Dory_Viscoglio

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...

The easiest way to accomplish this would be to create duplicate versions of the same email. Marketo knows not to send the 'same' email not by its content, but by its ID. But, I would strongly recommend modifying the emails in some way unless there's a specific use case you're going for!

We haven't gone with Tableau at this point because we didn't find a great way to manage the API calls (we didn't try very hard, though). I have had several sit-downs with my Sales Ops/Analytics team who likes to refer to Marketo numbers as "Q&D" (quick n' dirty), but at the end of the meeting we've ...

Hi Carey, it's an overall number -- but, like many other Marketo metrics it is a proprietary 'calculation' that I don't think we've ever been given any insight into what actually goes into this number. Also, if you use programs instead of straight emails in your engagement program then this number w...

Maybe Robb Barrett PRD​ has one? I know he has tons of other lists