date

    We sure did see a big chunk never engage - especially when some of our regions insisted that purchasing lists of highly segmented contacts were needed to execute a campaign. As you and I both know, response rates will be far below average (when compared to those contacts that engage and establish a...

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    Discussions
    3367 1 1
  • Re: Identify Records where Acquisition Date ≠ Created Date

    Actually with a dedicated "list purchase" channel, you would set the AP to this program (which was a separate program with a "list purchase" channel - not a LP program). That's how we used to do it. We did away with this channel, since it wasn't reflective of true attribution/engagement. Now, whe...

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    Discussions
    3367 0 3
  • Re: Marketing Strategies to Thrive in a GDPR World

    One of the exceptions where you won't delete the lead record is when someone submits a contact-us form, which results in an MQL/potential opportunity (but doesn't opt-in). I think this would fall within the "legitimate interest" bucket of GDPR.

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    Blogs
    4020 1 0
  • Re: Marketing Strategies to Thrive in a GDPR World

    Totally agree on not having 2 checkboxes. But think about what this is going to do with our ability to report accurately (and there's really nothing that we can do about it - I don't even think the ePrivacy Regulation is going to save us). Let's say 20% of the people that opt-in while submitting a...

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    Blogs
    4534 1 0
  • Re: Identify Records where Acquisition Date ≠ Created Date

    JD, it's definitely a best practice - especially for teams that will often import names into Marketo for programs like events (e.g, list of names to invite to an event). We tell our team to never select the AP (step 3 of the list import process) unless this is an import to manually define program m...

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    Discussions
    6823 0 1
  • Re: Identify Records where Acquisition Date ≠ Created Date

    For us, having different AD and CD are normal. Unless we’re importing people into a program that is part of a “list acquisition“ program, we don't assign AP/AD during the import process. Mainly because the leads themselves didn't engaged with anything to qualify them as members of a program. Whic...

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    Discussions
    6823 0 8

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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