Amy_Goldfine

This is great! I should definitely do a Health Check on my Segmentations.

Can you elaborate on what you guys have set up?

To clarify, filter for Program Status = Registration Error, select the people (use shift for -clickmulti-select), click "change program status" and select "Registered". Wait and see if they stay Registered after Marketo pings GTW.

Sorry, I should have been clearer. We either make sure that each vendor's contract outlines clearly that they got consent to processing and direct marketing from each attendee, or we have them sign our DPA. If we can't get them to sign something to that effect, we put a little sign at our booth that...

It's baaaaacccccckkkkk

Just wanted to emphasize that this is an extremely good practice. I wish we had done it! Once a field syncs to Marketo you can never delete it in Marketo. Much better to be thoughtful about what syncs down—you can always sync it later!

Paul's link should put you on the right track. You still need to come up with a process to manually pull in polls and questions into Marketo if you want that information passed over to Sales. What we do is manually all their poll answers and questions into a single field in the spreadsheet, then upl...

Thanks Steve, I was just coming here to post that I received this information in reply to my support ticket! We'll keep you guys posted.

If only the copy editing stopped once the content was put into Marketo!

Joe Reitz​ runs training at AWS, and although they don't have the compliance issues that FS does, they have a gigantic database and a lot of users. They have pretty tight processes around email approvals. Joe, do you have any suggestions?