Differences between Bizible Spend Reporting Methods

Kate_Colbert
Marketo Employee
Marketo Employee

Let’s talk about reporting cost to Bizible! There are 3 ways to do this so it’s important to understand which method will be best for each type of cost you’d like Bizible to know about. 

To start, let’s outline our 3 options: 

  1. Cost pulled automatically from API-connected ad platforms
    1. Example: Sponsored Content on LinkedIn or XXXX ads on Facebook
  2. Cost uploaded via CSV
    1. Example: Advertising on Twitter or G2 Crowd
  3. Cost pulled from SFDC or DCRM Campaigns
    1. Example: Cost of a Webinar or Direct Mail 

To prevent forgetting about any cost or over-counting it (pulling from the API connection AND uploading the same cost in the CSV, for example), it’s a good idea to create primary doc to keep track. Perhaps a spreadsheet with columns for the Channel, Subchannel and method that you will use to report the cost to Bizible. Another reason to have a clearly defined strategy is because once Bizible associates a cost method to a given campaign, Bizible will only listen to updates from that method going forward — it is not easy to switch back and forth.

That said, let’s discuss the requirements for using each cost method to help you decide.

  1. Cost pulled automatically from API-connected ad platforms

    1. This only works for the platforms that Bizible does have an integration with, as of today that is currently: Google Ads, Bing, Facebook and LinkedIn
      So, to take advantage of this, be sure your Bizible Admin has connected any appropriate ad platforms and also enabled Bizible’s auto-tagging functionality

  2. Cost uploaded via CSV

    1. This is the only option for cost when the touchpoint is not created by a synced CRM Campaign. In other words, if you need to tell Bizible about cost and it is related to Touchpoints that are either A.) created by the JavaScript but it’s not related to one of the integrated ad platforms or B.) created from Activity Object rule logic (sales touches usually)
    2. To use this method, navigate to the Marketing Spend section of the Bizible app in order to upload cost at either the Channel, Subchannel or Campaign Level 

  3. Cost pulled from SFDC or DCRM Campaigns

    1. To use this method, ensure that you are syncing the appropriate CRM Campaigns to Bizible and also that the “Enable Cost Sync” functionality is enabled on the Campaigns section of the Bizible Account. From there, make sure that the appropriate fields on the Campaign Object are populated in CRM otherwise Bizible won’t pull the cost: 
      1.      SFDC: Actual Cost, Start Date, End Date
      2.      DCRM: Total Actual Cost, Actual Start, Actual End
    2. This option works only when the Touchpoint is the result of a synced CRM Campaign. Said differently, this method will not work for Touchpoints created by JavaScript. Why? Let’s imagine that you have a Paid Social - Twitter Campaign, the JavaScript would be tracking this and creating the Touchpoints. So even if you have a CRM Campaign for those people, you’re not syncing that CRM Campaign to Bizible — because the JS is already creating Touchpoints — so there is not a way for Bizible to pull any cost from that CRM Campaign, you would need to use the CSV upload option. 


In summary, it is highly likely that you’ll be using at least two methodologies (probably API integrations and the CSV), or even all three! We just want to make sure that you have all the knowledge to make the best choice for your org and eliminate any confusion!

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