Dory_Viscoglio

So then you want exactly what Dan Stevens listed above. Forms 2.0 with different values for the display than the stored value.

This is almost the opposite of a way to engage customers or prospective customers, but it's definitely a way to keep people happy with your brand... Make sure that you have an internal calendar of your messaging, and try to consolidate/segment your mailings as much as possible. Over-messaging will n...

Hey Lynn, unfortunately this was at a previous role where I no longer have access to the instance. I do know that using the developers.marketo.com site, our developers were able to use a local site that they created to allow our newsletter editors to select the day's articles, change headlines if th...

+1 on new records being created not causing a Data Value Change. Do you have screenshots of the trigger and the activity on a log? Are there any other filters that are preventing these records from flowing through? I think campaign code is a custom field so any caveats might be limited to your speci...

Well, these nightmares should hold me over for at least the next month That'll be the next thing I tackle.

Yeah, I'm not sure of the exact law, but I think we're saying the same thing... only add the checkbox when you want them to have the option to opt in or out. But I agree with Dan, it's relatively simple to have the field only show if someone is not currently opted in.I love that we're having all of...

I'd go the route of only showing the box if they weren't opted in. Once they're opted in, you aren't changing their preference by them filling out a new form, so I don't think it needs to be included on every form. Also, if they fill out a form with the checkbox and don't check it, that could get mo...

Hey Kevin, if you want this to be a batch process you're probably better off doing it as a single smart campaign. If you want it to happen anytime this field is changed for a person, then you should set it up as a transition rule.Transition rules work to pull people in, so you will want the rule in ...

You use this flow step once you've identified your users in a smart list.

Hey Kevin, if you remove people from the program then you will lose reporting metrics from the program based on their interactions. A better option would be to create another stream without any content, and shift them all into that stream. You can also pause their cadence, as a belt & suspenders kin...