Marketo Champion Worksheet: Defining Lead Sources

Meghana_Rao1
Marketo Employee
Marketo Employee

Getting started with lead sources in Marketo Engage? Define your lead source criteria and smart lists beforehand with this Lead Source Champion Worksheet created by @Jessica_Kao3!

 

A Few Lead Source Best Practices To Get Started

  • Don’t be too specific with your lead source information, or you’ll end up with cluttered data. You generally want 10-15 lead source options.
  • Consult with the appropriate stakeholders and decide on your lead source values before implementing in Marketo Engage. You should only set them once.
  • Using a single operational program to assign lead sources in your instance makes the process more scalable and easy to troubleshoot.

 

Find more Lead Source best practices from Jess Kao in this video!

734
1
1 Comment
Amy_Goldfine
Champion Moderator

Having a "sourcing" operational program is great, really reduces the amount of manual work for list uploads, API lead delivery, etc.