Passing SF IDs & Automatic Campaign Syncing

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Anonymous
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Passing SF IDs & Automatic Campaign Syncing

I'm implementing a Marketo instance into an org where they pass SFDC campaign IDs in the URL, in UTM parameters, for tracking purposes. Thus, when someone lands on a page and fills out a form a SFDC campaign ID is often present in the URL and is passed to a hidden field in the form.

What I'd like to do is take that SF ID and find a way to automatically put someone into the campaign when they come into Marketo. And, ideally, I'd like to do this dynamically. I.e. I don't want to have to create a smart campaign rule in Marketo for every new SF campaign. I'd want to grab that SF campaign ID and find a way to do it automatically.

I realize this might involve all sorts of hacks, including SF workflows and javascript, beyond what you can do purely in Marketo, and I'm cool with that.

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Re: Passing SF IDs & Automatic Campaign Syncing

This is a very unique case, but one solution I can think of is building a set of trigger campaigns, that go one of two ways

  • Trigger for Data Value Changes SF ID, or
  • Trigger for Fills Out Form with filter for SF ID is not empty.

From there, you'll essentially have an Add to SFDC Campaign flow step. I would allow a lead to run through it every time.

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Anonymous
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Re: Passing SF IDs & Automatic Campaign Syncing

In theory that would work mostly ... except for the fact that I think you'd have to create a new flow step for each and every SF campaign ... which won't work in an org where there is a high volume of new SF campaigns created. There has to be a way to pass that ID and make a member of that campaign ID dynamically ...

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Re: Passing SF IDs & Automatic Campaign Syncing

Not in Marketo, but you can create workflows in SFDC that would allow you to do that. However, I am not comfortable enough with SFDC workflow triggers to make a recommendation on how to execute this.

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Anonymous
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Re: Passing SF IDs & Automatic Campaign Syncing

I believe this post would be what you are looking for:

Assigning leads to Salesforce campaigns dynamically

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Re: Passing SF IDs & Automatic Campaign Syncing

Peter Borden

We have implemented something similar. Here's what we do:

- When a user comes to the website, we mostly have a Campaign ID value in the URL.

- With custom coding, we would collect this campaign ID in a cookie, and add it to a hidden form field when the form is submitted. After the form submission, we would simply reset the value of campaign ID in the cookie.

- In Marketo, we have a smart campaign which would add lead to SFDC Campaign. In the Campaign Name field, we have added the Campaign ID token, along with Campaign Status token, which is updated on form submits.

I don't think you would need any workflow in SFDC to achieve this. With some JS coding on the website, this can be done easily. Reach out at alok@grazitti.com if you need more details.