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I didn't actually check to see whether any of my Canadian leads have .ca, and if they do, if the country matches. I guess it might be worth just ditching the .ca filter and only going with the country/inferred country approach.
While putting together my smart campaigns to deal with CASL, I noticed some false positives when filtering by email address CONTAINS ".ca" -- an example being chris.carlisle@uscompany.comAny ideas how to avoid these situations?
You're correct, you cannot add people to an email program after the fact. You'd either have to duplicate the program and send it to only those who you missed, use the smart campaign method you mentioned, or you can send one-off via the Lead Actions > Marketing options in a lead list view.
Go into Admin > Treasure Chest > and enable "Campaign Inspector"Once that's going, click back into Marketing Activities and at the top you'll see a new tab that says "Campaign Inspector" -- play around in there and you'll be able to filter by active/inactive smart campaigns, see what they all do, et...
Reports currently can't do this, unfortunately. I typically pair all of my reports with a smart list so that I can drill into the individual leads if I need to.See this idea: https://community.marketo.com/MarketoIdeaDetail?id=08750000000HHkyAAG
Did you try clicking the "Smart List" tab at the top? Maybe try in a different browser as well? If this is a completely new email program, it's weird that you would be having problems--generally I only experience issues getting the smart list numbers to refresh.
A little late to the game, but I figured I would post my outline for dealing with CASL and see what everyone thinks:Affected Leads/Contacts: Email address ends with .ca Country is "Canada" or "CAN" Inferred Country is "Canada" or "CAN"New Fields: Opt-In (Express): checkbox field, set as FALSE by...
It'd be easier to tell you if you told us what your fields are set up as... so I'll just make an assumption that you have two custom fields: Product Edition A and Production Edition B and each are checkboxes, with either true or false values.So in your smart list, you'd add each field to the list of...
Assuming you have a custom field called "Product Edition" you would just use a filter to say "Product Edition IS NOT A or B"The little green plus button will let you add multiple values to the filter and they act as "OR" when grouped together
You should be able to pattern match them. The classes won't change on a form-by-form basis.