Counting Activity Incrementally

Version 2

    There have been discussions on finding ways to increment the activity count of a lead/person done. The solution seems to all point to creating SOAP API. I am not a developer but by rethinking the process and testing, I have found a way that works for the instance of my organization and therefore would like to share with you here.

    I wanted to count number of email opens, number of email clicks, number of page views, and event completed for each person incrementally. To do so, I attempted to mimic the way we built our lead scoring program. And here are the steps I took:

     

    1. Create desired Fields in SFDC, make them visible to Marketo Users. The following are what we started with:

     

    • Make the Field Type in SFDC to be Number
    • Make the Field Type in Market to be Score
    • Fields I started with:

    Emails Opened
    Emails Clicked
    Pages Viewed
    Event Completion
    Form Submission

     

    2. Create desired Fields in SFDC, make them visible to Marketo Users. The following are what I started with:

    • Create tokens:

    Tokens.png

    • Create a smart campaign for each of the tokens. Below are examples of smart list and the corresponding flow:

    If you are adding step to an existing Interesting Moments smart campaign:

    Flow option 1.png

    If you are building a new smart campaign:

    Flow option 2.png

     

    You see that I excluded customers. It is because I found it confusing and irrelevant in analytics if we continue to count the activities once a contact become a customer. It’s completely up to how you want to measure your stats.

     

    You may be able to use “+1” in the Change step without creating and using token. I didn’t test that because I had created tokens from the beginning.

    If there’s anything I am not clear or if you have any suggestions, please feel free to chime in.