Casey_Grimes

Honestly, I feel once you get into regulated industries you're almost better off just utilizing local storage for prefill, sending data to a PCI-compliant storage and setting up your own connection to any SaaS product, but that's just me and definitely off-topic here.The conversation did prompt me t...

This question was the bane of my existence when I did B2C more regularly. Thankfully the solution is pretty straightforward—but first, a caveat.How big is your database? Just how many emails are you sending?I ask because the mechanism to make this work relies on a separate scoring mechanism, and if ...

Grégoire Michel wrote: Just pay attention to some so-called Wordpress Modules intended to "ease" the integration and that in fact use the server API on the client side. They are very dangerous as they expose Marketo connection info and would enable anyone to run a DoS attack on your Marketo instance...

So, I've done several major ways of handling Marketo forms as they relate to WordPress: using free plugins, using a few LaunchPoint partners' plugins (which I won't really comment on due to conflict of interest—and something to keep in mind if/when those plugins' developers reply to this thread), us...

Nothing much to say here that hasn't already been said, but I did want to note that I've used link tracking on a separate domain than the one that's being mailed from (or even used as the main asset hosting/final destination) and there's been absolutely no impact in terms of deliveribility, even to ...

Hi Tashmeem,I have indeed done this before!As a prelude, I might recommend that lead assignment be handled by your CRM if at all possible—in my experience, your sales team is more directly involved with the CRM side of the marketing and sales cycle, and they'll be concerned about handling any sales ...

Hi Dorothea,A couple of things here:- You actually can't use tokens in Smart Lists (well, officially, anyway.)- With that said, you do have a couple of other options. The easiest would be to utilize Link ID, a sorely under-appreciated constraint*. When building your email, you'd simply want to swap ...

I agree that there's nothing special about UTM parameters as opposed to tacking anything else on a querystring, but it's something most marketers have a passing familiarity with and I've gotten into the habit of using Google Analytics as a poor man's data warehouse. With that said, I started thinkin...

As Josh said, the wait step will still run—it's just that sometimes that in and of itself can be the problem if you decide you want to revamp your scoring, need the record to not run for whatever reason due to changes made in processes, etc. I'm very wary of running a wait step for more than a few d...

Hi James,I understand what you're trying to do here, but in reality it's a little difficult. First off, Rajesh is right that you don't want people hanging out in wait steps that long because it winds up causing a variety of issues. At the same time, calculating out decays for 180 days is pretty tric...