enablebizibletouchpointsexample.png

Phasing out "Enable Bizible Touchpoints" field in favor of Custom Campaign Sync Rules (in-app)

Kate_Colbert
Marketo Employee
Marketo Employee

Today, the primary way to Sync CRM Campaign Data to Bizible is through Custom Campaign Sync Rules which you would build in your Bizible instance. However, before the Custom Campaign Sync functionality existed, Bizible customers needed to use a field called “Enable Bizible Touchpoints” on the Campaign Object to select to sync either All Campaign Members or only Responded Campaign Members. Here is a screenshot of what the field looks like in SFDC:

 

enablebizibletouchpointsexample.png

 

 

More and more customers are looking to phase this field out and move to the newer functionality, Custom Campaign Sync, because it is all managed in the Bizible instance and is a more automated approach. This guide seeks to explain how to make this transition.  Note: if you are a new customer, this article is probably not for you as you can just proceed with the Custom Campaign Sync functionality in your implementation (don't use Enable Bizible Touchpoints field or put it on the Campaign Page Layout)!

 

In general, you will be looking to 1.) identify which Campaigns you had previously set Enable Bizible Touchpoints field for in the CRM, 2.) create Custom Campaign Sync logic in the Bizible account to replace this and 3.) “zero-out” the Enable Bizible Touchpoints field and then remove from the page layout (so that people don’t use it anymore).

 

Let's break down these pieces: 

 

  1. You want to identify which Campaigns you were enabling for Touchpoints because you'll want to re-build this with the newer Custom Campaign Sync functionality in the Bizible instance. To understand which Campaigns you were enabling for Touchpoints, you could run a report in SFDC or you could create a Campaign List View

  2. Once you know what Campaigns you were enabling, you'll then build logic in the Bizible account to sync these campaigns -- this is the Custom Campaign Sync functionality referred to previously. Here is an article for how to build the Custom Campaign Sync Rules, and here is a Best Practices article

  3. Now that you've built the Custom Campaign Sync Rules in your Bizible account, it's time to clean up the Enable Bizible Touchpoints field in your CRM and discontinue its use.
    • By clean up or zero-out the Enable Bizible Touchpoints field, I just mean that we want to revert it back to “None” so that the Custom Campaign Sync Rules in the Bizible Account can take over. You can do this by using Data Loader or creating a Campaign List View to do this in mass. Click here for an article on creating a Campaign List View.
    • The Custom Campaign Sync Rules will always take priority.
    • Don't forget to remove the field from your Campaign Page Layout -- we don't want people accidentally using it and creating confusion and/or conflict in your Sync logic!

 

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